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Paccar (PCAR) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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Paccar (PCAR - Free Report) reported $8.23 billion in revenue for the quarter ended September 2023, representing a year-over-year increase of 23.1%. EPS of $2.34 for the same period compares to $1.47 a year ago.

The reported revenue represents a surprise of +2.10% over the Zacks Consensus Estimate of $8.06 billion. With the consensus EPS estimate being $2.07, the EPS surprise was +13.04%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Paccar performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Truck deliveries - Total: 50,100 versus the two-analyst average estimate of 50,840.
  • Truck deliveries - Other: 8,100 versus the two-analyst average estimate of 7,210.
  • Truck deliveries - Europe: 14,500 versus the two-analyst average estimate of 16,296.
  • Truck deliveries - U.S and Canada: 27,500 compared to the 27,334 average estimate based on two analysts.
  • Sales and Revenues- Truck: $6.64 billion versus $6.44 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +27.7% change.
  • Sales and Revenues- Parts: $1.58 billion compared to the $1.57 billion average estimate based on three analysts. The reported number represents a change of +7.5% year over year.
  • Sales and Revenues- Other: $13.70 million versus $21.85 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -20.8% change.
  • Sales and Revenues- Financial Services: $464.10 million versus $443.10 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +24.8% change.
  • Pretax Profit- Parts: $412.30 million versus $391.35 million estimated by three analysts on average.
  • Pretax Profit- Financial Services: $133.80 million versus the three-analyst average estimate of $149.72 million.
  • Pretax Profit- Truck: $960.90 million versus the two-analyst average estimate of $752.95 million.
View all Key Company Metrics for Paccar here>>>

Shares of Paccar have returned -4.8% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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