Paccar (PCAR) official guidance

Paccar (PCAR) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.

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PCARPACCAR INCFY2026 · ends 2026-12-31
1 metric1 maintained
earnings call · 2d
2026-10-27 17:11:46 UTC$650M – $700Mmaintained-53.1% – -49.5% vs FY2025
This year's capital expenditures are projected to be between $650 million and $700 million, and research and development expenses will be $440 million to $460 million.
PCAR · transcript · Q3 FY2026
2026-10-27 17:11:00 UTCOpen source
2026-10-27 12:06:27 UTC$650M – $700Mlowered -6.9%-53.1% – -49.5% vs FY2025
In 2026, capital expenditures are projected to be in the range of $650–$700 million and research and development expenses are estimated to be in the range $440–$460 million.
PCAR · EX-99.1 · Q3 FY2026
2026-10-27 12:05:16 UTCOpen source
2026-07-29 04:01:07 UTC$700M – $750Mmaintained-49.5% – -45.9% vs FY2025
This year, PACCAR is planning capital investments in the range of $700 million-$750 million and R&D expenditures in the range of $450 million-$480 million.
PCAR · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
2026-07-28 12:06:05 UTC$700M – $750Mlowered -3.3%-49.5% – -45.9% vs FY2025
Capital expenditures are projected to be in the range of $700-$750 million and research and development expenses are estimated to be in the range $450-$480 million in 2026.
PCAR · EX-99.1 · Q2 FY2026
2026-07-28 12:05:17 UTCOpen source
2026-04-29 04:01:11 UTC$725M – $775Mmaintained-47.7% – -44.1% vs FY2025
This year, we're planning capital investments in the range of $725 million-$775 million and R&D expenses in the range of $450 million-$500 million as we continue to invest in key technology and innovation projects.
PCAR · transcript · Q1 FY2026
2026-04-29 04:00:00 UTCOpen source
2026-04-28 12:05:57 UTC$725M – $775Mmaintained-47.7% – -44.1% vs FY2025
Capital expenditures are projected to be in the range of $725-$775 million and research and development expenses are estimated to be in the range $450-$500 million in 2026.
PCAR · EX-99.1 · Q1 FY2026
2026-04-28 12:05:17 UTCOpen source
2026-01-28 05:00:56 UTC$725M – $775Mmaintained
This year, we are planning capital investments in the range of $725 million-$775 million and R&D expenses in the range of $450 million-$500 million.
PCAR · transcript · Q4 FY2025
2026-01-28 05:00:00 UTCOpen source
2026-01-27 13:06:07 UTC$725M – $775Mmaintained
PACCAR estimates that it will invest $725-$775 million in capital projects and $450-$500 million in research and development expenses in 2026.
PCAR · EX-99.1 · Q4 FY2025
2026-01-27 13:05:28 UTCOpen source
2025-10-22 04:01:10 UTC$725M – $775Mmaintained
Next year, we estimate the company will invest $725 million to $775 million in capital projects and $450 million to $500 million in research and development expenses.
PCAR · transcript · Q3 FY2025
2025-10-22 04:00:00 UTCOpen source
2025-10-21 12:06:28 UTC$725M – $775Mnew
Brice Poplawski, senior vice president and chief financial officer, said, “Capital expenditures are projected to be in the range of $750-$775 million and research and development expenses are estimated to be in the range $450-$465 million in 2025. PACCAR estimates that it will invest $725-$775 million in capital projects and $450-$500 million in research and development expenses in 2026.
PCAR · EX-99.1 · Q3 FY2025
2025-10-21 12:05:28 UTCOpen source
PCARPACCAR INCFY2027 · ends 2027-12-31
1 metric1 maintained
earnings call · 2d
2026-10-27 17:11:46 UTC$650M – $700Mmaintained
In 2027, we estimate the company will invest $650 million to $700 million in capital projects and $460 million to $500 million in research and development expenses.
PCAR · transcript · Q3 FY2026
2026-10-27 17:11:00 UTCOpen source
2026-10-27 12:06:27 UTC$650M – $700Mnew
In 2027, PACCAR estimates that it will invest $650–$700 million in capital expenditures and $460–­$500 million in research and development expenses.
PCAR · EX-99.1 · Q3 FY2026
2026-10-27 12:05:16 UTCOpen source
PCARPACCAR INCQ4 FY2026 · ends 2026-12-31
1 metric
earnings call · 2d
2026-10-27 17:11:46 UTC14% – 15%
Fourth quarter gross margins should remain high and again be in the range of 14%-15%.
