It has been about a month since the last earnings report for Paccar (PCAR) . Shares have added about 6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Paccar due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. PACCAR Q3 Earnings Beat Expectations, Revenues Decline Y/YP ...

MOLINE, Ill., Nov. 1, 2024 /PRNewswire/ -- Deere & Company (NYSE: DE) today announced the appointment of R. Preston Feight to the company's board of directors. He currently serves as chief executive officer of PACCAR Inc (Nasdaq: PCAR), a Fortune 500 company and a global technology leader in the design, manufacture, and customer support of high-quality light-, medium-, and heavy-duty trucks under the Kenworth, Peterbilt, and DAF nameplates. Preston Feight Appointed to Deere Board of Directors Feight's ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File No. 001-14817 PACCAR Inc (Exact name of registrant as specified in its charter) Delaware 91-0351110 (State or other jurisdiction of incorporation ...

财务数据和关键指标变化 - PACCAR在2024年第三季度实现净收入9.72亿美元，营收82亿美元，税后收益率为11.8% [4] - PACCAR Parts第三季度营收增长5%，达到16.6亿美元，税前利润为4.07亿美元 [4][7] - PACCAR Financial第三季度税前收入为1.07亿美元 [6] 各条业务线数据和关键指标变化 - PACCAR在第三季度交付了44,900辆卡车，预计第四季度交付量为42,000辆 [6] - PACCAR Parts的毛利率为30.1%，预计第四季度毛利率在15.5%至16%之间 [7][8] - PACCAR Financial的业绩受益于优质的投资组合，税前收入为1.07亿美元 [8] 各个市场数据和关键指标变化 - 美国和加拿大的Class-8市场预计为26万辆，明年在25万至28万辆之间 [4] - 欧洲16吨以上卡车市场预计为30万辆，2025年市场预计在27万至30万辆之间 [5] - 南美市场预计为11万至12万辆，特别是在巴西市场表现良好 [6] 公司战略和发展方向和行业竞争 - PACCAR继续扩大在欧洲、美国、墨西哥、巴西和澳大利亚的制造能力，以支持公司的增长 [8] - 公司在职业卡车市场保持强劲，预计将继续受益于基础设施投资 [4][6] - PACCAR在职业卡车市场的市场份额超过40% [42] 管理层对经营环境和未来前景的评论 - 管理层对未来的市场前景持乐观态度，认为职业市场将继续强劲，预计2025年将有增长 [4][42] - 管理层提到，尽管卡车负载市场面临压力，但整体市场正在稳定 [10][12] 其他重要信息 - PACCAR的资本支出预计在7.6亿至8亿美元之间，研发支出在4.5亿至4.7亿美元之间 [8] - PACCAR Parts在小型售后市场中实现了销售增长，尽管整体市场较小 [7][30] 问答环节所有提问和回答 问题: 关于定价方面的看法 - 管理层表示，第三季度价格持平，成本上升3%，预计未来几个月价格与成本之间的紧张关系可能会缓解 [10][11] 问题: 关于毛利率的变化 - 管理层指出，毛利率的下降主要是由于成本上升和交付量减少 [28][29] 问题: 关于欧洲市场的生产计划 - 管理层表示，欧洲市场的交付量将根据需求进行调整，预计将保持稳定 [25][26] 问题: 关于职业卡车市场的前景 - 管理层认为，职业市场将继续强劲，基础设施投资将推动需求 [42] 问题: 关于融资业务的表现 - PACCAR的融资业务表现强劲，客户的信用质量良好，逾期率低 [60][61]

