PCAR PACCAR (PCAR) Q1 FY25 earnings call
PACCAR delivered a mixed first quarter, with record performance in its Parts division and robust results from Financial Services, offsetting headwinds in its truck segments. The company is navigating economic uncertainties and the impact of new tariffs, which are pressuring truck gross margins. Management anticipates potential improvements in the second half of the year as policy and emissions regulations stabilize, while continuing strategic investments in future technologies and manufacturing capacity.
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PCAR operating KPIs by quarter
| KPI | This call Mar 2025 Q1 FY25 | Jun 2025 Q2 FY25 | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|
| Trucks delivered | 40.1KPACCAR delivered 40,100 trucks during the first quarter, and anticipate delivering 37,000 to 39,000 trucks in the second quarter.Source: earnings call transcript | 39.3KPACCAR delivered 39,300 trucks during the second quarter and anticipate delivering around 32,000 to 33,000 in the third Quarter.Source: earnings call transcript | 31.9KPACCAR delivered 31,900 trucks during the third quarter and anticipates delivering around 32,000 in the fourth quarter.Source: earnings call transcript | 32.9KThe PACCAR delivered 32,900 trucks in the fourth quarter and deliveries are forecast to be at a comparable level in the first quarter of 2026.Source: earnings call transcript | 33.1KIn the first quarter, PACCAR delivered 33,100 trucks.Source: earnings call transcript | 38.7KIn the second quarter, PACCAR's truck deliveries increased from 33,000 to 38,700.Source: earnings call transcript | +16.9% |
| Used truck centers PACCAR Financial | — | 13PACCAR Financial operates 13 used truck centers around the world to support the sale of premium Kenworth, Peterbilt and DAF used trucks.Source: earnings call transcript | 13PACCAR Financial operates 13 used truck centers around the world to support the sale of premium Kenworth, Peterbilt and DAF used trucks.Source: earnings call transcript | — | — | — | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.