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 Inc.

Fintel reports that on December 19, 2025, JP Morgan upgraded their outlook for PACCAR (NasdaqGS:PCAR) from Neutral to Overweight.
Analyst Price Forecast Suggests 3.32% Downside
As of December 6, 2025, the average one-year price target for PACCAR is $107.87/share. The forecasts range from a low of $90.90 to a high of $127.65. The average price target represents a decrease of 3.32% from its latest reported closing price of $111.57 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for PACCAR is 0MM, a decrease of 100.00%. The projected annual non-GAAP EPS is 7.53.
What is the Fund Sentiment?
There are 1,748 funds or institutions reporting positions in PACCAR. This is an decrease of 37 owner(s) or 2.07% in the last quarter. Average portfolio weight of all funds dedicated to PCAR is 0.24%, an increase of 3.09%. Total shares owned by institutions decreased in the last three months by 1.67% to 413,806K shares. The put/call ratio of PCAR is 0.62, indicating a bullish outlook.
What are Other Shareholders Doing?
Wellington Management Group Llp holds 19,380K shares representing 3.69% ownership of the company. In its prior filing, the firm reported owning 21,996K shares , representing a decrease of 13.49%. The firm decreased its portfolio allocation in PCAR by 12.11% over the last quarter.
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 16,619K shares representing 3.16% ownership of the company. In its prior filing, the firm reported owning 16,591K shares , representing an increase of 0.17%. The firm decreased its portfolio allocation in PCAR by 12.75% over the last quarter.
VFINX - Vanguard 500 Index Fund Investor Shares holds 14,652K shares representing 2.79% ownership of the company. In its prior filing, the firm reported owning 14,570K shares , representing an increase of 0.56%. The firm decreased its portfolio allocation in PCAR by 12.78% over the last quarter.
Bank Of America holds 12,796K shares representing 2.44% ownership of the company. In its prior filing, the firm reported owning 14,216K shares , representing a decrease of 11.09%. The firm decreased its portfolio allocation in PCAR by 13.70% over the last quarter.
Geode Capital Management holds 12,258K shares representing 2.33% ownership of the company. In its prior filing, the firm reported owning 12,455K shares , representing a decrease of 1.61%. The firm decreased its portfolio allocation in PCAR by 50.74% over the last quarter.
Fintel is one of the most comprehensive investing research platforms available to individual investors, traders, financial advisors, and small hedge funds.
Our data covers the world, and includes fundamentals, analyst reports, ownership data and fund sentiment, options sentiment, insider trading, options flow, unusual options trades, and much more. Additionally, our exclusive stock picks are powered by advanced, backtested quantitative models for improved profits.
This story originally appeared on Fintel.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

JP Morgan Upgrades PACCAR (PCAR)

Paccar (PCAR) closed at $111.56 in the latest trading session, marking a -1.09% move from the prior day. This change lagged the S&P 500's daily loss of 1.07%. Meanwhile, the Dow lost 0.51%, and the Nasdaq, a tech-heavy index, lost 1.69%.
Shares of the truck maker have appreciated by 16.82% over the course of the past month, outperforming the Auto-Tires-Trucks sector's gain of 1.87%, and the S&P 500's gain of 0.94%.
Analysts and investors alike will be keeping a close eye on the performance of Paccar in its upcoming earnings disclosure. The company's earnings per share (EPS) are projected to be $1.05, reflecting a 36.75% decrease from the same quarter last year. In the meantime, our current consensus estimate forecasts the revenue to be $6.06 billion, indicating a 17.64% decline compared to the corresponding quarter of the prior year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $5.01 per share and revenue of $26.05 billion. These totals would mark changes of -36.58% and -17.48%, respectively, from last year.
Investors should also take note of any recent adjustments to analyst estimates for Paccar. These revisions help to show the ever-changing nature of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.49% lower within the past month. Paccar is holding a Zacks Rank of #3 (Hold) right now.
Investors should also note Paccar's current valuation metrics, including its Forward P/E ratio of 22.53. This signifies a premium in comparison to the average Forward P/E of 16.65 for its industry.
We can also see that PCAR currently has a PEG ratio of 15.43. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. As of the close of trade yesterday, the Automotive - Domestic industry held an average PEG ratio of 1.92.
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.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Zacks' Research Chief Picks Stock Most Likely to "At Least Double"
Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.
See Our Top Stock to Double (Plus 4 Runners Up) >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
PACCAR Inc. (PCAR) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Here's Why Paccar (PCAR) Fell More Than Broader Market

