PACCAR
Builds Kenworth, Peterbilt, and DAF trucks, supported by parts distribution and financing.
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Profile
Builds light-, medium-, and heavy-duty commercial trucks under the Kenworth, Peterbilt, and DAF brands, primarily for North America and Europe. Aftermarket parts distribution and captive financing and leasing extend revenue beyond the initial truck sale.
Designs and manufactures light-, medium-, and heavy-duty commercial trucks under the Kenworth, Peterbilt, and DAF brands. Truck operations center on North America and Europe, with additional business in Australia, Brazil, and export markets across Asia, Africa, the Middle East, and South America.
PACCAR Parts distributes aftermarket components through independent dealers and TRP stores, while PACCAR Financial Services finances and leases vehicles for customers and dealers. This combination carries the relationship beyond the initial sale into replacement parts and vehicle funding. Results remain tied to commercial-truck demand, freight activity, fuel prices, economic conditions, and emissions, safety, and noise regulation.
Company facts
Categories
Key statistics
Year to date +12.3% · Average volume (30d) 3.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 29, 2026 | Morgan Stanley | Target | $109 | $119 | ||
| Jul 29, 2026 | Bernstein | Reiterate | Outperform | $138 | $148 | |
| Jul 2, 2026 | Truist Financial | Target | $126 | $131 | ||
| May 11, 2026 | Evercore ISI | Target | $114 | $139 | ||
| Apr 29, 2026 | Truist Financial | Target | $108 | $126 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q2 FY26 | $1.36 | $1.43 | +5.1% | $7.05B | $7.00B | −0.8% | −3.14% |
| Apr 28, 2026Q1 FY26 | $1.15 | $1.15 | 0.0% | $6.44B | $6.23B | −3.2% | −1.23% |
| Jan 27, 2026Q4 FY25 | $1.06 | $1.06 | 0.0% | $6.05B | $6.25B | +3.3% | +1.86% |
| Oct 21, 2025Q3 FY25 | $1.15 | $1.12 | −2.6% | $6.01B | $6.67B | +11.1% | −0.05% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $7.44B | $7.51B | $6.67B | $6.82B | $6.23B | $7.55B | |
| Gross profit | $1.32B | $1.28B | $1.08B | $943.5M | $817.8M | $1.21B | |
| Operating income | $885.1M | $838.5M | $636.0M | $602.1M | $559.1M | $879.2M | |
| Net income | $505.1M | $723.8M | $590.0M | $556.9M | $605.3M | $752.0M | |
| Diluted EPS | $0.96 | $1.37 | $1.12 | $1.06 | $1.15 | $1.43 | |
| Gross margin | 17.7% | 17.0% | 16.2% | 13.8% | 13.1% | 16.1% | |
| Operating margin | 11.9% | 11.2% | 9.5% | 8.8% | 9.0% | 11.7% |
Fiscal years (4-quarter sums)FY21 $23.52B · FY22 $28.82B · FY23 $35.14B · FY24 $33.66B · FY25 $28.44B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $8.83B · Total debt $14.70B · Total assets $43.98B · Shareholders' equity $20.32B
Dividends
Raised for 15 straight years — most recently to $0.35 from $0.33 in May 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 12, 2026 | Aug 12 | Sep 2 | $0.35 | |
| May 13, 2026 | May 13 | Jun 3 | $0.35 | raised from $0.33 |
| Feb 11, 2026 | Feb 11 | Mar 4 | $0.33 | |
| Dec 19, 2025 | Dec 19 | Jan 7 | $1.40 | special dividend |
| Nov 12, 2025 | Nov 12 | Dec 3 | $0.33 | |
| Aug 14, 2025 | Aug 14 | Sep 4 | $0.33 | |
| May 14, 2025 | May 14 | Jun 4 | $0.33 | |
| Feb 12, 2025 | Feb 12 | Mar 5 | $0.33 | raised from $0.30 |
Ownership
Shares outstanding 526.36M · Float 516.01M · 98.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 41.02M | 7.79% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 34.37M | 6.53% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 24.61M | 4.68% | 13F | Aug 13, 2026 |
| State Street Corp | 23.28M | 4.42% | 13F | Aug 7, 2026 |
| Invesco Ltd. | 17.50M | 3.32% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 31, 2026 | R. Preston Feight | director, officer: CHIEF EXECUTIVE OFFICER | −50,975 | $133.07 |
| Jul 31, 2026 | William Lance Walters | officer: Vice President | −1,000 | $133.50 |
| Jul 31, 2026 | Brice J. Poplawski | officer: Sr. Vice President & CFO | −1,970 | $132.50 |
| Jul 31, 2026 | Paulo Henrique Bolgar | officer: Vice President | −2,897 | $133.90 |
| Feb 12, 2026 | Brice J. Poplawski | officer: Sr. Vice President & CFO | −2,200 | $130.41 |
Peers
- Cummins
Independent engine rival to PACCAR MX; competes in zero-emission too.
- Tesla
Battery-electric Class 8 Semi; volume production ramp begins 2026.
