Earnings summaries and quarterly performance for PACCAR.
Executive leadership at PACCAR.
R. Preston Feight
Detailed
Chief Executive Officer
CEO
BP
Brice Poplawski
Detailed
Senior Vice President and Chief Financial Officer
CM
C. Michael Dozier
Detailed
Executive Vice President
DS
Darrin Siver
Detailed
Executive Vice President
JR
John Rich
Detailed
Senior Vice President and Chief Technology Officer
KB
Kevin Baney
Detailed
Executive Vice President
LB
Laura Bloch
Detailed
Senior Vice President
MP
Mark Pigott
Detailed
Executive Chairman
Board of directors at PACCAR.
AC
Alison Carnwath
Detailed
Director
BH
Barbara Hulit
Detailed
Director
BH
Brice Hill
Detailed
Director
CN
Cynthia Niekamp
Detailed
Director
GR
Ganesh Ramaswamy
Detailed
Director
JP
John Pigott
Detailed
Director
KH
Kirk Hachigian
Detailed
Director
LP
Luiz Pretti
Detailed
Director
MS
Mark Schulz
Detailed
Lead Independent Director
PB
Pierre Breber
Detailed
Director
Research analysts who have asked questions during PACCAR earnings calls.
AC
Angel Castillo Malpica
Morgan Stanley
9 questions for PCAR
Also covers: AGCO, ALSN, CAT +15 more
Jamie Cook
Truist Securities
9 questions for PCAR
Also covers: ACM, AGCO, AME +17 more
Jeffrey Kauffman
Vertical Research Partners
9 questions for PCAR
Also covers: ARCB, CHRW, CMI +14 more
Kyle Menges
Citigroup
9 questions for PCAR
Also covers: AGCO, ALH, ALSN +11 more
Michael Feniger
Bank of America
9 questions for PCAR
Also covers: ACM, AGCO, CAT +11 more
TZ
Tami Zakaria
JPMorgan Chase & Co.
9 questions for PCAR
Also covers: ADM, AGCO, ALSN +23 more
DR
David Raso
Evercore ISI
7 questions for PCAR
Also covers: CAT, CMI, CNH +12 more
JR
Jerry Revich
Goldman Sachs Group Inc.
7 questions for PCAR
Also covers: AGCO, ALSN, ATMU +28 more
SG
Scott Group
Wolfe Research
7 questions for PCAR
Also covers: AAL, ALGT, ALK +35 more
SV
Stephen Volkmann
Jefferies
7 questions for PCAR
Also covers: AGCO, CARR, CAT +21 more
SF
Steven Fisher
UBS
7 questions for PCAR
Also covers: ACM, AGCO, BBCP +22 more
Chad Dillard
AllianceBernstein
6 questions for PCAR
Also covers: CAT, CMI, DE +6 more
Rob Wertheimer
Melius Research LLC
4 questions for PCAR
Also covers: ALSN, AME, CAT +12 more
Robert Wertheimer
Melius Research
3 questions for PCAR
Also covers: ALSN, AME, CAT +12 more
TT
Timothy Thein
Raymond James
3 questions for PCAR
Also covers: AGCO, ALSN, CAT +14 more
AJ
Avi Jaroslawicz
UBS Group
2 questions for PCAR
Also covers: CNH, EME, HEES +1 more
CA
Charles Albert Dillard
Bernstein
2 questions for PCAR
Also covers: CAT, CMI, DE +6 more
Nick Housden
RBC Capital Markets
2 questions for PCAR
Also covers: OTIS
TT
Tim Thein
Raymond James Financial
2 questions for PCAR
Also covers: AGCO, ALSN, CMI +11 more
WP
Walter Piecyk
LightShed Partners
2 questions for PCAR
Also covers: AMX, CCOI, GSAT +6 more
ML
Max Liss
Kepler Cheuvreux
1 question for PCAR
Recent press releases and 8-K filings for PCAR.
PACCAR outlines strategic priorities at Analyst Day 2026
PCAR
Guidance Update
New Projects/Investments
- PACCAR reported FY2025 revenues of $28.4 B, adjusted net income of $2.6 B, and 144,200 truck deliveries in 2025.
- For 1Q2026, PACCAR forecasts ~33,000 deliveries, 12.5%–13.0% gross margin, and 2%–4% parts sales growth, with FY2026 guidance of 4%–8% parts sales growth, $725 M–$775 M CAPEX, $450 M–$500 M R&D, and 230K–270K North America unit shipments.
- The Parts & Financial Services segment delivered $1.668 B parts profit and $485 M financial services profit in 2025, accounting for 71% of corporate profit pools.
- Strategic investments include $800 M CAPEX and $400 M R&D planned for 2026 to support growth and technological leadership.
