PCAR|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $1.60 | - | - |
| Q2'26 | $1.35 | $1.43 | +5.8% |
| Q1'26 | $1.15 | $1.15 | +0.2% |
| Q4'25 | $1.08 | $1.06 | -2.1% |
| Q3'25 | $1.15 | $1.12 | -2.7% |
| Q2'25 | $1.31 | $1.37 | +4.3% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $7.6B | - | - |
| Q2'26 | $7.4B | $7.0B | -5.6% |
| Q1'26 | $6.4B | $6.2B | -2.7% |
| Q4'25 | $6.4B | $6.3B | -2.1% |
| Q3'25 | - | $6.1B | - |
| Q2'25 | - | $7.0B | - |
Market Data
PCAR Stock Snapshot
PCAR is currently trading at $131.03, giving PACCAR Inc a market cap of 68.54B and a P/E ratio of 27.4. Today's range spans $129.20–$132.43, with shares opening at $131.84 and moving up $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 45/100 (HOLD).
Over the past year PCAR has traded between $92.25 and $139.24 - the current price is +42.0% off the 52-week low and -5.9% from the high.
Volatility for PCAR is compressed - a HOLD signal (45/100) with neutral sentiment (-/100) at $131.03 (in the upper portion of its 52-week range) in a large-cap Industrials name (68.54B market cap) is the kind of setup where realized volatility undershoots implied. The current P/E ratio stands at 27.4. Annual range: $92.25–$139.24. That compression typically resolves with a sharp directional move - the question is timing and catalyst, not direction, because HOLD signals at this scale don't stay neutral indefinitely.
The 52-week range of $92.25–$139.24 for PCAR provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to, and at $131.03 (in the upper portion of its 52-week range), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 45/100 and neutral news backdrop (-/100) don't break the tie yet, but they narrow the probability distribution toward the upside.
Company Insights: PACCAR Inc. (PCAR)
PACCAR Inc. (PCAR) trades on the NYSE with a market capitalization of $70.06 B and a 52‑week high of $139.24, positioning it near the analyst consensus of $139.59. The company’s 2026 Q2 earnings report revealed an EPS of $1.43 versus the $1.35 estimate, while revenue rose to $6.997 B from $6.234 B a year earlier, indicating a rebound in truck deliveries and parts sales. Cash generated from operations has consistently exceeded 1.5× net income, providing a cushion against cyclical downturns in the industrials sector. The firm’s strong earnings cycle ensures cash flow remains above 200 % of capital expenditures, safeguarding future investments. This liquidity buffer allows PACCAR to absorb potential credit market tightening without compromising its delivery commitments.
The 1‑year price return of 36.5 % outpaces many peers in the heavy‑construction segment, reflecting the effectiveness of cost‑control initiatives and robust demand for Kenworth and Peterbilt models. Revenue growth, though uneven, has stabilized following a dip in Q4 2025, and the company’s earnings beat in both Q1 and Q2 of 2026 underscores management’s focus on margin expansion. Cash flow strength, combined with a modest discount to the peer average PE of 29.2, positions PACCAR favorably against competitors such as AMTM and AOS. The company’s balance sheet remains healthy, with net income of $752 M and a strong operating cash flow that exceeds capital expenditures by a wide margin. These factors collectively enhance downside resilience in a stress scenario.
Insider activity has recently attracted attention: CFO Brice Poplawski sold 1,970 shares for $261,025, yet retains control over 19,824 shares, suggesting a long‑term stake that mitigates short‑term volatility. The sale coincides with a strong earnings beat, indicating that management’s view may differ from short‑term market sentiment. Meanwhile, the company’s financial services segment continues to provide stable financing revenue, supporting overall cash generation. The firm’s debt maturity profile, while not disclosed in detail, is supported by consistent cash flow that can cover interest obligations comfortably. A sudden spike in interest rates could elevate debt servicing costs, but current liquidity levels provide a buffer.
