PACCAR Inc designs, manufactures, and distributes light, medium, and heavy-duty commercial trucks in the United States, Canada, Europe, Mexico, South America, Australia, and internationally. It operates through three segments: Truck, Parts, and Financial Services. The Truck segment designs, manufactures, and distributes trucks for the over-the-road and off-highway hauling of commercial and consumer goods. It sells its trucks through a network of independent dealers under the Kenworth, Peterbilt, and DAF nameplates. The Parts segment distributes aftermarket parts for trucks and related commercial vehicles. The Financial Services segment conducts full-service leasing operations under the PacLease trade name, as well as provides finance and leasing products and services to customers and dealers. This segment also offers equipment financing and administrative support services for its franchisees; retail loan and leasing services for small, medium, and large commercial trucking companies, as well as independent owners/operators and other businesses; and truck inventory financing services to independent dealers. In addition, this segment offers loans and leases directly to customers for the acquisition of trucks and related equipment. The company also manufactures and markets industrial winches under the Braden, Carco, and Gearmatic nameplates. PACCAR Inc was founded in 1905 and is headquartered in Bellevue, Washington.

PACCAR looks like a high-quality but no longer cheap business: a strong balance sheet and stable cash flows are paired with a noticeable premium in valuation multiples. P/E and P/FCF are around the industry median, which does not provide a strong signal of overvaluation; however, P/S and P/B are above industry levels, limiting the potential for multiple expansion. At the same time, revenue, operating profit, net income, and EBITDA remain high and generally hold up better than the average sector player, supporting the company’s intrinsic value. Net margin and operating margin also look strong relative to the industry, but gross margin is below the median and has been gradually declining, indicating pressure on pricing or cost structure. ROE and return on tangible equity are below industry benchmarks and have weakened noticeably compared with earlier periods, so capital efficiency no longer looks as compelling as it once did. ROA and ROI remain acceptable and stable, but their trend is more moderate than accelerating. Liquidity is very comfortable: the quick ratio and current ratio are significantly above the industry, reducing financial risk and supporting the sustainability of dividends and investment. Leverage looks controlled: debt/equity is around the median, while debt-to-capital has been gradually declining, which is a positive signal for valuation. Dividend yield is modest and has fluctuated in recent periods without clear growth, so the dividend factor is not a strong driver of revaluation. In absolute terms, assets, equity, and the cash position look solid, and the reduction in long-term debt further strengthens balance sheet quality. Overall, the fundamentals support a moderately positive view, but the premium in P/S and P/B, as well as the weakening ROE and gross margin, limit the upside. For an investor, this is a story of a high-quality, financially resilient company with good profitability, but without clear signs of deep undervaluation, so only a small conservative downward adjustment is warranted.

PACCAR Inc.

Средний индекс, значительно упал. Оптимистичный взгляд на свои позиции резко сменился на неуверенность.

Medium index, significantly down. An optimistic view of his position suddenly changed to uncertainty.

Сильный индекс, значительно упал. Рынок не поддерживает быков.

Strong index, significantly down. The market does not support the bulls.

Слабый индекс, незначительно упал. Приток средств в лонги остался положительным, но снизился.

Weak index, slightly down. The inflow of funds into longs remained positive, but decreased.

Strong balance sheet and sustained profits support PACCAR’s valuation, but the premium on P/S and P/B, as well as weakening ROE and gross margin, limit the upside.

Fintel reports that on September 10, 2026, RBC Capital upgraded their outlook for PACCAR (NASDAQGS:PCAR) from Sector Perform to Outperform.
Prior to this rating action, PACCAR's stock closed at $121.88 on September 9, 2026. This latest close of $121.88 represents a price change of -0.20% over one week, compared to a baseline close of $122.13 on September 2, 2026. Over a one-month period, the stock experienced a price change of -8.44% from a baseline close of $133.11 on August 7, 2026. PACCAR Inc, based in the United States, is a prominent player in the global heavy-duty truck manufacturing industry. The company designs, manufactures, and supports light, medium, and heavy-duty trucks under the Kenworth, Peterbilt, and DAF nameplates. It also provides aftermarket parts, finance, and information technology services. PACCAR's key projects include innovations in electric, hybrid, and hydrogen fuel cell vehicle technologies.
As of August 28, 2026, the current consensus target mean for PACCAR was $141.18, with a median target of $141.78. This mean target represents an implied change of +15.83% from the stock's valuation. Previously, on August 4, 2026, the prior consensus target mean was $139.69, reflecting a consensus target revision of +1.06%. In terms of aggregate analyst recommendations, as of the current recommendation period on September 1, 2026, there were 26 total recommendations. These consisted of 5 strong buy, 6 buy, 14 hold, and 1 sell recommendations. This breakdown represents 42.3% positive, 53.8% hold, and 3.8% negative recommendations.
PACCAR last reported earnings on July 28, 2026. The company reported an actual earnings per share (EPS) of 1.43, which exceeded the EPS estimate of 1.3812, representing an EPS surprise of +3.53%. Actual revenue for the quarter was $7,546,700,000,000,000.00, compared to the revenue estimate of $7,409,387,232,000,000.00. Other recent analyst actions include Morgan Stanley maintaining an Equal-Weight rating on September 4, 2026, with a prior rating of Equal-Weight. Additionally, Evercore ISI Group maintained an Outperform rating on August 11, 2026, with a prior rating of Outperform.
Recent analyst actions
Recent analyst upgrades, downgrades, initiations, and maintained ratings
Date
Analyst
Prior
Latest recommendation
Action
September 10, 2026
RBC Capital
Sector Perform
Outperform
upgrade
September 4, 2026
Morgan Stanley
Equal-Weight
Equal-Weight
maintained
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This story originally appeared on Fintel.

