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 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
PACCAR reports Q3 2025 results
PCAR
Earnings
Guidance Update
- PACCAR reported Q3 revenues of $6.7 billion and net income of $590 million; PACCAR Parts delivered record quarterly revenues of $1.72 billion with $410 million pretax income, and PACCAR Financial Services posted $126 million pretax income
- 2025 U.S. & Canadian Class 8 market expected at 230,000–245,000 units (2026: 230,000–270,000); European above-16 ton market at 275,000–295,000 units (2026: 270,000–300,000); South America at 95,000–105,000 units for both years
- Q3 gross margin of 12.5% impacted by steel and aluminum tariffs; Q4 margins guided to around 12% with Section 232 tariff relief effective Nov 1 improving costs and competitive position
- 2025 capital expenditures forecast at $750–775 million and R&D at $450–465 million; 2026 capex of $725–775 million and R&D of $450–500 million to support new products and factory expansions
Oct 21, 2025, 4:00 PM
PACCAR reports Q3 2025 results
PCAR
Earnings
Guidance Update
- PACCAR delivered $6.67 billion in consolidated net sales and revenues and net income of $590.0 million (US$1.12 per diluted share) in Q3 2025, down from $8.24 billion and $972.1 million in Q3 2024.
- For the first nine months of 2025, PACCAR earned net income of $1.82 billion (US$3.45 per diluted share), including a $264.5 million after-tax litigation charge, and achieved adjusted net income of $2.08 billion (US$3.95 per diluted share); net sales and revenues were $21.62 billion.
- PACCAR Parts set a quarterly record with $1.72 billion in revenues and $410.0 million pretax profit in Q3 2025, and generated $5.14 billion in nine-month revenues with $1.25 billion pretax income.
- The company forecasts 2025 U.S. and Canada Class 8 truck retail sales of 230,000–245,000 units and expects volumes to increase to 230,000–270,000 vehicles in 2026.
Oct 21, 2025, 12:05 PM
PACCAR Reports Strong Q1 2025 Financial Results & Strategic Updates
PCAR
Earnings
Management Change
Guidance Update
Legal Proceedings
New Projects/Investments
- Q1 2025 Performance: PACCAR reported consolidated revenues of $7.44 billion with GAAP net income of $505.1 million (after a $264.5 million after-tax litigation charge) and adjusted net income of $769.6 million.
- Record Parts Division: Achieved record Parts revenue of approximately $1.7 billion and parts pretax income of about $427 million, reflecting strong operational performance.
- Strategic Investments: Invested $171.9 million in capital projects and incurred $115.4 million in R&D expenses, underlining a commitment to next-generation products.
- Q2 Guidance: Expecting gross margins in the 13%-14% range amid ongoing tariff uncertainties and focused cost management.
- Leadership Changes: Announced the retirement of Harrie Schippers after a 39-year career, with Kevin Baney taking charge of PACCAR Financial Services and Brice promoted to CFO.
Apr 29, 2025, 3:01 PM
PACCAR Inc Announces Leadership Changes and Retirement
PCAR
CFO Change
Management Change
- Harrie C. A. M. Schippers, the President and CFO, will retire effective June 2, 2025 after 39 years of service.
- Brice J. Poplawski is promoted to Senior Vice President and CFO effective June 2, 2025, and Kevin D. Baney assumes additional responsibilities for PACCAR Financial Services and Investor Relations.
Apr 2, 2025, 12:00 AM
Quarterly earnings call transcripts for PACCAR.
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