Investors in Paccar Inc. PCAR need to pay close attention to the stock based on moves in the options market lately. That is because the Jan 16, 2026 $38.80 Put had some of the highest implied volatility of all equity options today.
What is Implied Volatility?
Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?
Clearly, options traders are pricing in a big move for Paccar shares, but what is the fundamental picture for the company? Currently, Paccar is a Zacks Rank #3 (Hold) in the Automotive - Domestic industry that ranks in the Top 25% of our Zacks Industry Rank. Over the last 60 days, no analysts have increased their earnings estimates for the current quarter, while five have dropped their estimates. The net effect has taken our Zacks Consensus Estimate for the current quarter from earnings of $1.25 per share to $1.05 in that period.
Given the way analysts feel about Paccar right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
Looking to Trade Options?
Check out the simple yet high-powered approach that Zacks Executive VP Kevin Matras has used to close recent double and triple-digit winners. In addition to impressive profit potential, these trades can actually reduce your risk.
Click to see the trades now >>
Zacks Naming Top 10 Stocks for 2026
Want to be tipped off early to our 10 top picks for the entirety of 2026? History suggests their performance could be sensational.
From 2012 (when our Director of Research Sheraz Mian assumed responsibility for the portfolio) through November, 2025, the Zacks Top 10 Stocks gained +2,530.8%, more than QUADRUPLING the S&P 500’s +570.3%.
Now Sheraz is combing through 4,400 companies to handpick the best 10 tickers to buy and hold in 2026. Don’t miss your chance to get in on these stocks when they’re released on January 5.
Be First to New Top 10 Stocks >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
PACCAR Inc. (PCAR) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Are Options Traders Betting on a Big Move in Paccar Stock?

PACCAR's Board of Directors today declared a regular quarterly cash dividend of thirty-three cents per share, payable on March 4, 2026, to stockholders of record at the close of business on February 11, 2026.
The board of directors of Eli Lilly has declared a dividend for the first quarter of 2026 of $1.73 per share on outstanding common stock. The dividend is payable on March 10, 2026, to shareholders of record at the close of business on February 13, 2026.
Sun Communities, a real estate investment trust that owns and operates, or has an interest in, manufactured housing and recreational vehicle communities, today announced its Board of Directors declared a quarterly distribution of $1.04 per share of common stock for the fourth quarter of 2025. The distribution is payable on February 2, 2026 to shareholders of record on December 31, 2025.
Vornado Realty Trust announced today that its Board of Trustees has declared a dividend of $.74 per common share. The dividend will be payable on December 29, 2025 to shareholders of record on December 18, 2025.
Korn Ferry, a global consulting firm, today announced its Board of Directors has declared a cash dividend of $0.48 per share that will be payable on January 15, 2026 to shareholders of record on December 19, 2025.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Daily Dividend Report: PCAR,LLY,SUI,VNO,KFY

