PACCAR Inc.
PACCAR Inc (PCAR) is a global manufacturer of medium- and heavy-duty commercial vehicles and related parts and services, known for brands such as Kenworth, Peterbilt and DAF. The business generates revenue from vehicle sales, aftermarket parts and financing solutions, giving it a mix of cyclical truck demand and recurring aftermarket cash flows. Investors should note PACCAR’s exposure to freight activity and economic cycles, regulatory changes (emissions and safety) and supply-chain dynamics. The company’s size and diversified geographic footprint can provide resilience, but capital spending and truck order volatility mean earnings can fluctuate. This summary provides general, educational information and is not personalised investment advice; suitability depends on individual circumstances and risk tolerance. Past performance is not a guide to future returns, and values can fall as well as rise.
Why It's Moving
PACCAR Faces Persistent Headwinds as Revenue Misses and Sector Underperformance Cloud Truck Maker's Outlook
- Quarterly revenue of $4.61 billion missed consensus estimates of $6.06 billion by 24%, reflecting a 15.1% year-over-year decline that signals softening demand in the commercial truck market
- Stock has underperformed key industrial sector ETFs over the past year and year-to-date despite record results in parts and financial services divisions, suggesting investor skepticism about recovery timing
- Analysts maintain moderately optimistic coverage with price targets above current levels, though recent downgrades—including Zacks Research moving PACCAR from strong sell to hold in December—highlight cautious sentiment around near-term catalysts
PACCAR Faces Persistent Headwinds as Revenue Misses and Sector Underperformance Cloud Truck Maker's Outlook
- Quarterly revenue of $4.61 billion missed consensus estimates of $6.06 billion by 24%, reflecting a 15.1% year-over-year decline that signals softening demand in the commercial truck market
- Stock has underperformed key industrial sector ETFs over the past year and year-to-date despite record results in parts and financial services divisions, suggesting investor skepticism about recovery timing
- Analysts maintain moderately optimistic coverage with price targets above current levels, though recent downgrades—including Zacks Research moving PACCAR from strong sell to hold in December—highlight cautious sentiment around near-term catalysts
When is the next earnings date for PACCAR Inc. (PCAR)?
PACCAR's next earnings report is estimated to be released on April 28, 2026, covering Q1 2026 results. The company has not yet officially confirmed this date, but it is based on the company's historical earnings release patterns. Analysts are currently projecting an earnings per share of $1.15 for the quarter. This upcoming report will provide investors with updated financial performance and forward guidance from company management.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying PACCAR's stock, anticipating it will grow to $107.16.
Financial Health
PACCAR Inc. shows strong revenue and cash flow, indicating healthy financial performance overall.
Dividend
PACCAR's dividend yield of 4.37% is decent for those seeking dividend income. If you invested $1000 you would be paid $42.90 a year in dividends (based on the last 12 months).
View more stocks by downloading the app for FREE
It only takes 60 seconds.
Baskets Featuring PCAR
Tariff Protected Stocks | Domestic Manufacturing Edge
New tariffs on imported pharmaceuticals, trucks, and furnishings create a potential advantage for U.S.-based manufacturers. This theme identifies domestic companies poised to benefit from reduced foreign competition and increased demand for American-made goods.
Published: September 28, 2025
Explore BasketU.S. Truck Stocks (Heavy-Duty Tariff Winners)
A new 25% tariff on imported heavy-duty trucks aims to protect U.S. manufacturers, creating a potential advantage for domestic companies. This theme identifies U.S.-based truck makers and parts suppliers that are positioned to benefit from this protectionist trade policy.
Published: September 27, 2025
Explore BasketEU Tariff Cuts: Which US Companies May Benefit?
A new trade agreement between the U.S. and the European Union reduces tariffs, creating new opportunities for American exporters. This theme focuses on U.S. industrial, agricultural, and seafood companies poised to benefit from increased access to European markets.
Published: August 22, 2025
Explore BasketAmerican Auto Surge
Tap into the unexpected strength of America's auto industry. This collection features carefully selected automakers, parts suppliers, and retailers benefiting from Ford's impressive 14.2% sales jump and robust consumer spending on vehicles.
Published: July 2, 2025
Explore BasketChina's Manufacturing Rebound
Early signs of recovery in China's manufacturing sector are creating investment opportunities. This collection features carefully selected companies positioned to benefit as the world's largest manufacturing economy starts to stabilize and grow again.
Published: June 30, 2025
Explore BasketWhy You’ll Want to Watch This Stock
Steady aftermarket demand
Aftermarket parts and services provide recurring revenue and cushion cyclical new-vehicle sales, though performance can vary with economic activity.
Global truck footprint
Operations across North America and Europe diversify exposure and tap different freight markets, yet regional regulation and trade shifts can affect results.
Technology and efficiency
Investment in fuel efficiency, telematics and electrification may support competitiveness, but execution costs and regulatory timelines add uncertainty.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Ametek Inc.
Ametek is a leading global manufacturer of electronic instruments and electromechanical devices with operations in the United States and across the world.
Advanced Energy Industries Inc
Advanced Energy Industries Inc manufactures and supplies power conversion technology solutions.
Applied Industrial Technologies Inc
Distributes industrial and mechanical products to industrial customers in North America.
