PCAR PACCAR reported a mixed Q3 this week, beating revenue expectations but falling short on EPS and facing margin compression from weak truck demand and tariffs. While the company's strong balance sheet and optimistic long-term outlook for 2026 provide support, persistent near-term market and cost pressures are likely to cause continued volatility. This leaves investors balancing short-term headwinds against long-term recovery potential.Community discussions
PCAR PACCAR reported a mixed Q3 this week, beating revenue expectations but falling short on EPS and facing margin compression from weak truck demand and tariffs. While the company's strong balance sheet and optimistic long-term outlook for 2026 provide support, persistent near-term market and cost pressures are likely to cause continued volatility. This leaves investors balancing short-term headwinds against long-term recovery potential.PCAR The market's panicking about PCAR's earnings drop, but strong cash flow and their financial services growth tell the real story. See my detailed thread explaining why this might be a buying opportunity on @nyse_techfund.PCAR runs a diversified model: Trucks, Parts (recurring cash flow), and Financial Services.Strong balance sheet with $17.5B equity, $9.8B cash, and 86 years of dividends.
Investing heavily in EV, hydrogen, and battery tech to future-proof growth.
Despite cyclicality, it’s a resilient cash generator trading at attractive value.
PCAR Good buy right now.
230124 võrdlesin dividendiaktsiaid: torkas silma oma kõrge protsendiga!
Kaalu-jälgi
PACCAR is a global technology leader in the design, manufacture and customer support of premium light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt and DAF nameplates. PACCAR also designs and manufactures advanced diesel engines, provides financial services, information technology, and distributes truck parts related to its principal business.
Kaalu-jälgi
PACCAR is a global technology leader in the design, manufacture and customer support of premium light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt and DAF nameplates. PACCAR also designs and manufactures advanced diesel engines, provides financial services, information technology, and distributes truck parts related to its principal business.