The S&P 500 Index ($SPX) (SPY) on Friday closed up by +0.98%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up by +1.08%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up by +0.77%. December E-mini S&P futures (ESZ25) rose +1.00%, and December E-mini Nasdaq futures (NQZ25) rose +0.78%.
US stock indexes recovered from early choppy trading on Friday and settled higher. Semiconductor stocks rallied on Friday, leading the broader market higher, in hopes of a Fed rate cut next month. Dovish comments from New York Fed President John Williams on Friday knocked T-note yields lower and ignited a rally in stocks when he said he sees room for a Fed rate cut in the “near term." His remarks knocked the 10-year T-note yield down to a 3-week low of 4.03% and pushed up the chance of a Fed rate cut at next month’s FOMC meeting to 63% from 35% on Thursday. Stocks also found some support today after the University of Michigan's US Nov consumer sentiment index was revised upward.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stocks were under early pressure on Friday, with the S&P 500 and Nasdaq 100 falling to 2.25-month lows. Concerns remain about lofty valuations in tech stocks and doubt over whether artificial intelligence spending will pay off, which led to selling in chip makers and AI-infrastructure stocks over the past three weeks as the S&P 500, the Dow Jones Industrials, and the Nasdaq 100 stock indexes continued their corrections from record highs.
The US Nov S&P manufacturing PMI fell -0.6 to 51.9, close to expectations of 52.0.
The University of Michigan US Nov consumer sentiment index was revised upward by +0.7 to 51.0, stronger than expectations of 50.6.
The University of Michigan US Nov 1-year inflation expectations were unexpectedly revised lower to 4.5% from the previously reported 4.7%. Also, the Nov 5-10 year inflation expectations were unexpectedly revised lower to 3.4% from the previously reported 3.6%.
Stocks and bonds garnered support on Friday from dovish comments from New York Fed President John Williams, who said "he still sees room for a further adjustment in the near term to the target range for the federal funds rate to move the stance of policy closer to the range of neutral," as downside risks to employment have increased while upside risks to inflation have eased.
However, other Fed comments on Friday were hawkish. Boston Fed President Susan Collins said that holding interest rates steady would be "appropriate for now" as inflation is likely to stay elevated for some time. Also, Dallas Fed President Lorie Logan said, "With two rate cuts now in place, I'd find it difficult to cut rates again in December unless there is clear evidence that inflation will fall faster than expected or that the labor market will cool more rapidly."
The price of Bitcoin (^BTCUSD) fell more than -2% on Friday to a 7.25-month low, as market sentiment toward cryptocurrencies remains poor. Bitcoin remains in a sharp 6-week-long downtrend, with prices down more than 35% from a record high last month.
The Bureau of Labor Statistics (BLS) on Friday canceled its October consumer price report and said the November consumer price report will be released on December 18. On Wednesday, the BLS said it will not publish an October employment report and noted that it will incorporate those payroll figures into the November report, set to be published on December 16. Other delayed US economic reports are also expected to be released in the coming days, but have not yet been scheduled.
The markets are discounting a 63% chance of another -25 bp rate cut at the next FOMC meeting on December 9-10.
Q3 corporate earnings season is drawing to a close as 466 of the 500 S&P companies have released results. According to Bloomberg Intelligence, 82% of reporting S&P 500 companies exceeded forecasts, on course for the best quarter since 2021. Q3 earnings rose +14.6%, more than doubling expectations of +7.2% y/y.
Overseas stock markets settled lower on Friday. The Euro Stoxx 50 fell to a 1.75-month low and closed down -0.98%. China’s Shanghai Composite dropped to a 1.25-month low and closed down -2.45%. Japan’s Nikkei Stock 225 closed down -2.40%.
Interest Rates
