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Mar 31

Paccar Q1 2025 Earnings Report

PACCAR reported solid first quarter results with record PACCAR Parts revenue and strong adjusted profitability.

Key Takeaways

PACCAR delivered good Q1 2025 results, recording robust earnings despite a litigation charge, with record performance in its parts segment and steady financial services growth.

PACCAR achieved $7.44 billion in revenue during Q1 2025.

Net income was $505.1 million, with adjusted net income of $769.6 million after litigation-related charges.

PACCAR Parts posted record quarterly revenue of $1.69 billion.

PACCAR Financial Services grew pretax income to $121.1 million.

Total Revenue
$7.44B
Previous year: $8.24B
-9.6%
EPS
$1.46
Previous year: $2.27
-35.7%
Parts Pretax Income
$427M
Previous year: $456M
-6.4%
Financial Services Pretax Income
$121M
Previous year: $114M
+6.3%
Gross Profit
$1.2B
Previous year: $1.73B
-30.6%
Cash and Equivalents
$5.52B
Previous year: $6.19B
-10.9%
Free Cash Flow
$585M
Previous year: $1.12B
-47.7%
Total Assets
$42.7B
Previous year: $40.4B
+5.8%

Paccar

Paccar

Paccar Revenue by Segment

Paccar Revenue by Geographic Location

Forward Guidance

PACCAR expects stable truck deliveries despite economic and tariff uncertainties, with continued investments in electrification, technology, and manufacturing expansions.

Positive Outlook

  • Strong investment in new truck models and advanced manufacturing.
  • Continued growth in PACCAR Parts driven by distribution expansion.
  • Increased capital spending and R&D to support next-gen technologies.
  • Expansion of DAF Brasil operations to meet South American demand.
  • PFS remains resilient with a strong credit portfolio and funding access.

Challenges Ahead

  • North American truck market affected by uncertain economic conditions.
  • Tariffs are impacting the North American market outlook.
  • Litigation costs in Europe continue to affect earnings.
  • Decrease in truck deliveries compared to previous year.
  • Operating cash flow declined compared to Q1 2024.

Revenue & Expenses

Visualization of income flow from segment revenue to net income