Every material Form 8-K Paccar filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
PACCAR reported third quarter 2026 net income of $847.5 million, or $1.61 per diluted share, up from $590.0 million, or $1.12 per diluted share, a year earlier. Revenue rose to $7.94 billion from $6.67 billion, and the company attributed the profit gain to higher truck segment margins and strong overall business performance.
Q3 2026 net income $847.5 million ($1.61 per diluted share) vs. $590.0 million ($1.12) in Q3 2025
Q3 2026 revenue $7.94 billion vs. $6.67 billion in Q3 2025; PACCAR Parts reported record quarterly revenue of $1.78 billion
Nine-month 2026 net income $2.20 billion ($4.18 per diluted share) vs. $1.82 billion in 2025, which included a $264.5 million after-tax European litigation charge
PACCAR reported second quarter 2026 net income of $752.0 million, or $1.43 per diluted share, up from $723.8 million, or $1.37 per diluted share, a year earlier. Net sales and financial services revenues were $7.55 billion, compared with $7.51 billion in the second quarter of 2025, though global truck deliveries fell to 38,700 units from 39,300.
Second quarter net sales and financial services revenues of $7.55 billion, versus $7.51 billion a year earlier
Global truck deliveries of 38,700 units, compared with 39,300 in the second quarter of 2025
PACCAR Parts reported record quarterly revenues of $1.75 billion and pre-tax income of $417.0 million
For 2026, capital expenditures are projected at $700-$750 million and R&D expenses at $450-$480 million
At its April 28, 2026 annual meeting, PACCAR shareholders elected all 12 director nominees to terms expiring in 2027, approved the advisory executive compensation resolution, and ratified the independent auditors. The 8-K also discloses that the Compensation Committee approved 2023-2025 long-term cash awards, which raise the CEO's reported total compensation to $19,453,009.
All 12 nominees elected; M. A. Schulz received the most against votes at 63,686,066
Advisory say-on-pay approved: 432,025,578 for and 25,777,225 against
Auditor ratification: 459,284,605 for and 22,031,967 against
LTIP cash awards for 2023-2025 approved April 27, 2026; CEO R. P. Feight's total pay recalculated to $19,453,009, a 198 to 1 ratio to the median employee's $98,350
PACCAR reported first quarter 2026 revenue of $6.78 billion, down from $7.44 billion a year earlier, and net income of $605.3 million ($1.15 per diluted share), up from $505.1 million ($0.96) in the first quarter of 2025. The prior-year figure included a $264.5 million after-tax charge for European civil litigation, so the company's adjusted prior-year net income was $769.6 million ($1.46 per diluted share), which is above the current quarter.
Q1 2026 revenue of $6.78 billion vs. $7.44 billion in Q1 2025.
Q1 2026 net income of $605.3 million ($1.15 per diluted share) vs. $505.1 million ($0.96) in Q1 2025.
Q1 2025 adjusted net income (non-GAAP) was $769.6 million ($1.46 per diluted share), excluding the EC-related claims charge.
Truck segment pretax profit was $176.2 million vs. $364.9 million; 2026 capital expenditure is projected at $725-$775 million.
PACCAR reported fourth-quarter 2025 revenues of $6.82 billion and net income of $556.9 million ($1.06 per diluted share), down from $7.91 billion and $872.0 million ($1.66 per share) a year earlier. Full-year 2025 net income was $2.38 billion ($4.51 per diluted share), including a $264.5 million after-tax charge for civil litigation in Europe, while full-year revenue was $28.44 billion versus $33.66 billion in 2024. Both revenue and profit declined, and the filing gives industry ranges for 2026 but no company earnings guidance.
Q4 2025 revenues were $6.82 billion versus $7.91 billion in Q4 2024; diluted EPS was $1.06 versus $1.66.
2025 net income of $2.38 billion ($4.51 per diluted share) included a $264.5 million after-tax charge; adjusted net income (non-GAAP) was $2.64 billion ($5.01 per diluted share).
PACCAR declared $2.72 per share in dividends for 2025, including a $1.40 year-end dividend paid January 7, 2026.
Company estimates 2026 U.S. and Canada Class 8 retail sales of 230,000-270,000 trucks and capital spending of $725-$775 million.
PACCAR said Executive Vice President C. Michael Dozier announced on January 14, 2026 that he will retire effective April 1, 2026, after 37 years with the company. The filing also says W. Lance Walters, promoted to Vice President, will take responsibility for operations in Australia, Mexico and South America, and Raja Shembekar will assume responsibility for international business development, both effective the same date. The filing does not discuss financial effects.
C. Michael Dozier announced his retirement on January 14, 2026, after 37 years of service; it takes effect April 1, 2026.
W. Lance Walters, currently Assistant Vice President, will be promoted to Vice President effective April 1, 2026.
Walters will oversee operations in Australia, Mexico and South America; Raja Shembekar, Vice President, will lead international business development, both effective April 1, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Paccar filing is on SEC EDGAR ↗. 8-K briefs of other companies →