PCAR · transcript · Q3 FY2026
2026-10-27 17:11:00 UTCOpen source
2026-07-29 04:01:07 UTCfurther increasenew
Third quarter margins are forecast to be a strong 14.5%, and then further increase in the fourth quarter.
PCAR · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
PCARPACCAR INCFY2026 · ends 2026-12-31
1 metric1 maintained
earnings call · 2d
2026-10-27 17:11:46 UTC$440M – $460Mmaintained
This year's capital expenditures are projected to be between $650 million and $700 million, and research and development expenses will be $440 million to $460 million.
PCAR · transcript · Q3 FY2026
2026-10-27 17:11:00 UTCOpen source
2026-10-27 12:06:27 UTC$440M – $460Mlowered -3.2%
In 2026, capital expenditures are projected to be in the range of $650–$700 million and research and development expenses are estimated to be in the range $440–$460 million.
PCAR · EX-99.1 · Q3 FY2026
2026-10-27 12:05:16 UTCOpen source
2026-07-29 04:01:07 UTC$450M – $480Mmaintained
This year, PACCAR is planning capital investments in the range of $700 million-$750 million and R&D expenditures in the range of $450 million-$480 million.
PCAR · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
2026-07-28 12:06:05 UTC$450M – $480Mlowered -2.1%
Capital expenditures are projected to be in the range of $700-$750 million and research and development expenses are estimated to be in the range $450-$480 million in 2026.
PCAR · EX-99.1 · Q2 FY2026
2026-07-28 12:05:17 UTCOpen source
2026-04-29 04:01:11 UTC$450M – $500Mmaintained
This year, we're planning capital investments in the range of $725 million-$775 million and R&D expenses in the range of $450 million-$500 million as we continue to invest in key technology and innovation projects.
PCAR · transcript · Q1 FY2026
2026-04-29 04:00:00 UTCOpen source
2026-04-28 12:05:57 UTC$450M – $500Mmaintained
Capital expenditures are projected to be in the range of $725-$775 million and research and development expenses are estimated to be in the range $450-$500 million in 2026.
PCAR · EX-99.1 · Q1 FY2026
2026-04-28 12:05:17 UTCOpen source
2026-01-28 05:00:56 UTC$450M – $500Mmaintained
This year, we are planning capital investments in the range of $725 million-$775 million and R&D expenses in the range of $450 million-$500 million.
PCAR · transcript · Q4 FY2025
2026-01-28 05:00:00 UTCOpen source
2026-01-27 13:06:07 UTC$450M – $500Mmaintained
PACCAR estimates that it will invest $725-$775 million in capital projects and $450-$500 million in research and development expenses in 2026.
PCAR · EX-99.1 · Q4 FY2025
2026-01-27 13:05:28 UTCOpen source
2025-10-22 04:01:10 UTC$450M – $500Mmaintained
Next year, we estimate the company will invest $725 million to $775 million in capital projects and $450 million to $500 million in research and development expenses.
PCAR · transcript · Q3 FY2025
2025-10-22 04:00:00 UTCOpen source
2025-10-21 12:06:28 UTC$450M – $500Mnew
Brice Poplawski, senior vice president and chief financial officer, said, “Capital expenditures are projected to be in the range of $750-$775 million and research and development expenses are estimated to be in the range $450-$465 million in 2025. PACCAR estimates that it will invest $725-$775 million in capital projects and $450-$500 million in research and development expenses in 2026.
PCAR · EX-99.1 · Q3 FY2025
2025-10-21 12:05:28 UTCOpen source
PCARPACCAR INCFY2027 · ends 2027-12-31
1 metric1 maintained
earnings call · 2d
2026-10-27 17:11:46 UTC$460M – $500Mmaintained
In 2027, we estimate the company will invest $650 million to $700 million in capital projects and $460 million to $500 million in research and development expenses.
PCAR · transcript · Q3 FY2026
2026-10-27 17:11:00 UTCOpen source
2026-10-27 12:06:27 UTC$460M – $500Mnew
In 2027, PACCAR estimates that it will invest $650–$700 million in capital expenditures and $460–­$500 million in research and development expenses.
PCAR · EX-99.1 · Q3 FY2026
2026-10-27 12:05:16 UTCOpen source
PCARPACCAR INCFY2026 · ends 2026-12-31
1 metric1 maintained
earnings call · 2d
2026-10-27 17:11:46 UTC3% – 5%maintained3% – 5% vs FY2025
Outlook for 2026, I mentioned the continued growth in the fourth quarter, and we will finish within the range that we had forecasted, the 3%-5% we had given previously.