RBC Capital Upgrades PACCAR to Outperform from Sector Perform

For those looking to find strong Auto-Tires-Trucks stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Paccar (PCAR) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.
Paccar is a member of the Auto-Tires-Trucks sector. This group includes 104 individual stocks and currently holds a Zacks Sector Rank of #13. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group.
The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. Paccar is currently sporting a Zacks Rank of #2 (Buy).
The Zacks Consensus Estimate for PCAR's full-year earnings has moved 5.3% higher within the past quarter. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive.
Based on the most recent data, PCAR has returned 13.4% so far this year. Meanwhile, the Auto-Tires-Trucks sector has returned an average of -11.4% on a year-to-date basis. This shows that Paccar is outperforming its peers so far this year.
Polaris Inc (PII) is another Auto-Tires-Trucks stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 2%.
Over the past three months, Polaris Inc's consensus EPS estimate for the current year has increased 83.2%. The stock currently has a Zacks Rank #1 (Strong Buy).
To break things down more, Paccar belongs to the Automotive - Domestic industry, a group that includes 17 individual companies and currently sits at #48 in the Zacks Industry Rank. This group has lost an average of 13% so far this year, so PCAR is performing better in this area. Polaris Inc is also part of the same industry.
Investors with an interest in Auto-Tires-Trucks stocks should continue to track Paccar and Polaris Inc. These stocks will be looking to continue their solid performance.
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PACCAR Inc. (PCAR) : Free Stock Analysis Report
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Are Auto-Tires-Trucks Stocks Lagging PACCAR (PCAR) This Year?

