NASDAQ$PCAR

Paccar Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

PACCAR reported excellent revenues and net income.

PACCAR's Q1 2024 results reflect ongoing demand for premium quality trucks, aftermarket parts, and financial services, leading to excellent revenues and net income.

  • Consolidated revenues reached $8.74 billion.
  • Net income was $1.20 billion.
  • PACCAR Parts achieved record revenue of $1.68 billion.
  • Cash provided by operations totaled $1.47 billion.

Headline financials

Total Revenue

$8.74B

Previous: $8.47B+3.2%
EPS

$2.27

Previous: $2.25+0.9%
Parts Pretax Income

$456M

Previous: $439M+3.9%
Financial Services Pretax Income

$114M

Previous: $149M-23.5%
Capital Expenditures

-$191M

Previous: -$139M-37.9%
Free Cash Flow

$1B

Previous: $595M+68.7%
Net Income

$1.2B

Previous: $734M+62.9%
Operating Income

$8.38B

Previous: $8.1B+3.3%
Gross Profit

$8.73B

Previous: $8.47B+3.0%
R&D Expense

$106M

No prior period

Revenue & EPS history

Paccar · Revenue · Quarterly

$8.74B

Q1 2024+3.2%vs Q1 2023
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Paccar · $8.22B total across 2 segments · Q3 2023

  • Truck
    $6.64B+27.7%
  • Parts
    $1.58B+7.5%

Forward guidance

Capital expenditures are projected to be in the range of $700-$750 million and research and development expenses are estimated to be in the range $460-$500 million in 2024.

Tailwinds

  • Increasing investment in new powertrains
  • Advanced manufacturing capabilities and capacity
  • Aftermarket distribution capabilities
  • Construction of 21-gigawatt hour (GWh) factory in Marshall County, Mississippi, in the second quarter of 2024
  • Factory start production in 2027

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.4%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-0.1%

Avg return

30 days after

40%

29 / 73 earnings

Positive

+9.5%

Q3 2012

Best reaction

-9.3%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.3%-8.7%-12.1%
Q4 2025-0.1%+0.7%+1.6%
Q3 2025+2.5%+2.7%+0.1%
Q2 2025-1.0%-1.2%+1.8%
Q1 2025-1.9%-2.3%+2.4%
Q4 2024-2.4%+0.9%-4.0%
Q3 2024-5.3%-3.4%+4.1%
Q2 2024-9.3%-9.0%-12.6%
Q1 2024-6.4%-7.8%-6.9%
Q4 2023+3.9%+4.8%+13.8%
Q3 2023+3.9%+2.4%+12.1%
Q2 2023-4.6%-3.8%-5.0%
Q1 2023-0.9%+1.2%-3.7%
Q4 2022+8.4%+8.2%+7.7%
Q3 2022+0.8%+4.7%+15.1%
Q2 2022+3.5%+6.4%+7.5%
Q1 2022-2.3%-3.8%-2.6%
Q4 2021+3.0%+2.8%+0.9%
Q3 2021-1.7%+2.7%+1.7%
Q2 2021-4.8%-4.5%-6.3%
Q1 2021-2.9%-3.7%-2.1%
Q4 2020-1.6%-6.9%-5.3%
Q3 2020-0.2%+1.7%-1.1%
Q2 2020+7.0%+7.6%+9.4%
Q1 2020-1.6%+0.4%+1.5%
Q4 2019+1.3%-1.3%-9.8%
Q3 2019+2.9%+5.3%+9.3%
Q2 2019+4.3%+3.6%-6.8%
Q1 2019-0.7%+0.1%-4.6%
Q4 2018+5.6%+6.0%+10.6%
Q3 2018-9.2%-8.6%-0.9%
Q2 2018+2.0%+5.0%+5.9%
Q1 2018-6.5%-7.2%-6.0%
Q4 2017-5.6%-8.1%-12.6%
Q3 2017-5.9%-3.7%-9.1%
Q2 2017-0.8%-1.4%-7.7%
Q1 2017-3.5%-1.5%-7.4%
Q4 2016+1.5%+1.3%-0.4%
Q3 2016-1.9%-1.7%+10.0%
Q2 2016+5.7%+5.5%+7.2%
Q1 2016+7.4%
Q4 2015+2.5%
Q3 2015-2.1%
Q2 2015+1.6%
Q1 2015+5.5%
Q4 2014-4.1%
Q3 2014+3.4%
Q2 2014-1.4%
Q1 2014-2.8%
Q4 2013-6.0%
Q3 2013-4.5%
Q2 2013-2.8%
Q1 2013-0.1%
Q4 2012-1.2%
Q3 2012+9.5%
Q2 2012-0.2%
Q1 2012+1.5%
Q4 2011-1.0%
Q3 2011+1.0%
Q2 2011-4.8%
Q1 2011+3.0%
Q4 2008-2.5%
Q4 2010-2.5%
Q3 2010-3.0%
Q2 2010+0.8%
Q4 2009+0.8%
Q1 2009-7.0%
Q1 2010+0.0%
Q4 2007+0.9%
Q3 2009+3.2%
Q3 2008+3.2%
Q2 2009-1.7%
Q2 2008-1.7%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro