PCAR

Paccar stock declined 2.13% on October 23, 2026, underperforming the S&P 500's 0.52% loss. The truck maker is scheduled to report earnings on October 27, 2026, with consensus estimates projecting EPS of $1.61 (up 43.75% YoY) and quarterly revenue of $7.56 billion (up 23.87% YoY). The stock holds a Zacks Rank of #3 (Hold) with a Forward P/E of 18.56, trading at a premium to its industry average of 16.3.

The auto sector's third-quarter 2026 earnings season begins October 20 with expected earnings growth of 3.4% and revenue growth of 0.6% year-over-year. Despite affordability pressures, the U.S. auto market has remained resilient, supported by fleet purchases, higher-income buyers, and easier credit access. Four companies—General Motors, PACCAR, Ford, and Rivian Automotive—are identified as likely to outperform consensus estimates based on positive Earnings ESP and Zacks Rank ratings.

As AI stocks experience a selloff, Zacks highlights three non-AI stocks with strong fundamentals and growth potential: Cummins (engine/powertrain manufacturer benefiting from data center boom), Argenx (biotech with blockbuster autoimmune drug Vyvgart expanding to new indications), and PACCAR (commercial truck manufacturer with 87 years of profitability). All three are trading at discounts from recent highs with positive earnings outlooks.

Paccar (PCAR) closed at $110.81, up 2.07% on the day but down 8.17% over the past month. The truck maker is expected to report Q3 2026 earnings on October 27 with EPS projected at $1.61 (up 43.75% YoY) and revenue of $7.56 billion (up 23.87% YoY). The stock carries a Zacks Rank #3 (Hold) with a Forward P/E of 18.38, trading at a premium to its industry average of 15.72.

While AI stocks experienced a selloff, three non-AI companies present attractive long-term investment opportunities: Cummins (CMI), a historic engine manufacturer benefiting from data center demand and trading 29% below summer highs; Argenx (ARGX), a biotech firm with its blockbuster autoimmune drug Vyvgart expanding to new indications; and PACCAR (PCAR), a truck manufacturer positioned to benefit from fleet refreshes and constrained freight capacity.

Paccar (PCAR), a truck manufacturer, has demonstrated a consistent pattern of beating earnings estimates over recent quarters with an average surprise of 4.64%. The company's positive Earnings ESP of +1.04% combined with a Zacks Rank #2 (Buy) rating suggests another earnings beat is likely in its next report expected on October 27, 2026. Stocks with this combination of positive ESP and strong Zacks Rank historically beat consensus estimates nearly 70% of the time.

The article discusses using Zacks' Earnings ESP (Expected Surprise Prediction) tool to identify stocks likely to beat quarterly earnings expectations. It highlights two auto stocks—Paccar and General Motors—both with positive ESP figures and Buy ratings, suggesting they have good chances of beating analyst expectations in their upcoming earnings reports.

Paccar (PCAR) closed down 1.48% to $108.04, underperforming the S&P 500's 0.6% gain. The truck maker has lost 10.53% over the past month but maintains a Zacks Rank #2 (Buy) rating. Analysts expect strong Q3 earnings of $1.61 EPS (up 43.75% YoY) and full-year revenue of $28.61 billion (up 9.05% YoY), though the stock trades at a premium valuation with a Forward P/E of 18.57 versus the industry average of 16.06.

Paccar (PCAR) has been upgraded to a Zacks Rank #2 (Buy) rating, reflecting upward trends in earnings estimates. The truck maker is expected to earn $5.91 per share for fiscal year 2026, with analysts raising consensus estimates by 5.8% over the past three months. The upgrade positions Paccar in the top 20% of Zacks-covered stocks, suggesting potential near-term stock price appreciation.

Tesla secured a 50-truck order from IMC Logistics for its all-electric Semi, adding to growing commercial interest. Tesla holds a lead-supplier position in a 2,500-truck ZET SCALE alliance backed by Microsoft and PepsiCo, with plans to expand to 10,000 trucks.

Tesla's new Nevada factory can produce up to 50,000 trucks annually. However, Tesla faces competition from PACCAR and Volvo Group with their own electric truck offerings. The 50-truck IMC deal is unlikely to materially impact near-term revenue, with long-term growth dependent on delivery execution and competitive operating economics.

Paccar (PCAR) closed down 2.25% and has declined 10.76% over the past month, underperforming the S&P 500. The truck maker is expected to report strong earnings growth of 43.75% EPS increase and 23.48% revenue growth for the upcoming quarter. However, the stock carries a Zacks Rank #3 (Hold) rating with a Forward P/E of 18.51, trading at a premium to its industry average of 16.41.

Western Digital, PACCAR, and Sprout Social are identified as compelling investment opportunities due to their strong earnings acceleration patterns. WDC expects 96% earnings growth, PACCAR projects 18% growth, and SPT anticipates 37.8% growth this year. These stocks were selected from a screened universe of 7,735 stocks based on criteria including quarter-over-quarter EPS growth acceleration and adequate trading liquidity.

Paccar stock fell 1.65% to $109.96, underperforming the S&P 500's 0.25% loss. The truck maker has declined 8.7% over the past month.

However, the company is expected to report strong earnings growth of 43.75% EPS increase and 23.48% revenue growth year-over-year, with a Zacks Rank #2 (Buy) rating. The stock trades at a premium valuation with a Forward P/E of 18.93 versus the industry average of 15.79.

Ford Motor Company is expected to report Q3 2026 earnings of $0.39 per share on October 28, representing a 13.3% year-over-year decline with revenues down 3.2%. However, the company shows a positive Earnings ESP of +2.34% with a Zacks Rank #3 (Hold), suggesting it will likely beat consensus estimates. Ford has beaten EPS estimates in 3 of the last 4 quarters, most recently delivering a +27.27% surprise.

Amid market volatility driven by rising Treasury yields and oil prices, five stocks with strong cash flow, high return on equity (ROE), and attractive valuations are identified as solid investment opportunities. Micron Technology leads with 32.6% expected long-term earnings growth, followed by Banco Bilbao at 15.7%. All five stocks meet screening criteria for cash flow above $1B, superior ROE, and attractive valuations.