| PCAR |
Report |
Truck Gross Margin (%) |
BEAT |
pred ~8.6% vs. cons 7.98% |
MEDIUM |
| PCAR |
Report |
Total Deliveries (units) |
IN-LINE |
pred ~37,600 vs. cons 37,785 |
HIGH |
| PCAR |
Report |
Parts Revenue ($B) |
IN-LINE |
pred ~$1.755B vs. cons $1.771B |
MEDIUM |
| PCAR |
Guide |
Q3 2026 Deliveries (Q3 2026) |
LOWER |
guide ~38,500-40,000 vs. cons ~40,500 implied |
MEDIUM |
| PCAR |
Guide |
Q3 2026 Truck+Parts+Other Gross Margin (Q3 2026) |
UNCHANGED |
guide ~13.5-14.0% vs. cons ~13.8% implied |
MEDIUM |
| PCAR |
Guide |
FY 2026 Parts Revenue Growth (FY 2026) |
UNCHANGED |
guide reiterate 3-6% vs. cons +3.4% |
HIGH |
| PCAR |
Guide |
H2 Demand Tone - qualitative (H2 2026) |
BETTER |
constructive; freight tightening confirmed by JBHT/KNX read-through |
HIGH |
| PCAR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| PCAR |
Return |
5-day cumulative residual |
-4.0% (FADE) |
FADE — sell-side revises H2 estimates down on implicit FY cut; strong freight backdrop limits magnitude vs. Q1 2026 comp |
MEDIUM |