PACCAR ($PCAR) podcast mentions
Timestamped PACCAR ($PCAR) mentions across our podcast corpus.
Hey there, it's Joey, your friendly neighborhood investor, and I'm here to break down the day for Packard. So, PACCAR had a bit of a rough ride today, closing down about 1.3%. Yeah, that one stung a bit. Let's talk about what went down. The stock was pretty much in the red all day, and honestly, it just didn't catch a break. It seemed like a slow bleed, with folks not feeling super excited about it compared to some of its competitors. I mean, nobody likes to see their stock lagging behind, right? Now, here's the scoop on why it was a rough day. Packard announced that they're teaming up with Einride to push forward on their Level 4 autonomous vehicle plans. That sounds cool, but it didn't really light a fire under the stock. Meanwhile, some analysts pointed out that Packard was underperforming compared to other players in the market. You know how it goes—if your friends are all getting A's and you're stuck with a C, it's hard to feel good about it. On the bright side, Evercore ISI Group decided to keep Packard on their radar, and even raised their price target to $162. That's a solid vote of confidence for the future, but I guess people are still feeling a bit cautious right now. One more thing to keep in mind: Packard's been busy working on their delivery capabilities, which is crucial in this industry. It's all about getting those trucks out on the road and making sure they can keep up with demand. So, that's the lowdown on Packard today. It was a bit of a bummer, but hey, every stock has its ups and downs. Just remember, I'm here to keep you informed and entertained, but this isn't financial advice. Catch you later!
Speaker A · 2 Minutes with Joey - PCAR Stock News · PCAR Today - Aug 12: PACCAR Partners for Autonomous Plans · 2026-08-12I'll say it for the record, is my fundamental belief that Packard is does not want to be in the autonomous trucking business. Point blank, period, done, sealed, sent for delivery. Point blank. And I further believe that when you listen to Packard's Q2 2026 earnings call, the CEO said, we're not ready to let anybody go driverless, remove the driver. That was the CEO's comments on the earnings call. Next question, please. That's what he said. You can listen to the, read the transcript, listen to the call. It was very, I'll use the term stern. Because when Aurora initially launched driver-out commercial operations from Dallas to Houston, they're actually launching from, from just south of Dallas. I've been there. I've been in the truck all the way down to Houston. 2 or 3 days later, you have to check the record of this. I don't remember the exact dates. Also, we get a blog post from Aurora says due to partner requests, we must put a safety observer in there, a.k.a. A safety attendant, and those are supervised miles for the record. They are not unsupervised driverless miles. They are supervised miles. And it was great speculation that that was PACCAR. And turns out it became true that it was PACCAR. And so for all practical purposes, Aurora had to go find a new OEM partner. And it is— they basically, from what I understand and what the market understands, is that they purchased trucks from International. And they're being upfitted by Roush. No partnership there. Because what they did was they had to go eliminate the risk from the OEMs. No, you can't do that. You can't go driverless. And that was a huge risk. And that's what the sidestep is. It's sidestepping that. And that's what we saw on— or we heard on the— sorry, we didn't see. We heard on the Kodiak earnings call today. Kodiak's going to Western Star, Daimler. Why? Bye-bye Packard. Bots using Daimler trucks. So it seems that based on every company in autonomous trucking outside of Stack AV is moving away from Packard to an alternative. And that is a sidestep either to manufacturing deals or it's through this, the Roush sidestep, if you want to do that. And at the end of the day, you fast forward, say, 5 years, 10 years.
Grayson · The Road to Autonomy · Autonomy Signals: NVIDIA's Grand Robotaxi Ambitions Are Coming Into Focus · 2026-08-07And that's what they did. Yeah. And to drive that home, right, like The original idea was that PACCAR would have a kind of factory line commitment to build an integrated L4 stack into the truck coming off the line, right? So it would be fully integrated, it would not be a retrofit, and that's kind of where Roush and International are coming in, right? So Aurora wants to keep its trajectory of getting 200+ driverless trucks on the road by the year end. And because of the Packard delay, both from going driverless and the delay on the factory line commitment by at least 12 months of this integrated vehicle, Aurora has to turn to Roush International to, to find those trucks to meet its target. And they have to retrofit those trucks. So it's a little— it's both the sidestep and I call it the two-step in this case, because now they're in a two-step process where they were going to be integrated, which is one step. Now they have to retrofit, which is a two-step process. That being said, right, I think this is still generally good vibes and good— more than vibes, good progress by Aurora. There is this second-generation hardware and second-generation software that is going to reduce cost and extend life. And it's also, you know, it talked about both a TAS model, Transportation as a Service model, and Driver as a Service model. So it's looking to create, you know, two forms of revenue and to capture eventually as the Driver as a Service, like more like software-like margin. Margins, which tend to be greater margins than transportation margins. And so I think it's, it's both representative of some of the struggles that come with working in the trucking industry and some of the various manufacturers. And there aren't that many to turn to in terms of manufacturers, right? Fewer manufacturers and OEMs in this field than there are in the, in the vehicle manufacturing side, which if somebody wants to call me out on my ignorance on that, go ahead, but that's my understanding. When I was at Aurora, we were focused on robo-taxis, not necessarily on trucking. And so Aurora, I think there is a lot of positive things going on here. Now, I will say I'm not really sure about the IndyCar announcement.