December 10-year T-notes (ZNZ5) on Friday closed up by +12 ticks. The 10-year T-note yield fell -2.4 bp to 4.061%. Dec T-notes rallied to a 3-week high on Friday, and the 10-year T-note yield fell to a 3-week low of 4.034%. T-notes moved higher Friday on dovish comments from New York Fed President John Williams, who said he sees room for another Fed interest rate cut in the “near term.” Also, easing inflation expectations are supportive of T-notes, as Friday's 10-year breakeven inflation rate fell to a 6.5-month low of 2.239%. T-notes fell back from their best level after Boston Fed President Susan Collins and Dallas Fed President Lorie Logan said that holding interest rates steady would be "appropriate for now."
European government bond yields moved lower on Friday. The 10-year German bund yield fell to a 1-week low of 2.671% and finished down -1.3 bp to 2.703%. The 10-year UK gilt yield fell -4.0 bp to 4.546%.
The Eurozone Nov S&P manufacturing PMI unexpectedly fell -0.3 to 49.7, weaker than expectations of an increase to 50.1 and the steepest pace of contraction in 5 months. The Nov S&P composite PMI fell -0.1 to 52.4, weaker than expectations of no change at 52.5.
UK Oct retail sales ex-auto fuel fell -1.0% m/m, weaker than expectations of -0.5% m/m and the biggest decline in 5 months.
ECB Vice President Luis de Guindos said, "The Eurozone economy is performing better than we expected just three or four months ago," and the current level of interest rates is "appropriate."
Swaps are discounting a 3% chance for a -25 bp rate cut by the ECB at its next policy meeting on December 18.
US Stock Movers
Home builders and building suppliers are moving higher today after the 10-year T-note yield fell to a 3-week low, which is supportive of housing demand. Builders FirstSource (BLDR) closed up more than +7%, and DR Horton (DHI) and Mohawk Industries (MHK) closed up more than +6%. Also, PulteGroup (PHM) and Lennar (LEN) closed up more than +5%, and Toll Brothers (TOL) closed up more than +4%.
Chip makers recovered from early losses on Friday and rallied sharply, lifting the overall market. GlobalFoundries (GFS) closed up more than +5% and ON Semiconductor (ON) closed up more than +4%. Also, Microchip Technology (MCHP), NXP Semiconductors NV (NXPI), Analog Devices (ADI), and Texas Instruments (TXN) closed up more than +3%. In addition, Micron Technology (MU), Intel (INTC), Lam Research (LRCX), and Qualcomm (QCOM) closed up more than +2%.
Defense stocks retreated on news of a peace plan drafted by the US and Russia to end the war in Ukraine. L3Harris Technologies (LHX) closed down more than -2%. Also, RTX Corp (RTX) and Lockheed Martin (LMT) closed down more than -1%.
Enviri Corp (NVRI) closed up more than +28% after Veolia agreed to buy Enviri’s US hazardous waste firm Clean Earth for $3 billion.
Azenta Inc (AZTA) closed up more than +16% after reporting Q4 revenue from continuing operations of $159 million, above the consensus of $156.4 million.
Ross Stores (ROST) closed up more than +8% to lead gainers in the S&P 500 and the Nasdaq 100 after reporting Q3 sales of $5.60 billion, stronger than the consensus of $5.41 billion, and forecasting Q4 comparable sales of +3% to +4%, better than the consensus of +2.61%.
Gap (GAP) closed up more than +8% after reporting Q3 total comparable sales rose +5%, stronger than the consensus of +3.11%.
Paccar Inc. (PCAR) closed up more than +5% after Hedgeye added the stock to its “Best Ideas Long” list.
Intuit (INTU) closed up more than +3% after reporting Q3 net revenue of $3.89 billion, better than the consensus of $3.76 billion.
Veeva Systems (VEEV) closed down more than -9% after reporting Q3 adjusted gross margin of 77.6%, below the consensus of 77.8%.
Bath & Body Works Inc (BBWI) closed down more than -6% after Morgan Stanley downgraded the stock to equal weight from overweight.
Copart (CPRT) is down more than -3% after reporting Q1 revenue of $1.16 billion, weaker than the consensus of $1.18 billion.
Palo Alto Networks (PANW) closed down more than -1% after HSBC downgraded the stock to reduce from hold with a price target of $157.
Earnings Reports(11/24/2025)
Agilent Technologies Inc (A), Amentum Holdings Inc (AMTM), Keysight Technologies Inc (KEYS), Woodward Inc (WWD), Zoom Communications Inc (ZM).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Rally as Chip Makers Rebound

