PACCAR (PCAR) Resumen de Acciones
PACCAR Inc diseña, fabrica y distribuye camiones comerciales ligeros, medios y pesados en Estados Unidos, Canadá, Australia, México, Europa, América Central y del Sur y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 6/6 |
| Dividendos | 4/6 |
PCAR Community Fair Values
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Analyst Price Targets
Competidores de PACCAR Inc
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$124.57 |
| Máximo en las últimas 52 semanas | US$131.88 |
| Mínimo de 52 semanas | US$92.25 |
| Beta | 0.98 |
| Cambio en 1 mes | 9.28% |
| Variación en 3 meses | -2.06% |
| Cambio de 1 año | 28.15% |
| Variación en 3 años | 45.42% |
| Variación en 5 años | 113.28% |
| Variación desde la OPV | 51,267.80% |
Noticias y actualizaciones recientes
Seeking Alpha • 1h
Paccar: Parts Strength Makes The Difference
Summary PACCAR is a premium commercial vehicle company with rising production, improving margins, and a robust balance sheet, justifying a valuation premium. Truck deliveries are increasing, margins are recovering, and the parts business is driving stable, high-quality earnings growth. PCAR trades at a premium to Volvo but is reasonably valued against Cummins, with consensus expecting nearly 38% EPS growth from 2026 to 2028. I rate PCAR a cautious buy, supported by a strong backlog, a resilient earnings base, and proven execution through cycles. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 08
PCAR: Secular Truck Demand And Easing Taxes Will Support Higher Margins
The analyst price target for PACCAR has been revised from $150 to $140, as analysts adjust their views on fair value and future P/E while citing a mixed set of recent price target changes across the Street. Analyst Commentary Recent research on PACCAR reflects a mixed but increasingly constructive tone, with several bullish analysts lifting price targets as they update models ahead of upcoming earnings events and sector reviews.
Actualización de narrativa • Jun 24
PCAR: Durable Earnings And Mixed Sentiment Will Test Execution Through The Truck Cycle
The PACCAR analyst price target has shifted modestly as mixed revisions from firms raising and lowering their targets led analysts to reassess assumptions on revenue growth, profit margins and future P/E levels, while holding fair value steady at $109.00. Analyst Commentary Recent research on PACCAR reflects a split view, with several bearish analysts trimming price targets while others have made modest upward adjustments.Artículo de análisis • Jun 20
PACCAR (PCAR) Stock Could Be 6% Undervalued As Madison Backs Profit Recovery
Recent commentary from Madison Investments put PACCAR (PCAR) in focus after it ranked as a top contributor to the Madison Large Cap Fund, even though commercial trucking end markets remain subdued. See our latest analysis for PACCAR. PACCAR’s recent recognition of high quality suppliers and its mention in Madison Investments’ fund letter sit alongside firm share price momentum, with a 30 day share price return of 6.55% and a five year total shareholder return of 141.25% suggesting solid...Recent updates
Seeking Alpha • 1h
Paccar: Parts Strength Makes The Difference
Summary PACCAR is a premium commercial vehicle company with rising production, improving margins, and a robust balance sheet, justifying a valuation premium. Truck deliveries are increasing, margins are recovering, and the parts business is driving stable, high-quality earnings growth. PCAR trades at a premium to Volvo but is reasonably valued against Cummins, with consensus expecting nearly 38% EPS growth from 2026 to 2028. I rate PCAR a cautious buy, supported by a strong backlog, a resilient earnings base, and proven execution through cycles. Read the full article on Seeking AlphaActualización de narrativa • Jul 08
PCAR: Secular Truck Demand And Easing Taxes Will Support Higher Margins
The analyst price target for PACCAR has been revised from $150 to $140, as analysts adjust their views on fair value and future P/E while citing a mixed set of recent price target changes across the Street. Analyst Commentary Recent research on PACCAR reflects a mixed but increasingly constructive tone, with several bullish analysts lifting price targets as they update models ahead of upcoming earnings events and sector reviews.Actualización de narrativa • Jun 24
PCAR: Durable Earnings And Mixed Sentiment Will Test Execution Through The Truck Cycle
The PACCAR analyst price target has shifted modestly as mixed revisions from firms raising and lowering their targets led analysts to reassess assumptions on revenue growth, profit margins and future P/E levels, while holding fair value steady at $109.00. Analyst Commentary Recent research on PACCAR reflects a split view, with several bearish analysts trimming price targets while others have made modest upward adjustments.Artículo de análisis • Jun 20
PACCAR (PCAR) Stock Could Be 6% Undervalued As Madison Backs Profit Recovery
Recent commentary from Madison Investments put PACCAR (PCAR) in focus after it ranked as a top contributor to the Madison Large Cap Fund, even though commercial trucking end markets remain subdued. See our latest analysis for PACCAR. PACCAR’s recent recognition of high quality suppliers and its mention in Madison Investments’ fund letter sit alongside firm share price momentum, with a 30 day share price return of 6.55% and a five year total shareholder return of 141.25% suggesting solid...