For Immediate Release
Chicago, IL – August 28, 2026 – Today, Zacks Equity General Motors GM, PACCAR PCAR, Ford F and Harley-Davidson HOG
Industry: Automobiles - Domestic
Link: https://www.zacks.com/commentary/2980827/4-domestic-auto-biggies-poised-to-benefit-from-industry-resilience
The Zacks Domestic Auto industry is showing resilience despite a challenging economic backdrop. New-vehicle sales remain relatively healthy as affluent consumers continue to support demand, while the EV market is experiencing a more uneven recovery following the expiration of federal tax incentives. At the same time, potential tax refunds and new deductions on qualifying auto-loan interest could provide some near-term support for vehicle purchases. To capitalize on the favorable industry outlook, established auto companies like General Motors, PACCAR, Ford and Harley-Davidson are worth watching.
About the Industry
The Zacks Domestic Auto industry includes companies involved in the design, manufacturing and sale of vehicles worldwide. These range from passenger cars and crossover vehicles to sport utility vehicles, trucks, vans, motorcycles and electric vehicles. The industry is highly cyclical and closely tied to consumer spending, while also supporting a large employment base. At the same time, it is undergoing a major transformation as automakers invest heavily in new technologies.
The role of software, electrification and digital connectivity is reshaping how vehicles are developed and sold. Many companies also operate engine and transmission plants and invest in research, development and testing of electric and autonomous vehicles.
Key Themes Shaping the Industry
Vehicle Demand Remains Resilient: U.S. vehicle demand has remained resilient despite economic uncertainty, elevated energy costs and weak consumer confidence. New-vehicle sales reached 1.36 million units in July, keeping the seasonally adjusted annualized rate (SAAR) at 16.3 million. The resilience suggests that higher borrowing and ownership costs have not yet significantly weakened demand.
However, the buyer mix is important. More affluent consumers account for a larger share of current purchases and may be better positioned to absorb inflation and higher vehicle prices. This could help support sales in the near term, although broader consumer weakness remains a risk.
EV Demand Is Showing Mixed Signals:The U.S. EV market remains in a transition phase, with July data offering both positive and negative signals. New EV sales rose 3.2% from June, but were still 41.5% below the year-ago level. EVs represented 5.6% of total new-vehicle sales, indicating that adoption remains relatively modest after demand was pulled forward ahead of the expiration of the federal EV tax credit.
Meanwhile, used EV sales increased 7.9% month over month and 10.1% year over year, helped by greater availability from lease returns and trade-ins. This suggests the used market could provide an important support for broader EV adoption.
Tax Benefits Could Provide Demand Boost:Tax-related savings could offer some support to vehicle demand in the coming months. The One Big Beautiful Bill Act, enacted in 2025, is expected to result in larger tax refunds for some households, potentially leaving consumers with more money for discretionary purchases such as vehicles.
The legislation also introduced a deduction of up to $10,000 annually on interest paid on qualifying auto loans. While these measures are unlikely to fundamentally change the industry's demand trajectory, they could provide a modest lift to purchases. The additional savings may also help consumers absorb higher vehicle costs, including price pressures associated with import tariffs.
Zacks Industry Rank Solid
The Zacks Automotive – Domestic industry is part of the broader Zacks Auto-Tires-Trucks sector. The industry currently carries a Zacks Industry Rank #67, which places it in the top 27% of more than 240 Zacks industries.
The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates strong near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. The industry’s positioning in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate.
We will present a few stocks that you might consider adding to your watchlist. Before that, let us discuss the industry’s recent stock market performance and valuation picture.
Industry Tops Sector, Lags S&P 500
The Domestic Auto industry has outperformed the auto sector and underperformed the Zacks S&P 500 composite over the past year. The industry has returned 14% compared with the sector and S&P 500’s growth of 3% and 20%, respectively.
Industry's Current Valuation
Since automotive companies are debt-laden, it makes sense to value them based on the EV/EBITDA (Enterprise Value/Earnings before Interest Tax Depreciation and Amortization) ratio. On the basis of the trailing 12-month enterprise value to EBITDA (EV/EBITDA), the industry is currently trading at 42.99X compared with the S&P 500’s 17.9X and the sector’s 24.69X. Over the past five years, the industry has traded as high as 69.8X, as low as 10.28X and at a median of 30.66X.
4 Stocks to Watch Now
General Motors: The company benefits from its U.S. market leadership, disciplined incentives and a profitable mix of trucks and SUVs that support margins, while the next-generation pickup cycle and added full-size SUV capacity offer earnings potential. GM is steadily transforming its software business into a meaningful profit driver. OnStar subscriptions continue to grow, while Super Cruise adoption is increasing across more vehicle models.
The company’s restructuring efforts in China are also paying off well. Strong cash generation supports continued buybacks and dividends. GM ended second-quarter of 2026 with automotive cash of $19.7 billion. Its raised outlook reflects better execution and supports greater overall confidence in the core business. It raised full-year adjusted free cash flow guidance to $9.5-$11.5 billion from the prior guidance of $9-$11 billion.
GM stock currently carries a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for General Motors’ 2026 and 2027 EPS implies year-over-year growth of 25% and 11%, respectively.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
PACCAR: The trucking giant is benefiting from a recovering North American truck market, rising freight activity and improving fleet replacement demand. Its high-margin Parts business continues to provide stable earnings, supported by growing truck utilization and an extensive aftermarket network.Management now expects full-year 2026 Parts sales growth of 3% to 5%, with faster growth in the second half as utilization and freight activity rise.
Disciplined cost control, local-for-local manufacturing and a strong balance sheet provide financial flexibility to invest in future technologies and return capital to shareholders.As of June 30, 2026, the company held $8.67 billion of cash and marketable securities and stockholders’ equity of $20.32 billion. PACCAR’s A+/A1 credit ratings support funding access.
PACCAR stock currently carries a Zacks Rank #3. The Zacks Consensus Estimate for PACCAR’s 2026 and 2027 EPS implies year-over-year growth of 18% and 20%, respectively.
Ford: It is strengthening its long-term earnings profile through the continued expansion of Ford Pro, where commercial vehicles, software subscriptions and services provide recurring, higher-margin revenues. Ford is concentrating resources on trucks, large utilities, off-road models and richer trims that support pricing and margins. A favorable mix of trucks, utilities and hybrids, along with an affordable EV strategy, growing Ford Energy opportunities and solid liquidity support future growth.
Ford Energy adds a new revenue stream beyond vehicle sales by applying Ford’s battery manufacturing, service and monitoring capabilities to energy storage.Ford ended the second quarter of 2026 with $22.3 billion in cash and $43.4 billion in liquidity. The company generated $2.1 billion of adjusted free cash flow and raised its 2026 outlook to $6-$7 billion from $5-$6 billion.
F stock currently carries a Zacks Rank #3. The Zacks Consensus Estimate for Ford’s 2026 and 2027 EPS implies year-over-year growth of 70% and 4%, respectively.
Harley-Davidson: The company is taking steps to strengthen its business by aligning wholesale shipments with retail demand and improving dealer inventory. Its partnership with KKR and PIMCO has also shifted HDFS toward a more capital-light and lower-risk model. Meanwhile, the company’s restructuring and efficiency efforts remain key to its earnings recovery, with management targeting $150 million in fixed-cost savings and at least $350 million of HDMC adjusted EBITDA by 2027.
Product momentum is another positive, as the Super Glide launch exceeded expectations. Deadwood is entering dealerships and Sprint and Sportster remain in the pipeline. The Back to the Bricks initiative aims to boost rider engagement and dealer economics. With about $1.9 billion in cash, Harley-Davidson also retains financial flexibility to support growth.
HOG stock currently carries a Zacks Rank #3. The Zacks Consensus Estimate for Harley-Davidson’s 2027 EPS implies year-over-year growth of 199% from projected 2026 levels.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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PACCAR Inc. (PCAR) : Free Stock Analysis Report

