Segment Revenue Breakdown
In Q2 FY2026, Truck sales reached $5.25B (flat YoY), Parts sales grew to $1.75B (up 1.5% YoY driven by European demand), and Financial Services generated $549.7M in revenue.
Source: 10-Q Item 2 MD&A
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
PACCAR Inc reported Q2 FY2026 net sales and revenues of $7.55B (up 0.5% YoY) and net income of $752.0M ($1.43 per diluted share), supported by strong price realization in North America and robust Parts segment performance.
Revenue
$7.55B
+0.48% YoY
EPS (Diluted)
$1.43
+4.38% YoY
Source: SEC XBRL
Paccar (PCAR) reported Q2 FY2026 revenue of $7.55B, up 0.5% year over year. PCAR's fiscal Q2 FY2026 corresponds to calendar Q2 2026.
Last 4 quarters: 1 beat
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026This filing | 1.43 | 1.38 | Beat +3.5% |
| Mar 2026 | 1.15 | 1.17 | Miss -1.7% |
| Dec 2025 | 1.06 | 1.08 | Miss -2.1% |
| Sep 2025 | 1.12 | 1.19 | Miss -5.8% |
Reported EPS of $1.43 versus the $1.38 analyst consensus — a +3.5% beat for Jun 2026.
Compiled by AI from 10-Q Item 2 of this filing
In Q2 FY2026, Truck sales reached $5.25B (flat YoY), Parts sales grew to $1.75B (up 1.5% YoY driven by European demand), and Financial Services generated $549.7M in revenue.
Source: 10-Q Item 2 MD&A
Global truck deliveries fell 2% YoY to 38,700 units in Q2 FY2026, as a 4% decline in U.S. and Canada deliveries (22,000 units) was partially offset by a 6% increase in Europe (11,200 units).
Source: 10-Q Item 2 MD&A
Truck segment pre-tax return on revenues expanded to 6.9% in Q2 FY2026 from 5.9% in Q2 FY2025, driven by $86.8M in pricing gains and reduced tariff costs.
Source: 10-Q Item 2 MD&A
PACCAR projects U.S. and Canada heavy-duty industry sales of 230,000-270,000 units, Parts sales growth of 3-5%, capital expenditures of $700-$750M, and R&D spending of $450-$480M for full-year 2026.
Source: 10-Q Item 2 MD&A
Compiled by AI from 10-Q Item 2 of this filing · 0 high, 2 medium, 1 low
Lower retail demand in North America led to a 4% drop in Q2 truck deliveries in the U.S. and Canada. Prolonged freight market weakness could further depress truck build rates and sales volumes.
Source: 10-Q Item 2 MD&A
Adverse economic conditions in freight transportation could increase past-due accounts, truck repossessions, and credit losses, while depressing used truck values and new loan volume.
Source: 10-Q Item 2 MD&A
Shifts in international trade policy, import tariffs, and stringent EPA NOx emissions rules require continuous capital investments and create potential cost uncertainties.
Source: 10-Q Item 2 MD&A
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 7.55 $B | 7.51 $B | +0.48% |
Cost of Revenue $B | 5.99 $B | 6.00 $B | -0.11% |
Net Income $M | 752.00 $M | 723.80 $M | +3.90% |
EPS (Basic) $ | 1.43 $ | 1.38 $ | +3.62% |
EPS (Diluted) $ | 1.43 $ | 1.37 $ | +4.38% |
R&D Expense $M | 114.30 $M | 112.90 $M | +1.24% |
SG&A Expense $M | 179.70 $M | 179.30 $M | +0.22% |
Answers draw on this SEC filing and the data on this page
Expected release date, analyst estimates & what to watch
PACCAR reported Q1 FY2026 net income of $605.3M, up 19.8% year-over-year despite an 8.9% revenue decline to $6.78B, reflecting improved profitability driven by stronger margins and disciplined cost management.
PACCAR (PCAR) reported a significant revenue decline of 15.5% to $28.4B in FY2025, with net income falling 42.9% to $2.4B, reflecting a cyclical downturn in truck demand, though the company maintained strong operating cash flow of $4.4B and grew stockholders' equity by 10%.
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