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Earnings transcript
Read the complete earnings call transcript.
PCAR
PACCAR Inc
$118.32
0.67
(0.57%)
| Exchange: | NASDAQ |
| Market Cap: | 62.224B |
| Shares Outstanding: | 627.817M |
About The Company
| Sector: | Industrials | |||||
| Industry: | Agricultural – Machinery | |||||
| CEO: | R. Preston Feight | |||||
| Full Time Employees: | 30100 | |||||
| Address: |
| |||||
| Website: | https://www.paccar.com |
PACCAR Inc designs, manufactures, and distributes light, medium, and heavy-duty commercial trucks in the United States, 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.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 35,127,400 | 33,663,800 | 28,444,800 |
| Gross Profit | 7,630,500 | 6,709,600 | 4,617,700 |
| EBITDA | 6,870,300 | 5,809,300 | 4,197,400 |
| Operating Income | 5,946,400 | 4,892,400 | 2,961,700 |
| Net Income | 4,600,800 | 4,162,000 | 2,375,800 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 40,823,400 | 43,418,900 | 44,336,200 |
| Total Liabilities | 24,944,600 | 25,912,000 | 25,072,200 |
| Total Stockholders Equity | 15,878,800 | 17,506,900 | 19,264,000 |
| Total Debt | 14,377,100 | 15,895,000 | 0 |
| Cash and Cash Equivalents | 7,181,700 | 7,060,800 | 0 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 4,190,000 | 4,640,900 | 4,415,800 |
| Capital Expenditure | -1,262,500 | -1,745,600 | -1,386,600 |
| Free Cash Flow | 2,927,500 | 2,895,300 | 3,029,200 |
| Net Income | 4,600,800 | 4,162,000 | 2,375,800 |
| Net Change in Cash | 2,490,800 | -120,900 | -7,060,800 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 31,043,959.080 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 33,809,496.704 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 32,432,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 5,029,830.668 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 5,477,910.951 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 5,254,725.011 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 3,815,749.375 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 4,263,655.808 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 4,040,556.007 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 766,087.568 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 834,334.147 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 800,340.960 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 7.670 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 8.090 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 7.240 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 2 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 4 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Financial Performance: PACCAR reported strong financial results in Q2 2025, with revenue growth reflecting operational efficiency and market demand, as highlighted in the earnings call transcript. Key metrics such as net income and free cash flow (from cash flow statements) show consistent positive trends, supporting a solid balance sheet.
- High Return Metrics: The company demonstrates strong return on equity (ROE) and return on invested capital (ROIC) based on TTM data from key metrics, indicating effective capital utilization and profitability compared to industry peers.
- Strategic Market Positioning: PACCAR’s focus on technology and infrastructure enhancements, as mentioned in the Q2 2025 earnings call summary, positions it as a leader in innovation within the industry (per industry and sector data), potentially driving long-term growth.
- Stable Dividend Yield: A competitive dividend yield (TTM) from key metrics underscores PACCAR’s commitment to shareholder returns, providing income stability for investors.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates PCAR intrinsic value between $67.41 – $80.90 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about PCAR valuation
Is PACCAR Inc (PCAR) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for PACCAR Inc (PCAR) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is PCAR a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether PCAR trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is PCAR’s P/E ratio?
You can see PCAR’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for PCAR?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is PCAR a good long-term investment?
Whether PCAR fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
PCAR
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Daily snapshot
0.57
Trading Metrics:
| Open: | 116.18 | Previous Close: | 117.65 | |
| Day Low: | 115.24 | Day High: | 118.54 | |
| Year Low: | 84.65 | Year High: | 131.88 | |
| Price Avg 50: | 121.48 | Price Avg 200: | 106.6 | |
| Volume: | 2.006M | Average Volume: | 3.115M |
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Login — it's freePCAR full analysis
Welcome to MARKETSNAP’s SWOT analysis for PACCAR, a heavyweight in the commercial vehicle and truck manufacturing space. If you’re a long-term investor looking to dig into a solid industrial player, you’re in the right place. Today, we’re breaking down PACCAR—known on the ticker as PCAR—through a detailed lens of strengths, weaknesses, opportunities, and threats. We’ll also sprinkle in some recent developments and financial insights to keep things interesting. So, let’s roll right into it and see what’s driving this company…