PCAR · transcript · Q3 FY2026
2026-10-27 17:11:00 UTCOpen source
2026-07-29 04:01:07 UTC3% – 5%lowered -11.1%3% – 5% vs FY2025
For the full year, we estimate parts sales growth in the range of 3%-5%.
PCAR · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
2026-04-29 04:01:11 UTC3% – 6%lowered -25.0%
We estimate parts sales to grow by about 3% in the second quarter and be in the range of 3%-6% for the full year.
PCAR · transcript · Q1 FY2026
2026-04-29 04:00:00 UTCOpen source
2026-01-28 05:00:56 UTC4% – 8%new4% – 8% vs FY2025
We estimate parts sales to grow by 4%-8% this year, with growth accelerating as the year progresses.
PCAR · transcript · Q4 FY2025
2026-01-28 05:00:00 UTCOpen source
PCARPACCAR INCFY2027 · ends 2027-12-31
1 metric1 new
earnings call · 2d
2026-10-27 17:11:46 UTCcontinued growthnew
Outlook for next year is continued growth.
PCAR · transcript · Q3 FY2026
2026-10-27 17:11:00 UTCOpen source
PCARPACCAR INCQ4 FY2026 · ends 2026-12-31
1 metric1 new
earnings call · 2d
2026-10-27 17:11:46 UTC41K – 43Knew
Fourth quarter deliveries are anticipated to increase and be in the range of 41,000-43,000.
PCAR · transcript · Q3 FY2026
2026-10-27 17:11:00 UTCOpen source
PCARPACCAR INCFY2026 · ends 2026-12-31
1 metric1 maintained
earnings call · 2d
2026-10-27 17:11:46 UTC300K – 320Kmaintained
In Europe, we project this year's above-16 ton market to be in a range of 300,000-320,000 units, and in a similar range for 2027.
PCAR · transcript · Q3 FY2026
2026-10-27 17:11:00 UTCOpen source
2026-07-29 04:01:07 UTC310Kraised +3.3%
We project the 2026 European above 16 ton market size to be around 310,000 trucks.
PCAR · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
2026-04-29 04:01:11 UTC280K – 320Kmaintained
We project the 2026 European above 16 ton market size to be in a range of 280,000-320,000.
PCAR · transcript · Q1 FY2026
2026-04-29 04:00:00 UTCOpen source
2026-01-28 05:00:56 UTC280K – 320Knew
This year, the European economy is forecast to grow modestly, and we expect the above-16-ton truck market to be in the range of 280,000-320,000 registrations.
PCAR · transcript · Q4 FY2025
2026-01-28 05:00:00 UTCOpen source
PCARPACCAR INCFY2027 · ends 2027-12-31
1 metric1 new
earnings call · 2d
2026-10-27 17:11:46 UTCa similar rangenew
In Europe, we project this year's above-16 ton market to be in a range of 300,000-320,000 units, and in a similar range for 2027.
PCAR · transcript · Q3 FY2026
2026-10-27 17:11:00 UTCOpen source
PCARPACCAR INCFY2026 · ends 2026-12-31
1 metric1 maintained
earnings call · 2d
2026-10-27 17:11:46 UTC100K – 105Kmaintained
We estimate this year's South American above-16 ton truck market to be in the range of 100,000-105,000 vehicles, and next year to be up slightly and in the range of 105,000-115,000 trucks.
PCAR · transcript · Q3 FY2026
2026-10-27 17:11:00 UTCOpen source
2026-10-27 12:06:27 UTC100K – 105Klowered -2.4%
The South American above 16-tonne truck market is projected to be in a range of 100,000–105,000 trucks this year, and in a range of 105,000–115,000 vehicles in 2027.
PCAR · EX-99.1 · Q3 FY2026
2026-10-27 12:05:16 UTCOpen source
2026-07-29 04:01:07 UTC100K – 110Kmaintained
This year's South American above 16 ton market, where DAF trucks are desired by customers for their durability and advanced technology, is expected to be in the range of 100,000-110,000 vehicles.
PCAR · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
2026-07-28 12:06:05 UTC100K – 110Kmaintained
The South American above 16-tonne truck market is estimated to be in the range of 100,000–110,000 trucks this year.
PCAR · EX-99.1 · Q2 FY2026
2026-07-28 12:05:17 UTCOpen source
2026-04-29 04:01:11 UTC100K – 110Kmaintained
This year's South American above 16 ton market, where DAF trucks are desired by customers for their durability and advanced technology, is expected to be in a range of 100,000-110,000 vehicles.
PCAR · transcript · Q1 FY2026
2026-04-29 04:00:00 UTCOpen source
2026-04-28 12:05:57 UTC100K – 110Kmaintained
The South American above 16-tonne truck market is projected to be in the range of 100,000-110,000 trucks in 2026.