Zacks Industry Outlook General Motors, PACCAR, Ford and Harley-Davidson

In the latest close session, Paccar (PCAR) was down 2.08% at $126.54. The stock's performance was behind the S&P 500's daily gain of 0.72%. At the same time, the Dow added 0.2%, and the tech-heavy Nasdaq gained 1.57%.
The truck maker's shares have seen a decrease of 3.47% over the last month, not keeping up with the Auto-Tires-Trucks sector's gain of 6.76% and the S&P 500's gain of 3.68%.
Analysts and investors alike will be keeping a close eye on the performance of Paccar in its upcoming earnings disclosure. On that day, Paccar is projected to report earnings of $1.61 per share, which would represent year-over-year growth of 43.75%. Meanwhile, our latest consensus estimate is calling for revenue of $7.54 billion, up 23.48% from the prior-year quarter.
PCAR's full-year Zacks Consensus Estimates are calling for earnings of $5.89 per share and revenue of $28.53 billion. These results would represent year-over-year changes of +17.56% and +8.74%, respectively.
Investors might also notice recent changes to analyst estimates for Paccar. These recent revisions tend to reflect the evolving nature of short-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, there's been a 4.06% rise in the Zacks Consensus EPS estimate. Currently, Paccar is carrying a Zacks Rank of #3 (Hold).
Investors should also note Paccar's current valuation metrics, including its Forward P/E ratio of 21.95. This expresses a premium compared to the average Forward P/E of 17.99 of its industry.
We can also see that PCAR currently has a PEG ratio of 1.02. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Automotive - Domestic was holding an average PEG ratio of 0.95 at yesterday's closing price.
The Automotive - Domestic industry is part of the Auto-Tires-Trucks sector. Currently, this industry holds a Zacks Industry Rank of 67, positioning it in the top 28% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow PCAR in the coming trading sessions, be sure to utilize Zacks.com.
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PACCAR Inc. (PCAR) : Free Stock Analysis Report