In early trading on Tuesday, shares of Strategy topped the list of the day's best performing components of the Nasdaq 100 index, trading up 3.4%. Year to date, Strategy has lost about 30.2% of its value.
And the worst performing Nasdaq 100 component thus far on the day is PDD Holdings, trading down 4.3%. PDD Holdings is showing a gain of 27.3% looking at the year to date performance.
Two other components making moves today are Marvell Technology, trading down 3.1%, and PACCAR, trading up 1.7% on the day.
VIDEO: Nasdaq 100 Movers: PDD, MSTR
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Nasdaq 100 Movers: PDD, MSTR

Looking at the universe of stocks we cover at Dividend Channel, on 11/12/25, PACCAR Inc. (Symbol: PCAR), Rush Enterprises Inc - Class B (Symbol: RUSHB), and Nexstar Media Group Inc (Symbol: NXST) will all trade ex-dividend for their respective upcoming dividends. PACCAR Inc. will pay its quarterly dividend of $0.33 on 12/3/25, Rush Enterprises Inc - Class B will pay its quarterly dividend of $0.19 on 12/12/25, and Nexstar Media Group Inc will pay its quarterly dividend of $1.86 on 11/26/25. As a percentage of PCAR's recent stock price of $98.69, this dividend works out to approximately 0.33%, so look for shares of PACCAR Inc. to trade 0.33% lower — all else being equal — when PCAR shares open for trading on 11/12/25. Similarly, investors should look for RUSHB to open 0.38% lower in price and for NXST to open 0.98% lower, all else being equal.
Below are dividend history charts for PCAR, RUSHB, and NXST, showing historical dividends prior to the most recent ones declared.
PACCAR Inc. (Symbol: PCAR):
Rush Enterprises Inc - Class B (Symbol: RUSHB):
Nexstar Media Group Inc (Symbol: NXST):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 1.34% for PACCAR Inc., 1.50% for Rush Enterprises Inc - Class B, and 3.90% for Nexstar Media Group Inc.
In Monday trading, PACCAR Inc. shares are currently up about 0.4%, Rush Enterprises Inc - Class B shares are up about 2.8%, and Nexstar Media Group Inc shares are up about 0.7% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
Also see:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Dividend Reminder: PACCAR, Rush Enterprises and Nexstar Media Group

Investors looking for stocks in the Automotive - Domestic sector might want to consider either General Motors (GM) or Paccar (PCAR). But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.
General Motors and Paccar are sporting Zacks Ranks of #1 (Strong Buy) and #5 (Strong Sell), respectively, right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that GM has an improving earnings outlook. However, value investors will care about much more than just this.
Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their 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.
GM currently has a forward P/E ratio of 6.87, while PCAR has a forward P/E of 19.43. We also note that GM has a PEG ratio of 0.98. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. PCAR currently has a PEG ratio of 4.11.
Another notable valuation metric for GM is its P/B ratio of 0.94. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, PCAR has a P/B of 2.66.
These metrics, and several others, help GM earn a Value grade of A, while PCAR has been given a Value grade of C.
GM 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 GM is likely the superior value option right now.
Zacks' Research Chief Picks Stock Most Likely to "At Least Double"
Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.
See Our Top Stock to Double (Plus 4 Runners Up) >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
PACCAR Inc. (PCAR) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

GM or PCAR: Which Is the Better Value Stock Right Now?