PCAR · EX-99.1 · Q1 FY2026
2026-04-28 12:05:17 UTCOpen source
2026-01-28 05:00:56 UTC100K – 110Kmaintained
Last year, the South American above-16-ton market was 115,000 vehicles and is expected to be in the range of 100,000-110,000 trucks this year.
PCAR · transcript · Q4 FY2025
2026-01-28 05:00:00 UTCOpen source
2026-01-27 13:06:07 UTC100K – 110K
The South American above 16-tonne truck market was 115,000 vehicles in 2025 and is estimated to be in the range of 100,000-110,000 trucks in 2026.
PCAR · EX-99.1 · Q4 FY2025
2026-01-27 13:05:28 UTCOpen source
2025-10-22 04:01:10 UTCin a similar range next year
We estimate this year's South American above 16-ton truck market to be in the range of 95,000 - 105,000 vehicles and in a similar range next year.
PCAR · transcript · Q3 FY2025
2025-10-22 04:00:00 UTCOpen source
2025-10-21 12:06:28 UTCa similar rangenew
The South American above 16-tonne truck market is projected to be in a range of 95,000-105,000 units this year, and in a similar range in 2026.
PCAR · EX-99.1 · Q3 FY2025
2025-10-21 12:05:28 UTCOpen source
PCARPACCAR INCFY2027 · ends 2027-12-31
1 metric1 maintained
earnings call · 2d
2026-10-27 17:11:46 UTC105K – 115Kmaintained
We estimate this year's South American above-16 ton truck market to be in the range of 100,000-105,000 vehicles, and next year to be up slightly and in the range of 105,000-115,000 trucks.
PCAR · transcript · Q3 FY2026
2026-10-27 17:11:00 UTCOpen source
2026-10-27 12:06:27 UTC105K – 115Knew
The South American above 16-tonne truck market is projected to be in a range of 100,000–105,000 trucks this year, and in a range of 105,000–115,000 vehicles in 2027.
PCAR · EX-99.1 · Q3 FY2026
2026-10-27 12:05:16 UTCOpen source
PCARPACCAR INCFY2026 · ends 2026-12-31
1 metric1 maintained
earnings call · 2d
2026-10-27 17:11:46 UTC240K – 260Kmaintained
We estimate this year's U.S. and Canadian Class 8 market to be in a range of 240,000-260,000 trucks, and next year to grow and be in a range of 240,000-280,000.
PCAR · transcript · Q3 FY2026
2026-10-27 17:11:00 UTCOpen source
2026-07-29 04:01:07 UTC250Kmaintained
First half retail sales were 105,000 trucks, and we expect that the second half could be around 145,000, resulting in a full year market size of around 250,000 units.
PCAR · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
2026-04-29 04:01:11 UTC230K – 270Kmaintained
Looking at this year's U.S. and Canadian truck market, we estimate it to be in a range of 230,000-270,000 units.
PCAR · transcript · Q1 FY2026
2026-04-29 04:00:00 UTCOpen source
2026-01-28 05:00:56 UTC230K – 270Kmaintained
The 2026 U.S. and Canadian Class 8 truck market is forecast to be in a range of 230,000-270,000 vehicles as economic growth, regulatory, and tariff clarity and improving freight conditions are poised to improve customer demand.
PCAR · transcript · Q4 FY2025
2026-01-28 05:00:00 UTCOpen source
2025-10-22 04:01:10 UTC230K – 270Knew
We estimate this year's U.S. and Canadian Class eight market to be in a range of 238,000 - 245,000 trucks, and next year to be in a range of 230,000 - 270,000.
PCAR · transcript · Q3 FY2025
2025-10-22 04:00:00 UTCOpen source
PCARPACCAR INCFY2027 · ends 2027-12-31
1 metric1 new
earnings call · 2d
2026-10-27 17:11:46 UTC240K – 280Knew
We estimate this year's U.S. and Canadian Class 8 market to be in a range of 240,000-260,000 trucks, and next year to grow and be in a range of 240,000-280,000.
PCAR · transcript · Q3 FY2026
2026-10-27 17:11:00 UTCOpen source
PCARPACCAR INCFY2026 · ends 2026-12-31
1 metric1 maintained
earnings release · 3d
2026-10-27 12:06:27 UTC300K – 320Kmaintained
European truck industry registrations in the above 16-tonne segment are estimated to be in the range of 300,000–320,000 trucks this year, and a similar range in 2027.
