$PCAR

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.

PACCAR reported Q2 results with revenue of $7.55B versus $7.56B expected, adjusted EPS of $1.43 versus $1.35 expected, and operating margin of 10%. Management attributed margin stability to higher truck volumes, local-for-local production, and favorable price versus cost, plus parts revenue hitting a quarterly high. Analysts asked about margin drivers, EPA emissions changes, and parts demand.

According to Paccar, it is recalling about 5,919 2027-model Kenworth and Peterbilt trucks built between June 9 and July 13 due to possible oil contamination in the power distribution center, which could reduce engine power and affect ABS, exterior lighting, wipers and defogging. Dealers will inspect serial numbers and replace parts as needed. Supplier PKC Group North America is cited.

Bolgar Paulo Henrique (Vice President) sold 2,897 shares of PACCAR INC (PCAR) at $133.90 ($0.39M total) on 2026-07-31.

Poplawski Brice J (Sr. Vice President & CFO) sold 1,970 shares of PACCAR INC (PCAR) at $132.50 ($0.26M total) on 2026-07-31.