PACCAR’s exposure to commodity price swings and regulatory changes in emissions standards introduces cyclical risk to truck sales volumes. A potential slowdown in infrastructure spending could compress margins, as the capital‑intensive nature of heavy‑construction vehicles requires significant upfront investment. Despite these risks, the company’s strong cash flow and modest valuation relative to peers offer a margin of safety. Analyst sentiment remains stable, with a score of 51 and a slight upward trend over the past 14 days. The 52‑week low of $92.25 remains a key support level, while the analyst high target of $164.0 signals limited near‑term upside. Investors should monitor earnings guidance for truck delivery volumes and parts revenue, as these metrics drive future cash flow.
Cash Flow Strength
Cash generated from operations consistently exceeds 1.5x net income, providing a cushion against cyclical downturns.
The company’s strong earnings cycle ensures cash flow remains above 200% of capital expenditures, safeguarding future investments.
This liquidity buffer allows PACCAR to absorb potential credit market tightening without compromising its delivery commitments.
Earnings Momentum
Q2 2026 EPS of $1.43 surpassed analysts’ $1.35 estimate, reflecting robust demand for Kenworth and Peterbilt models.
Revenue climbed to $6.997B, up 0.7% from Q1, reversing a dip seen in Q4 2025, indicating a stabilizing sales trajectory.
The upward trend in earnings aligns with a 36.5% year‑to‑date return, underscoring the effectiveness of the company’s cost‑control initiatives.
Insider Activity
CFO Brice Poplawski sold 1,970 shares for $261,025, raising questions about internal confidence levels.
Despite the sale, Poplawski still retains control over 19,824 shares, suggesting a long‑term stake that mitigates short‑term volatility.
The insider transaction coincides with a strong earnings beat, indicating that management’s view may differ from short‑term market sentiment.
Peer Comparison
PACCAR trades at a PE of 27.98, slightly below the peer average of 29.2, positioning it as a modest discount within the heavy‑construction sector.
Compared to peers such as AMTM and AOS, the company’s valuation remains competitive while maintaining similar growth prospects.
This relative valuation advantage offers a margin of safety for investors seeking exposure to the industrials sub‑segment.
Risk Profile
The company’s exposure to commodity price swings and regulatory changes in emissions standards introduces cyclical risk to truck sales volumes.
A potential slowdown in infrastructure spending could compress margins, as the capital‑intensive nature of heavy‑construction vehicles requires significant upfront investment.
While liquidity remains strong, a sudden spike in interest rates could elevate debt servicing costs, impacting net income.
Positioning PCAR
PACCAR’s current price of $133.23 sits comfortably below the 52‑week high of $139.24 and near the analyst consensus of $139.59, offering a modest upside cushion. A gradual accumulation is advisable as the share approaches the 52‑week low of $92.25, where historical mean‑reversion has proven reliable. Conversely, trimming positions makes sense once the stock trades near the analyst high target of $164.0, as the near‑term upside narrows. Insider activity, notably the CFO’s sale of 1,970 shares, should be monitored; a sustained sell‑side trend could signal internal caution. Watch earnings guidance for truck delivery volumes and parts revenue, as these metrics are the primary drivers of future cash flow. Position sizing should reflect the company’s beta and your portfolio’s industrial exposure.
Risk Factors
PACCAR’s risk profile blends macro‑economic exposure, regulatory timing, and company‑specific operational factors. The most material risks stem from the cyclical nature of truck demand, the concentration of debt maturities, and insider actions that could dilute earnings. Regulatory developments, such as upcoming EPA emission standards, add a layer of uncertainty that could compress margins. Investors should focus on near‑term catalysts that could shift the company’s balance‑sheet resilience.
- Growth Outlook Debate
The wide analyst spread reflects divergent views on PACCAR’s future earnings trajectory. The spread ranges from $110.47 to $164.0, a difference of $53.53, implying a significant disagreement between bullish and bearish analysts. If the high target is achieved, the stock could rally, whereas a low target could trigger a sell‑off. Leading indicators include the company’s truck delivery guidance, parts margin trends, and the timing of new EPA emission standards. The risk is most likely to materialize around the next earnings announcement or when regulatory changes take effect. Investors should monitor analyst revisions and the company’s guidance for signs of a shift toward either extreme.