Actualización de narrativa • Jun 04
PCAR: Future Returns Will Balance Truck Demand Cycles And Powertrain Technology Shifts
Analysts have trimmed the blended price target for PACCAR by about $2. This reflects a mix of recent upward and downward target revisions as they factor in updated views on future revenue growth, profit margins and valuation multiples.Actualización de narrativa • May 04
PCAR: Tighter Expectations Will Test Execution As Revenue And Margins Face Cycle Risks
Analysts have adjusted their price targets on PACCAR in a tight range, with recent moves of $5 to $10 up or down as they factor updated views on revenue growth, margins, and sector competition into their valuation work. Analyst Commentary Recent Street research on PACCAR has been mixed, with some firms lifting targets and others pulling back their expectations by $5 to $10.Actualización de narrativa • Apr 20
PCAR: Future Returns Will Reflect Truck Demand And Powertrain Technology Shifts
PACCAR's analyst price target has been revised higher by about $6, reflecting updated views from recent research that points to modestly stronger revenue assumptions, a slightly lower discount rate and an adjusted future P/E outlook. Analyst Commentary Recent Street research on PACCAR has centered on valuation revisions and how the company might execute against long term earnings expectations in the truck and commercial vehicle market.Actualización de narrativa • Apr 05
PCAR: Higher Multiple Hopes Will Likely Struggle Against Cycle Execution Risks
The analyst price target for PACCAR has shifted from $95.31 to $109.00 as analysts factor in updated assumptions on revenue growth, profit margins, and a higher future P/E multiple following a series of recent target revisions from major firms. Analyst Commentary Recent Street research around PACCAR clusters around a series of price target adjustments, with several large firms, including JPMorgan, Citi, BofA, Morgan Stanley, and Wells Fargo, updating their views.Actualización de narrativa • Mar 22
PCAR: Higher Margin Hopes Will Likely Struggle Against Truck Cycle Risk
Analysts have raised their average price target for PACCAR by several dollars into the low $120s, citing updated assumptions that include slightly stronger revenue growth, modestly higher profit margins, and revised P/E expectations reflected in recent target increases from major firms. Analyst Commentary Recent research has clustered around higher price targets for PACCAR, but not all of the commentary is unreservedly positive.Actualización de narrativa • Mar 08
PCAR: Richer P/E Assumptions Will Likely Struggle Against Truck Downcycle Risk
The analyst price target for PACCAR has been revised higher from $90.00 to about $95.31, as analysts factor in updated assumptions on revenue growth, profit margins, and a higher future P/E, in line with a series of recent target increases across major research firms. Analyst Commentary Recent research updates on PACCAR cluster around higher price targets and refreshed models, but the tone is not uniformly bullish.Actualización de narrativa • Feb 22
PCAR: Easing 2027 Emissions Rules Will Support Higher Margins And Premium Pricing
The analyst price target for PACCAR has been raised from $147.64 to $150.00, reflecting updated assumptions for slightly higher revenue growth, profit margins, and future P/E. This change is in line with a series of recent target increases from firms such as Morgan Stanley, Citi, Wells Fargo, BofA, and JPMorgan.Actualización de narrativa • Feb 07
PCAR: Future Returns Will Hinge On Truck Demand And Emerging Emissions Rules
The analyst price target for PACCAR has shifted from about $111.44 to $122.15, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E multiples that are consistent with a series of recent price target increases across major research firms. Analyst Commentary Recent research updates on PACCAR cluster around higher price targets and a view that the shares are closer to fairly valued than deeply mispriced.Actualización de narrativa • Jan 24
PCAR: Easing 2027 Emissions Rules Will Support Stronger Margins And Premium Pricing
Analysts have lifted their fair value estimate for PACCAR from US$133.00 to about US$147.64. The revision reflects updated assumptions around slightly higher revenue growth, a revised profit margin profile, and a higher future P/E multiple in line with recent price target increases across several research firms.Actualización de narrativa • Jan 09
PCAR: Future Returns Will Depend On Section 232 Relief And Truck Demand
The analyst price target for PACCAR has increased by about US$4 to roughly US$111, as analysts factor in Section 232 related cost benefits, improved margin visibility, and a slightly higher long term outlook for revenue growth and profitability, despite mixed signals on near term truck demand and margins. Analyst Commentary Recent research on PACCAR reflects a mixed but generally balanced stance, with analysts weighing tariff related benefits and margin visibility against questions on truck demand and near term profitability.Actualización de narrativa • Dec 26
