PACCAR Inc. (PCAR) delivered mixed results in Q2 FY2026 on revenue of $7.0B versus the $7.1B estimate (+0.5% YoY) and EPS of $1.43. The next PACCAR Inc. (PCAR) earnings date is Oct 27, 2026. Below is the full PACCAR Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
PACCAR Inc. (PCAR) Earnings Analysis — key stats
Next earnings date
Oct 27, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
2 of last 8 (quarters above estimate)
Avg next-day move
±3.4% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±11.3% (options-derived · into Oct 27, 2026)
Institutional ownership
92.9% (13F as of 2026-06-30)
Top 10 holders
38.6% (of shares outstanding)
Insider activity
5 buys / 7 sells (recent Form 4 filings)
Revenue
$7.0B (vs $7.1B est · -0.8% surprise · +0.5% YoY)
EPS
$1.43 (vs $1.36 est · +5.1% surprise · +3.6% YoY)
Share price
$129.94 (-0.8%)
Market cap
$68.4B
PACCAR Inc. (PCAR) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$7.0B vs $7.1B est
$1.43 vs $1.36 est
+5.1%
+0.3%
Mixed
Q2 FY2026
$6.2B vs $6.4B est
$1.15 vs $1.15 est
+0.0%
-7.1%
Mixed
Q1 FY2026
$6.3B vs $6.1B est
$1.06 vs $1.06 est
+0.0%
+0.8%
Mixed
Q4 FY2025
$6.7B vs $6.0B est
$1.12 vs $1.15 est
-2.6%
+2.4%
Mixed
Q3 FY2025
$7.5B vs $7.0B est
$1.37 vs $1.29 est
+6.2%
+8.8%
Beat
Q2 FY2025
$7.4B vs $7.2B est
$1.46 vs $1.58 est
-7.6%
-2.0%
Mixed
Q1 FY2025
$7.9B vs $7.6B est
$1.66 vs $1.70 est
-2.4%
+0.9%
Mixed
Q4 FY2024
$8.2B vs $7.7B est
$1.85 vs $1.82 est
+1.6%
-5.3%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
7.8%
41.0M
$4.9B
+11.5%
Vanguard Capital Management LLC
6.5%
34.4M
$4.1B
+0.6%
Vanguard Portfolio Management LLC
4.7%
24.6M
$3.0B
+0.9%
State Street Corp
4.4%
23.3M
$2.8B
+2.7%
Invesco Ltd.
3.3%
17.5M
$2.1B
+58.5%
Wellington Management Group Llp
3.2%
17.1M
$2.0B
-7.8%
Fmr LLC
2.8%
14.6M
$1.8B
-5.1%
Geode Capital Management, LLC
2.5%
13.0M
$1.6B
+1.4%
Bank Of America Corp /De/
1.8%
9.4M
$1.1B
-19.1%
Massachusetts Financial Services CO /Ma/
1.6%
8.5M
$1.0B
-17.7%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Bolgar Paulo Henrique
officer: Vice President
2026-07-31
Sell
3K
$387908
Poplawski Brice J
officer: Sr. Vice President & CFO
2026-07-31
Buy
2K
$141742
Poplawski Brice J
officer: Sr. Vice President & CFO
2026-07-31
Sell
2K
$261025
Poplawski Brice J
officer: Sr. Vice President & CFO
2026-07-31
Sell
2K
$141742
Walters William Lance
officer: Vice President
2026-07-31
Sell
1K
$43707
Walters William Lance
officer: Vice President
2026-07-31
Buy
1K
$43707
Walters William Lance
officer: Vice President
2026-07-31
Sell
1K
$133500
FEIGHT R PRESTON
director, officer: CHIEF EXECUTIVE OFFICER
2026-07-31
Buy
71K
$5.1M
What you'll find
Next PACCAR Inc. (PCAR) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment PACCAR Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in PACCAR Inc. (PCAR)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is PACCAR Inc.'s next earnings date?
PACCAR Inc.'s (PCAR) next scheduled earnings date is Oct 27, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did PACCAR Inc. (PCAR) beat or miss earnings?
In Q2 FY2026, PACCAR Inc. (PCAR) posted mixed results — revenue of $7.0B versus the $7.1B estimate (-0.8% surprise) and EPS of $1.43 versus $1.36 expected (+5.1% surprise). Magnisto decodes every PACCAR Inc. (PCAR) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does PACCAR Inc. beat earnings estimates?
Over its last 8 reported quarters, PACCAR Inc. (PCAR) beat Wall Street EPS estimates 2 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every PACCAR Inc. (PCAR) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does PACCAR Inc. stock move after earnings?
Over its last 8 quarterly reports, PACCAR Inc. (PCAR) moved an average of ±3.4% the day after earnings — ranging from -7.1% (Q2 FY2026) to +8.8% (Q3 FY2025). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Oct 27, 2026, options-implied volatility is pricing in a move of roughly ±11.3% (derived). Magnisto tracks the realized post-earnings move for every PACCAR Inc. (PCAR) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of PACCAR Inc.?
Institutions hold about 92.9% of PACCAR Inc.'s (PCAR) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.8%), Vanguard Capital Management LLC (6.5%), Vanguard Portfolio Management LLC (4.7%). Magnisto lists PACCAR Inc.'s (PCAR) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling PACCAR Inc. (PCAR)?
In the most recent Form 4 filings Magnisto tracks, PACCAR Inc. (PCAR) insiders recorded 5 purchases and 7 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for PACCAR Inc. (PCAR) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for PACCAR Inc. (PCAR), anchored to the current $129.94 share price, so you can weigh the bull, base and bear cases for PACCAR Inc. side by side.
Is PACCAR Inc. (PCAR) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether PACCAR Inc. fits your own thesis and risk profile. This is research, not investment advice.