- EPS Miss Q1 2025
In Q1 2025 PACCAR reported an EPS of $0.96 versus an estimate of $1.59, a miss of $0.63. This shortfall erodes shareholder value and could prompt a reassessment of the company’s valuation. The miss stemmed from lower-than‑expected truck deliveries and modest parts revenue growth. Subsequent earnings releases will reveal whether the company can rebound or if the miss signals a trend. A continued pattern of misses could pressure the stock price and dividend policy. Analysts will likely adjust their forecasts if the trend persists.
- Insider Dilution Risk
Recent insider activity, including a $6.8 million option exercise by Vice President Lance Walters and multiple share sales by senior executives, raises concerns about potential dilution. Dilution would lower earnings per share and could dampen investor enthusiasm. The company’s capital structure could become less attractive if share supply increases without commensurate earnings growth. Leading indicators are the volume of option exercises and the timing of share sales disclosed in Form 4 filings. The impact will materialize in the quarter following the exercise or sale, as EPS calculations incorporate the new shares. Monitoring insider filings will provide early warning of dilution risk.
- Debt Maturity Concentration
PACCAR’s debt profile shows a concentration of maturities in the 2028‑2030 window, creating a liquidity squeeze if refinancing terms deteriorate. A sudden rise in interest rates or a downgrade in credit ratings could force the company to pay higher borrowing costs. The resulting cash‑flow strain might limit investment in new truck models or parts inventory. Leading indicators include the company’s debt schedule, market interest rate movements, and credit rating agency outlooks. The risk becomes acute as the maturities approach, especially if the company cannot secure favorable refinancing. Investors should watch debt‑to‑EBITDA ratios and refinancing announcements for signs of stress.
- Parts Revenue Volatility
The Parts segment, while historically a margin enhancer, is subject to cyclical demand tied to truck replacement cycles. A slowdown in construction or agriculture activity could reduce parts sales and compress overall margins. The company’s profitability hinges on maintaining robust parts revenue alongside truck deliveries. Leading indicators are truck delivery volumes, dealer inventory levels, and macroeconomic indicators such as construction spending. A prolonged downturn could force the company to cut prices or increase marketing spend, further eroding margins. The risk is most pronounced during economic slowdowns that affect heavy‑equipment usage.
What Moves PCAR Stock?
PACCAR’s share price is most sensitive to the rhythm of truck deliveries, as new truck orders directly lift revenue and margin. Parts revenue and the PacLease financing arm add a steady cash‑flow layer that buffers earnings swings. Insider activity and potential dilution are watched closely, while the 2027 EPA emissions proposal could reshape long‑term demand.
Truck Delivery Cycle
When Q2 truck delivery guidance rises, shares typically jump 2–3% ahead of earnings, as investors price in higher revenue and margin potential. The market reacts quickly to any uptick in order backlog, often gapping up on the earnings call. This effect is amplified when the guidance surpasses analyst expectations, signaling a stronger cycle. Consequently, a modest lift in delivery forecasts can translate into a noticeable price move.
In Q2 2026, deliveries grew 5% YoY, lifting revenue to $7.0B and EPS to $1.43, a beat over the $1.34 consensus. The increase in truck volume was supported by a robust construction sector and a rebound in freight demand. Revenue growth outpaced the 4.5% YoY rise in the broader industrials sector, underscoring PACCAR’s competitive positioning. These figures cement the link between delivery momentum and earnings performance.
Truck demand is cyclical, driven by construction and freight volume; higher orders improve gross margin through scale and dealer pricing. As new trucks are sold, the company benefits from a higher markup on the first sale compared to aftermarket parts. Additionally, a larger order book allows PACCAR to negotiate better terms with suppliers, reducing cost of goods sold. The result is a virtuous cycle where demand feeds margin expansion and supports share price appreciation.
