View ValuationPACCAR 将来の成長Future 基準チェック /16PACCAR利益と収益がそれぞれ年間16.2%と6.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.2% 16.1%なると予測されています。主要情報16.2%収益成長率16.09%EPS成長率Machinery 収益成長24.8%収益成長率6.6%将来の株主資本利益率18.16%アナリストカバレッジGood最終更新日20 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Mar 19PACCAR Inc, Annual General Meeting, Apr 28, 2026PACCAR Inc, Annual General Meeting, Apr 28, 2026. Location: paccar parts distribution center, located at 405 houser way north, washington, renton United StatesUpcoming Dividend • Feb 04Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 11 February 2026. Payment date: 04 March 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.0%).Reported Earnings • Jan 28Full year 2025 earnings released: EPS: US$4.52 (vs US$7.92 in FY 2024)Full year 2025 results: EPS: US$4.52 (down from US$7.92 in FY 2024). Revenue: US$28.4b (down 16% from FY 2024). Net income: US$2.38b (down 43% from FY 2024). Profit margin: 8.4% (down from 12% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Jan 19Paccar Inc Announces Retirement of C. Michael Dozier as Executive Vice President, Effective from April 1, 2026PACCAR Inc. announced that C. Michael Dozier, Executive Vice President, will retire effective April 1, 2026, after 37 years of service.Declared Dividend • Jan 09Dividend of US$0.33 announcedShareholders will receive a dividend of US$0.33. Ex-date: 11th February 2026 Payment date: 4th March 2026 Dividend yield will be 2.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Jan 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Luiz Antonio dos Pretti was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Dec 15Dividend of US$1.40 announcedShareholders will receive a dividend of US$1.40. Ex-date: 19th December 2025 Payment date: 7th January 2026 Dividend yield will be 2.8%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 14PACCAR Inc. Announces Executive Leadership ChangesKevin D. Baney, 55, will be promoted to President of PACCAR Inc., effective January 1, 2026. Mr. Baney has served as the Company’s Executive Vice President since January 2025. He has worked at the Company for 31 years and has held positions of increasing responsibility throughout PACCAR, including as Senior Vice President and as Vice President and General Manager of Kenworth Truck Company. He is a Professional Engineer and a graduate of LeTourneau University (B.S. – Mechanical Engineering) and the University of North Texas (M.B.A). Mr. Baney will maintain responsibilities over DAF Trucks, PACCAR Financial Services and Investor Relations and will assume responsibilities for PACCAR Parts. John N. Rich will be promoted to Executive Vice President and Chief Technology Officer effective January 1, 2026. Mr. Rich has served as the Company’s Senior Vice President and Chief Technology Officer since January 2024 and as Vice President and Chief Technology Officer from 2021 through 2023. Previously, he worked for 30 years at Ford Motor Company in positions of increasing responsibility, including Director of Autonomous Vehicles and Technology and Executive Director of Global Strategy. He is a graduate of Boston University (B.S. – Manufacturing Engineering), the University of Michigan (M.S. – Manufacturing Systems Engineering) and Harvard University (M.B.A). Mr. Rich will have responsibilities for PACCAR’s global technology initiatives and Peterbilt Motors Company. Laura J. Bloch, Senior Vice President, will maintain responsibilities over Kenworth Truck Company, Corporate Quality and Purchasing and will assume responsibilities for Dynacraft.お知らせ • Dec 10+ 1 more updatePACCAR Inc Declares Regular Quarterly Cash Dividend, Payable on March 4, 2026PACCAR Inc’s Board of Directors declared a regular quarterly cash dividend of thirty-three cents ($0.33) per share, payable on March 4, 2026, to stockholders of record at the close of business on February 11, 2026.Upcoming Dividend • Nov 06Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 12 November 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.5%).Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: US$1.12 (vs US$1.85 in 3Q 2024)Third quarter 2025 results: EPS: US$1.12 (down from US$1.85 in 3Q 2024). Revenue: US$6.67b (down 19% from 3Q 2024). Net income: US$590.0m (down 39% from 3Q 2024). Profit margin: 8.8% (down from 12% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Sep 26Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €85.88. The fair value is estimated to be €70.