PACCAR Inc. PCAR recorded earnings of $1.12 per share for the third quarter of 2025, matching the Zacks Consensus Estimate but declining from $1.85 reported in the year-ago period.
Consolidated revenues (including trucks and financial services) came in at $6.67 billion, down from $8.24 billion in the corresponding quarter of 2024. Sales from Trucks, Parts and Others were $6.11 billion.
PACCAR Inc. Price, Consensus and EPS Surprise
PACCAR’s Q3 Earnings Details
Revenues from the Trucks segment totaled $4.38 billion in the third quarter, lower than the prior-year quarter’s $6.03 billion. The metric, however, surpassed our estimate of $4.28 billion. Global truck deliveries came in at 31,900 units, lower than our projection of 32,153 units and down from 44,900 units delivered in the corresponding quarter of 2024. The segment’s pre-tax income was $102.5 million, which fell short of our estimate of $326.2 million and plunged 83.8% year over year.
Revenues from the Parts segment totaled $1.72 billion in the reported quarter, which increased from the year-earlier period’s $1.66 billion and matched our estimate. The segment’s pre-tax income came in at $410 million, up from $406.7 million reported in the year-ago period. The metric also topped our forecast of $325.5 million.
Financial Services segment revenues came in at $565.3 million, higher than the year-ago quarter’s $536.1 million and topped our estimate of $560.8 million. Pre-tax income increased to $126.2 million from $106.5 million reported in the year-ago period and also topped our projection of $118.3 million.
Selling, general and administrative expenses in the third quarter of 2025 decreased to $140.3 million from $144.3 million in the prior-year period. Research & development (R&D) expenses were $111 million compared with the year-earlier quarter’s $115 million.
PACCAR’s cash and marketable debt securities amounted to $9.07 billion as of Sept. 30, 2025, compared with $9.65 billion as of Dec. 31, 2024.
Capex for 2025 is now envisioned in the band of $750-$775 million compared with the previous estimate of $750-$800 million. R&D expenses are estimated in the range of $450-$465 million, down from the previous estimate of $450-$480 million.
PACCAR’s Zacks Rank & Key Picks
PCAR carries a Zacks Rank #5 (Strong Sell) at present.
Some better-ranked stocks in the auto space are Mobileye Global Inc. MBLY, Autoliv, Inc. ALV and Standard Motor Products, Inc. SMP. MBLY sports a Zacks Rank #1 (Strong Buy), while ALV and SMP carry a Zacks Rank #2 (Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for MBLY’s fiscal 2025 earnings implies year-over-year growth of 36%. EPS estimates for 2025 and 2026 have improved a cent in the past 60 and 30 days, respectively.
The Zacks Consensus Estimate for ALV’s fiscal 2025 earnings implies year-over-year growth of 13.34%. EPS estimates for fiscal 2025 and 2026 have improved 11 cents and 16 cents, respectively, in the past seven days.
The Zacks Consensus Estimate for SMP’s 2025 sales and earnings implies year-over-year growth of 20.94% and 18.61%, respectively. EPS estimate for 2025 has improved 5 cents in the past 60 days. The 2026 EPS estimate improved 2 cents in the past seven days.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
See "2nd Wave" AI stocks now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
PACCAR Inc. (PCAR) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

PACCAR Q3 Earnings Match Expectations, Capex Outlook Revised

Data is currently not available
Edit My Quotes
Add up to 25 symbols
To add symbols:
Type a symbol or company name. When the symbol you want to add appears, add it to My Quotes by selecting it and pressing Enter/Return.
Copy and paste multiple symbols separated by spaces.
These symbols will be available throughout the site during your session.
Data is currently not available
Edit My European Quotes
Add up to 25 instruments
To add instruments:
Type a instrument or company name. When the instrument you want to add appears, add it to My European Quotes by selecting it and pressing Enter/Return.
Copy and paste multiple instruments separated by spaces.
These instruments will be available throughout the site during your session.
Data is currently not available
Your symbols have been updated
You'll now be able to see real-time price and activity for your symbols on the My Quotes of Nasdaq.com.
Data is currently not available
Edit Watchlist
Add up to 20 symbols
To add symbols:
Type a symbol or company name. When the symbol you want to add appears, add it to Watchlist by selecting it and pressing Enter/Return.
Copy and paste multiple symbols separated by spaces.
These symbols will be available throughout the site during your session.
Data is currently not available
Opt in to Smart Portfolio
We are currently experiencing technical difficulties, please try again.
Smart Portfolio is supported by our partner TipRanks. By connecting my portfolio to TipRanks Smart Portfolio I agree to their Terms of Use.

Periodand min./max. price, $	Price change, %		Volatility, %		Volume, $
Periodand min./max. price, $	PCAR	Industry	PCAR	Industry	Volume, $
Yesterday 109.0 - 110.0	-2.08	5.18	13.07	0.96	6.14M
Week 109.0 - 112.1	-3.60	8.41	3.55	5.44	426.02M
Month 103.7 - 114.5	1.84	10.66	6.90	10.28	4.98B
3 Months 92.3 - 114.5	8.19	11.00	15.17	19.26	12.89B
6 Months 92.3 - 114.5	8.16	43.51	22.13	24.70	24.70B
Year 84.6 - 115.4	3.09	50.22	28.86	38.79	42.48B
3 years 64.6 - 125.5	63.08	40.92	45.32	64.98	97.37B
5 years 51.3 - 125.5	88.49	65.36	58.09	94.20	143.75B
All time 4.8 - 125.5	1,290.48	9.53	—	—	117.26B

PACCAR Inc.

Price and volatility history

Risk ratios