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SUPPLY CHAINS TO ADMIRE | 2025
Trucks and Heavy Equipment For 2025, John Deere and Paccar are Supply Chains to Admire Award winners in the Trucks and Heavy Equipment sector. As a clear industry leader, Paccar has won for nine consecutive years. Cummins drops out due to the lack of improvement on the Supply Chain Index, while United Tractors fails to make the cut based on value on price-to-book or market capitalization. From 2015 to 2024, Operating Margins growth declined 13% while margins improved 4%.
Table 29. Trucks and Heavy Equipment Sector Evaluation for the Period of 2015-2024
INDUSTRY: Trucks and Heavy Equipment
COMPANY INFORMATION
IMPROVEMENT
PERFORMANCE
VALUE
MARKET CAPITALIZIATION PER EMPLOYEE
PRICE TO BOOK
RETURN ON CAPITAL EMPLOYED
GROWTH (Year Over Year Revenue)
SUPPLY CHAIN FUNDAMENTAL SCORE
INVENTORY TURNS
OPERATING MARGIN
SUPPLY CHAIN INDEX
2024 REVENUE
NAME
2015 - 2024
Agco Corp
$ 11,662
4
16
3%
3.50
7.2%
10.1%
2.03 293,221
Caterpillar
$ 64,809
2
4
3%
2.95
13.2%
14.5%
6.04 1,012,993
Cummins
$ 34,102
5
14
7%
4.62
9.9%
19.1%
3.56 467,085
Daimler Tzruck Holding AG
$ 58,530
6
2
2%
2.32
4.2%
5.2%
0.55 106,466
Deere & Company
$ 50,518
4
4
5%
4.68
14.8%
13.6%
5.17 943,918
Hitachi Construction
$ 9,743
4
8
2%
2.55
7.4%
9.7%
0.31 74,357
Hyster-Yale Materials Handling Inc
$ 4,308
4
3
5%
4.24
2.0%
9.4%
2.29 127,657
Komatsu
$ 26,785
3
17
4%
2.23
11.9%
12.3%
1.41 353,623
Konecranes Oyj
$ 4,570
5
4
7%
2.36
7.1%
11.3%
1.25 83,426
Kubota
$ 19,937
3
15
5%
3.25
10.7%
10.0%
1.57 452,044
Manitowoc
$ 2,178
2
13
0%
2.95
2.8%
0.2%
0.96 123,269
Oshkosh Truck
$ 10,730
1
11
5%
4.45
7.6%
14.3%
2.11 356,592
PACCAR Inc
$ 33,664
6
12
7%
14.43
12.0%
14.6%
2.84 1,114,295
Terex Corp
$ 5,127
3
10
1%
3.77
7.3%
12.1%
2.26 272,777
Textron Inc
$ 13,702
3
18
0%
2.81
7.2%
9.0%
2.19 381,906
Traton SE
$ 51,381
5
1
6%
2.00
4.4%
3.9%
0.37 62,701
United Tractors
$ 8,470
3
7
9%
5.52
18.8%
20.9%
1.46 178,898
Volvo AB
$ 49,966
1
8
3%
5.02
10.0%
13.1%
1.97 321,056
MEAN WITH OUTLIERS
$ 25,566
4
4.1%
4.09
8.8%
11.3%
2.13 373,683
MEAN WITHOUT OUTLIERS
4.2%
3.35
8.8%
11.3%
1.90 373,683
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