PCAR PACCAR Inc

Caterpillar (CAT) owners watched the stock rise 2.3% in the last five sessions while the S&P 500 fell 1.2%. If the rest of your money follows the market, Caterpillar's moves on ordinary market days matter more than one good week. So is Caterpillar stock increasing your market risk.

Caterpillar's shifting revenue mix reveals a company changing its core narrative. Management sounds notably different on its earnings calls today compared to a year ago. Through 2025, leadership kept pointing to one specific sales tool for its construction machines. However, in the fiscal Q2 2026 call, management pivoted to lead with data centers instead. Construction is still about a third of Caterpillar's revenue, so you should care when management changes how it talks about a business that si

Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.

You want to know what could send Caterpillar (CAT) stock higher again. For one part of Caterpillar, buyers are not the problem. Some customers of its Power & Energy business are already placing orders as far out as 2030. That business—formerly Energy & Transportation, now Power & Energy—was Caterpillar's largest segment by revenue in fiscal 2025, so how fast it fills those orders is critical to the company's performance. So what is Caterpillar building to fill them.

Ford Motor's free cash flow over the last twelve months equals 14.5% of its market value. The median S&P 500 company offers 4.5%. Free cash flow is the cash left after paying for plants and equipment. Measured against the whole company's value, debt included, the yield is 3.8%. A 14.5% yield means one of two things: the stock is a bargain, or investors expect its cash to fall. Why does Ford's share price give this cash so little credit.

Caterpillar (CAT) stock returned 74% in the twelve months to September 23, 2026. A $10,000 holding at the start was worth about $17,350 at the end. The run turned out to be about customers buying more, led by power equipment for data centers. Caterpillar's own sales, though, were still falling when the run began. You would have needed a public sign that Caterpillar's demand was turning before its sales did.

Tesla will have product demos for the Cybercab, Semi and new Roadster planned within the span of a month. The stock edged lower Thursday.

Paccar (PCAR) reached $112.09 at the closing of the latest trading day, reflecting a -1.59% change compared to its last close.

Caterpillar (CAT) delivered the biggest quarter in its history, with a $72 billion order book behind it—59% of which it expects to ship over the next twelve months. The stock has gained 82.8% on a price basis over the past twelve months against 15.6% for the S&P 500, and still sits about 25% below its 52-week high. Neither the record nor the backlog is the number to watch. That would be the roughly $2.2 billion of tariff costs, before the second-quarter recoveries, that Caterpillar expects to ca

Here is how Paccar (PCAR) and Douglas Dynamics (PLOW) have performed compared to their sector so far this year.

Paccar (PCAR) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

PACCAR has delivered a strong run over the past few years, which naturally raises a question for anyone looking at the stock today. Is the current share price really in line with the cash the business is expected to generate over time, or has enthusiasm moved ahead of those cash flows? Over the past 5 years, PACCAR has returned 168.2%, which puts a lot of past confidence into focus and makes the current valuation hinge on how dependable its future cash streams look. The group’s ability to...

Paccar (PCAR) closed at $118.22 in the latest trading session, marking a -3.46% move from the prior day.

Caterpillar (CAT) trades around $780. The market puts roughly a two-in-three chance that the stock finishes somewhere between about $525 and about $1,170 a year from now. That is not a forecast of direction. It is the size of the swing a holder is already carrying, and Caterpillar's own record says it is no exaggeration.

Caterpillar (CAT) has fallen about 26% from its 52-week high, and the argument has narrowed to two questions: does construction demand slow, and do data center orders last. Underneath both sits an order book of $72 billion, close to the $74.7 billion of revenue it generated over the trailing twelve months. What is inside that backlog is the case for looking again.

Caterpillar (CAT) has nearly doubled over the past year, and it trades near $820 a share, about 36 times its last twelve months of adjusted earnings. That is normalized net income with stock-based compensation added back, meant to sit closer to the basis analysts use than a GAAP figure would, though the two are not defined identically. The multiple is steep for a maker of construction equipment and engines. It reads differently against the earnings analysts expect.

Two AI executives published essays over a weekend, and by Monday morning Caterpillar was selling off four times faster than the broader market while Deere climbed. The question is whether the order book that stretches into 2029 actually matters when sentiment turns this fast.

Deere and Caterpillar have each lapped the industrial sector by roughly four times over, yet the broader group never joined the party. Whether that narrowness is a warning sign or a competitive edge changes everything about what holders should do next.

Caterpillar (CAT) stock returned 94% over the past twelve months, against 17.9% for the S&P 500, and its second quarter of 2026 was the first in company history above $20 billion of sales and revenues. One risk to that run is a quiet one. Caterpillar is adding factory capacity with data center power as a big driver, and analysts are asking whether that demand has staying power through 2030.

Headlines on Ford Motor (F) read like a business in retreat: a $1.3 billion net loss for the second quarter of 2026 and a 10.2% drop in U.S. sales in July. Underneath, second-quarter adjusted EBIT rose 17% to $2.5 billion as revenue fell 4% to $48.3 billion, and management lifted its 2026 adjusted EBIT guidance to a range of $10 billion to $11 billion.