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Board Change • Sep 15High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Luiz Antonio dos Pretti was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 09PACCAR Inc Declares Regular Quarterly Cash Dividend, Payable on December 3, 2025PACCAR Inc’s Board of Directors declared a regular quarterly cash dividend of thirty-three cents ($0.33) per share, payable on December 3, 2025, to stockholders of record at the close of business on November 12, 2025.お知らせ • Jul 09PACCAR Declares Regular Quarterly Cash Dividend, Payable on September 5, 2024PACCAR Inc’s Board of Directors declared a regular quarterly cash dividend of thirty cents ($0.30) per share, payable on September 5, 2024, to stockholders of record at the close of business on August 15, 2024.お知らせ • May 01+ 1 more updatePACCAR Inc. Announces Board ChangesMr. Luiz Pretti has been elected to the PACCAR Inc. Board of Directors, effective September 1, 2024, according to Mark Pigott, PACCAR executive chairman. Mr. Pretti will succeed Franklin L. Feder, who will retire from the Board on August 30, 2024. Mr. Pretti served as president and chief executive officer of Brasil for Cargill from 2005 – 2020. He previously served in other executive leadership roles in the agribusiness, finance and automotive industries from 1982 – 2005. Mr. Pretti is a leader in the Brasilian business community, including serving as the chairman of Votorantim Cimentos, since 2018, and as the chairman of AmCham-Brasil from 2019 – 2023. Mr. Pretti earned a B.S. in Metallurgical Engineering from Armando Alvares Penteado Foundation in Sao Paulo, Brasil.お知らせ • Mar 21PACCAR Inc, Annual General Meeting, Apr 30, 2024PACCAR Inc, Annual General Meeting, Apr 30, 2024, at 10:30 Pacific Standard Time. Location: PACCAR Parts Distribution Center, Renton, Washington Renton Washington United States Agenda: To elect as directors the twelve nominees named in the attached proxy statement to serve an one-year term ending in 2025; to approve the Third Amended and Restated Restricted Stock and Deferred Compensation Plan for Non-Employee Directors; to vote on an advisory resolution to approve executive compensation; to vote on an advisory basis on the ratification of the Company’s independent auditors; to vote on an advisory basis on the frequency (one, two or three years) of the stockholder advisory vote on executive compensation; to vote on a stockholder proposal regarding a report on climate-related policy engagement if properly presented at the meeting; and to transact such other business as may properly come before the meeting.お知らせ • Jan 09PACCAR Highlights Heavy-Duty Innovation at CES 2024 with the Truck Industry's Most Advanced TechnologiesPACCAR will exhibit its next generation of commercial vehicles that feature advanced, customer-focused technologies at the annual Consumer Electronics Show in Las Vegas. CES 2024 runs from January 9-12, with PACCAR’s exhibit located in booth #3501, West Hall of the Las Vegas Convention Center. PACCAR will display several advanced products and technologies at CES 2024 including: Kenworth’s T680 Hydrogen Fuel Cell Electric Vehicle (FCEV) Peterbilt’s SuperTruck II, DAF’s XD Battery Electric Vehicle, PACCAR Parts’ Electric Vehicle Charging Solutions, PACCAR is leveraging next-generation hydrogen fuel cell technology developed in partnership with Toyota Motor North America Inc. The companies have expanded their partnership to develop and commercialize the technology in Kenworth T680 and Peterbilt Model 579 Class 8 trucks. The powertrain was recently awarded the Zero Emission Powertrain certification by the California Air Resources Board. The Kenworth T680 FCEV on display at CES, and the hydrogen fuel cell powered Peterbilt Model 579, offer uncompromised zero emissions heavy-duty operations with up to a 450-mile range, an 82,000 lbs. max gross combination weight rating, and refueling times that are consistent with traditional diesel trucks. To date, PACCAR has received more than 150 paid deposits for Kenworth and Peterbilt FCEVs with customer deliveries commencing in 2025. The Peterbilt SuperTruck II is a testbed for future product technologies. It was developed as part of a U.S. Department of Energy program to improve the efficiency of goods transportation. The SuperTruck II features an advanced clean diesel engine that uses waste heat recovery to achieve a 55% Break Thermal