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The median of 2 price targets is $126[FMP target], stock is $114, +9.8% vs the analyst consensus median. Q1 FY26 EPS $1.15 vs $1.15 estimate: in line[FMP earnings]. Stock move on D+1: -1.2%.
B+ — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].
Quick AnswerPACCAR Inc (PCAR) Q2 consensus: revenue $7.0B[FMP est], EPS $1.33[FMP est]. 0 consecutive quarters of beat[FMP earnings].
Q1 FY26 EPS $1.15 vs $1.15 estimate: in line[FMP]. Stock move on D+1: -1.2%[FMP D+1].
Watchlist
Capex Rd Investments
capex_rd_investments
This year, we are planning capital investments in the range of $725 million to $775 million and R&D expenses in the range of $450 million to $500 million as we continue to invest in key technology and innovation projects.
"This year, we are planning capital investments in the range of $725 million to $775 million and R&D expenses in the range of $450 million to $500 million as we continue to invest in key technology and innovation projects."
- Kevin D. Baney, President - Q1 FY26 Earnings Call - April 28, 2026
Parts Sales Growth
parts_sales_growth
We estimate parts sales to grow by about 3% in the second quarter and be in the range of 3% to 6% for the full year.
"We estimate parts sales to grow by about 3% in the second quarter and be in the range of 3% to 6% for the full year."
- Kevin D. Baney, President - Q1 FY26 Earnings Call - April 28, 2026
Truck Gross Margin Increase
truck_gross_margin_increase
PACCAR Inc's truck, parts, and other gross margins increased from 12% to 13.1% in the first quarter due to improved truck segment performance.
"PACCAR Inc's truck, parts, and other gross margins increased from 12% to 13.1% in the first quarter due to improved truck segment performance."
- Preston Feight, CEO - Q1 FY26 Earnings Call - April 28, 2026
Q2 Deliveries Guidance
q2_deliveries_guidance
PACCAR expects to deliver an estimated 37 thousand to 38 thousand vehicles in Q2 2026.
"In the second quarter, we will deliver an estimated 37 thousand to 38 thousand vehicles."
- Preston Feight, CEO - Q1 FY26 Earnings Call - April 28, 2026
Q2 Margin Forecast
q2_margin_forecast
Second quarter margins are forecast to expand to around 13.5% as global production volumes increase.
"Second quarter margins are forecast to expand to around 13.5% as global production volumes increase."
- Preston Feight, CEO - Q1 FY26 Earnings Call - April 28, 2026
Us Canada Truck Market Outlook
us_canada_truck_market_outlook
Looking at this year's U.S. and Canadian truck market, we estimate it to be in a range of 230 thousand to 270 thousand units.
"Looking at this year's U.S. and Canadian truck market, we estimate it to be in a range of 230 thousand to 270 thousand units."
- Preston Feight, CEO - Q1 FY26 Earnings Call - April 28, 2026
Stock Expert AI - Methodology
Historical V1 earnings-model score (archived, May 9, 2026) — not the current MoonshotScore. Current MoonshotScore: PCAR stock page
multi-pillar methodology. Cash Runway strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 2 bullish (Ray Dalio, Buffett), 1 bearish (Ken Griffin), 3 neutral (Jim Simons, Klarman, Munger).
How is it calculated? ->Quality business, trading at fair value.
How is it calculated? ->Past Performance
Q1 FY26 (April 28, 2026) EPS $1.15 vs $1.15 estimate: in line[FMP]. Stock move on D+1: -1.2%[FMP D+1].
Q1 FY26 EPS $1.15 vs $1.15 estimate: in line[FMP]. Stock move on D+1: -1.2%[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $147.2M[FMP cashflow]. Q1 op margin 9.0%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Tuesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Tuesday evening. The framework is ready on this page: Q2 EPS threshold $1.33[FMP], CapEx threshold "below $147.2M". Two anchors, three scenarios.
Comparison Stock Expert AI is free today — no credit card.
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This PACCAR Inc (PCAR) Q2 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
PACCAR Inc (PCAR): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
PACCAR Inc (PCAR): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
PACCAR Inc (PCAR): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.