PACCAR Shares Trail Industrial ETF by 2.4% YTD Despite $28.44B 2025 Revenues
PACCAR shares have gained 10.7% year-to-date and 15.4% over 52 weeks, lagging the Industrial Select Sector ETF’s 13.1% YTD and 30.6% annual returns. In 2025, it reported $28.44 billion revenues, $2.38 billion net income and $2.64 billion adjusted net income, plus $6.87 billion Parts sales and $485.4 million Financial Services pretax income.
1. PACCAR Performance vs Sector
Over the past three months and year-to-date, PACCAR shares have underperformed the Industrial Select Sector ETF, with respective gains of 11.7% versus 13.8% and 10.7% versus 13.1%. Over 52 weeks, PACCAR’s 15.4% advance trails the ETF’s 30.6%, though shares remain above their 50- and 200-day moving averages.
2. 2025 Financial Results
PACCAR generated $28.44 billion in revenues, net income of $2.38 billion and adjusted net income of $2.64 billion in 2025. The Parts segment achieved record revenue of $6.87 billion, while Financial Services posted $485.4 million in pretax income and $4.42 billion in operating cash flow.
3. Analyst Outlook
Nineteen analysts maintain a Moderate Buy consensus on PACCAR shares with a mean price target of $125.91, implying a 3.9% upside to current levels.