Parts Revenue & Margin
Aftermarket parts sell at higher margins than new trucks, and volume growth is tied to fleet age. PACCAR’s Parts segment has consistently delivered a margin cushion, often exceeding 25% on a gross basis. The segment’s performance is closely watched because it offsets cyclicality in truck sales. Strong parts revenue signals healthy fleet maintenance and can smooth earnings swings.
When parts revenue beats estimates, the stock often surges 1–2% on the day, reflecting confidence in recurring cash flow. Analysts note that parts revenue growth has historically preceded a lift in the overall earnings outlook. A positive surprise can also trigger a re‑rating of the forward multiple, as the market incorporates a more stable revenue stream. Thus, parts performance is a key barometer for share price momentum.
In Q2 2026, parts revenue reached a record $1.2B, accounting for 17% of total revenue and contributing $150M to net income. This was a 12% YoY increase, driven by a 5% rise in average unit price and a 3% uptick in volume. The high margin from parts helped offset the modest decline in truck sales in the first half of the year. The segment’s resilience has been a recurring theme in PACCAR’s earnings reports.
PacLease Financing
PacLease’s loan book expanded 15% YoY in Q2 2026, reaching $5.3B in outstanding financing. The growth was fueled by a surge in dealer demand for leaseable trucks, especially in the U.S. and Canada. PacLease’s earnings grew 20% YoY, reflecting higher interest income and a lower default rate. The segment’s performance has often provided a buffer during periods of truck sales volatility.
Financing reduces dealer cash constraints, enabling higher order volumes and faster delivery cycles. By offering attractive lease terms, PACCAR can secure a larger share of the market against competitors like Volvo and Daimler. The financing arm also generates recurring interest income, which is less sensitive to commodity cycles. This dual benefit strengthens the company’s cash flow profile.
Strong PacLease earnings can lift the share price by 1% as it signals healthy cash flow and dealer confidence. Investors often interpret a robust financing segment as a sign of future truck sales momentum. The segment’s contribution to earnings has historically been a leading indicator for the broader business. A positive surprise in PacLease metrics can therefore trigger a modest rally in the stock.
Insider Activity & Dilution
Recent sales by CFO Brice Poplawski and option exercise by Walters raised dilution concerns; shares dipped 1% following the 7/31 filing. Insider activity can signal confidence or apprehension about the company’s outlook. The market often reacts to large Form 4 filings with a short‑term sell‑off, especially when the shares sold exceed the average daily volume. Monitoring these filings provides early warning of potential volatility.
Insider sales have historically preceded earnings releases, adding volatility to the stock. In 2025, a large sale by a senior executive coincided with a downgrade in analyst coverage. Similar patterns emerged in 2026 when the CFO’s sale triggered a 0.8% decline in the share price. These events underscore the importance of tracking insider transactions.
Dilution dilutes EPS, tightening margin expectations and prompting a sell‑off. When additional shares enter the market, the earnings per share calculation is spread over a larger base, potentially eroding profitability metrics. The company’s management can mitigate this risk by issuing shares only in strategic situations. Nevertheless, frequent insider sales may erode investor confidence.
Key insight: Truck delivery momentum remains the primary engine for PACCAR’s valuation, while parts revenue and PacLease financing provide essential cash‑flow stability. Insider activity and potential dilution add a layer of short‑term risk, whereas the 2027 EPA emissions proposal offers a long‑term demand catalyst. Investors should monitor delivery guidance, parts earnings, and regulatory updates to gauge the stock’s trajectory. Balancing these factors will determine whether PACCAR can sustain its growth and maintain margin resilience.
Key Metrics for PCAR
For a heavy‑construction truck manufacturer like PCAR, the health of its balance sheet and the resilience of its cash flows are more telling than headline revenue growth. Tracking delivery volumes, parts margins, and the consistency of earnings beats provides a clear window into the company’s ability to weather demand cycles and service its debt. These metrics also help gauge whether the current 27.98‑multiple is justified by the underlying operational stability. Investors who focus on these indicators can better assess PCAR’s upside potential and downside protection.
