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Sep 30, 2025
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
Revenue by Segment
Revenue by Geographic Location
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
Historical Earnings Impact
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Avg. Return Before/After Earnings
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