The earnings call reflects a positive sentiment due to record revenues and strong financial performance in parts and financial services, along with a positive market outlook. However, challenges such as tariff uncertainties and a reduced market outlook in South America were noted.

Company Guidance -

Q3 2025

During PACCAR's second quarter 2025 earnings call, the company provided guidance on several metrics, highlighting strong performance across various divisions. PACCAR achieved revenues of $7.5 billion and adjusted net income of $724 million, with PACCAR Parts recording record quarterly revenues of $1.72 billion and a pretax income of $417 million. PACCAR Financial Services also reported a robust pretax income of $123 million. The company projected U.S. and Canadian Class 8 market size for the year to be between 230,000 and 260,000 trucks, while the 2025 European above 16-tonne market is estimated to range from 270,000 to 300,000 vehicles. PACCAR delivered 39,300 trucks in the second quarter and anticipates delivering approximately 32,000 to 33,000 in the third quarter, reflecting normal summer shutdowns in Europe. The company's Truck, Parts, and Other gross margins were 13.9% in the second quarter, with an anticipated third-quarter margin of around 13%, assuming current market conditions persist. Additionally, PACCAR plans capital investments between $750 million and $800 million and R&D expenditures ranging from $450 million to $480 million, focusing on next-generation clean diesel, alternative powertrains, and advanced driver assistance systems.

Record Quarterly Revenues at PACCAR Parts

PACCAR Parts achieved record quarterly revenues of $1.72 billion and excellent quarterly pretax income of $417 million, despite a flat parts market.

Strong Financial Services Performance

PACCAR Financial increased pretax income to $123 million, up from $111 million a year earlier, reflecting strong credit quality and improving used truck results.

Capital Investments and R&D

PACCAR is planning capital investments in the range of $750 million to $800 million and R&D in the range of $450 million to $480 million, focusing on next-generation clean diesel and alternative powertrains.

Positive North American Market Outlook

PACCAR anticipates the North American market will strengthen as tariff policies become certain, the truckload market gains momentum, and customers begin to anticipate the 2027 NOx Emission standards.

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

Daily Earnings Calendar >

PCAR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	1.23 / -	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	$92.91	$98.58	+6.10%
Apr 29, 2025	$91.72	$89.98	-1.90%
Jan 28, 2025	$109.19	$106.55	-2.42%
Oct 22, 2024	$105.58	$100.94	-4.39%

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 1.23.

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