PACCAR Inc. stock declined 1.6% despite positive analyst coverage and strong financial results. The company reported 2025 annual revenues of $28.44 billion and adjusted net income of $2.64 billion, its fourth best in 120 years. CEO Preston Feight noted strong Q4 2025 results with $6.8 billion in revenue and $557 million in net income. Multiple analysts maintained positive ratings: Bernstein SocGen reiterated Outperform with a $138 price target, Evercore ISI maintained Outperform with a $143 price target, and Morgan Stanley raised its price target to $109 while maintaining Equal Weight. Institutional investors highlighted PACCAR as a top portfolio contributor, citing tariff relief benefits, evolving environmental regulations, and expectations of cyclical recovery. PACCAR Parts and Financial Services divisions delivered record revenue and strong profits.
Read full analysisPACCAR Inc. stock declined 1.6% despite positive analyst coverage and strong financial results. The company reported 2025 annual revenues of $28.44 billion and adjusted net income of $2.64 billion, its fourth best in 120 years. CEO Preston Feight noted strong Q4 2025 results with $6.8 billion in revenue and $557 million in net income. Multiple analysts maintained positive ratings: Bernstein SocGen reiterated Outperform with a $138 price target, Evercore ISI maintained Outperform with a $143 price target, and Morgan Stanley raised its price target to $109 while maintaining Equal Weight. Institutional investors highlighted PACCAR as a top portfolio contributor, citing tariff relief benefits, evolving environmental regulations, and expectations of cyclical recovery. PACCAR Parts and Financial Services divisions delivered record revenue and strong profits.
PACCAR is a major manufacturer of premium heavy-duty trucks under the Kenworth, Peterbilt, and DAF brands, with significant aftermarket parts and financial services businesses. The company reported $28.4 billion in 2025 revenue and its fourth most profitable year in its 120-year history. PACCAR's U.S.-based manufacturing is seen as advantageous under current Section 232 tariff regulations, a factor analysts have highlighted as a competitive edge heading into 2026.