PCAR: Section 232 Cost Advantage Will Support Stronger Margins And Premium Pricing
The analyst price target for PACCAR has been raised slightly to $133.00 from about $130.00, as analysts factor in stronger expected revenue growth, improving profit margins, and a structural cost advantage under Section 232 that is only partly offset by concerns over mid cycle valuation and future truck demand. Analyst Commentary Bullish analysts are increasingly constructive on PACCAR as they factor in improving margin visibility, structural cost advantages and resilient parts profitability into their models.Actualización de narrativa • Dec 12
PCAR: Structural Tariff Tailwind Will Likely Fail To Offset Truck Downcycle Risk
We raise our fair value estimate for PACCAR to $90 from $86 as analysts lift price targets into the low $100s, citing improving margin visibility, structural tariff related cost advantages, and a more resilient medium term earnings outlook despite lingering demand uncertainty. Analyst Commentary Recent Street research presents a mixed but generally balanced view on PACCAR, with several firms acknowledging improved margin visibility while flagging execution and cycle related risks that could cap near term upside.Actualización de narrativa • Nov 27
PCAR: Future Margins Will Depend On Tariff Relief And Demand Stability
PACCAR's analyst price target saw a modest increase to approximately $108. Analysts point to improving cost structures and a shift to competitive advantages from U.S.-based production, despite ongoing questions around margins and future demand.Actualización de narrativa • Nov 06
PCAR: Future Profit Margins Will Balance Out Tariff Relief and Demand Uncertainty
Analysts have modestly raised their price target on PACCAR to approximately $108, citing benefits from tariff relief under Section 232, improved margin visibility, and a slight uptick in profit margin projections, even as expectations for revenue growth remain tempered. Analyst Commentary Recent Street research reflects a range of perspectives on PACCAR's valuation and outlook, with analysts weighing the effects of tariff relief, margin trends, and sector demand.Actualización de narrativa • Oct 22
Analyst Commentary Highlights Mixed Outlook for PACCAR Amid Tariffs and Valuation Changes
Analysts have raised their price target for PACCAR from $103.50 to $107.00, citing improved structural cost advantages from recent tariff changes and a more optimistic outlook on revenue growth, despite lingering margin concerns. Analyst Commentary Recent analyst updates reflect a mixed but generally constructive view on PACCAR's outlook, with various factors contributing to both bullish and cautious perspectives on the company's valuation and future growth trajectory.Seeking Alpha • Mar 19
Paccar Inc: I Expect Further Downside In 2025
Summary Paccar Inc's 2024 performance shows a clear downtrend, driven by a slowdown in global truck market sales and tough year-over-year comparisons. Margins, ROA, ROE, and ROTC have all declined, indicating management's struggle to adapt to market downturns and maintain profitability. Despite high liquidity, the company faces uncertainties due to tariff wars, which may further pressure margins and disrupt the supply chain. I remain cautious and will not invest in PCAR stock until I see improvements in top-line and profitability metrics, especially amid ongoing tariff uncertainties. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
Paccar: Why The Next Few Quarters May Be Volatile
Summary Earnings season offers insights into the economy, with logistics and transport sectors being key indicators of overall economic activity. Paccar's upcoming Q4 earnings report will shed light on the trucking industry's current state, despite recent strains. Paccar remains strong, evidenced by a $3.00 special dividend paid last month, but deliveries are slowing down, leading to lower profits. Paccar's Q4 reports will determine whether 2025 can be another great year for the stock or not. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
Paccar Is A Bit Overpriced For This Fundamentally Sound Company
Summary PACCAR is fundamentally sound, with improving returns driven by topline growth and operational efficiencies. It achieved double-digit profit growth despite being in a mature market. Financially robust, PCAR generates strong cash flows, has a solid capital allocation plan, and maintains a significant cash reserve. There is only a 25% margin of safety despite optimistic assumptions, suggesting patience for a better entry point. Read the full article on Seeking AlphaSeeking Alpha • Sep 27
PACCAR Stock: Revisiting My Buy Rating 4 Years Later