Rob · The Road to Autonomy · Autonomy Signals: NVIDIA's Grand Robotaxi Ambitions Are Coming Into Focus · 2026-08-07And all of this comes, as you, as you point out, right, there is Every day Aurora is burning cash, right, as everybody is. Uh, and yet their revenue projections depend upon a certain number of vehicles getting out by the end of the year. And there are two potential pitfalls is basically what Omega is calling out because one, the first pitfall is because of this kind of delay. and the integrated truck from PACCAR and Volvo being pushed out, deferred is the term, right? 12 months or more. They've had to go to a sort of a, a plan B to retrofit these trucks with the help of Rouson International Trucks. And that to meet the 200-truck deadline, they need 20 trucks a week. That's, that seems like a lot of trucks per week to retrofit. And so if there is a bottleneck of any kind, it could just be sheer number of people capacity, right, to do this is what Omega is saying. That's a real risk. And we don't know— what we don't know about the capacity there and some of the issues with that retrofit and how it's going. And we won't know probably until the Q3 earnings report comes out, where I'm sure somebody will ask about that, where they will divulge. If it's going well, they'll divulge it themselves. If it's not going well, somebody will be forced to ask. And then a second risk as well is there is this second generation of hardware that they want to integrate into these retrofitted vehicles, right? It's an advancement. But anytime— and we've talked about this before, whether it's Aurora, Waymo 6th generation hardware, Tesla, you know, advanced new, new, new chips, new, um, cameras, whatever it is Zukes and new pods for their sensors. Anytime you do a hardware integration or upgrade, right, you could face delays because you've got to calibrate it again, you've got to validate it again. There could be unforeseen issues with that, right? And it could be something that's easily overcome, right? The pod, just make sure when you set it, it's got to be at this degree, right? For the car. Just do that going forward and we're all set.
Rob · The Road to Autonomy · Autonomy Signals: NVIDIA's Grand Robotaxi Ambitions Are Coming Into Focus · 2026-08-07So good, that's the most important thing. All right, let's talk about what we're going to talk about today. There's a couple of things I wanted to chat about, which, uh, here, here's what we're going to talk about. So Paccar recalls 5,919 trucks. Then we're going to talk about Brake Safety Week that's coming up at the end of this month, in about 2 weeks. Mack and Volvo is pushing, um, the DEF D-rate updates, which it will be interesting to talk about. I don't know if you had a chance to read about that, but that's pretty nice. Cummins is talking about slowing their 2027 engine rollout, that's which I'm not surprised. And then we can talk about some EPA. I have some questions from our members to see if we can help them out with any of the questions that we might have. Julio Peña, how are you doing, Julio? Julio is live with us right now. How's it going, Julio? Where are you? What are you doing? Where are you at? Uh, probably, probably at home if he's typing or waiting for another load. It's 6:16 PM. I bet he's home, uh, right now. So let's dive into it. Let's talk about the Paccar recalls. Paccar is recalling close to 6,000 Kenworth and Peterbilts over power distribution center box that may be contaminated with oil. The affected trucks can lose engine power, anti-lock brake function, exterior lighting, wipers, and defrost. The cost traces back to the supplier. A damaged air compressor filter leaked oil into the soldering process on the circuit boards during manufacturing. And here's the part that should get your attention: the only warning a driver may get is an ABS malfunction lamp. These are models only 2027 built this summer, so pretty much brand new trucks. Dealer will look at the truck and replace boxes as needed, free of charge, obviously. So 5,919 trucks, less than 1% has a defect on it.
Sebastian · Truck Yoo · PACCAR Recalls 6,000 Kenworth & Peterbilt Trucks | Trucking News #17 · 2026-08-07Mack and Volvo expend their— expend the DEF D-rate fix backward. Some good news: Mack and Volvo are rolling out updated DEF inducement software, and they're pushing it backward into trucks already on the road all the way to eligible 2010 and newer models by the end of 2027. Under new EPA guidance, the final D-rate speed goes from 5 miles an hour up to 25. And the repair window goes from 4 hours to as much as 160 hours. Cummins, Paccar, and Detroit already announced the same kind of update. So this is now the whole industry, not the brand, but nobody's actually— I guess Volvo and Mack are the first ones to come out with any guidance on that. As I've spoke to my friend at Freightliner, and he said they don't know yet what they're supposed to do yet. But what's interesting is when you take the inducement from 5 to 25, I mean, what are you going to do with 25? Yeah, think about it.
Sebastian · Truck Yoo · PACCAR Recalls 6,000 Kenworth & Peterbilt Trucks | Trucking News #17 · 2026-08-07Hey there, it's Joey! I've been investing for years, and I'm here to break down what went down with PACCAR today. So, PACCAR, or PEEKAR for the stock nerds, had a solid green day, up about 2.36%. Not too shabby. Here's the scoop: PACCAR's stock moved up, but it's kinda interesting because it didn't really keep pace with some of its competitors. There were some big names selling off shares today, like First Trust Advisors letting go of over 449,000 shares. That's a hefty chunk! And then, Mediolanum International also decided to lower their stake. I mean, when big players start selling, it raises eyebrows, right? On the flip side, there's chatter about PACCAR's earnings looking strong for 2024, plus there's still that solid demand for trucks. So, it's like a mixed bag. You've got some good vibes about future earnings but also these sell-offs from major funds. No wonder people are scratching their heads a bit. Now, just a little heads up, there's a lot of buzz around Packer's valuation being supported by that strong truck demand. So, while today had its ups and downs, it sounds like the company has some solid foundations to stand on. Alright, that's the lowdown on Packer today. Just remember, I'm here to share info and keep it fun, not to give any financial advice. Catch ya later!
Speaker A · 2 Minutes with Joey - PCAR Stock News · PCAR Today - Jul 22: Mixed Signals for PACCAR · 2026-07-22