# If Paccar moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/paccar · Facet: ripple · Updated: 2026-10-14T17:23:24.421+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Paccar is directly linked to 2 companies (1 supply, 1 revenue relationships) and reaches 4 companies within two hops; the links are backed by 7 dated sources, 4 of them primary filings (as of 2026-10-14).

Paccar operates across S&P 500, Heavy trucks, Class 8 29.9%. It is +14.8% in 2026. The demand side (avg +65.1%) is well ahead of the stock (+14.8%). Customer money has not fully worked its way down to this layer, which leaves catch-up room if propagation continues and a hardened gap if it stalls. Among connected nodes the furthest ahead is Aurora Innovation (+65.1%) and the furthest behind is Cummins (+11%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. PACCAR builds its own MX-13 and MX-11 diesel engines and sources the balance from Cummins, and co-develops driverless trucks (Peterbilt 579, Kenworth T680) with Aurora.

## Demand chain (leading)
- T1 Aurora Innovation (https://valuechain.wiki/aurora.md)
- T2 Uber (https://valuechain.wiki/uber.md)
- T3 Yum! Brands (https://valuechain.wiki/yum-brands.md)
- T3 The Kroger Co. (https://valuechain.wiki/kroger.md)

## Supply chain (benefiting)
- T1 Cummins (https://valuechain.wiki/cummins.md)
- T2 United Rentals (https://valuechain.wiki/united-rentals.md)
- T3 Ford Motor Company (https://valuechain.wiki/ford-motor-company.md)

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Full node: https://valuechain.wiki/paccar.md · JSON: https://valuechain.wiki/paccar.json