文章核心观点 - 公司第三季度每股收益为1.85美元,超过市场预期但低于去年同期[1] - 公司合并收入为82.4亿美元,低于去年同期87亿美元[2] - 卡车分部收入为60.2亿美元,低于去年同期但高于预期,全球卡车交付量增加[3] - 零件分部收入为16.6亿美元,高于去年同期和预期,利润也超预期[3] - 金融服务分部收入为5.36亿美元,高于去年同期但利润低于预期[4] 分组1 - 公司第三季度卡车分部收入为60.2亿美元,低于去年同期66亿美元但高于预期59.3亿美元,全球卡车交付量为44,900辆,高于预期43,008辆,分部利润为6.308亿美元,低于预期7.039亿美元,同比下降34.3%[3] - 公司第三季度零件分部收入为16.6亿美元,高于去年同期15.8亿美元和预期16.5亿美元,分部利润为4.067亿美元,低于去年同期4.123亿美元但高于预期3.291亿美元[3] 分组2 - 公司第三季度金融服务分部收入为5.361亿美元,高于去年同期4.641亿美元和预期5.3亿美元,但利润为1.065亿美元,低于去年同期1.338亿美元和预期1.29亿美元[4] - 公司第三季度销售、管理及研发费用分别为1.443亿美元和1.15亿美元,均高于去年同期[4] - 公司截至2024年9月30日的现金及可流动债券为92亿美元,高于2023年12月31日的86.6亿美元[4]

文章核心观点 - 公司第三季度营收为77亿美元,同比下降6.4%,每股收益为1.85美元,去年同期为2.34美元 [1] - 公司营收和每股收益均超出分析师预期 [1] - 公司各项关键指标表现情况与分析师预期存在差异 [1] 公司经营情况 整体业务 - 卡车交付总量为44,900辆,超出分析师预期43,379辆 [1] - 其他地区卡车交付量为9,000辆,超出分析师预期8,103辆 [1] - 欧洲地区卡车交付量为10,000辆,略低于分析师预期10,246辆 [1] - 美国和加拿大地区卡车交付量为25,900辆,超出分析师预期25,029辆 [1] 分部业务 - 零件业务收入为16.6亿美元,超出分析师预期16.5亿美元,同比增长4.8% [1] - 卡车业务收入为60.3亿美元,超出分析师预期58.8亿美元,同比下降9.2% [1] - 其他业务收入为1.92亿美元,超出分析师预期1.28亿美元,同比增长40.2% [1] - 金融服务业务收入为5.36亿美元,超出分析师预期4.9亿美元,同比增长15.5% [1] 盈利情况 - 金融服务业务税前利润为1.065亿美元,略低于分析师预期1.079亿美元 [1] - 零件业务税前利润为4.067亿美元,超出分析师预期3.803亿美元 [1] - 卡车业务税前利润为6.308亿美元,低于分析师预期6.852亿美元 [1] 股票表现 - 公司股票过去一个月涨幅为11%,优于标普500指数2.8%的涨幅 [2] - 公司目前评级为中性(Zacks Rank 3) [2]

Paccar (PCAR) came out with quarterly earnings of $1.85 per share, beating the Zacks Consensus Estimate of $1.82 per share. This compares to earnings of $2.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.65%. A quarter ago, it was expected that this truck maker would post earnings of $2.15 per share when it actually produced earnings of $2.13, delivering a surprise of -0.93%.Over the last four quarters, the company has su ...

Exhibit 99.1 Contact: Ken Hastings (425) 468-7530 ken.hastings@paccar.com PACCAR Inc Public Affairs Department P.O. Box 1518 Bellevue, WA 98009 FOR IMMEDIATE RELEASE PACCAR Achieves Excellent Quarterly Revenues and Profits October 22, 2024, Bellevue, Washington– "PACCAR achieved excellent revenues and net income in the third quarter of 2024," said Preston Feight, chief executive officer. "PACCAR's truck and Parts operations achieved robust quarterly sales and profits due to industry-leading trucks and stron ...

In its upcoming report, Paccar (PCAR) is predicted by Wall Street analysts to post quarterly earnings of $1.82 per share, reflecting a decline of 22.2% compared to the same period last year. Revenues are forecasted to be $7.55 billion, representing a year-over-year decrease of 8.2%. The consensus EPS estimate for the quarter has undergone a downward revision of 0.1% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial est ...

Wall Street expects a year-over-year decline in earnings on lower revenues when Paccar (PCAR) reports results for the quarter ended September 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 22, 2024, might help the stock move higher if these key numbers are better than expec ...