业绩总结 - PACCAR在2024年总收入为337亿美元，净收入为42亿美元[9] - PACCAR在2024年生产了185,300辆卡车，2015年至2024年间共生产超过170万辆卡车[51] - PACCAR的零部件收入为67亿美元，占总收入的20%[10] - PACCAR的金融服务收入为21亿美元，资产总额为224亿美元[10] - PACCAR在2024年每辆卡车的净收入为22,500美元[71] - PACCAR在2024年的投资回报率（ROIC）为25.5%[74] - PACCAR的销售和管理费用占销售额的比例显著低于同行业平均水平[62] - PACCAR的股息支付自1941年以来每年持续，过去十年的股息年均增长率为7%[79] - PACCAR的平均股息收益率在过去十年中为3.9%[84] - PACCAR过去五年的平均运营现金流为34亿美元，过去20年年均增长9%[100] 用户数据与市场表现 - 在美国，72%的货运依赖卡车运输，卡车运输是经济的命脉[85] - PACCAR在北美生产了超过738,000台发动机，欧洲生产了超过347,000台[104] - Kenworth和Peterbilt的市场份额在美国和加拿大的职业卡车细分市场中合计约为40%[200] - PACCAR在南美、欧洲、澳大利亚和美国及加拿大的重型卡车市场份额自2004年以来持续增长[188] 新产品与技术研发 - PACCAR在过去十年内投资了86亿美元于资本项目、新产品和技术[100] - PACCAR的电池战略项目总投资为20亿至30亿美元，预计2027年开始生产[119] - PACCAR的电动卡车充电站功率范围从20 kW到350 kW，支持全球电动卡车的推出[111] 市场扩张与并购 - PACCAR Parts在2024年实现销售额66.7亿美元，税前利润17.1亿美元，过去20年的销售年均增长率为8%，利润年均增长率为12%[164] - PACCAR Parts在2024年拥有353个TRP地点，较2016年的76个增长了367%[168] - PACCAR的独立经销商网络拥有2400个经销商位置，提供优质客户体验[179] 未来展望与策略 - 2021年，美国国会批准了1.2万亿美元的新基础设施支出，将使PACCAR受益[200] - PACCAR在2024年融资了25%的Kenworth、Peterbilt和DAF卡车销售[185]

Paccar (PCAR) Q1 2025 Earnings Call April 29, 2025 04:16 PM ET Speaker0 Good morning, and welcome to PACCAR's First Quarter twenty twenty five Earnings Conference Call. All lines will be in listen only mode until the question and answer session. Today's call is being recorded. And if anyone has an objection, you should disconnect at this time. I would now like to introduce Mr. Ken Hastings, PACCAR's Director, Investor Relations. Mr. Hastings, please go ahead. Speaker1 Good morning. We would like to welcome ...

PACCAR Inc. (PCAR) recorded earnings of $1.46 per share for the first quarter of 2025, which missed the Zacks Consensus Estimate of $1.57 and declined from $2.27 reported in the year-ago period. Consolidated revenues (including trucks and financial services) came in at $7.44 billion, down from $8.74 billion in the corresponding quarter of 2024. Sales from Trucks, Parts and Others were $6.91 billion.Key TakeawaysRevenues from the Trucks segment totaled $5.23 billion in the first quarter, lower than the prior ...

Paccar (PCAR) Q1 2025 Earnings Call April 29, 2025 11:00 AM ET Company Participants Ken Hastings - Director of Investor RelationsR. Preston Feight - CEO & DirectorHarrie Schippers - President & CFOJamie Cook - Managing Director - Equity ResearchMichael Feniger - Director of Equity ResearchTami Zakaria - Executive DirectorRob Wertheimer - Director of ResearchDavid Raso - Senior Managing Director & PartnerAngel Castillo - Executive DirectorJerry Revich - Senior Investment Leader & Head of US Machinery, Infras ...

Paccar (PCAR) came out with quarterly earnings of $1.46 per share, missing the Zacks Consensus Estimate of $1.57 per share. This compares to earnings of $2.27 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -7.01%. A quarter ago, it was expected that this truck maker would post earnings of $1.68 per share when it actually produced earnings of $1.66, delivering a surprise of -1.19%.Over the last four quarters, the company has s ...