Paccar (PCAR) Stock Drops Despite Market Gains: Important Facts to Note

The Zacks Domestic Auto industry is showing resilience despite a challenging economic backdrop. New-vehicle sales remain relatively healthy as affluent consumers continue to support demand, while the EV market is experiencing a more uneven recovery following the expiration of federal tax incentives. At the same time, potential tax refunds and new deductions on qualifying auto-loan interest could provide some near-term support for vehicle purchases. To capitalize on the favorable industry outlook, established auto companies like General Motors GM, PACCAR PCAR, Ford F and Harley-Davidson HOG are worth watching.
About the Industry
The Zacks Domestic Auto industry includes companies involved in the design, manufacturing and sale of vehicles worldwide. These range from passenger cars and crossover vehicles to sport utility vehicles, trucks, vans, motorcycles and electric vehicles. The industry is highly cyclical and closely tied to consumer spending, while also supporting a large employment base. At the same time, it is undergoing a major transformation as automakers invest heavily in new technologies. The role of software, electrification and digital connectivity is reshaping how vehicles are developed and sold. Many companies also operate engine and transmission plants and invest in research, development and testing of electric and autonomous vehicles.
Key Themes Shaping the Industry
Vehicle Demand Remains Resilient: U.S. vehicle demand has remained resilient despite economic uncertainty, elevated energy costs and weak consumer confidence. New-vehicle sales reached 1.36 million units in July, keeping the seasonally adjusted annualized rate (SAAR) at 16.3 million. The resilience suggests that higher borrowing and ownership costs have not yet significantly weakened demand. However, the buyer mix is important. More affluent consumers account for a larger share of current purchases and may be better positioned to absorb inflation and higher vehicle prices. This could help support sales in the near term, although broader consumer weakness remains a risk.
EV Demand Is Showing Mixed Signals:The U.S. EV market remains in a transition phase, with July data offering both positive and negative signals. New EV sales rose 3.2% from June, but were still 41.5% below the year-ago level. EVs represented 5.6% of total new-vehicle sales, indicating that adoption remains relatively modest after demand was pulled forward ahead of the expiration of the federal EV tax credit. Meanwhile, used EV sales increased 7.9% month over month and 10.1% year over year, helped by greater availability from lease returns and trade-ins. This suggests the used market could provide an important support for broader EV adoption.
Tax Benefits Could Provide Demand Boost:Tax-related savings could offer some support to vehicle demand in the coming months. The One Big Beautiful Bill Act, enacted in 2025, is expected to result in larger tax refunds for some households, potentially leaving consumers with more money for discretionary purchases such as vehicles. The legislation also introduced a deduction of up to $10,000 annually on interest paid on qualifying auto loans. While these measures are unlikely to fundamentally change the industry's demand trajectory, they could provide a modest lift to purchases. The additional savings may also help consumers absorb higher vehicle costs, including price pressures associated with import tariffs.
Zacks Industry Rank Solid
The Zacks Automotive – Domestic industry is part of the broader Zacks Auto-Tires-Trucks sector. The industry currently carries a Zacks Industry Rank #67, which places it in the top 27% of more than 240 Zacks industries.
The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates strong near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. The industry’s positioning in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate.
We will present a few stocks that you might consider adding to your watchlist. Before that, let us discuss the industry’s recent stock market performance and valuation picture.
Industry Tops Sector, Lags S&P 500
The Domestic Auto industry has outperformed the auto sector and underperformed the Zacks S&P 500 composite over the past year. The industry has returned 14% compared with the sector and S&P 500’s growth of 3% and 20%, respectively.
One-Year Price Performance
Industry's Current Valuation
Since automotive companies are debt-laden, it makes sense to value them based on the EV/EBITDA (Enterprise Value/Earnings before Interest Tax Depreciation and Amortization) ratio. On the basis of the trailing 12-month enterprise value to EBITDA (EV/EBITDA), the industry is currently trading at 42.99X compared with the S&P 500’s 17.9X and the sector’s 24.69X. Over the past five years, the industry has traded as high as 69.8X, as low as 10.28X and at a median of 30.66X, as the chart below shows.
EV/EBITDA Ratio (Past Five Years)
4 Stocks to Watch Now
General Motors: The company benefits from its U.S. market leadership, disciplined incentives and a profitable mix of trucks and SUVs that support margins, while the next-generation pickup cycle and added full-size SUV capacity offer earnings potential. GM is steadily transforming its software business into a meaningful profit driver. OnStar subscriptions continue to grow, while Super Cruise adoption is increasing across more vehicle models.
The company’s restructuring efforts in China are also paying off well. Strong cash generation supports continued buybacks and dividends. GM ended second-quarter of 2026 with automotive cash of $19.7 billion. Its raised outlook reflects better execution and supports greater overall confidence in the core business. It raised full-year adjusted free cash flow guidance to $9.5-$11.5 billion from the prior guidance of $9-$11 billion.
GM stock currently carries a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for General Motors’ 2026 and 2027 EPS implies year-over-year growth of 25% and 11%, respectively.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
PACCAR: The trucking giant is benefiting from a recovering North American truck market, rising freight activity and improving fleet replacement demand. Its high-margin Parts business continues to provide stable earnings, supported by growing truck utilization and an extensive aftermarket network.Management now expects full-year 2026 Parts sales growth of 3% to 5%, with faster growth in the second half as utilization and freight activity rise.
Disciplined cost control, local-for-local manufacturing and a strong balance sheet provide financial flexibility to invest in future technologies and return capital to shareholders.As of June 30, 2026, the company held $8.67 billion of cash and marketable securities and stockholders’ equity of $20.32 billion. PACCAR’s A+/A1 credit ratings support funding access.
PACCAR stock currently carries a Zacks Rank #3. The Zacks Consensus Estimate for PACCAR’s 2026 and 2027 EPS implies year-over-year growth of 18% and 20%, respectively.
Price & Consensus: PCAR
Ford: It is strengthening its long-term earnings profile through the continued expansion of Ford Pro, where commercial vehicles, software subscriptions and services provide recurring, higher-margin revenues. Ford is concentrating resources on trucks, large utilities, off-road models and richer trims that support pricing and margins. A favorable mix of trucks, utilities and hybrids, along with an affordable EV strategy, growing Ford Energy opportunities and solid liquidity support future growth.
Ford Energy adds a new revenue stream beyond vehicle sales by applying Ford’s battery manufacturing, service and monitoring capabilities to energy storage.Ford ended the second quarter of 2026 with $22.3 billion in cash and $43.4 billion in liquidity. The company generated $2.1 billion of adjusted free cash flow and raised its 2026 outlook to $6-$7 billion from $5-$6 billion.
F stock currently carries a Zacks Rank #3. The Zacks Consensus Estimate for Ford’s 2026 and 2027 EPS implies year-over-year growth of 70% and 4%, respectively.
Harley-Davidson: The company is taking steps to strengthen its business by aligning wholesale shipments with retail demand and improving dealer inventory. Its partnership with KKR and PIMCO has also shifted HDFS toward a more capital-light and lower-risk model. Meanwhile, the company’s restructuring and efficiency efforts remain key to its earnings recovery, with management targeting $150 million in fixed-cost savings and at least $350 million of HDMC adjusted EBITDA by 2027.
Product momentum is another positive, as the Super Glide launch exceeded expectations. Deadwood is entering dealerships and Sprint and Sportster remain in the pipeline. The Back to the Bricks initiative aims to boost rider engagement and dealer economics. With about $1.9 billion in cash, Harley-Davidson also retains financial flexibility to support growth.
HOG stock currently carries a Zacks Rank #3. The Zacks Consensus Estimate for Harley-Davidson’s 2027 EPS implies year-over-year growth of 199% from projected 2026 levels.
Price & Consensus: HOG
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PACCAR Inc. (PCAR) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).

