Why PACCAR stock moves
PACCAR fell, moving against a slightly higher S&P 500.
Written after the close on ·
Why today
16,437 news analyzed todayPACCAR fell, moving against a slightly higher S&P 500.
The drop came as PACCAR stock traded near 92.75 euros amid focus on its third-quarter results.
Over the last five trading days the shares were roughly unchanged, while the S&P 500 fell sharply.
Today's move of −2.41% was 3.3 times a normal day's 0.7%. S&P 500 moved +0.31% on the same day.
PACCAR −2.41%S&P 500 +0.31%Against the market
What analysts expect, and how often they have been right
Analysts’ estimates for PACCAR.
PACCAR earned more than expected in 4 out of 8 reports.
For comparison, about 82% of reports from US companies beat the estimate in the last three years.
The share moved in the same direction as the earnings surprise in 7 out of 8 reports with a measured move, against about 55% of reports from US companies.
Ratings
Price targets
Latest price $101.98
Earnings against expectations, and the share’s reaction
Expected EPSAbove estimateBelow estimateAs expected$
Next reported quarter: expected earnings per share of $1.68 (February 2). For the current fiscal year, expected earnings per share changed from $5.95 three months ago to $5.87 now. 2026 estimate: $5.87. 2027 estimate: $6.92.
Has the share price followed the business?
Price and earnings moved in the same direction: 1 out of 3 years. Across US companies, that happens in about 65% of years. In 2025, the price changed +5% and earnings per share −43%.
Revenue, profit and market cap
RevenueProfitMarket capHatched bars: analysts’ estimates.$B
Assets, liabilities and market cap
AssetsLiabilitiesMarket cap$B
Price and earnings moved in the same direction: 1 out of 3 years.Market cap (Now): $53.7BRevenue 2025: $28.4B
What the key figures say about PACCAR
The figures connect what PACCAR earns with what investors pay.
The line shows the share price in the same year, on its own scale. Hatched bars: analysts’ estimates.
Profit divided by the number of shares. Each share represents this much of the earnings.
2022–2025: $4.51–$8.76. Peers: Volvo 19.21 SEK, Daimler Truck Holding 1.83 EUR. 2026 estimate: $5.87 ($5.77–$6.04). 2027 estimate: $6.92 ($6.45–$8.03).
What the company sold during the year.
2022–2025: $28.4B–$35.1B. Peers: Volvo 480.4 bn SEK, Daimler Truck Holding 46.6 bn EUR. 2026 estimate: $28.7B ($28.2B–$30.7B). 2027 estimate: $31.2B ($29.8B–$32.5B).
The percentage of revenue left after the costs of running the business.
2022–2025: 10.4%–16.9%. Peers: Volvo 10.9%, Daimler Truck Holding 6.1%.
Profit as a percentage of shareholders’ money in the company.
2022–2025: 12.3%–29.0%. Peers: Volvo 21.5%, Daimler Truck Holding 6.2%.
The price investors pay for each unit of annual earnings per share. Not shown for a loss.
2022–2025: 11.1–24.3. Peers: Volvo 16.3, Daimler Truck Holding 22.1. 2026 estimate: 17.4. 2027 estimate: 14.7.
What investors pay for each unit the company sells.
2022–2025: 1.20–2.02. Peers: Volvo 1.32, Daimler Truck Holding 0.66. 2026 estimate: 1.87. 2027 estimate: 1.72.
Money paid to shareholders per share, summed by calendar year.
2017–2025: $1.32–$4.24.
The ordinary yearly dividend as a percentage of the share price. In the past 12 months, the company paid $2.76 per share, 2.7% of the share price.
2022–2025: 2.5%–4.3%. Peers: Volvo 2.7%, Daimler Truck Holding 4.7%.
Net debt divided by operating earnings before depreciation and amortisation.
2022–2025: 0.76–1.62. Peers: Volvo 3.69, Daimler Truck Holding 4.33.
More key figures
Market cap divided by shareholders’ equity, what remains after liabilities.
2022–2025: 2.62–3.22. Peers: Volvo 3.32, Daimler Truck Holding 1.31.
Market cap plus net debt, divided by operating earnings. This includes debt.
2022–2025: 9.5–21.5.
Cash left after investments, divided by the number of shares.
2022–2025: $3.14–$5.77. Peers: Volvo 12.49 SEK, Daimler Truck Holding 3.78 EUR.
The percentage of assets financed by shareholders’ equity.
2022–2025: 38.9%–43.4%.
The dividend explained
A dividend is money paid to shareholders. PACCAR paid $2.76 per share in the twelve months through November 6, 2026.
On the ex-dividend day, August 12, 2026, PACCAR traded without the right to the $0.35 dividend. The price went from $132.53 to $131.06; including the dividend, the day's change was −0.8%. Entitlement passes from the company to shareholders on the ex-day; payment comes later.
