PACCAR's revenue has rebounded roughly 27 percent sequentially from $6.2B in Q1 2026 to $7.9B in Q3 2026, with gross margin expanding from 13.1 percent to 20.5 percent, suggesting operating leverage is returning as the truck cycle bottoms.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue rebounded to $7.9B in Q3 2026 from a $6.2B trough, with operating margin expanding from 9.0 percent to 12.2 percent as SG&A stayed flat near $150M to $168M, suggesting fixed cost absorption is driving the recovery.
Analysts project an average 12-month price target of 117.32 for PACCAR, with a high estimate of 150, indicating bullish sentiment.
PACCAR is recognized as the 'gold standard' in the heavy-duty truck market with its Kenworth, Peterbilt, and DAF brands.
PACCAR designs and manufactures advanced powertrains, positioning itself as a leader in innovative truck technology.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $1.61+0.0% vs $1.61 | $7.9B+6.1% vs $7.5B |
Q3 2026 Jul 28, 2026 | $1.43+5.1% vs $1.36 | $7.0B-0.7% vs $7.0B |
Q2 2026 Apr 28, 2026 | $1.15+0.0% vs $1.15 | $6.2B-3.2% vs $6.4B |
Q1 2026 Jan 27, 2026 | $1.06+0.0% vs $1.06 | $6.3B+3.3% vs $6.1B |
Zacks.com users have recently been watching Paccar (PCAR) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
International Assets Investment Management LLC grew its stake in shares of PACCAR Inc. (NASDAQ: PCAR) by 1,547.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 48,000 shares of the company's stock after purchasing an additional 45,087 shares during the period. International
PCAR's Q3 2026 earnings jumped 43.8% as stronger truck pricing and deliveries fueled growth, despite supplier constraints and softer parts profitability.
PCAR benefits from improving truck demand, strong profitability and aftermarket growth. Supply constraints and parts margin pressure temper its growth outlook.
Benchmark PCAR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for PACCAR Inc (PCAR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $101.98 | $53.67B | 19.49 | -15.5% | 9.68% | 13.76% | 4.22% | |
| $450.07 | $62.1B | 18.73 | -1.27% | 9.26% | 24.12% | 1.69% | |
| $134.36 | $8.38B | 16.78 | -2.87% | 4.63% | 11.03% | 1.5% | |
| $558.63 | $257.33B | 21.76 | 4.29% | 15.21% | 58.53% | 1.05% | |
| $671.65 | $181.3B | 37.31 | -11.59% | 10.22% | 18.07% | 0.94% | |
| $110.44 | $8B | 27.47 | -13.55% | 2.76% | 6.25% | 1.05% |
PACCAR Inc (PCAR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
PACCAR Inc (PCAR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 27, 2026·SEC
Jul 28, 2026·SEC
May 1, 2026·SEC
Feb 18, 2026·SEC
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PACCAR Inc (PCAR) stock FAQ — growth, dividends, profitability & financials explained
PACCAR Inc (PCAR) reported $28.44B in revenue in fiscal year 2025, which is also its trailing twelve months. That is 518% more than the $4.60B of fiscal year 1996.
PACCAR Inc (PCAR) revenue fell by 3.4% over the trailing twelve months, compared with the twelve months before.
Yes. PACCAR Inc (PCAR) earned $2.76B in net income over the trailing twelve months (a 9.7% net margin).
Yes. PACCAR Inc (PCAR) pays a dividend that yields 4.22% at the current price, a high yield.
PACCAR Inc (PCAR) had a return on equity (ROE) of 13.8% over the trailing twelve months. That is in line with the market's typical 10-15%.
PACCAR Inc (PCAR) generated $2.34B in free cash flow over the trailing twelve months.
