PACCAR Inc · PCAR · Next earnings

PACCAR Inc reports Tuesday, Oct 27, 2026

PCAR reports before market open with consensus EPS at $1.61 and revenue at $7.53B. Last quarter: PACCAR Q1 2026: EPS Meets Estimates, Revenue Misses as Margins Expand

Reports Before market open37 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $1.61 Calendar consensus
Consensus revenue $7.53B Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session Before market open 37 days away

Where PCAR left off: FY2026 Q1

Full report

PACCAR Q1 2026: EPS Meets Estimates, Revenue Misses as Margins Expand

EPS surprise 0.0% Reported $1.15 vs $1.15
Revenue surprise -3.2% Reported $6.23B vs $6.44B
Stock move -6.0% Event window
Subsequent drift -6.1% Up to 20 sessions

Management maintained overall guidance, consistent with the prior quarter's maintained stance. New specifics were provided: Q2 truck delivery guidance of 37,000-38,000 units, with build slots fully allocated for Q2 and majority-filled for Q3 and Q4. Capex outlook shifted from stable to increasing, with $725-775M in capital investment and $450-500M in R&D committed for the year. Gross margin is guided to rise to approximately 13.5% in Q2 from 13.1% in Q1 as build rates increase and higher volumes offset raw-material cost pressure. Parts growth guidance of 4-8% carried forward from the prior quarter.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Fuel and raw-material price volatility compressing margins if costs cannot be passed through
  • Section 232 tariff impacts that may not be fully recovered from customers
  • Supply-chain constraints including memory-chip and aluminum availability that could limit production ramps
  • Regulatory changes tied to the 2027 35-mg NOx emissions rule adding compliance costs
  • Used-truck market volatility linked to driver shortages and regulatory shifts affecting resale values

Questions analysts left open

  • Parts revenue guidance and growth expectations for the remainder of 2026
  • Sustainability of gross-margin improvement and whether pricing momentum can persist
  • Drivers behind the increase in profit per truck and whether it is structural or cyclical
  • Capacity constraints and build-slot availability beyond Q2
  • Impact of simplified Section 232 metal tariffs on cost structure and competitor pricing

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Recent PCAR quarters

All PCAR earnings
-6.0%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.