PACCAR's Q3 Earnings Meet Projections, Capital Expenditure Forecast Adjusted
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 22 2025
0mins
Should l Buy ALV?
Source: NASDAQ.COM
Earnings Overview: PACCAR Inc. reported third-quarter earnings of $1.12 per share, matching estimates but down from $1.85 a year ago, with consolidated revenues of $6.67 billion, a decline from $8.24 billion in the same quarter of 2024.
Segment Performance: Truck segment revenues fell to $4.38 billion, lower than the previous year's $6.03 billion, while Parts segment revenues increased to $1.72 billion, and Financial Services segment revenues rose to $565.3 million, both exceeding estimates.
Cost Management: Selling, general and administrative expenses decreased to $140.3 million, and R&D expenses were slightly reduced to $111 million compared to the prior year.
Market Position: PACCAR holds a Zacks Rank #5 (Strong Sell), while competitors like Mobileye Global Inc. and Autoliv, Inc. have stronger rankings, indicating better market performance and growth potential.
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Analyst Views on ALV
Wall Street analysts forecast ALV stock price to rise
13 Analyst Rating
8 Buy
5 Hold
0 Sell
Moderate Buy
Current: 125.170
Low
117.60
Averages
135.47
High
150.00
Current: 125.170
Low
117.60
Averages
135.47
High
150.00
About ALV
Autoliv, Inc. is a developer, manufacturer, and supplier of safety systems to the automotive industry with a range of product offerings, primarily passive safety systems. Passive safety systems include modules and components for frontal-impact airbag protection systems, side-impact airbag protection systems, seatbelts, steering wheels, inflator technologies and battery cut-off switches. The Company also develops and manufactures mobility safety solutions, such as pedestrian protection, battery cut-off switches, connected safety services and safety solutions for riders of powered two wheelers. The Company has one operating segment, which includes Autoliv’s airbag and seatbelt products and components. Its subsidiaries include Autoliv AB and Autoliv ASP, Inc. The Company operates its business in geographical regions, such as Europe, the Americas, China, Japan, and the Rest of Asia (ROA). The Company has approximately 62 production facilities in 25 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Sales Growth: The company achieved quarterly sales of $2.817 billion, exceeding the Street's estimate of $2.772 billion, with total sales for fiscal 2025 reaching $10.82 billion, showcasing its competitive strength in the global market.
- Cost Recovery: In Q4, Autoliv nearly recovered all tariff costs, achieving over 80% recovery for the full year, which supports profitability despite ongoing supply chain volatility impacting production efficiency.
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- Future Outlook: Autoliv anticipates organic sales to remain unchanged in 2026, with an adjusted operating margin forecasted between 10.5% and 11.0%, while navigating geopolitical risks and potential tariff changes that could impact operations.
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- Cost Recovery and Layoffs: The company recovered nearly 100% of tariff costs in Q4 and over 80% for the full year, while reducing headcount by about 900 (1.4%), highlighting challenges in managing cost pressures and market fluctuations.
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