Efficiency improvement, an efficient 48-volt mild hybrid powertrain, electrified engine accessories and enhanced aerodynamics. The DAF XD Battery Electric truck is designed for urban and suburban transport, delivering up to 310 miles on a single charge. With 325 kW fast charging, the truck can charge from 0-80% in just over 45 minutes or 0-100% in less than two hours. The DAF XD Battery Electric truck can achieve a daily range of more than 600 miles with the largest available battery pack and strategic charging. PACCAR Parts will showcase DC fast chargers available for Kenworth, Peterbilt and DAF electric vehicles. PACCAR Parts’ electric vehicle charger portfolio strategically covers PACCAR’s full range of electric vehicles. PACCAR is a global technology leader in the design, manufacture and customer support of high-quality light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt and DAF nameplates. PACCAR also designs and manufactures advanced powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.お知らせ • Dec 06Paccar Inc Declares Regular Quarterly Cash Dividend, Payable on March 6, 2024PACCAR Inc’s Board of Directors declared a regular quarterly cash dividend of twenty-seven cents ($0.27) per share, payable on March 6, 2024, to stockholders of record at the close of business on February 15, 2024.Upcoming Dividend • Nov 07Upcoming dividend of US$0.27 per share at 3.4% yieldEligible shareholders must have bought the stock before 14 November 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (3.0%).お知らせ • Nov 01Procede Software Adds Key Functionality to Comprehensive Set of PACCAR Integrations with Three New ReleasesProcede Software announced the release of three new integrations between its Excede software platform and PACCAR's proprietary systems. Together with Procede's existing PACCAR-specific integrations, they build on an already comprehensive integration set designed to streamline operations for dealerships across North America. The addition of these new integrations reflects Procede's ongoing commitment to building healthy relationships with OEMs across the industry for the benefit of its dealership network. Procede's comprehensive set of integrations between Excede and PACCAR's proprietary systems supports critical processes and operations for key departments across the dealership. From parts and service to accounting and sales, the integrations enable cross-platform analytics that drive deeper business insights to facilitate improved eCommerce and streamlined parts and service processes. PACCAR dealerships rely on integration between Excede and PACCAR's systems to streamline critical business operations.Buying Opportunity • Oct 31Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €98.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings is also forecast to decline by 3.3% per annum over the same time period.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$2.34 (vs US$1.47 in 3Q 2022)Third quarter 2023 results: EPS: US$2.34 (up from US$1.47 in 3Q 2022). Revenue: US$8.70b (up 23% from 3Q 2022). Net income: US$1.23b (up 60% from 3Q 2022). Profit margin: 14% (up from 11% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.New Risk • Oct 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. Minor Risks High level of debt (40% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.業績と収益の成長予測XTRA:PAE - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202833,0184,3094,0714,949612/31/202730,7913,5393,4634,1791212/31/202628,4232,9833,1584,012123/31/202627,7802,4763,0994,477N/A12/31/202528,4452,3763,0294,416N/A9/30/202529,5322,6913,1944,717N/A6/30/202531,1003,0732,8804,476N/A3/31/202532,3613,4722,3634,082N/A12/31/202433,6644,1622,8954,641N/A9/30/202434,8334,7072,7764,382N/A6/30/202435,2894,9642,8754,439N/A3/31/202435,3985,0623,6524,974N/A12/31/202335,1274,6012,9284,190N/A9/30/202334,1804,1053,0444,252N/A6/30/202332,5433,6462,3753,590N/A3/31/202330,8203,1451,9393,253N/A12/31/202228,8203,0121,6373,027N/A9/30/202227,3762,6091,2722,815N/A6/30/202225,4642,2208382,417N/A3/31/202224,1491,9954652,109N/A12/31/202123,5221,8665542,187N/A9/30/202122,4051,7532681,945N/A6/30/202122,1941,7588142,494N/A3/31/202119,4121,4101,5593,098N/A12/31/202018,7291,3011,3492,987N/A9/30/202019,2771,4241,4583,136N/A6/30/202020,7081,6461,2193,032N/A3/31/202024,2742,1188862,923N/A12/31/201925,6002,388N/A2,860N/A9/30/201925,7622,435N/A2,982N/A6/30/201925,1522,372N/A2,983N/A3/31/201924,3292,312N/A2,830N/A12/31/201823,4962,195N/A2,992N/A9/30/201822,6712,206N/A2,821N/A6/30/201821,9742,064N/A2,729N/A3/31/201820,8731,877N/A2,631N/A12/31/201719,4561,675N/A2,716N/A9/30/201718,0731,375N/A2,633N/A6/30/201717,2621,318N/A1,837N/A3/31/201716,9711,427N/A2,116N/A12/31/201617,033522N/A2,301N/A9/30/201617,318580N/A2,195N/A6/30/201617,916665N/A3,018N/A3/31/201618,582631N/A2,876N/A12/31/201519,1151,604N/A2,556N/A9/30/201519,8791,651N/A2,373N/A6/30/201519,9601,591N/A2,470N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: PAEの予測収益成長率 (年間16.2% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: PAEの収益 ( 16.2% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: PAEの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: PAEの収益 ( 6.6% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: PAEの収益 ( 6.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: PAEの 自己資本利益率 は、3年後には低くなると予測されています ( 18.2 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 15:34終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋PACCAR Inc 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44 アナリスト機関John EadeArgus Research CompanyDavid LeikerBairdAndrew KaplowitzBarclays41 その他のアナリストを表示
お知らせ • Mar 19PACCAR Inc, Annual General Meeting, Apr 28, 2026PACCAR Inc, Annual General Meeting, Apr 28, 2026. Location: paccar parts distribution center, located at 405 houser way north, washington, renton United States
Upcoming Dividend • Feb 04Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 11 February 2026. Payment date: 04 March 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.0%).
Reported Earnings • Jan 28Full year 2025 earnings released: EPS: US$4.52 (vs US$7.92 in FY 2024)Full year 2025 results: EPS: US$4.52 (down from US$7.92 in FY 2024). Revenue: US$28.4b (down 16% from FY 2024). Net income: US$2.38b (down 43% from FY 2024). Profit margin: 8.4% (down from 12% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Jan 19Paccar Inc Announces Retirement of C. Michael Dozier as Executive Vice President, Effective from April 1, 2026PACCAR Inc. announced that C. Michael Dozier, Executive Vice President, will retire effective April 1, 2026, after 37 years of service.
Declared Dividend • Jan 09Dividend of US$0.33 announcedShareholders will receive a dividend of US$0.33. Ex-date: 11th February 2026 Payment date: 4th March 2026 Dividend yield will be 2.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Jan 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Luiz Antonio dos Pretti was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Dec 15Dividend of US$1.40 announcedShareholders will receive a dividend of US$1.40. Ex-date: 19th December 2025 Payment date: 7th January 2026 Dividend yield will be 2.8%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 14PACCAR Inc. Announces Executive Leadership ChangesKevin D. Baney, 55, will be promoted to President of PACCAR Inc., effective January 1, 2026. Mr. Baney has served as the Company’s Executive Vice President since January 2025. He has worked at the Company for 31 years and has held positions of increasing responsibility throughout PACCAR, including as Senior Vice President and as Vice President and General Manager of Kenworth Truck Company. He is a Professional Engineer and a graduate of LeTourneau University (B.S. – Mechanical Engineering) and the University of North Texas (M.B.A). Mr. Baney will maintain responsibilities over DAF Trucks, PACCAR Financial Services and Investor Relations and will assume responsibilities for PACCAR Parts. John N. Rich will be promoted to Executive Vice President and Chief Technology Officer effective January 1, 2026. Mr. Rich has served as the Company’s Senior Vice President and Chief Technology Officer since January 2024 and as Vice President and Chief Technology Officer from 2021 through 2023. Previously, he worked for 30 years at Ford Motor Company in positions of increasing responsibility, including Director of Autonomous Vehicles and Technology and Executive Director of Global Strategy. He is a graduate of Boston University (B.S. – Manufacturing Engineering), the University of Michigan (M.S. – Manufacturing Systems Engineering) and Harvard University (M.B.A). Mr. Rich will have responsibilities for PACCAR’s global technology initiatives and Peterbilt Motors Company. Laura J. Bloch, Senior Vice President, will maintain responsibilities over Kenworth Truck Company, Corporate Quality and Purchasing and will assume responsibilities for Dynacraft.
