PCAR at a glance
Paccar (PCAR, SEC CIK 75362) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 28, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Paccar (PCAR) reported revenue of $28.4 billion (down 15.5% from FY2024) and net income of $2.4 billion. Diluted EPS was $4.51.
- As of June 30, 2026, 45 institutional investment managers tracked by SignalX reported holding Paccar (PCAR) shares worth $26.7 billion in 13F-HR filings.
- In the last 90 days, PCAR insiders reported 0 open-market purchases ($0) and 4 open-market sales ($7.6M) on Form 4, a net sale of $7.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $28.4B
- −15.5% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$7.6M
- 13F holders
- 45 funds
- $26.7B · +1 vs prior quarter
- Latest 8-K
- Jul 28, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Revenue $28.44B in 2025, down 16% YoY from $33.66B; Truck down 22% to $19.37B, Parts up 3% to $6.87B, Financial Services up 5% to $2.21B
- Operating margin Truck 7.5% vs 13.9% in 2024; Parts margin 29.9% vs 30.9%; Financial Services pre-tax return on revenues 2.1% vs 2.0%
- Best performing segment Parts: income before taxes $1.67B with 24.3% margin; Worst Truck income $871M with 4.5% margin, down 69% YoY
- Cash flow: Operating cash $4.42B, Investing cash outflow $2.27B, Financing cash outflow $3.08B; Dividends paid $2.27B; Capex reduced, lower equipment acquisitions
- Outlook/risk: Truck demand weakness persists; litigation charge $350M in Other segment; rising provision for losses and past due accounts in Financial Services; dividend continuation but no guarantee
Business Overview
- Core business: Design, manufacture, and distribution of heavy-duty trucks and related parts
- No new products, services, or segments introduced or emphasized in this year's filing
- Continued adherence to corporate governance and compliance including Code of Ethics and insider trading policies
- Independent auditor Ernst & Young LLP retained for 2026 audit services
- Proxy statement for April 28, 2026 meeting incorporated extensively by reference across multiple governance and compensation disclosures
Risk Factors
- Regulatory risk from EPA’s Low NOx Rule and California’s Advanced Clean Truck (ACT) regulation under litigation with uncertain outcome
- Geopolitical exposure to fuel shortages, natural calamities, and labor strikes in North America and Europe markets
- Supply chain vulnerability due to shortages of alternative powertrain components and increased demand exceeding supplier capacity
- Competitive threat from rivals advancing battery-electric, hybrid, hydrogen fuel cell, and hydrogen combustion commercial vehicles
- Financial Services segment credit risk from potential customer loan defaults despite collateral secured by equipment
AI summary of the PCAR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk-factors section provided; submitted text covers Items 2–6
- New €2,500,000,000 PACCAR Financial Europe medium-term-note terms filed May 6, 2026
- No defaults upon senior securities reported
- No director or officer trading-plan changes during quarter ended June 30, 2026
- No share repurchases during first six months of 2026 under $500.0 million authorization
AI summary of the PCAR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- PACCAR reported second-quarter 2026 results on July 28, 2026
- Earnings conference call scheduled the same day for analyst discussion
Item EX-99.1: Item EX-99.1
- Q2 2026 net income $752.0M, up from $723.8M; diluted EPS $1.43 versus $1.37
- Revenue $7.55B, up from $7.51B, despite global truck deliveries declining to 38,700 from 39,300
Item 5.02: Departure/Appointment of Directors or Principal Officers
- 2023–2025 LTIP awards materially increased reported executive compensation
- CEO R. P. Feight received $19.45M LTIP cash award and $19.45M total compensation
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders elected all 12 director nominees, with M. A. Schulz receiving the strongest opposition at 63,686,066 votes against
- Executive compensation advisory proposal approved by majority of outstanding shares, with 25,777,225 votes against
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 earnings released April 28, 2026, covering PACCAR’s first-quarter financial performance
