PACCAR Inc
PCAR—
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PACCAR Inc AI Insights
Informational only. Not investment advice.Snapshot
- Working capital of 23.6B (80% of revenue TTM) driven by 22.1B receivables - massive capital tied up in financing operations[Working Capital]
- Revenue down 19% YoY TTM vs industry median flat - cyclical downturn hitting harder than peers[Total Revenue 1Y Growth]
- Operating margin 11.4% TTM vs industry median 3.6% - 3x profitability advantage despite cycle trough[Operating Margin]
Watch Triggers
- Total Revenue 1Y Growth: Turns positive — Signals cycle inflection; earnings leverage kicks in with fixed cost base
- Accounts Receivable: Grows faster than revenue — Would indicate financing stress or credit quality deterioration
- Operating Margin: Falls below 8% — Would signal cost structure issues beyond cyclical pressure
Bull Case
Structural profitability moat: 9.1% net margin TTM vs 0.5% industry median (18x advantage) with ROE of 14.2% through a down cycle
Net MarginROEOperating Margin
FCF generation of 3.2B TTM (10.8% yield on market cap) supports 1.29 dividend and cycle flexibility
Free Cash FlowDividends Paid Per Share
Bear Case
Revenue decline of 19% YoY TTM signals deep cyclical trough; recovery timing uncertain with no visibility on order inflection
Total Revenue 1Y GrowthTotal Revenue
Receivables of 22.1B (75% of current assets) creates credit risk exposure; financing arm amplifies cycle volatility
Accounts ReceivableTotal Debt
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
55%
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Forward Thesis
Margin resilience through cycle trough positions PCAR for earnings leverage when truck demand recovers
1-3ymed
- Operating margin 11.4% maintained despite 19% revenue decline
- FCF of 3.2B TTM funds operations without balance sheet stress
- R&D at 454M sustains product differentiation
Net margin 9.1% vs industry median 0.5%Debt/equity 0.82 vs 15.9B total debt manageableROE 14.2% vs industry median 2.1%
Valuation Context
Caveats
Public Strategies Rankings
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PCAR Fundamentals
Manufacturing → Transportation Equipment Manufacturing
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$62.27B | — | ||
$71.6B | — | ||
26 | — | ||
$28.44B | -15.5% | — | |
$4.51 | -45.5% | — | |
10.4% | -4.1% | — | |
8.35% | -4.0% | — | |
$3.03B | +4.6% | — | |
12.9% | -12.0% | — | |
Beta 5Y (Monthly) | unknown | — |
PCAR Dividend History
130 dividends
2026
$0.330002/11/26$0.3300
2025
$2.720012/19/25$1.4000
11/12/25$0.3300
08/14/25$0.3300
05/14/25$0.3300
02/12/25$0.3300
2024
$4.170012/20/24$3.0000
11/13/24$0.3000
08/15/24$0.3000
05/14/24$0.3000
02/14/24$0.2700
2023
$4.240012/14/23$3.2000
11/14/23$0.2700
08/16/23$0.2700
05/16/23$0.2500
