May Durable Orders Back Paccar, Boeing as Class 8 Orders Jump 103%
Updated
Updated · TheStreet · Jun 25
May Durable Orders Back Paccar, Boeing as Class 8 Orders Jump 103%
2 articles · Updated · TheStreet · Jun 25
Summary
May durable-goods data reinforced the case for Paccar and Boeing, with truck and aircraft shipment trends pointing to higher production and margin leverage.
Class 8 truck orders rose 103% from a year earlier and 12% from April, the sixth straight month of annual growth, while rising shipments suggest tightening freight capacity ahead of fresh June order and tonnage data.
Nondefense aircraft and parts shipments for April and May were up 8% year over year on a three-month moving-average basis, indicating Boeing's output is still climbing despite monthly volatility.
Boeing's nondefense aircraft backlog reached its highest level since Census records began in 1992, and May commercial deliveries topped 60 planes versus 47 in April, putting second-quarter totals on track to exceed both Q1 2026's 143 and Q2 2025's 150.