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Paccar (PCAR) investor relations material
Paccar AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order with protocol outlined and inspectors of election appointed.
Recognition of employees' achievements and introduction of board members and independent auditors.
Nomination of 12 directors for election as per the proxy statement.
Presentations scheduled on financial results, business segments, and first quarter performance.
Financial performance review
Achieved revenues of $28.4 billion and net income of $2.4 billion in 2025, marking the fifth best year.
Generated $4.4 billion in operating cash flow and reached record $19.3 billion in stockholder equity.
Increased regular quarterly dividend by 13% and paid an extra $1.40 per share.
Market capitalization more than tripled over the past decade.
After-tax return on revenues was 8.4% and return on invested capital averaged 47% over five years.
Board and executive committee updates
Introduction of new director Dietmar Schneider and other board members.
Board nominated 12 individuals for election.
- Q1 2026 saw $6.8B revenue, $605M net income, and strong parts and financial services results.PCAR
Q1 202629 Apr 2026 - Profitable growth accelerates as parts/services drive 71% of profit, supported by innovation.PCAR
Analyst Day 202617 Apr 2026 - Proxy covers director elections, say-on-pay, auditor ratification, and emphasizes board independence.PCAR
Proxy Filing18 Mar 2026 - Votes will be cast on director elections, executive pay, and auditor ratification at the 2026 meeting.PCAR
Proxy Filing18 Mar 2026 - Q2 2024 net income was $1.12B on $8.77B revenue, with robust truck and parts sales.PCAR
Q2 20243 Feb 2026 - 2025 saw $28.44B revenue, $2.64B adjusted net income, and record Parts and Financial Services results.PCAR
Q4 20252 Feb 2026 - Record financials, innovation, and global expansion drive growth and zero-emissions leadership.PCAR
Investor Day 202431 Jan 2026 - Q3 2024 net income was $972.1M on $8.24B revenue, with strong parts and services.PCAR
Q3 202419 Jan 2026 - 2024 saw $33.7B revenue, $4.2B net income, record parts profit, and a positive outlook for 2025.PCAR
Q4 20249 Jan 2026
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