PACCAR reported strong financial results with record revenues in PACCAR Parts and robust performance in financial services. However, uncertainties in tariff structures and challenges in the South American market pose potential risks. The company remains optimistic about the North American and European truck markets, supported by significant investments in capital and R&D.

Company Guidance -

Q3 2025

In PACCAR's Second Quarter 2025 earnings call, the company reported robust financial performance with revenues reaching $7.5 billion and an adjusted net income of $724 million. PACCAR Parts achieved record quarterly revenues of $1.72 billion and a pretax income of $417 million, while PACCAR Financial's pretax income increased to $123 million. The company anticipates U.S. and Canadian Class 8 market sales between 230,000 and 260,000 trucks, with the European market projected to range from 270,000 to 300,000 trucks. South American sales are expected to be between 90,000 and 100,000 vehicles. PACCAR delivered 39,300 trucks in the second quarter and projects deliveries of 32,000 to 33,000 trucks in the third quarter. The company's gross margins were 13.9% in the second quarter, with an expectation of around 13% in the third quarter, contingent on the current tariff structure. PACCAR is investing $750 million to $800 million in capital and $450 million to $480 million in R&D, focusing on next-generation technologies and alternative powertrains. The company remains optimistic about future growth, supported by strong parts and financial services sectors, despite challenges such as tariff uncertainties and regulatory changes.

Record Revenues in PACCAR Parts

PACCAR Parts achieved record quarterly revenues of $1.72 billion and excellent quarterly pretax income of $417 million, with a 30% gross margin.

Strong Financial Performance

PACCAR achieved revenues of $7.5 billion and adjusted net income of $724 million, with financial services pretax income increasing to $123 million from $111 million a year earlier.

Positive Outlook for North American Truck Market

Customer demand in less than truckload and vocational segments is good, with a projected market range of 230,000 to 260,000 trucks.

Increased Capital Investment and R&D

PACCAR plans capital investments of $750 million to $800 million and R&D investments of $450 million to $480 million in 2025.

Strong European Market Performance

DAF trucks have shown strong market share in Europe, with a projected market of 270,000 to 300,000 for above 16-tonne trucks.

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

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PCAR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	1.19 / -	1.85	―	―	―
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	2.25	0.89% (+0.02)
Jan 23, 2024	2023 (Q4)	2.25 / 2.70	1.76	53.41% (+0.94)
Oct 24, 2023	2023 (Q3)	2.13 / 2.34	1.473	58.86% (+0.87)
Jul 25, 2023	2023 (Q2)	2.18 / 2.33	1.38	68.84% (+0.95)

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
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%
Oct 22, 2024	$105.24	$100.61	-4.40%

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 Oct 28, 2025, Before Open (Confirmed).

What is Paccar (PCAR) earnings time?

Paccar (PCAR) earnings time is at Oct 28, 2025, 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 (Q3) is 1.19.

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