PCAR · EX-99.1 · Q3 FY2026
2026-10-27 12:05:16 UTCOpen source
2026-07-28 12:06:05 UTC290K – 330Kraised +3.3%
European truck industry registrations in the above 16-tonne segment are estimated to be in a range of 290,000–330,000 vehicles this year.
PCAR · EX-99.1 · Q2 FY2026
2026-07-28 12:05:17 UTCOpen source
2026-04-28 12:05:57 UTC280K – 320Kmaintained
European truck industry registrations for the above 16-tonne market in 2026 are projected to be in a range of 280,000-320,000 trucks.
PCAR · EX-99.1 · Q1 FY2026
2026-04-28 12:05:17 UTCOpen source
2026-01-27 13:06:07 UTC280K – 320Kraised +5.3%
European above 16-tonne truck industry registrations were 298,000 trucks in 2025 and are estimated to be in the range of 280,000-320,000 trucks in 2026.
PCAR · EX-99.1 · Q4 FY2025
2026-01-27 13:05:28 UTCOpen source
2025-10-22 04:01:10 UTC270K – 300Kmaintained
The 2026 market is expected to be in the range of 270,000 - 300,000.
PCAR · transcript · Q3 FY2025
2025-10-22 04:00:00 UTCOpen source
2025-10-21 12:06:28 UTC270K – 300Knew
European truck industry registrations in the above 16-tonne segment are estimated to be in the range of 275,000-295,000 trucks this year, and in the range of 270,000-300,000 trucks in 2026.
PCAR · EX-99.1 · Q3 FY2025
2025-10-21 12:05:28 UTCOpen source
PCARPACCAR INCFY2027 · ends 2027-12-31
1 metric1 new
earnings release · 3d
2026-10-27 12:06:27 UTCa similar rangenew
European truck industry registrations in the above 16-tonne segment are estimated to be in the range of 300,000–320,000 trucks this year, and a similar range in 2027.
PCAR · EX-99.1 · Q3 FY2026
2026-10-27 12:05:16 UTCOpen source
PCARPACCAR INCFY2026 · ends 2026-12-31
1 metric1 maintained
earnings release · 3d
2026-10-27 12:06:27 UTC240K – 260Kmaintained
U.S. and Canada Class 8 truck industry retail sales in 2026 are estimated to be in a range of 240,000–260,000 vehicles.
PCAR · EX-99.1 · Q3 FY2026
2026-10-27 12:05:16 UTCOpen source
2026-07-28 12:06:05 UTC230K – 270Kmaintained
U.S. and Canada Class 8 truck industry retail sales are estimated to be in a range of 230,000–270,000 trucks in 2026.
PCAR · EX-99.1 · Q2 FY2026
2026-07-28 12:05:17 UTCOpen source
2026-04-28 12:05:57 UTC230K – 270Kmaintained
U.S. and Canada Class 8 truck industry retail sales are estimated to be in a range of 230,000-270,000 trucks in 2026.
PCAR · EX-99.1 · Q1 FY2026
2026-04-28 12:05:17 UTCOpen source
2026-01-27 13:06:07 UTC230K – 270Kmaintained
U.S. and Canada Class 8 truck industry retail sales were 233,000 units in 2025 and are estimated to be in a range of 230,000-270,000 trucks in 2026.
PCAR · EX-99.1 · Q4 FY2025
2026-01-27 13:05:28 UTCOpen source
2025-10-21 12:06:28 UTC230K – 270Knew
Class 8 truck industry retail sales for 2026 are expected to increase to a range of 230,000-270,000 vehicles.
PCAR · EX-99.1 · Q3 FY2025
2025-10-21 12:05:28 UTCOpen source
PCARPACCAR INCFY2027 · ends 2027-12-31
1 metric1 new
earnings release · 3d
2026-10-27 12:06:27 UTC240K – 280Knew
Class 8 truck industry retail sales for 2027 are expected to be in a range of 240,000–280,000 trucks.
PCAR · EX-99.1 · Q3 FY2026
2026-10-27 12:05:16 UTCOpen source
PCARPACCAR INCQ3 FY2026 · ends 2026-09-30
1 metric1 new
earnings call · 2026-07-29 04:01:07 UTC
2026-07-29 04:01:07 UTC14.5%new
Third quarter margins are forecast to be a strong 14.5%, and then further increase in the fourth quarter.
PCAR · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source
PCARPACCAR INCFY2027 · ends 2027-12-31
1 metric1 new
earnings call · 2026-07-29 04:01:07 UTC
2026-07-29 04:01:07 UTC$6K – $7Knew
The way it's currently proposed is we would expect to see NCPs running at something like $6,000-$7,000 range per truck.
PCAR · transcript · Q2 FY2026
2026-07-29 04:00:00 UTCOpen source