PACCAR INC (PCAR) Form 8-K — Oct 27, 2026
PACCAR reported strong Q3 2026 results on October 27, with net income of $847.5 million ($1.61 per diluted share), up 44% from $590.0 million a year earlier, on revenues of $7.94 billion, up 19% YoY. The beat was driven by higher truck segment margins — truck pretax profit nearly quadrupled to $454.5 million — plus record PACCAR Parts revenues of $1.78 billion and solid Financial Services pretax income of $138.1 million. Global deliveries reached 40,100 trucks, with US/Canada deliveries up 39%.
Key figures
- Eps
- 1.61
- Revenue
- 7940000000
- Guidance
- 2026 capex $650-700M, R&D $440-460M; 2027 capex $650-700M, R&D $460-500M; US/Canada Class 8 industry retail sales est. 240,000-260,000 in 2026 and 240,000-280,000 in 2027
- Net Income
- 847500000
- Revenue Yoy
- 19%
- Cash Position
- $9.24 billion cash and marketable securities (plus $6.15 billion cash and cash equivalents)
- Q3 2025 eps
- 1.12
- Pfs portfolio
- 222,000 trucks and trailers, $22.5 billion total assets
- Nine month revenue
- $22.26 billion
- Q3 2025 net income
- 590000000
- Truck deliveries q3
- 40100
- Nine month net income
- $2.20 billion
- Parts pretax income q3
- 404400000
- Paccar parts q3 revenue record
- 1780000000
- Nine month cash from operations
- $2.52 billion
- Financial services pretax income q3
- 138100000
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