Here's What Key Metrics Tell Us About Paccar (PCAR) Q4 Earnings

Paccar (PCAR) reported $6.25 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 15.1%. EPS of $1.06 for the same period compares to $1.66 a year ago.

The reported revenue represents a surprise of +2.81% over the Zacks Consensus Estimate of $6.08 billion. With the consensus EPS estimate being $1.06, the company has not delivered EPS surprise.

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: 32,900 versus the three-analyst average estimate of 32,526.
• Truck deliveries - Other: 5,200 compared to the 5,549 average estimate based on three analysts.
• Truck deliveries - Europe: 12,700 versus the three-analyst average estimate of 11,441.
• Truck deliveries - U.S and Canada: 15,000 versus 15,536 estimated by three analysts on average.
• Sales and Revenues- Financial Services: $568.7 million versus $570.23 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4.5% change.
• Sales and Revenues- Parts: $1.74 billion compared to the $1.74 billion average estimate based on four analysts. The reported number represents a change of +4.2% year over year.
• Sales and Revenues- Truck: $4.52 billion compared to the $4.35 billion average estimate based on three analysts. The reported number represents a change of -20.7% year over year.
• Pretax Profit- Financial Services: $114.9 million versus $129.26 million estimated by five analysts on average.
• Pretax Profit- Parts: $415 million versus $391.29 million estimated by three analysts on average.
• Pretax Profit- Truck: $94.6 million versus $146.59 million estimated by two analysts on average.

View all Key Company Metrics for Paccar here>>>

Shares of Paccar have returned +9.6% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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