FN2 Earnings Intelligence
PCAR revenue earnings history
PACCAR Inc (PCAR) quarterly reported and estimated revenue history by fiscal quarter.
Earnings History
PACCAR Inc
The supplied analysis supports a constructive but qualified view: stronger truck demand, record Parts performance and local-for-local benefits improved Q2, while regulation, tariffs, supply constraints and margin mix remain material checks on durability.
PACCAR Inc
PACCAR's FY2026 Q1 results present a mixed picture: EPS landed exactly at the $1.15 consensus, but revenue of $6.23B missed estimates by 3.2%. The shortfall drove a sharp negative market reaction (-5.97% vs. SPY -0.49% on 2.3x baseline volume), followed by a further 6.1% drift lower. Despite the top-line miss, the operational story remains intact -- gross margins expanded to 13.1% with guidance toward 13.5% in Q2, build slots are fully allocated through Q2 and majority-filled for H2, and the Parts and Financial Services businesses continue to deliver record-level performance. The bullish score declined to 78 from 85 in the prior quarter, reflecting the revenue miss and softer near-term demand signals, though management tone stayed confident and guidance was maintained. The stock currently trades at $137.89, above the analyst consensus target of $126.00, suggesting the market had…
PACCAR Inc
The supplied analysis supports a constructive but conditional view: resilient truck, parts and financial-services demand, together with regulatory and tariff clarity, could support margin expansion in 2026. That case depends on backlog quality, freight conditions, inventory discipline and the durability of parts margins.
PACCAR Inc
The supplied analysis supports a constructive but conditional view: PACCAR's parts business, investment program, and expected tariff relief provide support, while tariff execution, demand conditions, regulation, and inventory remain important tests.
PACCAR Inc
The current evidence supports a constructive but qualified view: strong aftermarket parts demand and continued investment underpin PACCAR’s trajectory, while tariffs, truck margins, emissions requirements and end-market softness test earnings resilience.
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