Summary PACCAR has outperformed the S&P 500 since my Buy rating four years ago, returning 100.2% since September 2020 compared to the S&P 500's 70.1%. Despite a recent 22% dip from its all-time high, PACCAR seems more fairly valued than undervalued, prompting me to give it a Hold rating. The company's strong profitability, efficiency, and consistent investment in future tech make it a solid company. Read the full article on Seeking AlphaSeeking Alpha • Jul 17
Paccar's Q2 Earnings: Why It Beats The Market And What To Do Now
Summary Paccar stock has outperformed the S&P 500 over the past 5 years, delivering close to 160% total return. Paccar is a truck manufacturer with a strong dividend history, low yield, and low payout ratio, offering a real combined yield of 4-5%. Despite being in a cyclical market, Paccar's diverse revenue streams and financial strategies have attracted investors and supported stock growth. Read the full article on Seeking AlphaSeeking Alpha • May 23
Paccar: A Dividend Growth Stock Long-Term Investors Should Add To Their Watchlist
Summary PACCAR Inc is a dividend stock worth considering for investors, with strong growth and a growing market share in the trucking industry. The company has a fortress balance sheet with no debt and an A+ credit rating, making it an attractive investment option. PACCAR also offers a well-covered dividend and has a history of paying special dividends, making it appealing to dividend investors. PCAR has paid a dividend since 1941 and special dividends for more than a decade. The company does face risks from competitors like Volvo and Amazon with the emergence of self-driving trucks. Read the full article on Seeking AlphaSeeking Alpha • May 08
PACCAR: Too Far Too Fast - Time To Sell
Summary PACCAR's shares have risen too far too fast. PACCAR will require significant amounts of capital to transition to net zero emissions. This transition will disrupt PACCAR's profitable aftermarket parts business, and it may delay fleet replacements. The recent 15% decrease in PACCAR's shares should be treated as the start of a long-term period of underperformance, and not as a buying opportunity. Read the full article on Seeking AlphaSeeking Alpha • Apr 03
Paccar: Notable Insider Selling After A Big Rally
Summary Paccar shares have surged 50% since late October, but there has been notable insider selling earlier this year. The company reported strong Q4 earnings, beating both revenue and profit expectations as margins increased impressively. The stock might have gotten ahead of itself given projected slowing sales growth and an expected profit decline in FY2024. An analysis follows in the paragraphs below. Read the full article on Seeking AlphaRentabilidad de los accionistas
| PCAR | US Machinery | Mercado US | |
|---|---|---|---|
| 7D | 4.2% | -1.2% | 0.7% |
| 1Y | 28.1% | 38.3% | 20.6% |
Rentabilidad vs. Industria: Los resultados de PCAR fueron inferiores a los de la industria US Machinery, que obtuvo un rendimiento del 38.3% el año pasado.
Rentabilidad vs. Mercado: PCAR superó al mercado US, que obtuvo un rendimiento del 20.6% el año pasado.
Volatilidad de los precios
| PCAR volatility | |
|---|---|
| PCAR Average Weekly Movement | 4.4% |
| Machinery Industry Average Movement | 6.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: PCAR no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de PCAR (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1905 | 25,900 | R. Feight | www.paccar.com |
PACCAR Inc diseña, fabrica y distribuye camiones comerciales ligeros, medios y pesados en Estados Unidos, Canadá, Australia, México, Europa, América Central y del Sur y a escala internacional. Opera a través de tres segmentos: Camiones, Recambios y Servicios Financieros. El segmento de camiones diseña, fabrica y distribuye camiones para el transporte por carretera y fuera de carretera de bienes comerciales y de consumo, así como productos de motor diesel.
Resumen de fundamentos de PACCAR Inc
| Estadísticas fundamentales de PCAR | |
|---|---|
| Capitalización bursátil | US$64.88b |
| Beneficios(TTM) | US$2.48b |
| Ingresos (TTM) | US$27.78b |
26.5x
Ratio precio-beneficio (PE)2.4x
Ratio precio-ventas (PS)¿Está PCAR sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de PCAR | |
|---|---|
| Ingresos | US$27.78b |
| Coste de los ingresos | US$22.26b |
| Beneficio bruto | US$3.77b |
| Otros gastos | US$1.30b |
| Beneficios | US$2.48b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Jul 28, 2026
| Beneficios por acción (BPA) | 4.70 |
| Margen bruto | 13.58% |
| Margen de beneficio neto | 8.91% |
| Ratio deuda/patrimonio | 76.2% |
¿Cómo se ha desempeñado PCAR a largo plazo?
Ver rendimiento histórico y comparativaDividendos
2.2%
Rentabilidad actual por dividendo28%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/10 09:27 |
| Precio de las acciones al final del día | 2026/07/10 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
PACCAR Inc está cubierta por 41 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| John Eade | Argus Research Company |
| David Leiker | Baird |
| Andrew Kaplowitz | Barclays |