- Management scheduled same-day conference call with securities analysts for earnings discussion
Item EX-99.1: Item EX-99.1
- Q1 2026 revenue $6.78B, down from $7.44B, while net income rose to $605.3M from $505.1M
- Prior-year earnings included a $264.5M after-tax European litigation charge; adjusted 2025 EPS was $1.46 versus reported $0.96
AI summaries of PCAR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PCAR
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- Fund moves. Which tracked funds opened, added or cut PCAR, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Breber Pierre R | J | Oct 1, 2026 | 454.794 | $109.94 |
| Pretti Luiz Antonio Dos Santos | J | Oct 1, 2026 | 193.287 | $109.94 |
| Pigott John | J | Oct 1, 2026 | 318.356 | $109.94 |
| RAMASWAMY SREEGANESH | J | Oct 1, 2026 | 318.356 | $109.94 |
| Scheiter Dietmar A. | J | Sep 2, 2026 | 3.156 | $122.13 |
| Pigott John | J | Sep 2, 2026 | 10.524 | $122.13 |
| Pigott John | J | Sep 2, 2026 | 208.954 | $122.13 |
| Pretti Luiz Antonio Dos Santos | J | Sep 2, 2026 | 4.948 | $122.13 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $35.1B | $33.7B | $28.4B |
| Net Income | $4.6B | $4.2B | $2.4B |
| Net Margin | 13.1% | 12.4% | 8.4% |
| Balance Sheet | |||
| Total Assets | $40.8B | $43.4B | $44.3B |
| Equity | $15.9B | $17.5B | $19.3B |
| ROE | 29.0% | 23.8% | 12.3% |
| Per Share | |||
| EPS | - | $7.90 | $4.51 |
| Cash Flow | |||
| Operating CF | $4.2B | $4.6B | $4.4B |
| CapEx | $695.0M | $838.7M | $743.0M |
Source: XBRL data in Paccar (PCAR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PCAR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 45 | $26.66B |
| Q1 2026 | 44 | $24.96B |
| Q4 2025 | 38 | $22.87B |
| Q3 2025 | 40 | $19.45B |
| Q2 2025 | 37 | $18.36B |
| Q1 2025 | 32 | $15.34B |
| Q4 2024 | 31 | $13.44B |
| Q3 2024 | 26 | $5.82B |
- BlackRock+4.25M (+12%)
- JPMorgan Chase & Co+2.03M (+43%)
- Raymond James Financial+799.2K (+224%)
- Goldman Sachs Group+770.4K (+16%)
- State Street Corp+615.6K (+3%)
- Bank of America Corp−2.22M (-19%)
- Millennium Management−1.58M (-88%)
- FMR LLC (Fidelity)−790.3K (-5%)
- Principal Financial Group−438.6K (-15%)
- AQR Capital Management−91.8K (-7%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 293 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PCAR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
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PCAR SEC filings: frequently asked questions
Are PCAR insiders buying or selling?
In the last 90 days, Paccar (PCAR) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $7.6 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PCAR stock?
As of June 30, 2026, the largest Paccar (PCAR) holders among the 13F filers tracked by SignalX were BlackRock ($4.9 billion), Vanguard Capital Management LLC ($4.1 billion), Vanguard Portfolio Management LLC ($3.0 billion), State Street Corp ($2.8 billion), Invesco Ltd ($2.1 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PCAR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Paccar (PCAR) reported revenue of $28.4 billion (down 15.5% from FY2024) and net income of $2.4 billion. Diluted EPS was $4.51. The figures come from the XBRL data in the 10-K.
What are the main risks in PCAR's latest 10-K?
In the 10-K filed February 18, 2026, Paccar (PCAR) flagged: Regulatory risk from EPA’s Low NOx Rule and California’s Advanced Clean Truck (ACT) regulation under litigation with uncertain outcome. Geopolitical exposure to fuel shortages, natural calamities, and labor strikes in North America and Europe markets. (AI summary of the Risk Factors section.)
What did PCAR report in its latest 8-K?
Paccar (PCAR) filed an 8-K on July 28, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). PACCAR reported second-quarter 2026 results on July 28, 2026.
What are the latest PCAR SEC filings?
Paccar (PCAR) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 28, 2026 and a Form 4 insider filing on October 2, 2026.
What is PCAR's SEC CIK number?
Paccar (PCAR)'s SEC Central Index Key (CIK) is 75362. EDGAR lists every PCAR filing under that number.
Ask anything about PCAR
The research agent reads PCAR's filings, financials, insider trades and 13F holders, then answers with sources.