2017: $1.462018: $2.062019: $2.392020: $1.322021: $1.892022: $2.792023: $4.242024: $4.172025: $2.722026 so far: $1.03
What to watch next, and why
From the ex-day, PACCAR trades without entitlement to the next dividend.
- The dividend explained
From the ex-day, PACCAR trades without entitlement to the next dividend.
- Earnings report
The earnings report shows how PACCAR's revenue and profit have changed.
Add to calendar
Earnings report
Next report: · Add to calendar · Google Calendar
On its last 15 report days PACCAR usually moved about 3.6%. On a normal day it moves 0.7%.
−0.61% +3.57% −5.97% −1.06%
$10,000 in PACCAR bought on November 7, 2016 is worth $39,400 today, with dividends reinvested.
The same amount in S&P 500 with dividends would have become $40,400.
What would $10,000 in PACCAR be worth today? →
What would $10,000 in PACCAR be worth today?
$39,400
with dividends reinvested, bought on November 7, 2016. The same amount in S&P 500 with dividends would have become $40,400.
The five biggest days of the journey
· +14.2% · the whole market rose 9.4% the same day
· −11.0% · the whole market fell 0.2% the same day · report day
· +10.5% · the whole market was unchanged the same day
· +10.0% · the whole market rose 9.3% the same day
· +8.7% · the whole market rose 9.5% the same day
Earlier days
+0.07% market −2.70% PACCAR was roughly unchanged over the week, moving less than both the S&P 500 and its Industrials sector, which fell clearly. Read →
PACCAR was roughly unchanged over the week, moving less than both the S&P 500 and its Industrials sector, which fell clearly.
The shares fell sharply in the last session, moving against a slightly higher market while the sector was flat.
The insider share sale by Executive Chairman Mark Pigott was small and routine, so it is background, not a cause.
The next earnings report is due Tuesday 2 February 2027.
−1.56% market −4.41% PACCAR fell clearly. Read →
PACCAR fell clearly.
PACCAR's decline was smaller than the S&P 500's and the Industrials sector's, and trading volume was about twice normal.
Several analyst notes and fund-holding updates appeared, but none clearly explains the drop.
Over the last five trading days PACCAR rose slightly, though it moved against the market and its sector, which fell sharply.
Traders may be weighing its strong quarterly profit against valuation concerns, but that is only a likely partial reason.
+4.05% market +1.65% PACCAR rose, a very big move for the stock. Read →
PACCAR rose, a very big move for the stock.
The S&P 500 rose sharply that day, so PACCAR moved more than the market.
Its sector fell clearly, so the move went against Industrials.
No company news explains the move, and trading volume was around its usual level.
Over the last five trading days PACCAR rose clearly while the S&P 500 fell slightly.
−0.69% market +0.30% PACCAR fell slightly, against a rising market. Read →
PACCAR fell slightly, against a rising market.
Company news does not clearly explain that move.
Over the last five trading days, PACCAR fell slightly, in line with a clearly falling S&P 500, while its Industrials sector rose clearly.
The session was an ordinary day for the stock, with trading well above its usual level.
Earlier news included a Freedom Broker rating upgrade to Buy and a price target cut to $120, plus strong third-quarter profit alongside a revenue miss against expectations.
+0.81% market −0.48% PACCAR rose slightly, without a clear company-specific cause. Read →
PACCAR rose slightly, without a clear company-specific cause.
Over the same day the S&P 500 fell slightly, so PACCAR moved against the market.
Over the last five trading days PACCAR fell slightly while the S&P 500 fell clearly, so it moved in line with the market that week.
Earlier analyst price-target cuts after the quarterly results likely weighed on the stock.
Next, the company reports earnings on Tuesday 2 February 2027.
−4.72% market −0.56% PACCAR fell clearly over the week, more than the S&P 500, while its Industrials sector rose clearly. Read →
PACCAR fell clearly over the week, more than the S&P 500, while its Industrials sector rose clearly.
This was a big move for the company, rare in the past year.
The likely main driver was its third-quarter report on 27 October: revenue of $7.94 billion missed analyst expectations, partly because supplier shortages limited truck deliveries.
Profit still beat estimates, with net income up 44%, which partly offset the revenue miss.
−2.42% market +0.71% PACCAR fell sharply without company news. Read →
PACCAR fell sharply without company news.
The S&P 500 rose clearly and the Industrials sector rose sharply over the same session, so PACCAR moved against both.
Trading was heavy, about twice a normal session.
Over the last five trading days PACCAR fell clearly while the market and sector were roughly flat.
PACCAR reports quarterly earnings, its profit and sales for the quarter, on Tuesday 27 October before the open.
Learn more · Why does a stock fall on the ex-dividend date? · Why do stocks go up and down?