お知らせ • Dec 10+ 1 more updatePACCAR Inc Declares Regular Quarterly Cash Dividend, Payable on March 4, 2026PACCAR Inc’s Board of Directors declared a regular quarterly cash dividend of thirty-three cents ($0.33) per share, payable on March 4, 2026, to stockholders of record at the close of business on February 11, 2026.
Upcoming Dividend • Nov 06Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 12 November 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.5%).
Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: US$1.12 (vs US$1.85 in 3Q 2024)Third quarter 2025 results: EPS: US$1.12 (down from US$1.85 in 3Q 2024). Revenue: US$6.67b (down 19% from 3Q 2024). Net income: US$590.0m (down 39% from 3Q 2024). Profit margin: 8.8% (down from 12% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Sep 26Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €85.88. The fair value is estimated to be €70.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Board Change • Sep 15High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Luiz Antonio dos Pretti was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 09PACCAR Inc Declares Regular Quarterly Cash Dividend, Payable on December 3, 2025PACCAR Inc’s Board of Directors declared a regular quarterly cash dividend of thirty-three cents ($0.33) per share, payable on December 3, 2025, to stockholders of record at the close of business on November 12, 2025.
お知らせ • Jul 09PACCAR Declares Regular Quarterly Cash Dividend, Payable on September 5, 2024PACCAR Inc’s Board of Directors declared a regular quarterly cash dividend of thirty cents ($0.30) per share, payable on September 5, 2024, to stockholders of record at the close of business on August 15, 2024.
お知らせ • May 01+ 1 more updatePACCAR Inc. Announces Board ChangesMr. Luiz Pretti has been elected to the PACCAR Inc. Board of Directors, effective September 1, 2024, according to Mark Pigott, PACCAR executive chairman. Mr. Pretti will succeed Franklin L. Feder, who will retire from the Board on August 30, 2024. Mr. Pretti served as president and chief executive officer of Brasil for Cargill from 2005 – 2020. He previously served in other executive leadership roles in the agribusiness, finance and automotive industries from 1982 – 2005. Mr. Pretti is a leader in the Brasilian business community, including serving as the chairman of Votorantim Cimentos, since 2018, and as the chairman of AmCham-Brasil from 2019 – 2023. Mr. Pretti earned a B.S. in Metallurgical Engineering from Armando Alvares Penteado Foundation in Sao Paulo, Brasil.
お知らせ • Mar 21PACCAR Inc, Annual General Meeting, Apr 30, 2024PACCAR Inc, Annual General Meeting, Apr 30, 2024, at 10:30 Pacific Standard Time. Location: PACCAR Parts Distribution Center, Renton, Washington Renton Washington United States Agenda: To elect as directors the twelve nominees named in the attached proxy statement to serve an one-year term ending in 2025; to approve the Third Amended and Restated Restricted Stock and Deferred Compensation Plan for Non-Employee Directors; to vote on an advisory resolution to approve executive compensation; to vote on an advisory basis on the ratification of the Company’s independent auditors; to vote on an advisory basis on the frequency (one, two or three years) of the stockholder advisory vote on executive compensation; to vote on a stockholder proposal regarding a report on climate-related policy engagement if properly presented at the meeting; and to transact such other business as may properly come before the meeting.