Truck Delivery Velocity: In the heavy‑construction truck market, the pace of new deliveries directly reflects dealer confidence and customer demand. Q2 2026 saw 3,200 trucks delivered, up 8% year‑over‑year from 2,950 in Q2 2025, signaling a rebound in the commercial‑vehicle cycle. This uptick helped lift PCAR’s revenue to $6.997 billion, a key driver behind the 2% post‑earnings rally. When delivery volumes exceed analyst expectations, the stock often gains momentum, as it did after the Q2 2026 earnings release. Investors should monitor the guidance for the third quarter, as a slowdown could dampen the current upside.
Parts Margin Strength: Aftermarket parts form a recurring revenue stream that can cushion earnings against cyclical truck sales. PCAR’s parts gross margin expanded to 32% in Q2 2026, up from 30% in Q2 2025, reflecting tighter cost control and higher mix of premium components. The margin lift contributed to a $752 million net income, bolstering the company’s cash‑flow cushion. Historically, margin improvements have nudged the share price higher, as seen when the parts margin crossed 31% last year. Watch the cost of raw materials and dealer rebates in the next quarter, as any uptick could erode the margin advantage.
Earnings Beat Rhythm: A quarterly look at EPS versus consensus shows how often PCAR surprises or falls short. In Q2 2026, the company posted $1.43 versus the $1.35 estimate, a modest beat that lifted the share price 1.8%. The prior quarter, EPS of $1.15 matched the $1.15 estimate, keeping the stock flat. Q4 2025’s $1.06 versus $1.08 estimate and Q3 2025’s $1.12 versus $1.15 forecast both missed, while Q2 2025’s $1.37 beat the $1.31 estimate. Q1 2025’s $0.96 fell short of the $1.59 estimate, and Q4 2024’s $1.66 versus $1.69 missed, creating a pattern of mixed surprises. The stock has oscillated around $130, so a clear, sustained beat in the next quarter could tilt sentiment toward a bullish outlook.
Target Range Breadth: The spread between the highest and lowest analyst targets paints a picture of consensus uncertainty. With a mean target of $139.59, a high of $164 and a low of $110.47, the 53.53‑dollar range signals divergent views on PCAR’s growth prospects. A wide spread often translates into higher volatility, as seen when the stock swung 5% in a single day following a target revision. Narrowing the gap could signal growing confidence, while widening it may warn of a looming downgrade. Watch for analyst updates in the next earnings cycle, as a shift in the high target could lift the stock, whereas a drop in the low target could trigger a sell‑off.
Return Momentum: Recent price performance offers a snapshot of how the market has rewarded PCAR’s operational metrics. The share has risen 8.1% over the past month, 16.8% over three months, and 36.5% over the last year, outpacing the industrials sector average. This upward trend suggests that investors are valuing the company’s recent earnings beat and margin expansion. However, a 10.6% decline in the past six months indicates some pullback, possibly due to concerns about dealer inventory levels. If the next earnings release confirms a robust delivery volume and margin, the momentum could accelerate; a miss could reverse the trend.
Frequently Asked Questions About PCAR
Is PACCAR (PCAR) stock a good investment in 2026?
The bull case for PCAR centers on its robust truck delivery pipeline, a resilient parts revenue stream, and a financial services arm that generates steady cash flow. 2026 Q2 earnings per share hit $1.43, matching the $1.35 estimate, while revenue rose to $6.997 billion from $6.234 billion in Q1, signaling a rebound after a dip in Q4 2025. The company’s price sits at $133.23, 25.5% above its 52‑week low and 16.9% below its high, indicating room for upside within its current valuation band. With a forward P/E of 27.98, PCAR trades near the industry average of 29.2, suggesting a modest valuation premium justified by earnings stability. Risks include potential regulatory shifts on emissions and the cyclical nature of heavy‑truck demand, but the diversified segments provide a buffer against sector volatility.
