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Paccar

PCAR · Industrials

Last earnings Oct 27, 2026

Key results

Net incomequarter

$590.0 million

” PACCAR achieved net income of $590.0 million ($1.12 per diluted share) in the third quarter of this year compared to $972.1 million ($1.85 per diluted share) earned in the same period last year.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Revenuequarter

$6.67 billion

Third quarter revenues were $6.67 billion, compared to $8.24 billion reported in the third quarter of 2024.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Net incomeytd

$1.82 billion

PACCAR’s net income in the first nine months of 2025 was $1.82 billion ($3.45 per diluted share), including the $264.5 million after tax non-recurring charge related to civil litigation in Europe.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Net incomeQ3 2025

$3.45

PACCAR’s net income in the first nine months of 2025 was $1.82 billion ($3.45 per diluted share), including the $264.5 million after tax non-recurring charge related to civil litigation in Europe.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Adjusted net incomeQ3 2025

$2.08 billion

PACCAR achieved adjusted net income (non-GAAP) 1 of $2.08 billion ($3.95 per diluted share) in the first nine months of 2025.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Adjusted net incomeytd

$3.95

PACCAR achieved adjusted net income (non-GAAP) 1 of $2.08 billion ($3.95 per diluted share) in the first nine months of 2025.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Revenueytd

$21.62 billion

Net sales and financial services revenues for the first nine months of 2025 were $21.62 billion.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

” Financial Highlights – Third Quarter 2025 Highlights of PACCAR’s financial results for the third quarter of 2025 include: • Consolidated net sales and revenues of $6.67 billion.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Consolidated net incomequarter

$590.0 million

• Consolidated net income of $590.0 million.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Record PACCAR Parts revenuequarter

$1.72 billion

• Record PACCAR Parts revenues of $1.72 billion.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

AI analysis

Q3 2025 · reported Oct 21, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2025
$6.67B
-19.1% -$1.57B vs year ago computed from stated figures
EX-99 · Oct 21, 2025
Diluted EPS · Q3 2025
$1.12
EX-99 · Oct 21, 2025
Net income · Q3 2025
$590.0M
EX-99 · Oct 21, 2025
Adjusted net income · Q3 2025
$2.08B
EX-99 · Oct 21, 2025

The quarter in charts

Revenue — quarterly

As stated

0369$8.24BSame quarter last year$6.67BQ3 2025

EX-99 · Oct 21, 2025 Statement values as stated in the release.

Headline figures

MetricQ3 2025Prior qtrYear ago
Net income$590.0 million——
Revenue$6.67 billion—$8.24 billion
Adjusted net income$2.08 billion——
Consolidated net income$590.0 million——
Record PACCAR Parts revenue$1.72 billion——

EX-99 · Oct 21, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Capex$775M

Brice Poplawski, senior vice president and chief financial officer, said, “Capital expenditures are projected to be in the range of $750-$775 million and research and development expenses are estimated to be in the range $450-$465 million in 2025.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Peterbilt, Kenworth and DAF’s excellent trucks contributed to the good results,” said Preston Feight, chief executive officer

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Brice Poplawski, senior vice president and chief financial officer, said, “Capital expenditures are projected to be in the range of $750-$775 million and research and development expenses are estimated to be in the range $450-$465 million in 2025.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Strategy & priorities

” Capital Investments and Research and Development PACCAR’s excellent long-term profits, strong balance sheet, and consistent focus on quality, technology and productivity have enabled the company to invest $9.1 billion in new and expanded facilities, innovative products and new technologies during the past decade.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

PACCAR is investing in exciting next generation clean diesel and alternative powertrains, integrated connected vehicle services, expanded manufacturing capabilities, and advanced driver assistance systems that create value for customers.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Risks & headwinds

PACCAR’s net income in the first nine months of 2025 was $1.82 billion ($3.45 per diluted share), including the $264.5 million after tax non-recurring charge related to civil litigation in Europe.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Feight added, “The new Section 232 truck tariffs that are scheduled to begin in November should bring clarity to the market in the coming months.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

These statements are based on management’s current expectations and are subject to uncertainty and changes in circumstances.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

87 (1) Includes a $350.0 million charge related to civil litigation in Europe (EC-related claims) in the first quarter 2025.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Following the settlement, legal proceedings seeking damages were filed against all major European truck manufacturers.

SEC original ↗Paccar — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials
Documents

Filings

61 documents

Earnings releases

24 documents

Presentations

0 documents

No presentations for Paccar are held in this edition of the library.

Transcripts

0 documents

No transcripts for Paccar are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Paccar by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.