NASDAQ$PCAR

Paccar Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

PACCAR achieved record quarterly revenues and profits due to increased deliveries of new truck models and record parts performance.

PACCAR reported record revenues and net income in Q2 2022, driven by increased deliveries of new truck models, excellent gross margins, and record PACCAR Parts results. Net income increased by 45% compared to the same period last year, and net sales and financial services revenues also saw significant growth.

  • PACCAR achieved record revenues and net income in the second quarter of 2022.
  • PACCAR Parts achieved record quarterly sales and profits.
  • PACCAR Financial Services delivered excellent profitability.
  • Global truck deliveries reached 46,900 units.

Headline financials

Total Revenue

$7.16B

Previous: $5.84B+22.5%
EPS (adj)

$1.38

Previous: $0.94+46.8%
Capital Expenditures

-$267M

Previous: -$242M-10.1%
Free Cash Flow

$454M

Previous: $251M+81.0%
Net Income

$720M

Previous: $493M+46.2%
Operating Income

$2.29B

Previous: $5.61B-59.1%
Gross Profit

$2.5B

Previous: $5.84B-57.2%
Cash & Equivalents

$4.69B

Previous: $3.07B+52.9%
Total Assets

$30.6B

Previous: $29B+5.4%

Revenue & EPS history

Paccar · Revenue · Quarterly

$7.16B

Q2 2022+22.5%vs Q2 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Paccar · $6.77B total across 2 segments · Q2 2022

  • Truck
    $5.34B+28.5%
  • Parts
    $1.43B+18.4%

Forward guidance

Capital investments are estimated to be in a range of $425-$475 million, and research and development expenses to be in a range of $330-$350 million, this year.

Tailwinds

  • Increasing investment in clean diesel and electric powertrain technologies
  • Focus on autonomous systems
  • Focus on connected vehicle services
  • Focus on next-generation manufacturing
  • Focus on parts distribution capabilities

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 Q2 2022

Historical avgQ2 2022

-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%

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