PCAR
Paccar·NASDAQ
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PCAR fundamentals
Paccar (PCAR) released its earnings on Jan 27, 2026: revenue was 6.25B (YoY -15.12%), beat estimates; EPS was 1.06 (YoY -36.14%), missed estimates.
Revenue / YoY
6.25B
-15.12%
EPS / YoY
1.06
-36.14%
Report date
Jan 27, 2026
PCAR Earnings Call Summary for Q4,2025
- Record Financial Performance: 2025 adjusted net income $2.6 billion (4th highest in company history); Q4 2025 revenue $6.8 billion.
- Gross Margin Expansion: Q1 2026 guidance 12.5-13% (vs. 12% Q4 2025), driven by Section 232 tariffs and cost reductions.
- Market Share Leadership: 30% U.S./Canada Class 8 share; 13.5% European heavy-duty share.
- Parts & Services Growth: 4-8% 2026 revenue growth; PACCAR Parts pretax profit $1.67 billion in 2025.
- Used Truck Value Uptick: 4% year-over-year increase; poised for further gains as EPA 2027 compliance costs rise.
- Tariff Advantage: Competitors slow to pass Section 232 costs, creating PACCAR margin advantage.
- 2026 Outlook: U.S./Canada Class 8 market 230,000-270,000 units; Europe 280,000-320,000 units.
EPS
Actual | 0.6867 | 0.2867 | 0.74 | 0.78 | 0.9 | 0.94 | 0.72 | 0.98 | 1.1467 | 1.38 | 1.4733 | 1.76 | 2.25 | 2.33 | 2.34 | 2.7 | 2.27 | 2.13 | 1.85 | 1.66 | 1.46 | 1.37 | 1.12 | 1.06 | |||||||||||||
Forecast | 0.8057 | 0.2004 | 0.66 | 0.8151 | 0.8508 | 0.9309 | 0.7992 | 0.8825 | 1.029 | 1.2175 | 1.323 | 1.4727 | 1.8019 | 2.184 | 2.1266 | 2.2462 | 2.2041 | 2.1368 | 1.817 | 1.6902 | 1.5783 | 1.2889 | 1.1499 | 1.0664 | |||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -14.77% | +43.06% | +12.12% | -4.31% | +5.78% | +0.98% | -9.91% | +11.05% | +11.44% | +13.35% | +11.36% | +19.51% | +24.87% | +6.68% | +10.03% | +20.20% | +2.99% | -0.32% | +1.82% | -1.79% | -7.50% | +6.29% | -2.60% | -0.60% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.78B | 2.70B | 4.54B | 5.14B | 5.41B | 5.39B | 4.74B | 6.30B | 6.11B | 6.79B | 6.69B | 7.73B | 8.05B | 8.44B | 8.23B | 8.59B | 8.23B | 8.26B | 7.70B | 7.36B | 6.91B | 6.96B | 6.11B | 6.25B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.98B | 2.95B | 4.50B | 5.20B | 5.36B | 5.52B | 4.73B | 5.44B | 5.95B | 6.56B | 6.71B | 7.11B | 7.84B | 8.28B | 8.15B | 8.44B | 8.26B | 8.23B | 7.63B | 7.56B | 7.20B | 6.99B | 6.11B | 6.05B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -4.14% | -8.41% | +0.89% | -1.23% | +1.08% | -2.49% | +0.20% | +15.75% | +2.61% | +3.46% | -0.28% | +8.77% | +2.71% | +2.00% | +1.03% | +1.75% | -0.28% | +0.34% | +0.93% | -2.60% | -3.92% | -0.40% | -0.05% | +3.31% |
Earnings Call
You can ask Aime
What does Paccar do and what are its main business segments?What is the revenue and EPS growth rate for Paccar year over year?Did Paccar beat or miss consensus estimates last quarter?What were the key takeaways from Paccar’s earnings call?What guidance did Paccar's management provide for the next earnings period?What were the key takeaways from Paccar's earnings call?What factors drove the changes in Paccar's revenue and profit?What is Paccar's gross profit margin?
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