Stocklore

PACCAR Inc (PCAR)

Industrials · US stock

What changed in recent filings

  • Revenue +0% YoYQuarter ended Jun 30, 2026
  • Institutions — 1 new · 4 added13F · as of end of 2026 Q2
  • Free cash flow declined recentlyDec 31, 2025 → Jun 30, 2026

What changed in recent SEC filings — factual, not a buy/sell recommendation.

PACCAR Inc recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 28, 2026
    Revenue +0.5% YoY · EPS $1.43
    Released before the open: Jul 27 close → Jul 28 close, the stock moved +3.6% · over the same window, market +0.2% · sector +0.5%
  • 26Q1Released Apr 28, 2026
    Revenue -8.9% YoY · EPS $1.15
    Released before the open: Apr 27 close → Apr 28 close, the stock moved -6.0% · over the same window, market -0.5% · sector -0.9%
  • 25Q4Released Jan 27, 2026
    Revenue -13.7% YoY · EPS $1.06
    Released before the open: Jan 26 close → Jan 27 close, the stock moved -1.1% · over the same window, market +0.4% · sector +0.1%
  • 25Q3Released Oct 21, 2025
    Revenue -19.0% YoY · EPS $1.12
    Released before the open: Oct 20 close → Oct 21 close, the stock moved +2.4% · over the same window, market +0.0% · sector +0.8%

Institutions holding PACCAR Inc

How many of the institutions we track reported holding this stock, quarter by quarter.

max 7
2019 Q1 · 22019 Q2 · 42019 Q3 · 32019 Q4 · 42020 Q1 · 32020 Q2 · 62020 Q3 · 62020 Q4 · 52021 Q1 · 42021 Q2 · 52021 Q3 · 52021 Q4 · 42022 Q1 · 52022 Q2 · 72022 Q3 · 62022 Q4 · 62023 Q1 · 52023 Q2 · 62023 Q3 · 52023 Q4 · 62024 Q1 · 52024 Q2 · 32024 Q3 · 42024 Q4 · 42025 Q1 · 32025 Q2 · 42025 Q3 · 52025 Q4 · 42026 Q1 · 62026 Q2 · 7
19 Q122 Q326 Q2

2019 Q1: 2 → 2026 Q2: 7 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold PACCAR Inc

Institutions we track that reported holding this stock in their most recent 13F.

  • National Pension Service (Korea)0.11% of portfolio · held as of 2019 Q1 or earlier
  • Gates Foundation Trust0.35% of portfolio · since 2024 Q3
  • Capital World Investors0.01% of portfolio · since 2025 Q2
  • Caisse de depot (Quebec)0.12% of portfolio · since 2025 Q3
  • Bridgewater Associates0.47% of portfolio · since 2026 Q1
  • Tudor Investment Corp0.03% of portfolio · since 2026 Q1
  • BlackstoneNew this quarterunder 0.01% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

PACCAR Inc. is a global commercial vehicle company that designs, manufactures, and supports light-, medium-, and heavy-duty trucks for freight, construction, and other transportation applications. Its truck lineup is marketed under the Kenworth, Peterbilt, and DAF nameplates, serving customers across North America, Europe, and other international markets. The company also develops diesel engines, distributes truck parts, and provides maintenance and customer support services that help keep commercial fleets operating efficiently. Through its Financial Services segment, PACCAR offers truck and trailer financing, leasing, and related support for dealers and customers. Based in Bellevue, Washington, PACCAR plays an important role in the commercial transportation market by combining vehicle manufacturing, aftermarket parts, and financing services within one integrated business model.

What is the Industrials sector?

Heavy equipment and automation. Tied to reshoring and infrastructure spending.

PACCAR Inc is classified under the Industrials sector. See peers below.

PACCAR Inc key financials

Based on SEC filings · as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

PACCAR Inc vs Industrials sector benchmark

Median of 25 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
-10.6%vs benchmark 7.8%↓ below
Net margin
9.0%vs benchmark 13.4%↓ below
ROE
12.3%vs benchmark 21.9%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

PCAR revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $7.5B, +0.5% YoY.

The largest segment is Truck Parts And Other, 92.7% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Truck Parts And Other segment (about 94% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

PCAR segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Jun '25Jun '26
Truck Parts And Other 93%Financial services 7%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding PACCAR Inc

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLIState Street(R) Industrial Select Sector SPDR(R) ETF
1.10%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.28%
QQQInvesco QQQ Trust, Series 1
0.27%
QQQMInvesco NASDAQ 100 ETF
0.25%
VTVVANGUARD VALUE INDEX FUND
0.24%
RSPInvesco S&P 500 Equal Weight ETF
0.22%
SPY
0.10%
VOOVANGUARD 500 INDEX FUND
0.10%
IVViShares Core S&P 500 ETF
0.10%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.09%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.09%

PCAR on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Industrials average
See full PCAR analysis →

Peers · Industrials

PCAR FAQ

What is PACCAR Inc (PCAR)?

PACCAR Inc. is a global commercial vehicle company that designs, manufactures, and supports light-, medium-, and heavy-duty trucks for freight, construction, and other transportation applications. Its truck lineup is marketed under the Kenworth, Peterbilt, and DAF nameplates, serving customers across North America, Europe, and other international markets. The company also develops diesel engines, distributes truck parts, and provides maintenance and customer support services that help keep commercial fleets operating efficiently. Through its Financial Services segment, PACCAR offers truck and trailer financing, leasing, and related support for dealers and customers. Based in Bellevue, Washington, PACCAR plays an important role in the commercial transportation market by combining vehicle manufacturing, aftermarket parts, and financing services within one integrated business model.

What sector is PACCAR Inc in?

PACCAR Inc is classified under Industrials. Heavy equipment and automation. Tied to reshoring and infrastructure spending.

What are PACCAR Inc's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) -10.6%, Net margin 9.0%, ROE 12.3%. Definitions and interpretation are available on Stocklore.

What are PACCAR Inc's main revenue segments?

The largest segment is Truck Parts And Other, about 92.7% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze PACCAR Inc (PCAR) stock?

On Stocklore you can see PCAR's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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