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Sep 30
Paccar Q3 2025 Earnings Report
PACCAR reported lower earnings and revenue in Q3 2025 compared to the same quarter last year.
Key Takeaways
PACCAR posted $6.11B in revenue and $590M in net income for Q3 2025, down from the prior year. While truck deliveries and sales declined, PACCAR Parts and Financial Services delivered strong pretax profits.
Net income was $55.1 million, up from $43.9 million in Q3 2024
EPS rose to $1.04 from $0.83 in Q3 2024, while non-GAAP EPS was $1.09
Total revenues reached $207.1 million, supported by gains in net interest and noninterest income
Loan and deposit growth continued, with $10.75 billion in loans and $14.06 billion in deposits at quarter-end
Paccar
Paccar
Paccar Revenue by Segment
Paccar Revenue by Geographic Location
Revenue by Segment
Truck Revenue
CapyFin.comParts Revenue
CapyFin.comRevenue by Geographic Location
U.S. and Canada Revenue
CapyFin.comEurope Revenue
CapyFin.comOther Revenue
CapyFin.com Forward Guidance
PACCAR expects U.S. and Canada Class 8 truck sales to stabilize in 2025, with a potential increase in 2026. European and South American markets are projected to remain steady.
Positive Outlook
- Strong PACCAR Parts profitability
- PACCAR Financial Services delivered improved earnings
- Expected growth in Class 8 truck sales in 2026
- Ongoing investments in clean powertrains and AI technologies
- Positive used truck market conditions supporting financing
Challenges Ahead
- Significant decline in truck deliveries YoY
- Overall revenue and income dropped from Q3 2024
- Truck segment revenue saw sharp decline
- Market uncertainty due to upcoming truck tariffs
- Pressure from prior legal settlements in Europe