02/13/23$0.2500
2022
$2.793312/15/22$1.8667
11/14/22$0.2467
08/16/22$0.2267
05/10/22$0.2267
02/07/22$0.2267
2021
$1.893312/16/21$1.0000
11/15/21$0.2267
08/17/21$0.2267
05/11/21$0.2267
02/08/21$0.2133
2020
$1.320012/17/20$0.4667
11/09/20$0.2133
08/10/20$0.2133
05/11/20$0.2133
02/10/20$0.2133
2019
$2.386712/19/19$1.5333
11/08/19$0.2133
08/13/19$0.2133
05/13/19$0.2133
02/11/19$0.2133
2018
$2.060012/13/18$1.3333
11/09/18$0.1867
08/13/18$0.1867
05/14/18$0.1867
02/12/18$0.1667
2017
$1.460012/13/17$0.8000
11/13/17$0.1667
08/14/17$0.1667
05/17/17$0.1667
02/10/17$0.1600
2016
$1.040012/14/16$0.4000
11/16/16$0.1600
08/10/16$0.1600
05/17/16$0.1600
02/10/16$0.1600
2015
$1.546712/16/15$0.9333
11/10/15$0.1600
08/12/15$0.1600
05/15/15$0.1467
02/11/15$0.1467
2014
$1.240012/17/14$0.6667
11/12/14$0.1467
08/13/14$0.1467
05/15/14$0.1467
02/12/14$0.1333
2013
$1.133312/18/13$0.6000
11/13/13$0.1333
08/14/13$0.1333
05/15/13$0.1333
02/13/13$0.1333
2012
$1.053312/12/12$0.5333
11/14/12$0.1333
08/15/12$0.1333
05/16/12$0.1333
02/15/12$0.1200
2011
$0.866712/15/11$0.4667
11/16/11$0.1200
08/16/11$0.1200
05/17/11$0.0800
02/15/11$0.0800
2010
$0.460012/15/10$0.2000
11/17/10$0.0800
08/17/10$0.0600
05/17/10$0.0600
02/17/10$0.0600
2009
$0.360011/17/09$0.0600
08/14/09$0.0600
05/15/09$0.1200
02/17/09$0.1200
2008
$0.546712/17/08$0.0667
11/14/08$0.1200
08/14/08$0.1200
05/15/08$0.1200
02/14/08$0.1200
2007
$1.097812/14/07$0.6667
11/15/07$0.1200
08/15/07$0.1111
05/16/07$0.1111
02/14/07$0.0889
2006
$1.229612/14/06$0.8889
11/15/06$0.0889
08/16/06$0.0889
05/16/06$0.0889
02/15/06$0.0741
2005
$0.850412/15/05$0.5926
11/15/05$0.0741
08/16/05$0.0622
05/17/05$0.0622
02/16/05$0.0593
2004
$0.814812/16/04$0.5926
11/16/04$0.0593
08/16/04$0.0593
05/17/04$0.0593
02/13/04$0.0444
2003
$0.406912/17/03$0.2370
11/14/03$0.0435
08/14/03$0.0435
05/15/03$0.0435
02/13/03$0.0395
2002
$0.296312/16/02$0.1383
11/18/02$0.0395
08/19/02$0.0395
05/30/02$0.0395
02/14/02$0.0395
2001
$0.190912/17/01$0.0329
11/16/01$0.0395
08/17/01$0.0395
05/17/01$0.0395
02/14/01$0.0395
2000
$0.289712/19/00$0.1317
11/16/00$0.0395
08/16/00$0.0395
05/16/00$0.0395
02/16/00$0.0395
PCAR Stock Splits
5 stock splits
02/08/232:3 split
10/10/070.666667:1 split
08/11/060.666667:1 split
02/06/040.666667:1 split
05/29/020.666667:1 split
PCAR SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
02/18/26 | 12/31/25 | 10-K | |
10/30/25 | 09/30/25 | 10-Q | |
07/31/25 | 06/30/25 | 10-Q | |
05/01/25 | 03/31/25 | 10-Q | |
02/19/25 | 12/31/24 | 10-K | |
10/30/24 | 09/30/24 | 10-Q | |
07/31/24 | 06/30/24 | 10-Q | |
05/02/24 | 03/31/24 | 10-Q | |
02/21/24 | 12/31/23 | 10-K | |
11/02/23 | 09/30/23 | 10-Q | |
08/02/23 | 06/30/23 | 10-Q | |
05/02/23 | 03/31/23 | 10-Q | |
02/22/23 | 12/31/22 | 10-K | |
10/28/22 | 09/30/22 | 10-Q | |
08/02/22 | 06/30/22 | 10-Q | |
