SEC filings · customer concentration · PCAR

Who depends on PACCAR

4 listed suppliers report PACCAR as a customer worth 10% or more of their revenue, led by Atmus Filtration Technologies at 16%.

0major customers now
—of revenue from them
4listed suppliers depending on it
2011–2026years covered
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When a new annual report adds a 10% customer, drops one, or moves a share by 5 points or more, you get the change and the filing link. Up to 10 companies per address, no account, unsubscribe with one click.

Suppliers that depend on PACCAR

Listed companies whose annual report names PACCAR as a customer worth 10% or more of their revenue. If PACCAR cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Atmus Filtration TechnologiesATMU16%from 17%FY 2023: 16%FY 2024: 17%FY 2025: 16%3 yearsFY 2025 · filed 13 Feb 2026
StoneridgeSRI15%from 13%FY 2020: 4%FY 2021: 6%FY 2022: 15%FY 2023: 10%FY 2024: 13%FY 2025: 15%6 yearsFY 2025 · filed 16 Mar 2026
CumminsCMI13%from 16%FY 2019: 17%FY 2020: 15%FY 2021: 15%FY 2022: 16%FY 2023: 16%FY 2024: 16%FY 2025: 13%7 yearsFY 2025 · filed 10 Feb 2026
Allison Transmission HoldingsALSN11%from 13%FY 2016: 9%FY 2017: 9%FY 2018: 10%FY 2019: 12%FY 2020: 11%FY 2021: 10%FY 2022: 9%FY 2023: 11%FY 2024: 13%FY 2025: 11%10 yearsFY 2025 · filed 24 Feb 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Commercial Vehicle GroupCVGI11%last FY 2019FY 2011: 18%FY 2012: 19%FY 2013: 16%FY 2014: 12%FY 2017: 10%FY 2018: 11%FY 2019: 11%7 yearsFY 2019 · filed 16 Mar 2020

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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