Exhibit 99.1 PACCAR Inc Public Affairs Department P.O. Box 1518 Bellevue, WA 98009 Contact: Ken Hastings (425) 468-7530 ken.hastings@paccar.com April 29, 2025, Bellevue, Washington – "PACCAR reported good revenues and net income in the first quarter of 2025," said Preston Feight, chief executive officer. "Peterbilt, Kenworth and DAF delivered good results, PACCAR Parts delivered record revenue and strong profits, and PACCAR Financial Services achieved good results due to its high-quality portfolio. I am ver ...

In its upcoming report, Paccar (PCAR) is predicted by Wall Street analysts to post quarterly earnings of $1.57 per share, reflecting a decline of 30.8% compared to the same period last year. Revenues are forecasted to be $7.07 billion, representing a year-over-year decrease of 14.1%.The consensus EPS estimate for the quarter has undergone a downward revision of 9.4% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial est ...

文章核心观点 - Paccar股价在市场反弹中上涨，但盈利和营收预期不佳且盈利预估下调，需关注后续走势；福特汽车股价上涨但盈利预估大幅下降且评级为强烈卖出 [1][2][3][4][5] Paccar公司情况 - 上一交易日股价收于93.93美元，上涨8.7%，成交量可观，过去四周下跌17.5% [1] - 因特朗普政府宣布暂停对多数国家的互惠关税，市场反弹，股价随之飙升 [2] - 即将公布的季度报告预计每股收益1.58美元，同比下降30.4%，营收70.5亿美元，同比下降14.3% [3] - 过去30天该季度的共识每股收益预估下调1.5%至当前水平 [4] - 目前Zacks评级为3（持有），属于Zacks美国汽车行业 [4] 福特汽车公司情况 - 上一交易日股价收于9.50美元，上涨9.3%，过去一个月回报率为 -10.3% [4] - 即将公布的报告共识每股收益预估在过去一个月变化 -12.8%至 -0.02美元，与去年同期相比变化 -104.1% [5] - 目前Zacks评级为5（强烈卖出） [5]

文章核心观点 - 分析帕卡公司（Paccar）最新股价表现、盈利预测、估值指标等情况，并提及相关行业排名信息 [1][2][6] 股价表现 - 最新收盘时帕卡股价达98.19美元，较前一日下跌1.35%，表现逊于标普500指数当日0.33%的跌幅，道指当日跌0.37%，纳斯达克指数当日跌0.53% [1] - 过去一个月公司股价贬值6.13%，表现逊于汽车-轮胎-卡车板块4.57%的跌幅和标普500指数4.03%的跌幅 [1] 盈利预测 - 公司即将公布的财报预计每股收益（EPS）为1.59美元，较去年同期下降29.96%，预计营收70.5亿美元，较去年同期下降14.34% [2] - 全年扎克斯共识预测每股收益7.39美元，营收310.9亿美元，分别较上一年变化-6.46%和-1.51% [3] - 过去一个月扎克斯共识每股收益预估下降2.38%，目前帕卡公司扎克斯评级为3（持有） [5] 估值指标 - 公司目前远期市盈率（Forward P/E）为13.47，高于行业平均的11.02 [6] - 公司目前PEG比率为1.81，昨日收盘时美国国内汽车行业平均PEG比率为0.79 [7] 行业排名 - 美国国内汽车行业属于汽车-轮胎-卡车板块，目前扎克斯行业排名为203，处于所有250多个行业的后20% [8] - 扎克斯行业排名通过确定组成行业组的个股平均扎克斯评级来评估行业实力，研究显示排名前50%的行业表现是后50%行业的两倍 [8]

文章核心观点 文章围绕Paccar公司展开，介绍其股价表现、盈利预测、估值情况等，还提及行业排名，为投资者提供投资参考 [1][2][7] 股价表现 - 公司最新交易日收盘价98.32美元，较上一交易日下跌1.28%，表现逊于标普500、道指和纳斯达克 [1] - 过去一个月公司股价下跌7.11%，优于汽车轮胎卡车板块和标普500 [1] 盈利预测 - 公司即将公布的财报预计每股收益1.59美元，较去年同期下降29.96%，预计营收70.5亿美元，较去年同期下降14.34% [2] - 公司全年Zacks共识预测每股收益7.48美元，营收310.9亿美元，同比分别下降5.32%和1.51% [3] - 过去一个月Zacks共识每股收益预估下降1.17%，公司目前Zacks排名为3（持有） [6] 估值情况 - 公司远期市盈率为13.32，高于行业平均的11.13 [7] - 公司PEG比率为1.79，高于国内汽车行业平均的0.82 [7] 行业排名 - 国内汽车行业属于汽车轮胎卡车板块，目前Zacks行业排名为132，处于所有250多个行业的后48% [8]