PACCAR Inc · PCAR · Next earnings

PACCAR Inc reports Tuesday, Jan 26, 2027

PCAR reports before market open with consensus EPS at $1.69 and revenue at $7.79B. Last quarter: PACCAR posts strong Q3 as supply constraints limit deliveries

Reports Before market open82 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $1.69 Calendar consensus
Consensus revenue $7.79B Calendar consensus
Report date Jan 26, 2027 Tuesday, date estimated
Session Before market open 82 days away

Where PCAR left off: FY2026 Q3

Full report

PACCAR posts strong Q3 as supply constraints limit deliveries

EPS surprise 0.0% Reported $1.61 vs $1.61
Revenue surprise +6.1% Reported $7.94B vs $7.48B
Stock move -0.6% Event window
Subsequent drift 0.0% Up to 20 sessions

Guidance sentiment was maintained. Management expects 41–43k trucks in Q4; 2027 market-volume expectations remain bullish, with emissions-related NCP levels still uncertain.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Supply-chain constraints may continue to limit production and deliveries.
  • Uncertainty around 2027 emissions standards and NCP levels could affect engine pricing and orders.
  • Tariff cost volatility and higher fuel prices could pressure customers and results.
  • Parts mix, price competition, and elevated operating costs could pressure margins.

Questions analysts left open

  • The extent and timeline of supply-chain recovery.
  • Pricing and order intake for 2027 engines amid NCP uncertainty.
  • Parts margin mix and potential price competition.
  • The effect of tariffs and one-off benefits on results and cash flow.

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Recent PCAR quarters

All PCAR earnings
-0.6%FY2026 Q3+3.6%FY2026 Q2-6.0%FY2026 Q1-1.1%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.