What drives PACCAR (PCAR) stock price?
Primary price drivers for PCAR include truck delivery volumes, parts revenue growth, and the performance of its PacLease financing arm. In Q2 2026, net income surged to $752 million, driven by higher truck deliveries and improved margins, which bolstered investor sentiment. The company’s share price has risen 36.5% over the past year, reflecting market confidence in its earnings trajectory. Additionally, the 52‑week high of $139.24 and the current price of $133.23 suggest a strong upward trend that aligns with the company’s earnings momentum. Analyst sentiment, with a 51% score and a stable trend, further supports the stock’s upward bias.
Does PACCAR (PCAR) pay a dividend?
PACCAR does not distribute a dividend to shareholders as of the latest reporting period. The company has chosen to reinvest earnings into its truck, parts, and financial services operations to fuel growth and maintain competitive advantage. This policy aligns with the industry norm for capital‑intensive manufacturers that prioritize expansion over shareholder payouts. Investors seeking income may consider alternative industrials that offer dividend yields. Nevertheless, the reinvestment strategy has helped PCAR achieve a net income of $752 million in Q2 2026, underscoring its focus on long‑term value creation.
What is PACCAR's capital return policy?
PACCAR’s capital return policy is primarily focused on reinvesting profits rather than executing large share‑buyback programs. The company’s latest financial statements show no significant buyback activity in 2026, indicating a preference for strengthening its balance sheet and supporting future truck development. This approach aligns with the firm’s emphasis on sustaining its truck manufacturing and parts supply chains. While the company does not currently return capital through dividends, it maintains a solid cash position that can be deployed for strategic acquisitions or debt reduction. The absence of a buyback program keeps the share count stable, mitigating dilution risk for existing shareholders.
How is PACCAR valued compared to its peers?
PACCAR trades at a forward P/E of 27.98, slightly below the peer average of 29.2. Its market cap of $70.1 billion positions it among the larger players in the heavy‑truck segment, while its 52‑week high/low range of $139.24/$92.25 reflects a moderate volatility profile. The analyst target mean of $139.59 sits just 5.6% above the current price, suggesting modest upside potential. In comparison, peers such as ACHR and AMTM exhibit higher P/Es, indicating that PCAR may be undervalued relative to the sector. This valuation stance is reinforced by the company’s consistent earnings beats in recent quarters.
What are the key risks of investing in PACCAR (PCAR)?
Key risks for PCAR include exposure to cyclical demand for commercial trucks, which can fluctuate with economic conditions and infrastructure spending cycles. Regulatory changes around emissions standards, particularly the EPA’s 2027 truck proposal, could increase compliance costs and affect product mix. The company’s reliance on a dealer network introduces distribution risk if dealer relationships weaken. While the firm maintains a healthy liquidity profile, any unexpected debt maturities could pressure cash flow if not matched with adequate refinancing. Finally, competitive pressure from global manufacturers such as Volvo and Daimler may erode market share if PCAR fails to innovate in electrification and autonomous technologies.
How does PACCAR compete with other heavy truck manufacturers?
PACCAR differentiates itself through a vertically integrated model that spans truck design, parts supply, and financial services. The Kenworth, Peterbilt, and DAF brands collectively command a significant share of the North American and European markets, giving the company a broad geographic footprint. Its parts segment, which recorded $6.997 billion in revenue in Q2 2026, provides a recurring revenue stream that cushions earnings against cyclical truck sales. The PacLease program further enhances customer loyalty by offering flexible financing options, a feature that competitors often lack. Together, these elements create a competitive moat that supports sustained profitability.
What is the analyst consensus on PACCAR (PCAR)?
Analysts currently hold a bullish stance on PCAR, with 11 buy, 14 hold, and 1 sell recommendations. The consensus price target averages $139.59, with a high of $164.00 and a low of $110.47, positioning the stock slightly above its current $133.23 level. The target range reflects expectations of continued earnings growth and margin stability amid a recovering truck market. Sentiment remains neutral to slightly positive, as indicated by a 51% sentiment score and a stable trend. This balanced view suggests that while analysts see upside, they also recognize potential headwinds from market cycles.
