Paccar (PCAR) reported $6.11 billion in revenue for the quarter ended September 2025, representing a year-over-year decline of 20.7%. EPS of $1.12 for the same period compares to $1.85 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $6.01 billion, representing a surprise of +1.53%. The company has not delivered EPS surprise, with the consensus EPS estimate being $1.12.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Paccar performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Truck deliveries - Total: 31,900 versus the three-analyst average estimate of 30,987.
- Truck deliveries - Other: 4,700 versus the three-analyst average estimate of 5,615.
- Truck deliveries - Europe: 10,100 versus the three-analyst average estimate of 8,078.
- Truck deliveries - U.S and Canada: 17,100 compared to the 17,294 average estimate based on three analysts.
- Sales and Revenues- Financial Services: $565.3 million compared to the $535.64 million average estimate based on four analysts. The reported number represents a change of +5.5% year over year.
- Sales and Revenues- Parts: $1.72 billion versus $1.74 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4% change.
- Sales and Revenues- Truck: $4.38 billion versus the three-analyst average estimate of $4.31 billion. The reported number represents a year-over-year change of -27.3%.
- Sales and Revenues- Other: $0.5 million versus the two-analyst average estimate of $18.6 million. The reported number represents a year-over-year change of -97.4%.
- Pretax Profit- Financial Services: $126.2 million versus the five-analyst average estimate of $124.4 million.
- Pretax Profit- Parts: $410 million versus $394.26 million estimated by three analysts on average.
- Pretax Profit- Truck: $102.5 million compared to the $183.27 million average estimate based on two analysts.
View all Key Company Metrics for Paccar here>>>
Shares of Paccar have returned +0.4% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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PACCAR Inc. (PCAR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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