4 Domestic Auto Biggies Poised to Benefit From Industry Resilience

Key Points
R. Preston Feight disposed of 50,975 shares for a total value of ~$6.8 million on July 31, 2026.
The transaction represented 15% of the insider's total equity holdings, including shares acquired via option exercise.
The sale followed an exercise of 50,975 direct stock options at a strike price of $71.95 per share.
Feight maintains a significant remaining position with a post-transaction equity value of $37.99 million.
Chief Executive Officer R. Preston Feight sold 50,975 shares of PACCAR Inc (NASDAQ:PCAR) on July 31, 2026, as disclosed in a recent SEC Form 4 filing.
Transaction summary
Transaction value
~$6.8 million
Shares sold (directly held)
50,975
Post-transaction shares (total)
286,323
Post-transaction shares (directly held)
268,625
Post-transaction shares (indirectly held)
17,698
Post-transaction value
$37.99 million
Transaction value based on SEC Form 4 weighted average sale price ($133.07); post-transaction value based on July 31, 2026, market close ($132.68).
Key questions
What was the nature of this equity disposition?
The transaction was an exercise-and-sell move in which R. Preston Feight exercised 50,975 options at $71.95 per share and immediately sold them at a weighted-average price of $133.07, with execution prices ranging from $132.61 to $133.49.
How is the CEO's remaining ownership structured?
Following the sale, Feight retains ~268,625 shares held directly and 17,698 shares held indirectly through the PACCAR Savings Investment Plan (SIP). Additionally, the CEO holds ~104,244 direct derivative securities, which include restricted stock units held in a deferred phantom stock account.
What is the recent financial context for PACCAR Inc?
As of the Aug. 3, 2026 market close, shares were priced at $132.06, reflecting a one-year return of 34% as of the July 31, 2026 transaction date. The company, a global leader in commercial truck design and distribution, reported trailing-twelve-month revenue of $27.3 billion and net income of $2.5 billion.
Company Overview
Share Price (as of market close 2026-08-03)
$132.06
Market Capitalization
$69.8 billion
Revenue (TTM)
$27.8 billion
Net Income (TTM)
$2.5 billion
Company Snapshot
PACCAR Inc designs, manufactures, and distributes commercial trucks across light-, medium-, and heavy-duty classes, generating primary revenue through its Truck segment while supplementing earnings through its Parts and Financial Services divisions.
The company operates a vertically integrated business model that captures value across the commercial vehicle lifecycle, from initial truck sales and aftermarket parts distribution to financing solutions for customers and dealers.
PACCAR serves a diverse customer base, including fleet operators, independent trucking companies, and commercial vehicle dealers across North America, Europe, South America, Australia, and other international markets.
PACCAR Inc. is a global leader in commercial truck manufacturing, with a market capitalization of $69.8 billion and TTM revenue of $27.3 billion, demonstrating substantial scale in the industrial machinery sector. The company maintains a competitive advantage through its integrated business model spanning vehicle manufacturing, parts distribution, and financial services, while leveraging a geographically diversified operational footprint across multiple continents. With 25,900 employees and a demonstrated one-year stock appreciation of 34.35%, PACCAR has established itself as a dominant player in the commercial vehicle industry with strong operational execution and market positioning.
What this transaction means for investors
Chief Executive Officer of PACCAR (PCAR), R. Preston Feight, recently disclosed the sale of approximately 51,000 shares of company stock. Here are some key takeaways for investors.
First, let’s recap why insiders sell stock. In point of fact, many insider sales have little to do with an executive’s opinion on the company’s current stock price. Oftentimes, insiders sell as part of a pre-arranged plan or for tax purposes. In this case, the executive exercised stock option grants and then sold the resulting shares. At any rate, it’s important for investors to dig into the company’s fundamentals before determining whether a stock is right for their portfolio.
As for PACCAR itself, the company’s stock has performed very well in recent years. Since 2021, the company’s shares have generated a total return of 201%, with a compound annual growth rate (CAGR) of 24.6%. That’s much better than the benchmark S&P 500, which has delivered a total return of 86%, with a CAGR of 13.3%.
Yet, this excellent performance presents an obvious problem: PACCAR shares have gotten expensive. The stock’s price-to-earnings (P/E) multiple has soared to 28x, up from 12x as recently as 2025. What’s more, this P/E multiple is significantly elevated from its ten-year average P/E multiple of 16.7x.
In summary, while PACCAR stock has delivered exceptional gains, there are concerns with valuation. For value-oriented investors seeking exposure to the industrial sector, there may be other stocks worth considering.
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Jake Lerch has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Paccar. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Company Insider Sells $6.8 Million Worth of PACCAR Stock

