| PCAR |
Report |
Diluted EPS |
BEAT |
pred ~$1.36 vs. cons $1.33 |
MEDIUM |
| PCAR |
Report |
Revenue |
IN-LINE |
pred ~$7.16B vs. cons $7.11B |
MEDIUM |
| PCAR |
Report |
Truck, Parts and Other gross margin |
BEAT |
pred ~13.7% vs. cons 13.5% |
MEDIUM |
| PCAR |
Guide |
3Q26 global truck deliveries |
BETTER |
guide ~40,000 trucks vs. cons 39,000 trucks (3Q26) |
MEDIUM |
| PCAR |
Guide |
3Q26 Truck, Parts and Other gross margin |
BETTER |
guide ~14.0% vs. cons 13.8% (3Q26) |
MEDIUM |
| PCAR |
Guide |
U.S./Canada Class 8 market outlook |
UNCHANGED |
guide ~250,000 units vs. cons 250,000 units (FY26) |
HIGH |
| PCAR |
Guide |
PACCAR Parts sales growth |
UNCHANGED |
guide ~4.5% vs. cons 4.5% (FY26) |
MEDIUM |
| PCAR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| PCAR |
Return |
5-day cumulative residual |
+4.0% (FOLLOW-THROUGH) |
A ~2% EPS beat and margin delivery should be reinforced by 3Q delivery and margin guide above consensus: ~40,000 versus 39,000 trucks and ~14.0% versus 13.8%, respectively. That raises the out-period earnings base rather than leaving the beat reliant on one-quarter mix or Financial Services variability. |
MEDIUM |