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Trucking company PACCAR (NASDAQ:PCAR) missed Wall Street’s revenue expectations in Q3 2026, but revenue rose 19% year on year to $7.94 billion. Its GAAP profit of $1.61 per share was 0.7% above analysts’ consensus estimates.

Paccar (PCAR) delivered earnings and revenue surprises of 0.00% and -1.37%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

(PCAR) on Tuesday reported third-quarter earnings of $847.On a per-share basis, the Bellevue, Washington-based company said it had net income of $1.

BELLEVUE, Wash., October 27, 2026--"PACCAR achieved excellent results in the third quarter of 2026. Revenues increased by 19% and net income increased by 44% compared to the same period last year," said Preston Feight, chief executive officer. "The increase in quarterly profits resulted from higher truck segment margins and strong overall business performance. PACCAR Parts reported record revenues and PACCAR Financial Services achieved very good profits. I am very proud of our employees who desi

PACCAR has delivered a 5 year share price gain that long term holders will be very aware of, and the question now is whether the current US$110.22 price still lines up with the cash the business is expected to generate. With a Discounted Cash Flow (DCF) view available, the issue is less about short term swings and more about what those cash flows really justify today. Over the past 5 years the stock has returned 131.6%, which puts real weight on getting the cash flow valuation call right...

Evaluate the expected performance of Paccar (PCAR) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Citigroup analyst Kyle Menges maintains PACCAR (NASDAQ:PCAR) with a Neutral and lowers the price target from $140 to $115.

Paccar (PCAR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Paccar (PCAR) closed at $108.04 in the latest trading session, marking a -1.48% move from the prior day.

Paccar (PCAR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

JP Morgan analyst Tami Zakaria maintains PACCAR (NASDAQ:PCAR) with a Overweight and lowers the price target from $164 to $142.

Wells Fargo analyst Jerry Revich maintains PACCAR (NASDAQ:PCAR) with a Equal-Weight and lowers the price target from $157 to $122.

PACCAR shares have climbed steadily over the past few years, which naturally raises a question for you as an investor. Is the current US$109.94 price still grounded in the cash flows that the business is expected to generate, or has sentiment moved ahead of the underlying money coming in the door. Over 5 years the stock has gained 138.6%, which puts a lot of accumulated optimism on the line when you ask what the future cash flows really support. The business is known for turning truck sales...

Is PCAR a good stock to buy? We came across a bullish thesis on PACCAR Inc on Astute Optics – US’s Substack. In this article, we will summarize the bulls’ thesis on PCAR. PACCAR Inc’s share was trading at $109.81 as of September 30th 2026. PCAR’s trailing and forward P/E were 23.60 and 15.06 respectively according to […]

Paccar (PCAR) concluded the recent trading session at $109.96, signifying a -1.65% move from its prior day's close.

Here’s what analysts expect from Paccar’s Q3 results, due soon.

Caterpillar (CAT) stock returned 74% in the twelve months to September 23, 2026. A $10,000 holding at the start was worth about $17,350 at the end. The run turned out to be about customers buying more, led by power equipment for data centers. Caterpillar's own sales, though, were still falling when the run began. You would have needed a public sign that Caterpillar's demand was turning before its sales did.
TSLA's record Semi deal boosts commercial momentum, but shrinking margins, heavy spending and a rich valuation keep execution risks in focus.
Here is how Paccar (PCAR) and Douglas Dynamics (PLOW) have performed compared to their sector so far this year.

Paccar (PCAR) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

PACCAR has delivered a strong run over the past few years, which naturally raises a question for anyone looking at the stock today. Is the current share price really in line with the cash the business is expected to generate over time, or has enthusiasm moved ahead of those cash flows? Over the past 5 years, PACCAR has returned 168.2%, which puts a lot of past confidence into focus and makes the current valuation hinge on how dependable its future cash streams look. The group’s ability to...

Paccar (PCAR) closed at $118.22 in the latest trading session, marking a -3.46% move from the prior day.

Caterpillar (CAT) has nearly doubled over the past year, and it trades near $820 a share, about 36 times its last twelve months of adjusted earnings. That is normalized net income with stock-based compensation added back, meant to sit closer to the basis analysts use than a GAAP figure would, though the two are not defined identically. The multiple is steep for a maker of construction equipment and engines. It reads differently against the earnings analysts expect.
Two AI executives published essays over a weekend, and by Monday morning Caterpillar was selling off four times faster than the broader market while Deere climbed. The question is whether the order book that stretches into 2029 actually matters when sentiment turns this fast.
Deere and Caterpillar have each lapped the industrial sector by roughly four times over, yet the broader group never joined the party. Whether that narrowness is a warning sign or a competitive edge changes everything about what holders should do next.
Caterpillar (CAT) stock returned 94% over the past twelve months, against 17.9% for the S&P 500, and its second quarter of 2026 was the first in company history above $20 billion of sales and revenues. One risk to that run is a quiet one. Caterpillar is adding factory capacity with data center power as a big driver, and analysts are asking whether that demand has staying power through 2030.
XPO, Saia, Knight-Swift, and Paccar could benefit as tightening trucking capacity and improving freight rates outweigh the hit from soaring diesel prices.
XPO, Saia, Knight-Swift, and Paccar could benefit as tightening trucking capacity and improving freight rates outweigh the hit from soaring diesel prices.
The latest trading day saw Paccar (PCAR) settling at $124.51, representing a +1.95% change from its previous close.

The heavy-equipment giant is firing on all cylinders, so a recent pullback has investors asking if this is the moment to pounce.
PACCAR stock has delivered strong gains over the past five years, yet current valuation checks still suggest the shares may trade below an estimate of intrinsic value based on a Discounted Cash Flow (DCF) approach and market multiples. For investors, this raises the question of how much of PACCAR’s recent share price strength already reflects its long run cash flow potential. PACCAR has returned 167.5% over five years, which puts a spotlight on whether the current share price still leaves...

PACCAR (PCAR) is back in focus after reporting second quarter 2026 earnings of $1.43 per share, which topped estimates and came in higher than the same period a year earlier. PACCAR shares closed at $125.34, with the stock down 6.37% on a 1 month share price return and 4.34% over the past week. However, the 90 day share price return of 13.56% and 1 year total shareholder return of 28.46% point to momentum that has built over a longer horizon. Compare PACCAR's recent earnings beat and share...
Dividend activity recap for Champions, Contenders & Challengers: dividend changes plus upcoming ex-dividend and pay dates. See more here.
PACCAR (NASDAQ:PCAR) has outperformed the market over the past 5 years by 6.69% on an annualized basis producing an average annual return of 18.1%. Currently, PACCAR has a market capitalization of $67.52 billion.

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.
