Company facts
- Headquarters
- Bellevue, Washington
- Most recent report
- 10-Q, filed Oct 28, 2026
- Incorporated
- Delaware
- Filings on record
- 1,002+ filings
- On EDGAR
- CIK 75362
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 21
News 8 of 41
Prospectuses and Registrations 2
Proxies 8 of 12
- DEF 14A Proxy statement for a shareholder vote Mar 18, 2026
- DEFA14A Extra proxy material Mar 18, 2026
- DEFA14A Extra proxy material Mar 19, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 19, 2025
- PX14A6G Shareholder's own proxy material Apr 1, 2024
- DEFA14A Extra proxy material Mar 27, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 20, 2024
- PX14A6G Shareholder's own proxy material Mar 28, 2023
Ownership 8 of 905
- 4 Insider reported a trade Nov 6, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Sep 4, 2026
- 4 Insider reported a trade Sep 4, 2026
- 4 Insider reported a trade Sep 4, 2026
Other 8 of 21
- 11-K Employee stock plan report Jun 24, 2026
- SD Conflict minerals disclosure May 29, 2026
- ARS Annual report sent to shareholders Mar 18, 2026
- 11-K Employee stock plan report Jun 27, 2025
- SD Conflict minerals disclosure May 28, 2025
- ARS Annual report sent to shareholders Mar 19, 2025
- 11-K Employee stock plan report Jun 25, 2024
- SD Conflict minerals disclosure May 29, 2024
What to read: Sep 2026 10-Q
SECSift found 2 of 13 sections worth reading, with 2 positive, 6 notable, and 5 negative flags.
Financial Statements (Item 1)
Financial statements and notes with material balance-sheet swings, credit deterioration, and litigation charges.Notable- PACCAR has contributed $464.2M to battery JV Amplify Cell Technologies, with max required contribution of $830M.
- Stock repurchases of $371.6M remain authorized under the $500M program approved Dec 2018.
- Additional $350M pre-tax charge for EC-related litigation recorded in Q1 2025, on top of $600M in 2023.
Management's Discussion (Item 2)
Full MD&A with segment results, market share declines, credit quality, and tariff impacts.PositiveNotable- PACCAR Connect, a new tech platform, will launch in Kenworth and Peterbilt Class 8 trucks in early 2027.
- Truck gross margin improved to 10.2% in Q3 2026 from 5.8%, helped by lower tariff costs and higher prices.
- Operating cash flow fell 23% to $2.52B from $3.27B, driven by higher working capital needs.
Negative- U.S. and Canada heavy-duty market share fell to 29.3% in first nine months 2026 from 30.3% a year ago.
- U.S. and Canada medium-duty market share dropped to 12.5% from 14.2% in the first nine months.
- Financial Services net charge-offs surged to $106.4M in first nine months 2026 from $60.1M, driven by Brazil.
What changed: Sep 2026 vs. Jun 2026
About 1% of PCAR's Sep 2026 10-Q is new information. 4 paragraphs were added, 225 changed, and 22 removed. Below are the most important lines SECSift identified.
Changed
- Third quarter net sales rose to $7.94B from $6.67B; net income rose to $847.5M from $590.0M.
- Cash and cash equivalents (Truck, Parts and Other) rose to $5,990.2M from $5,407.8M at September 30 2026.
- Inventories, net (Truck, Parts and Other) rose to $2,571.0M from $2,384.2M at September 30 2026.
- Truck sales rose to $5.60B from $4.38B; deliveries increased 26% to 40,100 units.
- 2026 truck outlook raised to 240,000-260,000 units from 230,000-270,000; 2027 range added.
- Exhibit 4(g) now filed with this 10-Q (July 29, 2026) instead of being marked 'filed herewith' in prior filing.
Everything here comes from Paccar Inc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Sep 2026.