| PCAR |
Report |
Operating diluted EPS |
BEAT |
pred ~$1.36 vs. cons $1.342 |
MEDIUM |
| PCAR |
Report |
Truck deliveries |
IN-LINE |
pred ~37,800 vs. cons 37,785 |
MEDIUM |
| PCAR |
Report |
Truck, Parts & Other gross margin |
IN-LINE |
pred ~13.70% vs. cons 13.57% |
MEDIUM |
| PCAR |
Guide |
Q3 2026 deliveries |
BETTER |
guide ~39,000-40,000 vs. cons 38,641 |
LOW |
| PCAR |
Guide |
Q3 2026 Truck, Parts & Other gross margin |
LOWER |
guide ~14.2% vs. cons 14.50% |
LOW |
| PCAR |
Guide |
2026 U.S./Canada Class 8 market commentary |
BETTER |
guide ~240,000-280,000 vs. cons UNVERIFIED |
LOW |
| PCAR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
LOW |
| PCAR |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — margin-guide reset and extended setup |
LOW |