PACCAR's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-27. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $7,936 million (+19.0% vs a year earlier) |
| Diluted EPS (GAAP) | $1.61 |
| Full-year guidance | Stated (no change given) |
Guidance
PACCAR projects 2026 capital expenditures of $650–700 million and R&D of $440–460 million; no revenue or earnings guidance.
Why this label: Only capex ($650–$700M) and R&D ($440–$460M) ranges for 2026, no prior or change wording; no revenue/earnings guide.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| capital expenditures | FY2026 | $650–700 million | not stated |
| research and development expenses | FY2026 | $440–460 million | not stated |
| capital expenditures | FY2027 | $650–700 million | not stated |
From the release
Revenue: "Third quarter revenues were $7.94 billion, compared to $6.67 billion reported in the third quarter of 2025."
Earnings per share: "PACCAR achieved net income of $847.5 million ($1.61 per diluted share) in the third quarter of this year, compared to $590.0 million ($1.12 per diluted share) earned in the same period last year."
capital expenditures: "In 2026, capital expenditures are projected to be in the range of $650–$700 million and research and development expenses are estimated to be in the range $440–$460 million."
research and development expenses: "In 2026, capital expenditures are projected to be in the range of $650–$700 million and research and development expenses are estimated to be in the range $440–$460 million."
capital expenditures: "In 2027, PACCAR estimates that it will invest $650–$700 million in capital expenditures"
Key fact: Q3 net income rose 44% to $847.5 million on 19% higher revenues
Source
PACCAR earnings release (SEC filing), accession 0001193125-26-432729, filed 2026-10-27.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.