Snap-on Incorporated SNA completed the approximately $100 million acquisition of Diesel Laptops on June 8, 2026, adding heavy-duty truck and equipment diagnostics, repair information and digital solutions. The business now operates within the Repair Systems & Information Group.
The deal expands Snap-on’s addressable market, but the near-term test is execution. Investors need evidence that the acquired capabilities can lift growth and offset integration spending, technology investment and softer demand from original equipment manufacturer dealerships.
Snap-on Expands Into Heavy-Duty Repair
Diesel Laptops extends Snap-on beyond traditional automotive repair into commercial trucks and off-highway vehicles. These markets require specialized diagnostics, repair data and software to address increasingly complex equipment and reduce service time.
Snap-On Incorporated Price, Consensus and EPS Surprise
The acquisition also supports Snap-on’s strategy of expanding with repair shop owners and managers. Heavy-duty fleets were among the areas of increased demand in the second quarter, giving the company a relevant customer base for a broader diagnostics offering.
SNA Adds Digital Capabilities to RS&I
Diesel Laptops brings digital diagnostics, repair information and software-driven solutions to the Repair Systems & Information Group. Those capabilities complement Snap-on’s existing diagnostic equipment, business management systems and proprietary repair-information platforms.
The fit is especially relevant as Snap-on invests in its proprietary database and large language models. Its APOLLO diagnostic platform already draws on 660 billion vehicle events and 3.4 billion repair records, showing how data and guided workflows can strengthen the value of diagnostic hardware.
Snap-on Gains a New Cross-Selling Opportunity
The acquired portfolio may give Snap-on more products to offer heavy-duty fleets, commercial repair facilities and industrial customers. Pairing diagnostics and repair information with professional tools could help customers address more of the repair process through one supplier.
PACCAR Inc PCAR offers light-, medium- and heavy-duty trucks and supports customers through connected services that include remote diagnostics. Cummins Inc. CMI serves heavy-duty truck and off-highway markets with engines and related technologies. Their presence illustrates the size of the service ecosystem Snap-on is targeting and the importance of maintaining broad vehicle coverage.
SNA Must Convert Investment Into Growth
Repair Systems & Information sales increased 2.5% to $480.3 million in the second quarter, but organic sales rose only 0.7%. Acquisition-related sales contributed $4.7 million, while lower activity with original equipment manufacturer dealerships partly offset gains in diagnostics, repair information and undercar equipment for independent shops.
Segment operating earnings declined to $115.1 million from $119.8 million, and the operating margin fell 160 basis points to 24%. Higher personnel costs, expanded technology investment, product mix and the Diesel Laptops acquisition raised expenses, creating pressure to generate faster revenue growth and operating leverage.
Image Source: Zacks Investment Research
The acquisition price also requires disciplined execution. Snap-on spent $154 million on acquisitions during the quarter, including Diesel Laptops and Hi-Force Hydraulic Tools. Its $1.64 billion cash position provides flexibility, but financial capacity alone does not guarantee a successful integration.
SNA’s Ratings Temper the Acquisition Upside
Diesel Laptops gives Snap-on a credible route into a broader heavy-duty diagnostics market. The strategic fit is clear, although the modest organic growth and lower margin in Repair Systems & Information mean the acquisition’s contribution should be judged over several reporting periods.
Snap-on currently carries a Zacks Rank #3 (Hold). The company has a Growth Score of D and a VGM Score of D, indicating limited appeal on those measures at present. Its Momentum Score of C is comparatively better, but the overall scorecard supports monitoring execution rather than assuming the deal will quickly reshape the near-term outlook. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Can Snap-on's Diesel Laptops Deal Accelerate Its Diagnostics Growth?

Investors with an interest in Automotive - Domestic stocks have likely encountered both Paccar (PCAR) and Tesla (TSLA). But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.
The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.
Paccar has a Zacks Rank of #2 (Buy), while Tesla has a Zacks Rank of #4 (Sell) right now. This means that PCAR's earnings estimate revision activity has been more impressive, so investors should feel comfortable with its improving analyst outlook. But this is only part of the picture for value investors.
Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.
Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.
PCAR currently has a forward P/E ratio of 23.14, while TSLA has a forward P/E of 171.52. We also note that PCAR has a PEG ratio of 1.07. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. TSLA currently has a PEG ratio of 7.59.
Another notable valuation metric for PCAR is its P/B ratio of 3.46. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. By comparison, TSLA has a P/B of 13.95.
These metrics, and several others, help PCAR earn a Value grade of B, while TSLA has been given a Value grade of F.
PCAR is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that PCAR is likely the superior value option right now.
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PCAR vs. TSLA: Which Stock Should Value Investors Buy Now?

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PACCAR (PCAR) Q2 2026 Earnings Call Transcript

