Revenue: As of FY2026 Q2, the actual value is USD 7.547 B.

EPS: As of FY2026 Q2, the actual value is USD 1, missing the estimate of USD 1.3569.

EBIT: As of FY2026 Q2, the actual value is USD 981.5 M.

Financial Highlights – Second Quarter 2026

Consolidated Performance

PACCAR Inc reported Consolidated Net Income of $752.0 million, an increase from $723.8 million in the second quarter of 2025. Consolidated Net Sales and Financial Services Revenues reached $7.55 billion, up from $7.51 billion in the second quarter of 2025.

Segment Revenue

Truck Sales and Revenues were $5,253.1 million, compared to $5,243.1 million in the second quarter of 2025. PACCAR Parts achieved record revenues of $1,746.9 million, up from $1,720.9 million in the second quarter of 2025. Financial Services Revenues were $549.7 million, compared to $547.7 million in the second quarter of 2025.

Operational Metrics

Global Truck Deliveries totaled 38,700 units, a decrease from 39,300 units in the second quarter of 2025. Truck, Parts and Other Income Before Income Taxes increased to $771.4 million from $724.8 million in the prior year. PACCAR Parts Pre-Tax Income was $417.0 million, slightly up from $416.5 million. PACCAR Financial Services Pre-Tax Income was $124.1 million, compared to $123.2 million. Capital Investments for the quarter were $138.7 million, and Research and Development Expenses were $114.3 million. Cost of Sales and Revenues (Truck, Parts and Other) was $5,989.0 million, a slight decrease from $5,995.4 million. Selling, General and Administrative (Truck, Parts and Other) was $138.6 million, down from $139.2 million. Interest and Other (Income) Expenses, Net (Truck, Parts and Other) was - $16.3 million, compared to - $9.5 million. Financial Services Interest and Other was $345.1 million, down from $355.2 million. Financial Services Selling, General and Administrative was $41.1 million, compared to $40.1 million. Financial Services Provision for Losses on Receivables increased to $39.4 million from $29.2 million. Investment Income was $86.0 million, compared to $83.9 million. Total Income Before Income Taxes rose to $981.5 million from $931.9 million. Income Taxes were $229.5 million, compared to $208.1 million.

Financial Highlights – First Half 2026

Consolidated Performance

Consolidated Net Income for the first half was $1.36 billion, compared to $1.23 billion in the first half of 2025, which included a $264.5 million after-tax non-recurring charge related to civil litigation in Europe. Consolidated Net Sales and Financial Services Revenues were $14.32 billion, down from $14.95 billion in the first half of 2025.

Segment Revenue

Truck Sales and Revenues were $9,779.6 million, compared to $10,468.9 million in the first half of 2025. Parts Sales and Revenues were $3,457.0 million, up from $3,410.8 million. Financial Services Revenues were $1,091.9 million, compared to $1,075.7 million.

Operational Metrics

Global Truck Deliveries were 71,800 units, down from 79,400 units in the first half of 2025. Truck, Parts and Other Income Before Income Taxes increased to $1,351.8 million from $1,163.0 million. PACCAR Parts Pre-Tax Income was $819.3 million, down from $843.0 million. PACCAR Financial Services Pre-Tax Income was $239.6 million, compared to $244.3 million. Capital Investments were $274.2 million, and Research and Development Expenses were $223.4 million. Cost of Sales and Revenues (Truck, Parts and Other) was $11,405.5 million, a decrease from $11,886.4 million. Selling, General and Administrative (Truck, Parts and Other) was $288.2 million, compared to $282.5 million. Interest and Other (Income) Expenses, Net (Truck, Parts and Other) was - $37.6 million, compared to $316.3 million, which included a $350.0 million charge related to civil litigation. Financial Services Interest and Other was $688.0 million, down from $705.5 million. Financial Services Selling, General and Administrative was $80.8 million, compared to $78.4 million. Financial Services Provision for Losses on Receivables increased to $83.5 million from $47.5 million. Investment Income was $166.4 million, compared to $167.7 million. Total Income Before Income Taxes rose to $1,757.8 million from $1,575.0 million. Income Taxes were $400.5 million, compared to $346.1 million.

Cash Flow (Six Months Ended June 30)

Net Cash Provided by Operating Activities was $1,672.6 million, down from $1,743.7 million in the first half of 2025. Net Cash Used in Investing Activities was - $431.8 million, a decrease from - $1,010.1 million. Net Cash Used in Financing Activities was - $1,958.4 million, compared to - $2,425.8 million. The Effect of Exchange Rate Changes on Cash was - $15.6 million, compared to $181.3 million. The Net Decrease in Cash and Cash Equivalents was - $733.2 million, compared to - $1,510.9 million. Cash and Cash Equivalents at End of Period stood at $5,574.7 million, compared to $5,549.9 million.

Unique Metrics

PACCAR Financial Services (PFS) manages a portfolio of 222,000 trucks and trailers with total assets of $22.3 billion. PacLease, part of the Financial Services segment, operates a fleet of 37,000 vehicles. PFS issued $1.38 billion of medium-term notes during the first half of 2026.

Outlook / Guidance

PACCAR Inc estimates U.S. and Canada Class 8 truck industry retail sales for 2026 to be between 230,000–270,000 trucks, and European truck industry registrations (above 16-tonne) are projected to be in the range of 290,000–330,000 vehicles. The South American above 16-tonne truck market is estimated to be 100,000–110,000 trucks in 2026. Capital expenditures are projected to be $700-$750 million, and research and development expenses are estimated to be $450-$480 million for 2026.