NASDAQ$PCAR

Paccar Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

PACCAR achieved excellent revenues and net income due to robust quarterly sales and profits in truck and Parts operations, and good results in Financial Services.

PACCAR reported net income of $972.1 million, or $1.85 per diluted share, for the third quarter of 2024, compared to $1.23 billion, or $2.34 per diluted share, in the same period last year. Third quarter revenues were $8.24 billion, down from $8.70 billion in the third quarter of 2023.

  • Net sales and revenues reached $8.24 billion.
  • Net income was $972.1 million.
  • Global truck deliveries totaled 44,900 units.
  • Cash generated from operations amounted to $1.29 billion.

Headline financials

Total Revenue

$8.24B

Previous: $8.7B-5.2%
EPS

$1.85

Previous: $2.34-20.9%
Parts Pretax Income

$407M

Previous: $412M-1.4%
Truck Deliveries

44.9K

No prior period
Capital Expenditures

-$605M

Previous: -$497M-21.7%
Free Cash Flow

$367M

Previous: $731M-49.8%
Net Income

$972M

Previous: $1.23B-20.9%
Operating Income

$7.82B

Previous: $8.32B-6.0%
Gross Profit

$8.19B

Previous: $8.68B-5.7%
R&D Expense

$115M

No prior period

Revenue & EPS history

Paccar · Revenue · Quarterly

$8.24B

Q3 2024-5.2%vs Q3 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

U.S. and Canada Class 8 truck industry retail sales in 2024 are estimated to be in a range of 250,000-270,000 vehicles. Class 8 truck industry retail sales for 2025 are expected to be in a range of 250,000-280,000 vehicles. European truck industry registrations in the above 16-tonne segment are estimated to be in the range of 290,000-310,000 units this year. The market in 2025 is expected to be in a range of 270,000-300,000 trucks. The South American above 16-tonne truck market is projected to be in a range of 110,000-120,000 units this year, and in a similar range in 2025.

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 Q3 2024

Historical avgQ3 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%

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