PACCAR Inc. PCAR reported second-quarter 2026 earnings of $1.43 per share, beating the Zacks Consensus Estimate of $1.33 by 7.5%. The bottom line increased 4.4% from $1.37 in the year-ago quarter.
Consolidated revenues (including trucks and financial services) were $7.55 billion, up from $7.1 billion in the corresponding quarter of 2025.
Truck, Parts and Other revenues of $7 rose 0.5% year over year. Higher truck profitability and record parts revenues supported results, while global truck deliveries declined 1.5% to 38,700 units.
PACCAR Inc. Price, Consensus and EPS Surprise
PCAR’s Revenue Mix Favors Truck Sales
Truck revenues were $5.25 billion in the quarter, edging up from $5.24 billion a year earlier. Parts revenues increased 1.5% to a record $1.75 billion, reflecting continued strength in the aftermarket business.
Financial Services revenues were $549.7 million compared with $547.7 million in the prior-year quarter. Intersegment eliminations and other were $3 million.
Geographically, revenues from the United States and Canada declined 3.3% to $4.59 billion. European revenues advanced 6.9% to $1.79 billion, while revenues from other markets climbed 7.3% to $1.17 billion.
PACCAR Expands Truck Profit Despite Lower Deliveries
Truck pretax profit rose 16.7% year over year to $360.5 million from $308.8 million. The increase came even as worldwide deliveries slipped from 39,300 units in the prior-year period.
North American deliveries fell to 22,000 units from 23,000. Europe improved to 11,200 units from 10,600, while other markets declined to 5,500 units from 5,700.
The higher second-quarter build rates were attributable to strong orders and improving freight rates. PACCAR expects constrained freight capacity and an aging fleet to create opportunities for customers to replace trucks with newer, more fuel-efficient models.
PCAR Parts Delivers Record Quarterly Revenues
PACCAR Parts generated pretax income of $417 million compared with $416.5 million a year ago. The modest profit increase came alongside record quarterly revenues and continued investment in distribution and logistics capabilities.
The company expects improving North American freight conditions to support truck utilization and parts demand. Its parts network includes 21 distribution centers serving more than 2,000 DAF, Kenworth and Peterbilt locations and over 350 TRP stores.
First-half parts revenues increased to $3.46 billion from $3.41 billion. Pretax profit for the six-month period declined to $819.3 million from $843 million.
PACCAR Financial Services Holds Profit Steady
Financial Services pretax income was $124.1 million compared with $123.2 million in the year-ago quarter. Provision for losses on receivables increased to $39.4 million from $29.2 million, partly offsetting steady finance margins and an improving used-truck market.
The business ended the quarter with a portfolio of 222,000 trucks and trailers and $22.3 billion in total assets. PacLease’s fleet stood at 37,000 vehicles, and the segment issued $1.38 billion of medium-term notes during the first half.
First-half Financial Services pretax income declined to $239.6 million from $244.3 million. Revenues increased to $1.09 billion from $1.08 billion over the same period.
PCAR’s Costs and Cash Flow Remain in Focus
Within Truck, Parts and Other, cost of sales and revenues declined to $5.99 billion from $6 billion. Research and development expenses rose to $114.3 million from $112.9 million, while selling, general and administrative expense eased to $138.6 million from $139.2 million.
PACCAR generated $700.8 million in operating cash flow during the quarter. For the first half, operating cash flow was $1.67 billion, while capital investments and research and development expenses totaled $274.2 million and $223.4 million, respectively.
Cash and marketable securities were $8.67 billion as of June 30, 2026, compared with $9.25 billion at Dec. 31, 2025.
PACCAR Raises European Market Expectations
The company maintained its 2026 U.S. and Canada Class 8 industry retail sales forecast at 230,000-270,000 trucks. It expects European above 16-tonne registrations of 290,000-330,000 units, up from the previous estimate of 280,000-320,000.
The South American above 16-tonne market remains projected at 100,000-110,000 trucks. For 2026, capital expenditures are now expected between $700 million and $750 million, down from the previous estimate of $725-$775 million. Research and development expenses are now projected to be in the band of $450-$480 million compared with the previous estimate of $450-$500 million.
Spending priorities include clean diesel, hybrid and battery-electric powertrains, connected vehicle services and expanded manufacturing capabilities.
PCAR currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Releases From Auto Space
General Motors Company GM reported second-quarter 2026 adjusted earnings of $3.57 per share, up 41.3% year over year. The figure beat the Zacks Consensus Estimate of $3.13 by 14.06%. Revenues increased 1.9% to $48.03 billion and surpassed the consensus estimate of $46.56 billion by 3.15%. Strong pricing, lower costs and disciplined incentives supported results. General Motors raised its full-year adjusted EBIT guidance to $14-$16 billion from $13.5-$15.5 billion. Adjusted earnings are now projected at $12-$14 per share, up from the prior range of $11.50-$13.50.
Tesla, Inc. TSLA reported second-quarter 2026 adjusted earnings of 33 cents per share, which declined 17.5% year over year. The figure missed the Zacks Consensus Estimate of 50 cents by 34%. Revenues advanced 25.5% to $28.24 billion and surpassed the consensus estimate of $25.81 billion by 9.41%. Tesla expects 2026 capital expenditures to exceed $25 billion and rise further over the next two to three years.
Genuine Parts GPC reported second-quarter 2026 adjusted earnings of $2.15 per share, beating the Zacks Consensus Estimate of $2.10 by 2.38%. The bottom line increased 2.4% from $2.10 in the year-ago quarter. Revenues rose 6% year over year to $6.54 billion and surpassed the consensus estimate of $6.39 billion by 2.36%. Genuine Parts reaffirmed its 2026 adjusted earnings guidance of $7.50-$8 per share and total sales growth outlook of 3-5.5%. Genuine Parts ended June with $2.3 billion of liquidity, including $559 million in cash.
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Indicator	TTM Median
P/E	25.72 25.39
Price/Sales	2.32 1.42
P/B	3.17 2.42
P/FCF	18.99 18.65

Indicator	TTM Median
ROE	12.73 14.70
ROA	5.69 5.95
ROI	8.33 8.68
Net Worth	64.61 1.25
Quick Ratio	2.90 1.17
Current Ratio	3.11 1.59

Indicator	TTM Median
Net Profit Margin	9.00 7.63
Operating Margin	13.33 10.38
Gross Margin	19.99 32.92
Return on tangible equity	12.73 24.54

Indicator	TTM Median
EPS	1.43 0.82
EPS Forecast	1.33 0.67
Revenue	7.55B 187.00M
Gross Profit	1.56B —
EBITDA	1.41B —

PACCAR Inc.

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