PACCAR（PCAR）株式概要
PACCAR Inc.は、米国、カナダ、オーストラリア、メキシコ、ヨーロッパ、中南米、および国際的な小型、中型、大型商用トラックの設計、製造、販売を行っている。 詳細
PCAR Community Fair Values
Create NarrativeSee what 46 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
PACCAR Inc 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$111.64 |
| 52週高値 | US$131.88 |
| 52週安値 | US$90.05 |
| ベータ | 1.03 |
| 1ヶ月の変化 | -12.99% |
| 3ヶ月変化 | -10.62% |
| 1年変化 | 18.35% |
| 3年間の変化 | 58.49% |
| 5年間の変化 | 84.45% |
| IPOからの変化 | 45,935.97% |
最新ニュース
Recent updates
ナラティブの更新 • 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.Seeking Alpha • Apr 24
Paccar: Big Earnings Beat Likely Coming, Stock Could Re-Rate
Summary PACCAR is poised for an earnings beat, with margin improvement and positive Q2 outlook expected despite weak heavy truck markets. PCAR’s Parts and Financial Services segments drive profitability, with Parts targeting $3.5B revenue growth and 8.6% CAGR by 2030. Valuation remains discounted versus machinery peers; a strong earnings print could trigger a re-rating toward the mid-20x EV/EBITDA range. I model a $160 price target for PCAR, supported by robust free cash flow and consistent dividend growth. Read the full article on Seeking Alpha
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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 AlphaSeeking Alpha • Jan 26
Paccar: Strong Visibility Through H2 2024 With Improving Unit Economics
Summary PCAR is undervalued and has a strong demand outlook, with visibility through 2H24. PCAR's 4Q23 show higher-than-expected earnings and improved gross margins. The unit economics of PCAR are trending positively, suggesting better profitability in future cycles. Read the full article on Seeking AlphaSeeking Alpha • Jan 19
Driving Future Success: Paccar's Strategic Resilience And Innovation
Summary PACCAR has shown skillful financial management during the pandemic and is poised for substantial growth with the normalization of supply-chain shortages by 2024. The company's deliberate entry into the electric vehicle market, along with partnerships in EV, hydrogen fuel cell, and autonomous vehicle domains, sets it up for long-term success. PCAR stands out as an appealing investment choice with a commitment to shareholder value through consistent dividends, stock buybacks, and a proven track record of profitability. Read the full article on Seeking Alpha株主還元
| PCAR | US Machinery | US 市場 | |
|---|---|---|---|
| 7D | -0.1% | -2.6% | -0.3% |
| 1Y | 18.4% | 40.4% | 26.7% |
業界別リターン: PCAR過去 1 年間で40.4 % の収益を上げたUS Machinery業界を下回りました。
リターン対市場: PCARは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| PCAR volatility | |
|---|---|
| PCAR Average Weekly Movement | 3.9% |
| Machinery Industry Average Movement | 6.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: PCAR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: PCARの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1905 | 25,900 | R. Feight | www.paccar.com |
PACCAR Inc.は、米国、カナダ、オーストラリア、メキシコ、ヨーロッパ、中南米、および国際的な小型、中型、大型商用トラックの設計、製造、販売を行っている。同社は3つのセグメントを通じて事業を展開している：トラック、部品、金融サービス。トラック部門は、商業および消費財の路上およびオフハイウェイ運搬用トラック、ディーゼルエンジン製品の設計、製造、販売を行っている。トラック部門は、Kenworth、Peterbilt、DAFのネームプレートで、独立ディーラーのネットワークを通じてトラックを販売している。部品部門はトラックと関連商用車のアフターマーケット部品を販売している。金融サービス部門はPacLeaseの商号でフルサービスのリース事業を行い、顧客やディーラーにファイナンスやリース商品・サービスを提供している。このセグメントでは、フランチャイズ加盟店向けの設備融資および管理サポートサービス、中小・大 規模の商用トラック運送会社および独立系オーナー／オペレーターやその他の事業者向けの小売ローン・ リースサービス、および独立系ディーラー向けのトラック在庫融資サービスを提供している。さらに、当セグメントは、トラックおよび関連機器の購入のために、顧客に直接ローンおよびリースを提供し、フルサービスのリース店舗を運営している。同社はBraden、Carco、Gearmaticのネームプレートで産業用ウィンチを製造・販売している。は1905 年に設立され、ワシントン州ベルビューに本社を置く。
PACCAR Inc 基礎のまとめ
| PCAR 基礎統計学 | |
|---|---|
| 時価総額 | US$57.57b |
| 収益（TTM） | US$2.48b |
| 売上高(TTM) | US$27.78b |
23.7x
PER（株価収益率2.1x
P/SレシオPCAR は割高か？
公正価値と評価分析を参照収益と収入
| PCAR 損益計算書（TTM） | |
|---|---|
| 収益 | US$27.78b |
| 売上原価 | US$22.26b |
| 売上総利益 | US$3.77b |
| その他の費用 | US$1.30b |
| 収益 | US$2.48b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.70 |
| グロス・マージン | 13.58% |
| 純利益率 | 8.91% |
| 有利子負債／自己資本比率 | 76.2% |
PCAR の長期的なパフォーマンスは？
過去の実績と比較を見る| PACCAR 配当日 | |
|---|---|
| 配当落ち日 | May 13 2026 |
| 配当支払日 | Jun 03 2026 |
| 配当落ちまでの日数 | 8 days |
| 配当支払日までの日数 | 13 days |
PCAR 配当は確実ですか？
PCAR 配当履歴とベンチマークを見る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 | 2026/05/20 22:14 |
| 終値 | 2026/05/20 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Eade | Argus Research Company |
| David Leiker | Baird |
| Andrew Kaplowitz | Barclays |