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Company research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
Paccar
Paccar (PCAR) investor relations material
Paccar Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary27 Oct, 2026
Executive summary
Q3 revenue was $7,936.5M, up 19% YoY, and net income was $847.5M, up 44%; diluted EPS was $1.61 versus $1.12.
Truck deliveries rose to 40,100 from 31,900; Q4 deliveries are forecast at 41,000–43,000 as suppliers ramp production.
Nine-month revenue was $22,259.7M and net income was $2,204.8M; 2025 adjusted net income excluding the litigation charge was $2,083.4M.
Financial highlights
Q3 Truck, Parts and Other revenue was $7.38B; Financial Services revenue was $558.9M.
Nine-month operating cash flow was $2,520.3M versus $3,271.5M; cash and marketable securities totaled $9,238.2M at September 30, 2026.
Nine-month cash generation was $2.5B, exceeding net income; prior-year cash flow included an atypical decline in wholesale dealer flooring inventory.
Q3 capital investments were $137.6M and R&D expense was $108.9M.
Outlook and guidance
Q4 truck deliveries are forecast at 41,000–43,000; Truck, Parts and Other gross margin is expected at 14%–15%.
2027 U.S./Canada Class 8 market forecast is 240,000–280,000 units; Europe above 16 tonnes is expected at 300,000–320,000 and South America at 105,000–115,000.
2026 parts sales are forecast to grow 3%–5%; 2027 parts sales are expected to rise 3%–6%, depending on economic conditions.
Capital expenditure and R&D guidance: 2026 $650M–$700M and $440M–$460M; 2027 $650M–$700M and $460M–$500M, respectively.
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Latest events from Paccar
- Record FY revenue and rising Q4 earnings supported a cautiously improving 2014 outlook.PCAR
Q4 2013 - European strength and record North American share offset weaker truck volumes and the EC charge.PCARQ3 2016
- Q2 adjusted net income was $371.7M as European truck demand strengthened.PCARQ2 2016
- Record earnings and Parts profit amid stronger truck markets; Q3 production expected to dip.PCARQ2 2015
- FY2016 adjusted net income was $1,354.7M after excluding the $833.0M EC charge.PCARQ4 2016
- Net income rose 38% as stronger truck demand lifted Q1 results.PCARQ1 2015
- Higher truck deliveries and record Parts results lifted Q3 earnings.PCARQ3 2017
- Record Q1 sales and earnings reflected strong truck demand and Parts growth.PCARQ1 2018
- Q3 earnings rose 11%, led by truck and Parts growth as 2020 markets softened.PCARQ3 2019
Next Paccar earnings date
Q4 202619 Jan, 2027
Paccar
Next Paccar earnings date
Q4 202619 Jan, 2027
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Frequently asked questions
Commercial Trucks
PACCAR Inc. is an American company with multinational operations that designs and manufactures commercial trucks and equipment. This is done through three different subsidiaries: DAF, Kenworth, and Peterbilt. Besides its main operations within truck manufacturing, the company also distributes parts, various types of equipment, and financial services related to its principal business. The company is headquartered in Bellevue, Washington and its shares are listed on the Nasdaq.
An Amalgamation of Industry Giants
PACCAR's journey began in 1905 as the Seattle Car Manufacturing Company, founded by William Pigott Sr., specializing in railway and logging equipment. In 1928, it merged with Twohy Brothers to form the Pacific Car and Foundry Company, which enabled them to produce a broader range of products beyond rail cars, including trucks and truck parts. The transformation into a major player in the automotive and trucking industry began in the 1940s and 1950s with the acquisition of Kenworth and Peterbilt, two iconic names in truck manufacturing.
These acquisitions marked a significant shift towards specializing in heavy-duty trucks, and in 1972 the company rebranded to PACCAR. Over the years, PACCAR expanded globally while continuing to make acquisitions. Notably, it acquired the Netherlands-based DAF Trucks in 1996, allowing it to truly compete in Europe. Today, the company is one of the largest truck manufacturers in the world, together with names such as Volvo, Daimler, TATA, and several others.
Heavy Duty Trucks
PACCAR manufactures a wide variety of trucks through its subsidiaries Kenworth, Peterbilt, and DAF, each catering to different segments of the trucking market. Kenworth and Peterbilt are predominantly recognized for their heavy-duty trucks in North America, serving sectors like long-haul transportation, regional distribution, construction, and logging.
DAF in Europe
DAF, primarily operating in Europe, offers a range of trucks that include light, medium, and heavy-duty models. These trucks are tailored for different purposes, such as urban delivery, long-distance transport, and various industrial applications. Over the years, DAF has proven to be an important subsidiary in order to compete in the highly competitive European market.