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Paccar (PCAR) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Oct 28, 2026 · Paccar (PCAR) Q3 2026 earnings results →

Q3 2026 Revenue up 19% year over year to $7.9B · 11¢ of every $1 of revenue kept as net profit · operating margin 13.6%

Paccar made $7.9B in Q3 2026 (+19% Y/Y): Truck Parts and Other $7.4B, Financial Services $559M. Operating margin 13.6%, net earnings $848M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 28, 2026.

Revenue$7.9B

Year over year+19%

Operating margin13.6%

Net earnings$848M

Operating cash flow$848M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $7.9B in Q3 2026, up 19% year over year and up 5% from the previous quarter. Truck Parts and Other was the largest line at 93% of revenue. Truck Parts and Other added $1.3B year over year (up 21%), 101% of the total change. Financial Services declined 1%.

Operating profit was $1.1B, a 13.6% margin (up 2.5 points year over year). Of the extra revenue versus Q3 2025, 27% reached operating profit, above the 11% margin then. Total costs grew 16% against revenue growth of 19%. The fastest-growing cost line was Cost of revenue (+18%). Net earnings were $0.85B, up 44% year over year. The effective tax rate was 21.6%.

Operating cash flow was $0.85B (down 45% year over year), 100% of net earnings. Non-cash charges added back $0.11B of depreciation and amortization and $3.6M of share-based compensation. Working capital and other items used $0.12B. Capital expenditures of $0.14B left free cash flow of $0.71B.

Quarterly history

Quarter	Form	Filed	Revenue	Y/Y	Op. margin	Net earnings	Op. cash flow
Q3 2026	10-Q	Oct 28, 2026	$7.9B	+19%	13.6%	$848M	$848M
Q2 2026	10-Q	Jul 29, 2026	$7.5B	+0.5%	13.0%	$752M	$701M
Q1 2026	10-Q	Apr 29, 2026	$6.8B	-9%	11.5%	$605M	$972M
Q4 2025	10-K	Feb 18, 2026	$6.8B	-14%	10.3%	$557M	$1.1B
Q3 2025	10-Q	Oct 30, 2025	$6.7B	-19%	11.1%	$590M	$1.5B
Q2 2025	10-Q	Jul 31, 2025	$7.5B	-14%	12.4%	$724M	$833M
Q1 2025	10-Q	May 1, 2025	$7.4B	-15%	8.6%	$505M	$910M

Charts

Latest (Q3 2026): Y/Y +19%, Q/Q +5%.

From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.

Latest (Q3 2026): Net income $848M, Operating cash flow $848M.

+1.1% since FY2020: more shares outstanding (issuance, stock pay).

Motor Vehicles & Passenger Car Bodies; dot size is quarterly revenue; dashed lines are the industry's medians.