- Prev close
- $101.98
- Day range
- $101.66 – $104.88
- From 52-wk high
- -26.8%
- Next earnings
- in 79 days
PCAR slipped -1.0% in a session where the S&P 500 fell -0.5% and the Nasdaq 100 fell -1.4%, while peers were mostly firmer, so the move looks more stock-specific than market-wide; the backdrop is mixed because Q3 revenue rose 19% year on year but management also cited supply chain constraints and revenue missed expectations.
PCAR
PACCAR INC
As of Nov 3, 2026
56/100
Worth keeping an eye onHealth ScoreWhat drove the move
PCAR fell -1.0% even as the S&P 500 lost -0.5% and the Nasdaq 100 lost -1.4%, and that makes the move look stock-specific rather than a broad market washout. The sector was stronger: CAT +1.5%, CMI +1.2%, WAB +2.1%, and ALSN +7.6%, so the stock underperformed its trucking and machinery peers despite a generally firmer tape for the group.
Is the move unusual
This looks like a modest negative reaction rather than a sign of broken fundamentals. Revenue was -1.5% YoY (TTM), latest quarter revenue was +19.0% YoY, and EPS was +2.5% YoY (TTM), so the business still has growth, but the latest quarter also missed revenue expectations and management blamed supply chain constraints for deliveries below plan. Valuation is not cheap enough to absorb much disappointment: PE is 19.7, forward PE is 15.0, PEG is 1.04, and beta is 0.96, which means the shares can still move on incremental news even though the stock itself is not especially volatile. Analyst sentiment is constructive but not extreme, with 5 strong-positive, 10 positive, 11 neutral, 0 negative, and 0 strong-negative recommendations.
What the market is watching
The next earnings date is 2027-01-25. The most recent hard figures in the facts show latest-quarter revenue +19.0% YoY and non-GAAP EPS of $1.61 per share, which was 7.4% above analysts’ consensus estimates, while the same quarter still missed revenue expectations; the facts do not provide a current consensus revenue/EPS estimate for the next report. Around the next print, the market will be focused on whether supply chain constraints ease, whether delivery volumes can catch up with demand, and whether margin gains can be sustained after gross margin of +20.1%, operating margin of +13.9%, and net margin of +9.5%.
This report is for informational and educational purposes only. It does not constitute financial, investment, tax, or legal advice. The platform does not recommend buying or selling any security.
Track PCAR with WhyIHold
Get a plain-English explanation the next time PACCAR INC makes a big move — so you know whether it's benign or worth your attention.