View ValuationPACCAR 将来の成長Future 基準チェック /36PACCAR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24.0%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04 Jun 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 • Apr 29PACCAR Inc Increases Regular Quarterly Cash Dividend, Payable on June 3, 2026PACCAR Inc’s Board of Directors approved an increase in the regular quarterly cash dividend from thirty-three cents ($0.33) per share to thirty-five cents ($0.35) per share. The dividend will be payable on June 3, 2026, to stockholders of record at the close of business on May 13, 2026.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 StatesBoard Change • Mar 05High 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.Upcoming Dividend • Feb 03Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 10 February 2026. Payment date: 04 March 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (1.1%).New Risk • Jan 28New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (41% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (8.4% net profit margin).Buy Or Sell Opportunity • Jan 27Now 21% undervaluedOver the last 90 days, the stock has risen 18% to €102. The fair value is estimated to be €129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.8%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.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.Board Change • Jan 09High 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 • 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.Declared Dividend • Dec 13Third quarter dividend of US$0.33 announcedShareholders will receive a dividend of US$0.33. Ex-date: 10th February 2026 Payment date: 4th March 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.1%. 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 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.Board Change • Nov 25High 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.Reported Earnings • Oct 21Third 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 4.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in Italy.Board Change • Oct 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.Board Change • Sep 19High 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.Upcoming Dividend • Aug 06Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 13 August 2025. Payment date: 04 September 2025. Payout ratio is a comfortable 22% and the cash payout ratio is 79%. Trailing yield: 4.4%. Lower than top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (1.4%).Reported Earnings • Jul 22Second quarter 2025 earnings released: EPS: US$1.38 (vs US$2.14 in 2Q 2024)Second quarter 2025 results: EPS: US$1.38 (down from US$2.14 in 2Q 2024). Revenue: US$7.51b (down 14% from 2Q 2024). Net income: US$723.8m (down 36% from 2Q 2024). Profit margin: 9.6% (down from 13% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Machinery industry in Italy.お知らせ • Jul 09PACCAR Inc Declares Regular Quarterly Cash Dividend, Payable on September 4, 2025PACCAR Inc’s Board of Directors declared a regular quarterly cash dividend of thirty-three cents ($.33) per share, payable on September 4, 2025, to stockholders of record at the close of business on August 14, 2025.Board Change • Jun 10High 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 • Apr 30PACCAR Inc Declares Regular Quarterly Dividend, Payable on June 4, 2025PACCAR Inc’s Board of Directors declared a regular quarterly cash dividend of $0.33 per share, payable on June 4, 2025, to stockholders of record at the close of business on May 14, 2025.業績と収益の成長予測BIT:1PCAR - 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12/31/202833,0184,3094,0624,949612/31/202730,7913,5393,3344,1791212/31/202628,4232,9833,1054,012123/31/202627,7802,4763,0994,477N/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: 1PCARの予測収益成長率 (年間16.2% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1PCARの収益 ( 16.2% ) はItalian市場 ( 11.2% ) よりも速いペースで成長すると予測されています。高成長収益: 1PCAR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: 1PCARの収益 ( 6.6% ) Italian市場 ( 5.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 1PCAR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: 1PCAR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2026/06/11 03:57終値2026/06/11 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。41 アナリスト機関John EadeArgus Research CompanyDavid LeikerBairdAndrew KaplowitzBarclays38 その他のアナリストを表示
お知らせ • Apr 29PACCAR Inc Increases Regular Quarterly Cash Dividend, Payable on June 3, 2026PACCAR Inc’s Board of Directors approved an increase in the regular quarterly cash dividend from thirty-three cents ($0.33) per share to thirty-five cents ($0.35) per share. The dividend will be payable on June 3, 2026, to stockholders of record at the close of business on May 13, 2026.
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
Board Change • Mar 05High 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.
Upcoming Dividend • Feb 03Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 10 February 2026. Payment date: 04 March 2026. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (1.1%).
New Risk • Jan 28New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (41% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (8.4% net profit margin).
Buy Or Sell Opportunity • Jan 27Now 21% undervaluedOver the last 90 days, the stock has risen 18% to €102. The fair value is estimated to be €129, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.8%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
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.
Board Change • Jan 09High 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 • 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.
Declared Dividend • Dec 13Third quarter dividend of US$0.33 announcedShareholders will receive a dividend of US$0.33. Ex-date: 10th February 2026 Payment date: 4th March 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.1%. 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 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.
Board Change • Nov 25High 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.
Reported Earnings • Oct 21Third 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 4.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in Italy.
Board Change • Oct 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.
Board Change • Sep 19High 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.
Upcoming Dividend • Aug 06Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 13 August 2025. Payment date: 04 September 2025. Payout ratio is a comfortable 22% and the cash payout ratio is 79%. Trailing yield: 4.4%. Lower than top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (1.4%).
Reported Earnings • Jul 22Second quarter 2025 earnings released: EPS: US$1.38 (vs US$2.14 in 2Q 2024)Second quarter 2025 results: EPS: US$1.38 (down from US$2.14 in 2Q 2024). Revenue: US$7.51b (down 14% from 2Q 2024). Net income: US$723.8m (down 36% from 2Q 2024). Profit margin: 9.6% (down from 13% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Machinery industry in Italy.
お知らせ • Jul 09PACCAR Inc Declares Regular Quarterly Cash Dividend, Payable on September 4, 2025PACCAR Inc’s Board of Directors declared a regular quarterly cash dividend of thirty-three cents ($.33) per share, payable on September 4, 2025, to stockholders of record at the close of business on August 14, 2025.
Board Change • Jun 10High 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 • Apr 30PACCAR Inc Declares Regular Quarterly Dividend, Payable on June 4, 2025PACCAR Inc’s Board of Directors declared a regular quarterly cash dividend of $0.33 per share, payable on June 4, 2025, to stockholders of record at the close of business on May 14, 2025.