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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Paccar (PCAR) is 1/10.
PACCAR reported Q1 revenues of $6.8 billion with net income of $605 million, showing sequential margin improvement with truck, parts, and other gross margins increasing from 12% to 13.1%. The cyclical revenue decline continued, but price-cost favorability was emerging. The parts business had a slower start with modest growth outlook. Tariff and raw material cost headwinds persisted. Electric vehicle products expanded with new awards. The 2026 market estimate was maintained at 230,000-270,000 units, and 2027 emissions regulations could drive prebuy activity.
Scored from Paccar’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $7.91B | -12.9% | $1.66 | -38.5% | 12.7% | 11.0% | $943M |
| FY2025 Q1 | $7.44B | -14.9% | $0.96 | -57.7% | 11.9% | 6.8% | $585M |
| FY2025 Q2 | $7.51B | -14.4% | $1.37 | -35.7% | 11.2% | 9.6% | $445M |
| FY2025 Q3 | $6.67B | -19.0% | $1.12 | -39.5% | 9.5% | 8.8% | $1.22B |
| FY2025 Q4 | $6.82B | -13.7% | $1.06 | -36.1% | 8.8% | 8.2% | $778M |
| FY2026 Q1 | $6.23B | -16.2% | $1.15 | +19.8% | 9.0% | 9.7% | $825M |
| FY2026 Q2 | $7.55B | +0.5% | $1.43 | +4.4% | 11.7% | 10.0% | — |