- Product roadmap emphasizes next-generation clean diesel, elevating zero-emission/hybrid mix from 0% in 2025 to 30% by 2030, and advancing Level 4 autonomous trucking deployments.
1 day ago
PACCAR presents 2026 guidance and product roadmap
PCAR
Guidance Update
Product Launch
New Projects/Investments
- PACCAR highlighted cycle-over-cycle strength, with revenues rising from $19 billion in 2014 to over $28 billion in 2025 and return on invested capital reaching a record 55.5% in 2024.
- For 2026, PACCAR expects Q1 truck deliveries of ~33,000 units, gross margins of 12.5%–13%, parts sales up 2%–4%, and full-year parts growth of 4%–8%; capital expenditures of $725–775 million and R&D of $450–500 million are planned.
- The product roadmap includes two new proprietary diesel engine platforms to meet the 2027 35 mg NOₓ standard, an expanded BEV lineup growing to 17 models, and DAF’s XD and XF electric trucks winning the 2026 International Truck of the Year award.
- PACCAR’s parts business targets a $70 billion global addressable market (15% share in North America, 13% in EMEA) and aims to gain 5 pp by 2030 for an incremental $3.5 billion in sales; the network now has 21 distribution centers, 99.9% shipping accuracy, and 92% auto-accept in its Managed Dealer Inventory program.
1 day ago
PACCAR outlines 2026 strategy at Analyst Day
PCAR
Guidance Update
New Projects/Investments
- PACCAR closed 2025 with $28.4 billion in revenue, $2.6 billion of adjusted net income and 144,200 trucks delivered, reflecting a ~50% revenue increase since 2014 and a 9.3% return on revenue in 2025.
- The company invested $5 billion over the past five years in facilities and products—building flexible, AI-driven factories, new parts distribution centers, proprietary 35 mg NOₓ engine platforms, expanded zero-emissions and BEV lineups, and an autonomous truck platform.
- Parts and financial services target a $70 billion global parts market (15% share in North America, 13% in Europe) with $6.9 billion of average annual sales (30.4% gross margin) and seek 5 pts of share gain by 2030; PACCAR Financial Services holds $23 billion of assets and a 2.6% five-year average ROA, outperforming peers.
- For 2026, PACCAR expects Q1 deliveries of ~33,000 units, gross margins of 12.5%–13%, parts sales up 2%–4%, and will invest $725 million–$775 million in capital expenditures and $450 million–$500 million in R&D.
1 day ago
PACCAR outlines strategy and guidance at Analyst Day 2026
PCAR
Guidance Update
New Projects/Investments
- PACCAR highlighted advanced manufacturing and AI integration, including flexible factories, connected vehicle services, zero-emission vehicle portfolio, and an autonomous vehicle platform.
- The company will deploy two new proprietary diesel engine platforms to meet the 35 mg NOₓ standard in 2027 without electrification, has expanded its BEV lineup to 15 application-specific models on a common global driveline, and continues evaluating hydrogen solutions.
- PACCAR Parts achieved $6.9 B in sales, 30.4% gross margin, operates 21 global distribution centers, and targets a $70 B total addressable market; it holds 15% NA and 13% EU/ROW share, with plans to gain 5 pp by 2030 via AI-driven inventory and first/second owner strategies.
- PACCAR Financial Services manages $23 B in assets across 26 countries, supports dealer and customer financing, and has delivered a 2.6% five-year average ROA.
- For 2026, PACCAR expects Q1 deliveries of ~33,000 units with 12.5%–13% gross margins, FY parts sales growth of 4%–8%, capex of $725 M–$775 M, R&D of $450 M–$500 M, and truck market sizes of 230k–270k (US&C) and 280k–320k (Europe).
1 day ago
PACCAR reports Q4 2025 results and 2026 outlook
PCAR
Earnings
Guidance Update
Dividends
- PACCAR's Q4 revenues were $6.8 B with net income of $557 M; full-year 2025 revenues reached $28.4 B and adjusted net income was $2.64 B, delivering a 9.3% return on revenue.
- For 2026, PACCAR forecasts North American Class 8 retail sales of 230,000–270,000 units, European above-16 t registrations of 280,000–320,000, and South American above-16 t demand of 100,000–110,000 units.
- PACCAR Parts set record Q4 revenues of $1.7 B (pre-tax profit $415 M) and annual revenues of $6.9 B; PACCAR Financial Services posted Q4 revenues of $569 M (pre-tax income $115 M) and annual pre-tax income of $485 M.
- PACCAR delivered 32,900 trucks in Q4 2025 and expects Q1 2026 deliveries at a comparable level, with truck gross margins rising to 12.5%–13% from 12% in Q4.
