| PCAR |
Report |
Adjusted EPS |
BEAT |
pred ~$1.36 vs. cons $1.33 |
MEDIUM |
| PCAR |
Report |
Truck deliveries |
IN-LINE |
pred ~37.8K vs. cons 37.5K |
MEDIUM |
| PCAR |
Report |
Truck, Parts & Other gross margin |
IN-LINE |
pred ~13.6% vs. cons 13.5% |
MEDIUM |
| PCAR |
Guide |
Truck deliveries |
LOWER |
guide ~40.0K vs. cons 40.5K (2026Q3) |
LOW |
| PCAR |
Guide |
Truck, Parts & Other gross margin |
LOWER |
guide ~13.9% vs. cons 14.1% (2026Q3) |
MEDIUM |
| PCAR |
Guide |
PACCAR Parts sales growth |
UNCHANGED |
guide ~4.5% vs. cons 4.5% (FY2026) |
MEDIUM |
| PCAR |
Guide |
U.S. and Canada Class 8 market |
LOWER |
guide ~250K vs. cons 255K (FY2026) |
LOW |
| PCAR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| PCAR |
Return |
5-day cumulative residual |
-4.1% (FOLLOW-THROUGH) |
A modest reported EPS beat of ~$1.36 versus $1.33 is outweighed by Q3 gross-margin guidance of ~13.9% versus 14.1% and deliveries of ~40.0K versus 40.5K, driving out-period estimate cuts after the initial reaction. |
MEDIUM |