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Paccar Earnings Calls
| Release date | Oct 21, 2025 |
| EPS estimate | $1.15 |
| EPS actual | $1.12 |
| EPS Surprise | -2.61% |
| Revenue estimate | 6.061B |
| Revenue actual | 6.107B |
| Revenue Surprise | 0.744% |
| Release date | Jul 22, 2025 |
| EPS estimate | $1.29 |
| EPS actual | $1.37 |
| EPS Surprise | 6.20% |
| Revenue estimate | 6.507B |
| Revenue actual | 7.511B |
| Revenue Surprise | 15.43% |
| Release date | Apr 29, 2025 |
| EPS estimate | $1.58 |
| EPS actual | $0.96 |
| EPS Surprise | -39.30% |
| Revenue estimate | 7.173B |
| Revenue actual | 7.442B |
| Revenue Surprise | 3.74% |
| Release date | Jan 28, 2025 |
| EPS estimate | $1.69 |
| EPS actual | $1.66 |
| EPS Surprise | -1.78% |
| Revenue estimate | 7.716B |
| Revenue actual | 7.363B |
| Revenue Surprise | -4.57% |
Last 4 Quarters for Paccar
Below you can see how 0KET.L performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 28, 2025 |
| Price on release | $107.97 |
| EPS estimate | $1.69 |
| EPS actual | $1.66 |
| EPS surprise | -1.78% |
| Date | Price |
|---|---|
| Jan 22, 2025 | $109.86 |
| Jan 23, 2025 | $110.58 |
| Jan 24, 2025 | $109.56 |
| Jan 27, 2025 | $109.91 |
| Jan 28, 2025 | $107.97 |
| Jan 29, 2025 | $111.79 |
| Jan 30, 2025 | $111.76 |
| Jan 31, 2025 | $112.23 |
| Feb 03, 2025 | $109.46 |
| 4 days before | -1.72% |
| 4 days after | 1.38% |
| On release day | 3.54% |
| Change in period | -0.366% |
| Release date | Apr 29, 2025 |
| Price on release | $90.24 |
| EPS estimate | $1.58 |
| EPS actual | $0.96 |
| EPS surprise | -39.30% |
| Date | Price |
|---|---|
| Apr 23, 2025 | $90.48 |
| Apr 24, 2025 | $92.35 |
| Apr 25, 2025 | $91.23 |
| Apr 28, 2025 | $91.94 |
| Apr 29, 2025 | $90.24 |
| Apr 30, 2025 | $88.43 |
| May 01, 2025 | $90.06 |
| May 02, 2025 | $90.98 |
| May 05, 2025 | $88.86 |
| 4 days before | -0.269% |
| 4 days after | -1.53% |
| On release day | -2.00% |
| Change in period | -1.79% |
| Release date | Jul 22, 2025 |
| Price on release | $96.79 |
| EPS estimate | $1.29 |
| EPS actual | $1.37 |
| EPS surprise | 6.20% |
| Date | Price |
|---|---|
| Jul 16, 2025 | $94.23 |
| Jul 17, 2025 | $93.26 |
| Jul 18, 2025 | $93.88 |
| Jul 21, 2025 | $93.89 |
| Jul 22, 2025 | $96.79 |
| Jul 23, 2025 | $102.09 |
| Jul 24, 2025 | $100.74 |
| Jul 25, 2025 | $100.68 |
| Jul 28, 2025 | $100.23 |
| 4 days before | 2.72% |
| 4 days after | 3.55% |
| On release day | 5.48% |
| Change in period | 6.36% |
| Release date | Oct 21, 2025 |
| Price on release | $97.63 |
| EPS estimate | $1.15 |
| EPS actual | $1.12 |
| EPS surprise | -2.61% |
| Date | Price |
|---|---|
| Oct 15, 2025 | $95.53 |
| Oct 16, 2025 | $95.70 |
| Oct 17, 2025 | $94.69 |
| Oct 20, 2025 | $97.28 |
| Oct 21, 2025 | $97.63 |
| Oct 22, 2025 | $102.26 |
| Oct 23, 2025 | $98.49 |
| Oct 24, 2025 | $99.30 |
| Oct 27, 2025 | $100.20 |
| 4 days before | 2.20% |
| 4 days after | 2.64% |
| On release day | 4.74% |
| Change in period | 4.89% |
Paccar Earnings Call Transcript Summary of Q3 2025
PACCAR reported solid Q3 2025 results: revenues of $6.7 billion and net income of $590 million. PACCAR Parts delivered a record quarter with $1.72 billion in revenue and strong gross margins (29.5%) while PACCAR Financial Services posted robust pre-tax income of $126 million. Truck deliveries were 31,900 in Q3 with ~32,000 expected in Q4 (orderbook ~60–70% filled). Management estimates the 2025 U.S./Canada Class 8 market at 230,000–245,000 trucks and 2026 at 230,000–270,000 (upper end contingent on clarity around tariffs and emissions). European and South American market ranges for 2025–2026 were provided (Europe: ~275k–295k in 2025, 270k–300k in 2026; South America: ~95k–105k both years). Tariffs (steel/aluminum and earlier tariffs on U.S.-built trucks) materially pressured margins in Q3; tariffs peak in October and management expects margin improvement as Section 232 (effective Nov 1) is implemented and rebates/qualifications roll in, with Q4 gross margins ~12% and improvement into 2026. PACCAR reaffirmed continued investments: 2025 capex $750–$775M and R&D $450–$465M; 2026 guidance roughly $725–$775M capex and $450–$500M R&D, focused on next-gen clean diesel, alternative powertrains, ADAS, connected vehicle services, and factory capacity. Management believes PACCAR is well positioned competitively given U.S. manufacturing footprint (>90% of U.S.-sold trucks produced in TX, OH, WA), product strength, and supplier relationships.
