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Paccar (PCAR)
:PCAR
US Market
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Paccar (PCAR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 27, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.09
Last Year’s EPS
1.66
Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 21, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
PACCAR delivered strong financial results with record revenues in parts and significant innovations and expansions planned. However, challenges from tariff impacts and market uncertainties, particularly in the truckload sector, remain. The upcoming Section 232 tariffs are expected to mitigate some of these challenges, offering a positive outlook.
Company Guidance
During PACCAR's third quarter 2025 earnings call, the company announced strong financial results, with revenues reaching $6.7 billion and a net income of $590 million. PACCAR Parts reported record quarterly revenues of $1.72 billion with a 4% year-over-year growth, achieving a pre-tax income of $410 million. Financial Services also performed well, with a pre-tax income of $126 million, marking an 18% increase from the previous year. PACCAR delivered 31,900 trucks in the third quarter and plans to deliver around 32,000 in the fourth quarter. The company anticipates the U.S. and Canadian Class 8 truck market for 2025 to range from 230,000 to 245,000 units, with a potential increase to 230,000 to 270,000 units in 2026. In Europe, the above 16-tonne market is projected to be between 275,000 and 295,000 vehicles, with 2026 expectations at 270,000 to 300,000. PACCAR's gross margins were impacted by tariffs, dropping to 12.5% in Q3, but are expected to improve as new tariff regulations under Section 232, effective November 1st, help reduce costs. Capital expenditures for this year are projected to be $750 to $775 million, with research and development expenses of $450 to $465 million. The company plans to invest $725 to $775 million in capital projects next year, alongside $450 to $500 million for R&D, focusing on technology and innovation in clean diesel, alternative powertrains, and integrated vehicle services.
Strong Financial Performance
PACCAR achieved revenues of $6.7 billion and net income of $590 million in Q3 2025. PACCAR Parts reached record quarterly revenues of $1.72 billion with a 4% growth compared to the same period last year.
Expansion and Innovation
PACCAR Parts will open a new 180,000-square-foot distribution center in Calgary and a new engine remanufacturing center in Columbus, Mississippi. PACCAR Financial Services saw an 18% increase in pre-tax income, reaching $126 million.
Section 232 Tariff Benefits
The new Section 232 tariffs, effective November 1st, are expected to reduce costs and improve PACCAR's competitive position in the market.
European and South American Market Strength
The DAF XF truck was honored as the Fleet Truck of the Year in the UK. PACCAR's premium trucks are performing well in South America, especially in Brazil.

Paccar (PCAR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

PCAR Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 27, 2026
2025 (Q4)
1.09 / -
1.66
Oct 21, 2025
2025 (Q3)
1.15 / 1.12
1.85-39.46% (-0.73)
Jul 22, 2025
2025 (Q2)
1.29 / 1.37
2.13-35.68% (-0.76)
Apr 29, 2025
2025 (Q1)
1.58 / 1.46
2.27-35.68% (-0.81)
Jan 28, 2025
2024 (Q4)
1.69 / 1.66
2.7-38.52% (-1.04)
Oct 22, 2024
2024 (Q3)
1.82 / 1.85
2.34-20.94% (-0.49)
Jul 23, 2024
2024 (Q2)
2.14 / 2.13
2.33-8.58% (-0.20)
Apr 30, 2024
2024 (Q1)
2.20 / 2.27
2.250.89% (+0.02)
Jan 23, 2024
2023 (Q4)
2.25 / 2.70
1.7653.41% (+0.94)
Oct 24, 2023
2023 (Q3)
2.13 / 2.34
1.47358.86% (+0.87)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

PCAR Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 21, 2025
$97.48$99.85+2.43%
Jul 22, 2025
$92.60$98.26+6.11%
Apr 29, 2025
$91.42$89.68-1.90%
Jan 28, 2025
$108.83$106.20-2.42%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Paccar (PCAR) report earnings?
Paccar (PCAR) is schdueled to report earning on Jan 27, 2026, Before Open (Confirmed).
    What is Paccar (PCAR) earnings time?
    Paccar (PCAR) earnings time is at Jan 27, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is PCAR EPS forecast?
          PCAR EPS forecast for the fiscal quarter 2025 (Q4) is 1.09.
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