お知らせ • Jan 09PACCAR Highlights Heavy-Duty Innovation at CES 2024 with the Truck Industry's Most Advanced TechnologiesPACCAR will exhibit its next generation of commercial vehicles that feature advanced, customer-focused technologies at the annual Consumer Electronics Show in Las Vegas. CES 2024 runs from January 9-12, with PACCAR’s exhibit located in booth #3501, West Hall of the Las Vegas Convention Center. PACCAR will display several advanced products and technologies at CES 2024 including: Kenworth’s T680 Hydrogen Fuel Cell Electric Vehicle (FCEV) Peterbilt’s SuperTruck II, DAF’s XD Battery Electric Vehicle, PACCAR Parts’ Electric Vehicle Charging Solutions, PACCAR is leveraging next-generation hydrogen fuel cell technology developed in partnership with Toyota Motor North America Inc. The companies have expanded their partnership to develop and commercialize the technology in Kenworth T680 and Peterbilt Model 579 Class 8 trucks. The powertrain was recently awarded the Zero Emission Powertrain certification by the California Air Resources Board. The Kenworth T680 FCEV on display at CES, and the hydrogen fuel cell powered Peterbilt Model 579, offer uncompromised zero emissions heavy-duty operations with up to a 450-mile range, an 82,000 lbs. max gross combination weight rating, and refueling times that are consistent with traditional diesel trucks. To date, PACCAR has received more than 150 paid deposits for Kenworth and Peterbilt FCEVs with customer deliveries commencing in 2025. The Peterbilt SuperTruck II is a testbed for future product technologies. It was developed as part of a U.S. Department of Energy program to improve the efficiency of goods transportation. The SuperTruck II features an advanced clean diesel engine that uses waste heat recovery to achieve a 55% Break Thermal Efficiency improvement, an efficient 48-volt mild hybrid powertrain, electrified engine accessories and enhanced aerodynamics. The DAF XD Battery Electric truck is designed for urban and suburban transport, delivering up to 310 miles on a single charge. With 325 kW fast charging, the truck can charge from 0-80% in just over 45 minutes or 0-100% in less than two hours. The DAF XD Battery Electric truck can achieve a daily range of more than 600 miles with the largest available battery pack and strategic charging. PACCAR Parts will showcase DC fast chargers available for Kenworth, Peterbilt and DAF electric vehicles. PACCAR Parts’ electric vehicle charger portfolio strategically covers PACCAR’s full range of electric vehicles. PACCAR is a global technology leader in the design, manufacture and customer support of high-quality light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt and DAF nameplates. PACCAR also designs and manufactures advanced powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
お知らせ • Dec 06Paccar Inc Declares Regular Quarterly Cash Dividend, Payable on March 6, 2024PACCAR Inc’s Board of Directors declared a regular quarterly cash dividend of twenty-seven cents ($0.27) per share, payable on March 6, 2024, to stockholders of record at the close of business on February 15, 2024.
Upcoming Dividend • Nov 07Upcoming dividend of US$0.27 per share at 3.4% yieldEligible shareholders must have bought the stock before 14 November 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (3.0%).
お知らせ • Nov 01Procede Software Adds Key Functionality to Comprehensive Set of PACCAR Integrations with Three New ReleasesProcede Software announced the release of three new integrations between its Excede software platform and PACCAR's proprietary systems. Together with Procede's existing PACCAR-specific integrations, they build on an already comprehensive integration set designed to streamline operations for dealerships across North America. The addition of these new integrations reflects Procede's ongoing commitment to building healthy relationships with OEMs across the industry for the benefit of its dealership network. Procede's comprehensive set of integrations between Excede and PACCAR's proprietary systems supports critical processes and operations for key departments across the dealership. From parts and service to accounting and sales, the integrations enable cross-platform analytics that drive deeper business insights to facilitate improved eCommerce and streamlined parts and service processes. PACCAR dealerships rely on integration between Excede and PACCAR's systems to streamline critical business operations.
Buying Opportunity • Oct 31Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €98.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings is also forecast to decline by 3.3% per annum over the same time period.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$2.34 (vs US$1.47 in 3Q 2022)Third quarter 2023 results: EPS: US$2.34 (up from US$1.47 in 3Q 2022). Revenue: US$8.70b (up 23% from 3Q 2022). Net income: US$1.23b (up 60% from 3Q 2022). Profit margin: 14% (up from 11% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
New Risk • Oct 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. Minor Risks High level of debt (40% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.