PACCAR Inc

NasdaqGS:PCAR 주식 리포트

시가총액: US$64.6b

PACCAR 과거 순이익 실적

과거 기준 점검 2/6

PACCAR은 연평균 7.5%의 비율로 수입이 증가해 온 반면, Machinery 산업은 수입이 9.2% 증가했습니다. 매출은 연평균 4.9%의 비율로 증가했습니다. PACCAR의 자기자본이익률은 12.3%이고 순이익률은 9%입니다.

핵심 정보

7.46%

순이익 성장률

7.30%

주당순이익(EPS) 성장률

Machinery 산업 성장률8.77%
매출 성장률4.88%
자기자본이익률12.32%
순이익률9.00%
최근 순이익 업데이트30 Jun 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 • Sep 03

PCAR: Truck Cycle Execution And Fair Valuation Will Shape Future Returns

The analyst price target for PACCAR has been updated from $109 to $119. Analysts cite revised truck build plans, modestly better expected pricing, and refreshed post Q2 earnings forecasts as reasons supporting the change.
내러티브 업데이트 • Aug 19

PCAR: Future Returns Will Weigh Truck Cycle Strength Against Pricing And Policy Shifts

The analyst price target for PACCAR has increased from $126.12 to $141.03 as analysts factor in updated forecasts that reflect higher truck build plans, potential improvement in truck pricing in the second half of 2026, and adjustments following the latest Q2 earnings reports. Analyst Commentary Recent research on PACCAR points to a cluster of higher price targets following the latest Q2 earnings updates and refreshed truck build assumptions.
내러티브 업데이트 • Aug 05

PCAR: Higher Truck Builds And EPA Shift Are Expected To Support Margins

Analysts have raised the PACCAR fair value estimate from $149.63 to $164.00, citing updated forecasts that reflect adjusted Q2 earnings estimates, higher second-half truck build plans, and expectations for modest pricing support in upcoming periods. Analyst Commentary Recent Street research on PACCAR points to generally constructive sentiment, with several bullish analysts resetting price targets higher following the latest Q2 report.
내러티브 업데이트 • Jul 22

PCAR: Secular Truck Demand And Strong Q2 Setup Will Support Higher Margins

The PACCAR analyst price target has been revised higher from $140.00 to about $149.63. Analysts cite refreshed Q2 previews, updated machinery sector targets, and generally supportive U.S. macro data as key reasons for the adjustment.
Seeking Alpha • Jul 20

Paccar's Prospects Are Being Overestimated

Summary PACCAR remains a soft 'Sell' due to expensive valuation, operational weakness, and ongoing macroeconomic headwinds. Truck segment revenue and profitability declined sharply, driven by reduced retail demand and a 17.5% drop in deliveries year over year. Parts and Financial Services segments showed resilience, but organic growth was weak, and profitability declined despite some geographic strength. With analysts forecasting further declines and PCAR stock trading at a premium to peers, I maintain a slightly bearish stance. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 08

PCAR: Secular Truck Demand And Easing Taxes Will Support Higher Margins

The analyst price target for PACCAR has been revised from $150 to $140, as analysts adjust their views on fair value and future P/E while citing a mixed set of recent price target changes across the Street. Analyst Commentary Recent research on PACCAR reflects a mixed but increasingly constructive tone, with several bullish analysts lifting price targets as they update models ahead of upcoming earnings events and sector reviews.
내러티브 업데이트 • Jun 24

PCAR: Durable Earnings And Mixed Sentiment Will Test Execution Through The Truck Cycle

The PACCAR analyst price target has shifted modestly as mixed revisions from firms raising and lowering their targets led analysts to reassess assumptions on revenue growth, profit margins and future P/E levels, while holding fair value steady at $109.00. Analyst Commentary Recent research on PACCAR reflects a split view, with several bearish analysts trimming price targets while others have made modest upward adjustments.
분석 기사 • Jun 20

PACCAR (PCAR) Stock Could Be 6% Undervalued As Madison Backs Profit Recovery

Recent commentary from Madison Investments put PACCAR (PCAR) in focus after it ranked as a top contributor to the Madison Large Cap Fund, even though commercial trucking end markets remain subdued. See our latest analysis for PACCAR. PACCAR’s recent recognition of high quality suppliers and its mention in Madison Investments’ fund letter sit alongside firm share price momentum, with a 30 day share price return of 6.55% and a five year total shareholder return of 141.25% suggesting solid...
내러티브 업데이트 • Jun 04

PCAR: Future Returns Will Balance Truck Demand Cycles And Powertrain Technology Shifts

Analysts have trimmed the blended price target for PACCAR by about $2. This reflects a mix of recent upward and downward target revisions as they factor in updated views on future revenue growth, profit margins and valuation multiples.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

매출 및 비용 세부 내역

PACCAR가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NasdaqGS:PCAR 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
30 Jun 2627,8162,504474441
31 Mar 2627,7802,476476439
31 Dec 2528,4452,376473446
30 Sep 2529,5322,691469455
30 Jun 2531,1003,073476459
31 Mar 2532,3613,472481463
31 Dec 2433,6644,162485453
30 Sep 2434,8334,707492447
30 Jun 2435,2894,964491435
31 Mar 2435,3985,062495419
31 Dec 2335,1274,601508411
30 Sep 2334,1804,105513402
30 Jun 2332,5433,646506381
31 Mar 2330,8203,145502360
31 Dec 2228,8203,012492341
30 Sep 2227,3762,609485328
30 Jun 2225,4642,220488318
31 Mar 2224,1491,995483322
31 Dec 2123,5221,866469324
30 Sep 2122,4051,753459309
30 Jun 2122,1941,758429301
31 Mar 2119,4121,410396283
31 Dec 2018,7291,301409274
30 Sep 2019,2771,424421286
30 Jun 2020,7081,646458303
31 Mar 2024,2742,118504319
31 Dec 1925,6002,388502327
30 Sep 1925,7622,435493324
30 Jun 1925,1522,372481314
31 Mar 1924,3292,312469308
31 Dec 1823,4962,195470306
30 Sep 1822,6712,206455296
30 Jun 1821,9742,064448290
31 Mar 1820,8731,877432280
31 Dec 1719,4561,675412265
30 Sep 1718,0731,375419262
30 Jun 1717,2621,318421254
31 Mar 1716,9711,427433249
31 Dec 1617,033522424247
30 Sep 1617,318580447246
30 Jun 1617,916665449245
31 Mar 1618,582631447243
31 Dec 1519,1151,604446240
30 Sep 1519,8791,651441236

양질의 수익: PCAR는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: PCAR의 현재 순 이익률 (9%)은 지난해 (9.9%)보다 낮습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: PCAR의 수익은 지난 5년 동안 연평균 7.5% 증가했습니다.

성장 가속화: PCAR은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: PCAR은 지난 1년 동안 수익이 감소(-18.5%)하여 Machinery 업계 평균(8.7%)과 비교하기 어렵습니다.

자기자본이익률

높은 ROE: PCAR의 자본 수익률(12.3%)은 낮음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/14 07:56
종가2026/09/11 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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시장 가격30년
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지분 구조10년
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경영진10년
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산업 및 섹터 지표

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분석가 소스

PACCAR Inc는 39명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John EadeArgus Research Company
David LeikerBaird
Andrew KaplowitzBarclays