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PACCAR Q2 Net Income Up 3.9% to $752M

PACCAR reported second-quarter 2026 net income of $752.0 million, up 3.9% from $723.8 million a year earlier, while diluted earnings per share increased to $1.43 from $1.37. Revenue edged up to $7.55 billion from $7.51 billion.

For the first half, net income rose to $1.36 billion from $1.23 billion, an increase of 10.6%. Diluted EPS increased to $2.57 from $2.33. First-half revenue declined to $14.32 billion from $14.95 billion, a drop of 4.2%.

Truck deliveries in the second quarter totaled 38,700 units. PACCAR Parts posted record quarterly revenue of $1.75 billion, up from $1.72 billion a year ago, while pre-tax income was $417.0 million, nearly flat with $416.5 million. For the first half, Parts revenue rose to $3.46 billion from $3.41 billion, but pre-tax income slipped to $819.3 million from $843.0 million.

PACCAR Financial Services reported second-quarter pre-tax income of $124.1 million, up from $123.2 million, and revenue of $549.7 million versus $547.7 million. In the first half, pre-tax income declined to $239.6 million from $244.3 million, while revenue increased to $1.09 billion from $1.08 billion.

The company generated $700.8 million in cash from operations in the second quarter and $1.67 billion in the first half. Capital investments were $138.7 million in the quarter and $274.2 million year to date, while R&D spending was $114.3 million and $223.4 million, respectively. As a result of these announcements, the company's shares have moved 0.75% on the market, and are now trading at a price of $134.44. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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