PACCAR(US:PCAR) ZACKS·2026-01-27 16:01Core Insights - Paccar reported a revenue of $6.25 billion for the quarter ended December 2025, reflecting a year-over-year decline of 15.1% and an EPS of $1.06, down from $1.66 a year ago, with a revenue surprise of +2.81% over the Zacks Consensus Estimate of $6.08 billion [1] Financial Performance - Truck deliveries totaled 32,900, exceeding the three-analyst average estimate of 32,526, with specific breakdowns showing 5,200 deliveries in "Other," 12,700 in Europe, and 15,000 in the U.S. and Canada [4] - Financial Services revenue was reported at $568.7 million, slightly below the $570.23 million estimate, but showing a +4.5% change year-over-year [4] - Parts revenue was $1.74 billion, matching the average estimate and representing a +4.2% year-over-year change [4] - Truck revenue was reported at $4.52 billion, surpassing the average estimate of $4.35 billion, but reflecting a significant -20.7% decline year-over-year [4] Profitability Metrics - Pretax profit for Financial Services was $114.9 million, below the estimated $129.26 million [4] - Pretax profit for Parts was $415 million, exceeding the average estimate of $391.29 million [4] - Pretax profit for Truck was $94.6 million, falling short of the estimated $146.59 million [4] Stock Performance - Paccar's shares have returned +9.6% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change, with a current Zacks Rank of 3 (Hold) indicating potential performance in line with the broader market [3]