Aankondiging • Mar 19
PACCAR Inc, Annual General Meeting, Apr 28, 2026 PACCAR 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 04
Upcoming dividend of US$0.33 per share Eligible 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 28
Full 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. Aankondiging • Jan 19
Paccar Inc Announces Retirement of C. Michael Dozier as Executive Vice President, Effective from April 1, 2026 PACCAR Inc. announced that C. Michael Dozier, Executive Vice President, will retire effective April 1, 2026, after 37 years of service. Declared Dividend • Jan 09
Dividend of US$0.33 announced Shareholders 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 06
High number of new directors There 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 15
Dividend of US$1.40 announced Shareholders 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. Aankondiging • Dec 14
PACCAR Inc. Announces Executive Leadership Changes Kevin 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. Upcoming Dividend • Nov 06
Upcoming dividend of US$0.33 per share Eligible 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 22
Third 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 26
Now 21% overvalued The 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 15
High number of new directors There 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. Aankondiging • Sep 09
PACCAR Inc Declares Regular Quarterly Cash Dividend, Payable on December 3, 2025 PACCAR 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. Aankondiging • Jul 09
PACCAR Declares Regular Quarterly Cash Dividend, Payable on September 5, 2024 PACCAR 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. Aankondiging • Mar 21
PACCAR Inc, Annual General Meeting, Apr 30, 2024 PACCAR 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. Aankondiging • Jan 09
PACCAR Highlights Heavy-Duty Innovation at CES 2024 with the Truck Industry's Most Advanced Technologies PACCAR 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. Aankondiging • Dec 06
Paccar Inc Declares Regular Quarterly Cash Dividend, Payable on March 6, 2024 PACCAR 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 07
Upcoming dividend of US$0.27 per share at 3.4% yield Eligible 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%). Aankondiging • Nov 01
Procede Software Adds Key Functionality to Comprehensive Set of PACCAR Integrations with Three New Releases Procede 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 31
Now 21% undervalued The 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 26
Third 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 19
New major risk - Revenue and earnings growth Earnings 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. 
