PACCAR INC — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
PACCAR reported Q3 2026 net income of $847.5M ($1.61 diluted EPS) versus $590.0M ($1.12 EPS) in Q3 2025—a 44% increase. Q3 revenues rose 19% to $7.94B from $6.67B. Nine-month 2026 net income was $2.20B ($4.18 EPS) versus $1.82B ($3.45 EPS) in 9M 2025, aided by strong truck segment margins, record PACCAR Parts revenues of $1.78B in Q3, and solid PFS pretax income of $138.1M. Global truck deliveries reached 40,100 units in Q3 2026 versus 31,900 in Q3 2025. Company projects full-year 2026 capex of $650–$700M and R&D of $440–$460M.
Why this rating
Strong earnings beat and 19% revenue growth reflect robust truck demand; however, profits remain modest (~0.2% of $49B market cap) and represent normal cyclical strength in trucking, not structural change.
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