XPO, Saia, Knight-Swift, and Paccar could benefit as tightening trucking capacity and improving freight rates outweigh the hit from soaring diesel prices.

XPO, Saia, Knight-Swift, and Paccar could benefit as tightening trucking capacity and improving freight rates outweigh the hit from soaring diesel prices.

Caterpillar (CAT) has almost doubled over the past year, gaining 96.3% while the S&P 500 returned 19.1%. Deere and Cummins each gained about 43%. The broader machinery cycle carried Caterpillar part of the way, but enthusiasm around power generation drove the premium. The gap to the stock's 52-week high is what a buyer now has to price against those expectations.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how heavy transportation equipment stocks fared in Q2, starting with PACCAR (NASDAQ:PCAR).

While PACCAR has outpaced the S&P 500 Index over the past year, analysts are cautiously optimistic about the stock’s prospects.

Caterpillar's stock is the undisputed champion of its group, but its business performance isn't. The market is betting on a future that hasn't fully arrived.

The latest trading day saw Paccar (PCAR) settling at $124.51, representing a +1.95% change from its previous close.

The heavy-equipment giant is firing on all cylinders, so a recent pullback has investors asking if this is the moment to pounce.

In the second quarter of 2026, Caterpillar's retail sales to users in power generation surged 72% year-over-year, a pace that looks more like a high-growth tech supplier than a traditional industrial giant. This growth is not from traditional sources but from the immense energy needs of new data centers. Caterpillar is quietly becoming a critical infrastructure provider for cloud computing and generative AI.

Here is how Paccar (PCAR) and Polaris Inc (PII) have performed compared to their sector so far this year.

PACCAR stock has delivered strong gains over the past five years, yet current valuation checks still suggest the shares may trade below an estimate of intrinsic value based on a Discounted Cash Flow (DCF) approach and market multiples. For investors, this raises the question of how much of PACCAR’s recent share price strength already reflects its long run cash flow potential. PACCAR has returned 167.5% over five years, which puts a spotlight on whether the current share price still leaves...

PACCAR (PCAR) is back in focus after reporting second quarter 2026 earnings of $1.43 per share, which topped estimates and came in higher than the same period a year earlier. PACCAR shares closed at $125.34, with the stock down 6.37% on a 1 month share price return and 4.34% over the past week. However, the 90 day share price return of 13.56% and 1 year total shareholder return of 28.46% point to momentum that has built over a longer horizon. Compare PACCAR's recent earnings beat and share...

The demand explanation management leaned on for its construction business has dropped out of the lead, and what replaced it leans on the dealer channel.

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

Paccar (PCAR) closed at $126.54 in the latest trading session, marking a -2.08% move from the prior day.

Paccar (PCAR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Deere is calling the bottom of the agriculture cycle, but on its latest earnings call, analysts pressed for the fine print on what the recovery will actually look like.

Get paid a premium now that's yours to keep no matter what, in exchange for agreeing to sell your Caterpillar shares at a higher price if they climb there.

Tariff policy is boosting domestic steel and manufacturing stocks, with Nucor, Cleveland-Cliffs, and PACCAR positioned to benefit from reduced foreign competition and rising demand.

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the market seems to be baking in a prolonged downturn as the industry has shed 2.5% over the past six months. This drop is a stark contrast from the S&P 500’s 10.8% gain.

The stock looked sleepy and its latest revenue print was down, but a careful look at the company’s backlog revealed a substantial increase in order volume was developing just beneath the surface.

The iconic green tractor company is priced like the best operator in its field, but its results are still trying to catch up to the market's high expectations.

One heavy machinery giant is beating Wall Street while its entire industry collapses around it, and another is riding three booming end markets at once. The 2026 scoreboard reveals how differently construction, agriculture, and freight cycles reward patient investors.

The width comes from how much this stock already moves, not from an unusual premium on its options.

Aurora Innovation operates the only driverless Class 8 trucks running at scale on U.S. public roads, and that monopoly position is drawing serious attention from some of the heaviest hitters in freight and tech.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

Consensus already expects the revenue boom to fade, leaving margin to do much of the work of bringing the multiple down.

Caterpillar recently reported quarterly sales above US$20b and a record US$72b backlog, highlighting sustained demand in heavy equipment. For investors in PACCAR (PCAR), this raises fresh questions about truck cycle strength and valuation today. See our latest analysis for PACCAR. PACCAR’s share price has moved to US$132.53, with a 30-day share price return of 6.39% and a 90-day share price return of 18.56%. The 1-year total shareholder return of 37.69% points to momentum that has been...

Caterpillar just posted a record-smashing quarter, but on the earnings call, analysts kept circling one critical question about what comes next.

With its big engines and turbines booked years ahead, what decides the stock from here is how fast Caterpillar can lift production.