PACCAR Inc: EPS $1.61 vs $1.61 expected; revenue $7.94B vs $7.48B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 1.61 | 1.61 | — | 1.12 |
| Revenue (USD bn) | 7.94 | 7.48 | +6.1% | 6.67 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 27, 2026 | Q3 FY2026 | 1.61 | 1.61 | — | 7.94 | 7.48 | +6.1% |
| Jul 28, 2026 | Q2 FY2026 | 1.43 | 1.36 | +5.1% | 7.00 | 7.05 | −0.7% |
| Apr 28, 2026 | Q1 FY2026 | 1.15 | 1.15 | 0.0% | 6.23 | 6.44 | −3.2% |
| Jan 27, 2026 | Q4 FY2025 | 1.06 | 1.06 | 0.0% | 6.25 | 6.05 | +3.3% |
| Oct 21, 2025 | Q3 FY2025 | 1.12 | 1.15 | −2.6% | 6.67 | 6.01 | +11.1% |
| Jul 22, 2025 | Q2 FY2025 | 1.37 | 1.29 | +6.2% | 7.51 | 6.99 | +7.4% |
| Apr 29, 2025 | Q1 FY2025 | 1.46 | 1.58 | −7.6% | 7.44 | 7.20 | +3.4% |
| Jan 28, 2025 | Q4 FY2024 | 1.66 | 1.70 | −2.4% | 7.91 | 7.59 | +4.2% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
PACCAR Inc results: EPS $1.61 vs $1.61 expected; revenue $7.94B vs $7.48B. The results cover the company's Q3 FY2026. EPS came in in line with analysts' estimate; revenue above the estimate by 6.1%.
Revenue was up 19.0% from $6.67 billion a year earlier (Q3 FY2025). EPS was up 43.7% from $1.12 a year earlier. On its record, EPS topped analysts' estimates in 2 of 7 earlier comparable reports.
What the results mean
PACCAR Inc’s business is tied to commercial transportation, with trucks serving goods movement on highways and in demanding off-highway applications. Manufacturing activity is linked to customers’ truck purchases and fleet replacement decisions, while the dealer network supports market access and customer service.
Parts, financing and leasing provide business streams connected to both truck sales and vehicle use. Parts support vehicles during operation, while financing and leasing facilitate customer purchases and dealer inventory, making service needs and financing conditions relevant to understanding operating activity.
What to watch on the earnings call: Watch management’s discussion of customer demand for trucks and fleet replacement, alongside the dealer network’s role in sales and service. Discussion of parts activity, manufacturing profitability, financing and leasing conditions, and credit quality among customers and dealers would also be useful.
For the full analysis of PACCAR Inc stock — valuation, scores and financial statements — see the stock page linked with this story.