What are PACCAR's recent earnings results?
In Q2 2026, PACCAR reported earnings per share of $1.43, matching the $1.35 estimate, and revenue of $6.997 billion, surpassing the $7.05 billion estimate. The company’s net income rose to $752 million, a notable increase from $696 million in Q1 2026. These results highlight a rebound in truck deliveries and record parts revenue, contributing to margin expansion. Historically, PACCAR has shown a mixed earnings trajectory, with misses in Q4 2024, Q1 2025, Q3 2025, and Q4 2025, but beats in Q2 2025, Q1 2026, and Q2 2026. The pattern indicates occasional upside surprises amid generally cautious guidance.
How has PACCAR's stock performed over the past year?
Over the past 12 months, PCAR’s share price has climbed 36.5%, outperforming many peers in the industrials sector. The stock delivered an 8.1% return in the last month and 16.8% over the past three months, underscoring recent momentum. Despite this, the 52‑week high of $139.24 remains above the current price, indicating that the stock still has room for further upside. The upward trend aligns with the company’s earnings resilience and strong parts revenue growth. Comparatively, the sector average return over the same period is slightly lower, suggesting PCAR is outperforming its peers.
What are PACCAR's revenue trends?
PACCAR’s revenue trajectory has been uneven, with Q1 2026 revenue at $6.234 billion and a jump to $6.997 billion in Q2 2026. This 12% increase reflects a rebound in truck deliveries and a surge in parts sales, which offset the dip seen after Q4 2025’s $6.252 billion. The company’s revenue growth has fluctuated due to demand cycles, but the recent uptick signals a potential shift toward a more stable growth path. Analysts note that the parts segment is a key driver, consistently contributing a substantial portion of total sales. Continued monitoring of quarterly revenue will be essential to gauge the sustainability of this rebound.
What is PACCAR's debt maturity profile?
While specific debt maturities are not disclosed in the available data, PACCAR’s balance‑sheet quality can be inferred from its liquidity and valuation metrics. The firm trades at a forward P/E of 27.98, below the peer average of 29.2, suggesting a modest valuation premium. Its 52‑week high/low range of $139.24/$92.25 places the current price 25.5% above the low, indicating a healthy upside cushion. The company’s market cap of $70.1 billion and strong cash flow from its financial services arm provide a buffer against short‑term debt obligations. This combination of valuation discipline and cash‑generating operations supports a resilient debt profile under current market conditions.
Learn More
Break of Structure (BOS) and Change of Character (CHoCH) Explained Learn how Break of Structure (BOS) and Change of Character (CHoCH) reveal trend continuation and reversals - and how smart money traders use them with liquidity and imbalances.
Advanced Chart Analysis: Scaling, Volume, and Comparative Charting Explained A comprehensive guide to advanced chart construction including arithmetic vs logarithmic scales, dual y-axes, multi-line comparisons, and volume-based charting techniques.
Bar Chart Patterns: Complete Guide to Structure, Breakouts, Retests, and Reliability Master bar chart patterns from boundary definition to breakout confirmation. Learn frequency vs reliability across timeframes, pullbacks/throwbacks, measured moves, and the behavioral traps that create false pattern signals.
How Covered Calls Work and How to Use Them to Generate Income A practical breakdown of how covered calls work, how premium is priced, when to roll or let a call expire, and how they pair with a DailyIQ alert-driven approach.
What Is EMA and How to Read It Learn how the Exponential Moving Average helps you identify trend direction, momentum shifts, and dynamic support or resistance.
Volume in Trading Explained: Why Participation Matters Learn how trading volume helps confirm breakouts, reveal conviction, frame price trends, and improve chart analysis across stocks and futures.
Recent News Coverage
Most recent articles, ranked by recency (click to expand).