Impact of Tariff Policies and Section 232 Investigation on Business Outlook
Management highlighted the ongoing uncertainty around tariff structures, especially related to Section 232 investigation for medium and heavy trucks.
They estimate a potential tariff impact of around $75 million in Q3, with variability depending on tariff developments.
Clarity on tariffs and trade policies could significantly benefit PACCAR and its customers, potentially leading to market strengthening.
The investigation phase could conclude sooner than the maximum 270 days, possibly within 60 days, influencing market confidence and pricing strategies.
Dafinchi