Paccar Inc.
PCAR - Insider Information
Get informed when a big investor buys or sells
+ FollowMarket Cap$53.88B
Close$
Earnings Call Q3 2026
October 27, 2026 - AI Summary
Q3 performance strong (good): PACCAR reported Q3 revenue of $7.94B (+19% YoY) and net income of $847.5M (+44% YoY). Truck/parts/other gross margin was 14.5%. In “lower volume” conditions, profitability was still maintained through pricing and operating discipline and strong execution across the company (not tariffs).
Guidance for Q4 + full-year market backdrop (expectations):
- Deliveries: Q3 delivered 40.1k trucks; Q4 delivery guide 41k–43k (implying gradual ramp).
- Gross margin: Q4 gross margin guided 14%–15% (expects “high” margins but not a large sequential jump).
- Market forecasts:
- US/Canada Class 8: 240k–260k (2026); 240k–280k (2027)
- Europe >16 ton: 300k–320k (2026) and similar (2027)
- South America >16 ton: 100k–105k (2026) rising to 105k–115k (2027)
Supply chain constraint showed up in deliveries but improving (challenge → mitigant): Deliveries in Q3 were “somewhat affected” by supply constraints as suppliers worked to ramp with higher build rates. PACCAR emphasized tight supplier coordination and expects supply to be better in Q4, consistent with the improved delivery guide.
Exclusive for Stockcircle Pro members
Sign up
Insider Trades
Loading insider trades…
Congress Trades
Loading congress trades…
Share Statistics
| Market cap | $53.88 Billion |
|---|---|
| Enterprise Value | $55.84 Billion |
| Annual dividend | $2.76 |
| Dividend yield | 2.71% |
| Earnings per Share | $4.52 |
| Beta | 0.99 |
| Outstanding Shares | 527,100,000 |
Return
| Return on Equity | 13.59% |
|---|---|
| Return on Assets | 6.28% |
| Return on Invested Capital | 8.85% |
Valuation & Multiples
| P/E Ratio | 19.41 |
|---|---|
| PEG | 44.48 |
| Price to Sales | 1.97 |
| Price to Book Ratio | 2.79 |
| Enterprise Value to Revenue | 1.96 |
| Enterprise Value to EBIT | 17.24 |
| Enterprise Value to Net Income | 20 |
| Total Debt to Enterprise | 0.13 |
| Debt to Equity | 0.36 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 27, 2026
EPS Estimate
$1.61
Consensus analyst estimateRevenue Estimate
$7.48 B
Consensus analyst estimateNext Earnings Call
Expected Date
January 26, 2027
EPS Estimate
$1.69
Consensus analyst estimateRevenue Estimate
$7.79 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 158.15% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | 34,700▼ 97.09% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.30%▼ 72.26% |
|---|---|
| Total Invested | $1.33B▼ 97.17% |
| Investors Holding | 384▼ 742.00% |
About Paccar Inc.
27,000 employees
CEO: R. Preston Feight
PACCAR is a global technology leader in the design, manufacture and customer support of high-quality light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt and DAF nameplates. PACCAR also designs and manufactures advanced po...