PCAR PACCAR (PCAR) Q2 FY25 earnings call
PACCAR delivered a robust second quarter, driven by record performance in its Parts division and strong results from Financial Services, despite a challenging truck market. The company is navigating tariff uncertainties and regulatory changes, expressing optimism for market strengthening in 2026 as clarity emerges and pent-up demand materializes, while maintaining a focus on lean production and strategic investments.
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PCAR operating KPIs by quarter
| KPI | Mar 2025 Q1 FY25 | This call 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.