| PCAR |
Report |
Adjusted EPS |
BEAT |
pred ~$1.38 vs. cons $1.33 |
MEDIUM |
| PCAR |
Report |
Truck segment (Truck/Parts/Other) gross margin |
BEAT |
pred ~13.9% vs. cons/guide 13.5% |
MEDIUM |
| PCAR |
Report |
Total revenue |
BEAT |
pred ~$7.3B vs. cons $7.1B |
MEDIUM |
| PCAR |
Guide |
FY2026 NA/EU Class 8 market outlook (units) |
BETTER |
guide ~250k-270k (US/Can) vs. prior guide/cons midpoint of 230k-270k (FY2026) |
MEDIUM |
| PCAR |
Guide |
FY2026 consensus EPS |
BETTER |
guide/implied ~$5.70 vs. cons $5.56 (FY2026) |
MEDIUM |
| PCAR |
Guide |
Parts revenue growth guide |
UNCHANGED |
guide ~4-5% vs. cons 3-6% full-year range (FY2026) |
LOW |
| PCAR |
Guide |
Q3 deliveries/build rate commentary |
BETTER |
guide ~38k-40k trucks vs. cons ~37k implied run-rate (Q3 2026) |
LOW |
| PCAR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| PCAR |
Return |
5-day cumulative residual |
-0.8% (FADE) |
Much of the beat-and-raise (order surge, tariff advantage, margin recovery) is already priced in after a 22% run into the print with a Hold-consensus/wide target dispersion; initial pop likely fades as investors weigh 2027 pre-buy-vs-sustainable-demand debate, Financial Services credit deterioration (Brazil, one large US fleet), and the fact that full-year guide ranges (Class 8 market, Parts growth) were largely already known before the print, limiting incremental upward estimate revisions beyond the initial beat. |
LOW |