$PCAR

Paccar (PCAR) shares fell 3.5% since its last earnings report, despite beating Q2 2026 estimates with $1.43 EPS and $7.55B revenue. Truck deliveries declined, but parts revenues hit a record. The company maintained its 2026 sales forecasts and adjusted capital expenditure and R&D expense projections. Analysts have revised estimates upward, with a consensus 'Hold' rating.

The Zacks Domestic Auto industry shows resilience, with new-vehicle sales remaining healthy. Affluent consumers support demand, while tax benefits may boost purchases. EV market recovery is uneven. Companies like General Motors (GM), PACCAR (PCAR), Ford (F), and Harley-Davidson (HOG) are highlighted. The industry's Zacks Rank is #67, indicating strong near-term prospects. GM raised its full-year adjusted free cash flow guidance to $9.5-$11.5 billion. PCAR expects Parts sales growth of 3-5% in 20

Caterpillar (CAT) leads heavy machinery stocks in 2026 with 40% YTD gains, driven by strong performance in construction, mining, and power. Deere (DE) reports earnings beat despite a shrinking agricultural market, while PACCAR (PCAR) lags with 18% YTD gains due to a slower freight cycle. CAT reported Q2 2026 revenue of $20.54B and EPS of $8.17, with DE and PCAR also showing growth.

According to the article, PACCAR (PCAR) is scheduled to pay $184 million in dividends to shareholders on Sept. 2. It also reports PACCAR’s Q2 2026 results: EPS $1.43 vs $1.36 estimate (+5.4%), and revenue $7.55B vs $7.03B (+7.4%). It cites stronger truck profitability, orders, freight rates, and record PACCAR Parts revenue of $1.75B.

PACCAR says it is recalling 5,919 model-year 2027 Kenworth and Peterbilt trucks (NHTSA 26V485, PACCAR 26PACD) due to possible oil contamination in power distribution center boxes that could interrupt engine power and safety systems including ABS, lighting, wipers, and defrosting. Dealers will inspect PDC serial numbers and replace suspect units free of charge, with owner notices set for Sept. 25. PACCAR reported no related claims or injuries as of July 27.

Simply Wall St reports PACCAR’s Q2 2026 results, citing US$6,997 million in sales and US$752 million in net income for the period ended June 30. It notes PCAR shares at $132.06, with 30-day, 90-day, and 1-year returns of 6.11%, 15.53%, and 39.92%. The article discusses a fair value of $126.12 and valuation comparisons to industry P/E.

On July 30, Wells Fargo analyst Jerry Revich reiterated an “Equal Weight” rating on PACCAR (PCAR) and raised his price target to $157 from $125, citing improved expectations. The article notes a mean target of $139.47 (about 2.6% upside) and a Street-high target of $164 (about 20.6% upside).

PACCAR Inc CEO R. Preston Feight sold 50,975 shares of PCAR stock on July 31, 2026, according to an SEC Form 4. The transaction was an exercise-and-sell of options, raising about $6.8 million at a weighted-average sale price of $133.07. Feight retained about 268,625 shares directly. PACCAR reported trailing-twelve-month revenue of about $27.8 billion and net income of about $2.5 billion.

NHTSA issued multiple recall notices for commercial vehicles. Autocar recalls 2023-2027 ACTT terminal tractors (up to 137) for a potentially unsecured ABS ECU. Ford recalls 2021-2023 F-150 and 2023-2026 F-250 SD with 8-inch SYNC screens (47,587) for rearview camera obstruction. Daimler Truck North America recalls 2026-2027 Freightliner models (23,276) for low-beam headlight illumination issues. Paccar recalls certain 2027 Peterbilt and Kenworth vehicles (5,919) for oil-contaminated power distrib

A coalition of 24 environmental groups sent letters to the CEOs of PACCAR, Cummins, and Daimler urging them to stop lobbying to weaken EPA heavy-duty NOx standards due to take effect in 2027. The groups cite the companies’ investor statements from earnings calls, saying they conflict with support for rollbacks. Heavy-duty trucks are cited as 59% of transportation NOx emissions.