View ValuationPACCAR 향후 성장Future 기준 점검 3/6PACCAR (는) 각각 연간 16.2% 및 6.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.2% 로 예상됩니다.핵심 정보16.2%이익 성장률16.09%EPS 성장률Machinery 이익 성장23.0%매출 성장률6.6%향후 자기자본이익률18.16%애널리스트 커버리지Good마지막 업데이트04 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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$723.8m (down 36% from 2Q 2024). Profit margin: 9.6% (down from 13% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Machinery industry in Italy.공시 • Jul 09PACCAR Inc Declares Regular Quarterly Cash Dividend, Payable on September 4, 2025PACCAR Inc’s Board of Directors declared a regular quarterly cash dividend of thirty-three cents ($.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.공시 • 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.이익 및 매출 성장 예측BIT:1PCAR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202833,0184,3094,0624,949612/31/202730,7913,5393,3344,1791212/31/202628,4232,9833,1054,012123/31/202627,7802,4763,0994,477N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1PCAR 의 연간 예상 수익 증가율(16.2%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1PCAR 의 연간 수익(16.2%)이 Italian 시장(11.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1PCAR 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 1PCAR 의 수익(연간 6.6%)이 Italian 시장(연간 6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1PCAR 의 수익(연간 6.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1PCAR의 자본 수익률은 3년 후 18.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/17 14:54종가2026/06/17 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스PACCAR Inc는 41명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관John EadeArgus Research CompanyDavid LeikerBairdAndrew KaplowitzBarclays38명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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$723.8m (down 36% from 2Q 2024). Profit margin: 9.6% (down from 13% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Machinery industry in Italy.
공시 • Jul 09PACCAR Inc Declares Regular Quarterly Cash Dividend, Payable on September 4, 2025PACCAR Inc’s Board of Directors declared a regular quarterly cash dividend of thirty-three cents ($.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.
공시 • 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.