05/03/22 | 03/31/22 | 10-Q | |
02/23/22 | 12/31/21 | 10-K | |
11/01/21 | 09/30/21 | 10-Q | |
08/02/21 | 06/30/21 | 10-Q | |
05/03/21 | 03/31/21 | 10-Q | |
02/17/21 | 12/31/20 | 10-K | |
11/02/20 | 09/30/20 | 10-Q | |
08/03/20 | 06/30/20 | 10-Q | |
05/04/20 | 03/31/20 | 10-Q | |
02/19/20 | 12/31/19 | 10-K | |
10/30/19 | 09/30/19 | 10-Q | |
08/02/19 | 06/30/19 | 10-Q | |
05/02/19 | 03/31/19 | 10-Q | |
02/21/19 | 12/31/18 | 10-K | |
11/02/18 | 09/30/18 | 10-Q | |
08/03/18 | 06/30/18 | 10-Q | |
05/04/18 | 03/31/18 | 10-Q | |
02/21/18 | 12/31/17 | 10-K | |
11/03/17 | 09/30/17 | 10-Q | |
08/04/17 | 06/30/17 | 10-Q | |
05/04/17 | 03/31/17 | 10-Q | |
02/21/17 | 12/31/16 | 10-K | |
11/04/16 | 09/30/16 | 10-Q | |
08/03/16 | 06/30/16 | 10-Q | |
05/04/16 | 03/31/16 | 10-Q | |
02/16/16 | 12/31/15 | 10-K | |
11/05/15 | 09/30/15 | 10-Q | |
08/06/15 | 06/30/15 | 10-Q | |
05/06/15 | 03/31/15 | 10-Q | |
02/26/15 | 12/31/14 | 10-K | |
11/06/14 | 09/30/14 | 10-Q | |
08/07/14 | 06/30/14 | 10-Q | |
05/07/14 | 03/31/14 | 10-Q | |
02/27/14 | 12/31/13 | 10-K | |
11/07/13 | 09/30/13 | 10-Q | |
08/07/13 | 06/30/13 | 10-Q | |
05/08/13 | 03/31/13 | 10-Q | |
02/27/13 | 12/31/12 | 10-K | |
11/07/12 | 09/30/12 | 10-Q | |
08/08/12 | 06/30/12 | 10-Q | |
05/10/12 | 03/31/12 | 10-Q | |
02/29/12 | 12/31/11 | 10-K | |
11/07/11 | 09/30/11 | 10-Q | |
08/08/11 | 06/30/11 | 10-Q | |
05/06/11 | 03/31/11 | 10-Q | |
03/01/11 | 12/31/10 | 10-K | |
11/08/10 | 09/30/10 | 10-Q | |
08/06/10 | 06/30/10 | 10-Q | |
05/05/10 | 03/31/10 | 10-Q | |
02/26/10 | 12/31/09 | 10-K | |
11/05/09 | 09/30/09 | 10-Q | |
08/10/09 | 06/30/09 | 10-Q | |
05/07/09 | 03/31/09 | 10-Q | |
02/27/09 | 12/31/08 | 10-K | |
10/27/08 | 09/30/08 | 10-Q | |
08/01/08 | 06/30/08 | 10-Q | |
05/02/08 | 03/30/08 | Unknown | -- |
02/27/08 | 12/31/07 | 10-K | |
11/02/07 | 09/30/07 | 10-Q | |
08/03/07 | 06/30/07 | 10-Q | |
05/04/07 | 03/30/07 | Unknown | -- |
02/26/07 | 12/31/06 | 10-K | |
11/02/06 | 09/30/06 | 10-Q | |
07/28/06 | 06/30/06 | 10-Q | |
05/05/06 | 03/30/06 | Unknown | -- |
02/27/06 | 12/31/05 | 10-K | |
11/04/05 | 09/30/05 | 10-Q | |
07/29/05 | 06/30/05 | 10-Q | |
05/03/05 | 03/30/05 | Unknown | -- |
03/04/05 | 12/31/04 | 10-K | |
11/05/04 | 09/30/04 | 10-Q | |
08/06/04 | 06/30/04 | 10-Q | |
05/07/04 | 03/30/04 | Unknown | -- |
03/12/04 | 12/31/03 | 10-K | |
11/07/03 | 09/30/03 | 4 | |
08/08/03 | 06/30/03 | 10-Q | |
05/12/03 | 03/30/03 | Unknown | -- |
03/10/03 | 12/31/02 | 10-K | |
11/12/02 | 09/30/02 | 10-Q | |
08/09/02 | 06/30/02 | 10-Q | |
05/10/02 | 03/30/02 | Unknown | -- |
03/22/02 | 12/31/01 | ARS | |
11/09/01 | 09/30/01 | 10-Q | |
08/10/01 | 06/30/01 | 10-Q | |
05/11/01 | 03/30/01 | Unknown | -- |
03/21/01 | 12/31/00 | 10-K405 | |
11/13/00 | 09/30/00 | 10-Q | |
08/11/00 | 06/30/00 | 10-Q | |
05/12/00 | 03/30/00 | Unknown | -- |