PCAR PACCAR (PCAR) Q4 FY25 earnings call
PACCAR concluded Q4 FY25 with record revenues in its Parts and Financial Services segments, contributing to the fourth highest annual profit in company history. The company navigated a dynamic North American truck market, benefiting from tariff and emissions clarity, and anticipates sequential acceleration in truck demand and margins throughout 2026, driven by improving freight conditions and strategic manufacturing.
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PCAR operating KPIs by quarter
| KPI | Mar 2025 Q1 FY25 | Jun 2025 Q2 FY25 | Sep 2025 Q3 FY25 | This call 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.