- PACCAR declared $2.72 per share in 2025 dividends (84th consecutive year) and plans $725–775 M in capital investments and $450–500 M in R&D for 2026.
Jan 27, 2026, 5:00 PM
PACCAR reports Q4 and FY2025 results
PCAR
Earnings
- Q4 revenue $6.8 B and net income $557 M; FY2025 revenue $28.4 B and adjusted net income $2.64 B (9.3% after-tax return on revenue)
- Dividends of $2.72 per share declared for 2025 (yield ~3%), marking 84 consecutive years of payouts
- PACCAR Parts Q4 revenue $1.7 B (+4%) with pre-tax profit $415 M; FY revenue $6.9 B (+3%) and pre-tax profit $1.67 B
- PACCAR Financial Services Q4 revenue $569 M and pre-tax income $115 M (+10%); FY revenue $2.2 B and pre-tax income $485 M (+11%)
- 2026 market outlook: North American Class 8 sales 230,000–270,000 units; European above-16 t registrations 280,000–320,000; South American above-16 t 100,000–110,000
Jan 27, 2026, 5:00 PM
PACCAR reports Q4 2025 results
PCAR
Earnings
Guidance Update
- Q4 revenue was $6.8 B and net income $557 M; full-year 2025 revenues of $28.4 B and adjusted net income of $2.64 B, with adjusted after-tax return on revenue of 9.3%
- Declared dividends of $2.72 per share in 2025, including a $1.40 year-end payment, marking the 84th consecutive year of dividends and yielding ~3%
- Q4 truck deliveries totaled 32,900 units, with Q1 2026 deliveries expected at comparable levels; truck gross margins projected to rise from 12% in Q4 to 12.5–13% in Q1
- PACCAR Parts posted Q4 revenues of $1.7 B (+4%; pre-tax profit $415 M) and record FY revenues of $6.9 B (+3%; pre-tax $1.67 B), while PACCAR Financial recorded Q4 revenues of $569 M and pre-tax income of $115 M (FY rev $2.2 B; pre-tax $485 M)
Jan 27, 2026, 5:00 PM
PACCAR reports 2025 earnings decline, record parts revenue
PCAR
Earnings
Demand Weakening
Legal Proceedings
- Full-year 2025 revenue of $28.4 B and net income of $2.38 B, lowered by a $264.5 M after-tax litigation charge.
- PACCAR Parts revenue rose 3% to $6.87 B, and Financial Services posted record revenue of $2.2 B with pretax income of $485.4 M; finance assets grew to $22.8 B (+1.8%).
- In Q4 2025, revenue was $6.82 B (–13.8% YoY) and EPS was $1.06, above the $6.12 B consensus.
- U.S. Class 8 truck deliveries declined 15% to 63,300 units in 2025 (Peterbilt 31,764; Kenworth 31,536).
Jan 27, 2026, 4:08 PM
PACCAR reports Q4 and FY 2025 results
PCAR
Earnings
Dividends
- PACCAR reported Q4 2025 revenue of $6.82 billion and net income of $556.9 million ($1.06 per diluted share)
- Full-year 2025 revenue was $28.44 billion, with net income of $2.38 billion ($4.51 per diluted share) and adjusted net income of $2.64 billion ($5.01 per diluted share)
- PACCAR Parts and PACCAR Financial Services delivered record revenues and strong profits in 2025, supporting diversified earnings growth
- Cash dividends of $2.72 per share were declared for 2025, including a $1.40 year-end payout on January 7, 2026
Jan 27, 2026, 1:05 PM
PACCAR reports Q3 2025 results and market outlook
PCAR
Earnings
Guidance Update
New Projects/Investments
- PACCAR posted Q3 revenue of $6.7 billion and net income of $590 million, with PACCAR Parts record revenues of $1.72 billion (up 4%) and pre-tax income of $410 million, and PACCAR Financial Services pre-tax income of $126 million.
- Third-quarter gross margins were 12.5%, pressured by steel and aluminum tariffs; Q4 margins are expected around 12% as tariffs peak in October, with new Section 232 duties effective November 1 set to reduce costs and improve competitive position.
- PACCAR forecasts the 2025 U.S./Canada Class 8 market at 238,000–245,000 trucks and 2026 at 230,000–270,000; Europe above-16 ton at 275,000–295,000 (2025) and 270,000–300,000 (2026); South America above-16 ton at 95,000–105,000 (2025 & 2026).
- Capital spending for 2025 is guided to $750–775 million (capex) and $450–465 million (R&D), with 2026 investments of $725–775 million and $450–500 million, supporting next-generation powertrains, ADAS, connected services, and expanded production capacity.
Oct 21, 2025, 4:00 PM
Quarterly earnings call transcripts for PACCAR.
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