Paccar (PCAR)
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-11-05
$104.50-1.56%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-11-05
QuarterlyIQ Insights · PCAR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks PCAR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
PACCAR is continuing to invest in next generation clean diesel, hybrid and battery-electric powertrains, integrated connected vehicle services, growing its parts business and enhancing its manufactur…
Stated in 8 of 8 supplied quarters. Management reported: “Brice Poplawski, senior vice president and chief financial officer, said, “In 2026, capital expenditures are projected to be in the range of $650–$700 million and research and development expenses are estimated to be in the range $440–$460 million.” “PACCAR is continuing to invest in next generation clean diesel, hybrid and battery-electric powertrains, integrated connected vehicle services, growing its parts business and enhancing its manufacturing capabilities.””
“PACCAR is continuing to invest in next generation clean diesel, hybrid and battery-electric powertrains, integrated connected vehicle services, growing its parts business and enhancing its manufactur…”
“PACCAR continues to invest in next generation clean diesel, hybrid and battery-electric powertrains, integrated connected vehicle services, and expanded manufacturing capabilities.””
“PACCAR is increasing its investment in next generation internal combustion, hybrid and battery-electric powertrains, integrated connected vehicle services, expanded manufacturing capabilities, and th…”
““PACCAR is investing in exciting next generation clean diesel and alternative powertrains, electric battery cells, integrated connected vehicle services, flexible manufacturing capabilities, and auto…”
“PACCAR is investing in exciting next generation clean diesel and alternative powertrains, integrated connected vehicle services, expanded manufacturing capabilities, and advanced driver assistance sy…”
“PACCAR is investing in exciting next generation clean diesel and alternative powertrains, integrated connected vehicle services, expanded manufacturing capabilities, and advanced driver assistance sy…”
Brice Poplawski, senior vice president and chief financial officer, said, “In 2026, capital expenditures are projected to be in the range of $650–$700 million and research and development expenses ar…
Stated in 8 of 8 supplied quarters. Management reported: “Brice Poplawski, senior vice president and chief financial officer, said, “In 2026, capital expenditures are projected to be in the range of $650–$700 million and research and development expenses are estimated to be in the range $440–$460 million.” “Brice Poplawski, senior vice president and chief financial officer, said, “Capital expenditures are projected to be in the range of $700-$750 million and research and development expenses are estimated to be in the range $450-$480 million in 2026.”
Sitko added, “PACCAR will add a PDC in France to enhance its logistics infrastructure to support our DAF dealers and customers in the region.
Stated in 5 of 8 supplied quarters. Management reported: “Sitko added, “PACCAR will add a PDC in France to enhance its logistics infrastructure to support our DAF dealers and customers in the region.” “These investments include new parts distribution centers (PDCs), Fleet Services, and Managed Dealer Inventory programs.””
“Sitko added, “PACCAR will add a PDC in France to enhance its logistics infrastructure to support our DAF dealers and customers in the region.”
PFS issued $2.38 billion of medium-term notes during the first nine months of the year in support of growing market share.
Stated in 4 of 8 supplied quarters. Management reported: “PFS issued $2.38 billion of medium-term notes during the first nine months of the year in support of growing market share.” ““PFS is a leader in the market with its superior Kenworth, Peterbilt and DAF vehicles, innovative technologies that provide seamless credit application and loan servicing processes, and its support of customers in all phases of the business cycle.””
“PFS issued $2.38 billion of medium-term notes during the first nine months of the year in support of growing market share.”
PACCAR is continuing to invest in next generation clean diesel, hybrid and battery-electric powertrains, integrated connected vehicle services, growing its parts business and enhancing its manufactur…
Stated in 4 of 8 supplied quarters. Management reported: “PACCAR is continuing to invest in next generation clean diesel, hybrid and battery-electric powertrains, integrated connected vehicle services, growing its parts business and enhancing its manufacturing capabilities.”” “PACCAR plans to deploy Amplify’s lithium-iron-phosphate batteries in Kenworth, Peterbilt and DAF hybrid and battery electric trucks.”
Over the trailing year it converted 1.22x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.
“PACCAR is increasing its investment in next generation internal combustion, hybrid and battery-electric powertrains, integrated connected vehicle services, expanded manufacturing capabilities, and ad…”
“PACCAR is investing in the next generation of diesel and alternative powertrains, and aftermarket transportation solutions, that enable customers to achieve their operational and environmental goals.””
“Brice Poplawski, senior vice president and chief financial officer, said, “In 2026, capital expenditures are projected to be in the range of $650–$700 million and research and development expenses ar…”
“Brice Poplawski, senior vice president and chief financial officer, said, “Capital expenditures are projected to be in the range of $700-$750 million and research and development expenses are estimat…”
“Brice Poplawski, senior vice president and chief financial officer, said, “Capital expenditures are projected to be in the range of $725-$775 million and research and development expenses are estimat…”
“PACCAR estimates that it will invest $725-$775 million in capital projects and $450-$500 million in research and development expenses in 2026.”
“PACCAR estimates that it will invest $725-$775 million in capital projects and $450-$500 million in research and development expenses in 2026.”
“Brice Poplawski, senior vice president and chief financial officer, said, “Capital expenditures are projected to be in the range of $750-$800 million and research and development expenses are estimat…”
“Harrie Schippers, president and chief financial officer, said, “Capital expenditures are projected to be in the range of $700-$800 million and research and development expenses are estimated to be in…”
“PACCAR estimates that it will invest $700-$800 million in capital projects and $460-$500 million in research and development expenses in 2025.”
“These investments include new parts distribution centers (PDCs), Fleet Services, and Managed Dealer Inventory programs.””
““PACCAR Parts’ excellent performance reflects investments in new parts distribution centers, transportation solutions such as Managed Dealer Inventory and Fleet Services, and a growing number of PACC…”
“PACCAR Parts’ excellent performance reflects investments in new parts distribution centers (PDCs), TRP all-makes parts and TRP stores, and world-class logistics capabilities.””
“These investments include new parts distribution centers (PDCs), Fleet Services, and Managed Dealer Inventory programs.””
““PFS is a leader in the market with its superior Kenworth, Peterbilt and DAF vehicles, innovative technologies that provide seamless credit application and loan servicing processes, and its support o…”
“PACCAR Financial Services has excellent access to the debt markets and issued $1.84 billion of medium-term notes during the first half of 2025, in support of growing market share.”
“PFS will open a used truck center in Warsaw, Poland, this year, to increase the sale of used trucks in Central Europe.”
“PACCAR is continuing to invest in next generation clean diesel, hybrid and battery-electric powertrains, integrated connected vehicle services, growing its parts business and enhancing its manufactur…”
“PACCAR plans to deploy Amplify’s lithium-iron-phosphate batteries in Kenworth, Peterbilt and DAF hybrid and battery electric trucks.”
“In addition to the capital and R&D investments, the company plans to invest a total project amount of $600-$900 million in its battery joint venture, Amplify Cell Technologies.”
““In addition to the capital and R&D investments, the company expects to invest a total project amount of $600-$900 million in its battery joint venture, Amplify Cell Technologies.””