What is Paccar's truck parts and other — deferred revenue?

Paccar (PCAR) reported truck parts and other — deferred revenue of $948.1M in Q4 2025.

How has Paccar's truck parts and other — deferred revenue changed year-over-year?

Paccar's truck parts and other — deferred revenue increased by 5.1% year-over-year, from $901.9M to $948.1M.

What does truck parts and other — deferred revenue mean?

Represents deferred revenue or obligations to provide goods or services in the future for which the parts segment has already received payment. This is a key indicator of future revenue recognition as performance obligations are satisfied.

Paccar PCAR Truck Parts And Other — Deferred Revenue

Similar metrics at other companies

EXTROther Deferred Revenue — Deferred Revenue

$14.13M-30.6%

CNKOther Deferred Revenues — Deferred Revenue

$272.6M+5.7%

VACContract With Customer, Liability, Deferred Revenue And Other

$466M—

SIGOther Deferred Revenue — Contract with Customer, Liability

$86.5M+6.9%

JOEOther Products Or Services — Deferred Revenue

$14.7M-3.9%

BTBTOther Revenue — Deferred Revenue

$2.79M—

Other financials

Income statement

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Revenue$6.8B-8.9%

Gross profit$1.4B-12.3%

Net income$605.3M+19.8%

EPS (diluted)$1.15+19.8%

Balance sheet

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Total debt$63.8M-12.7%

Total equity$19.8B+9.6%

Total assets$43.6B+1.9%

Cash flow

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Operating cash flow$971.8M+6.8%

CapEx$147.2M-10.8%

Free cash flow$824.6M+10.7%

Valuation

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Market cap$64.04B+34.1%

P/E25.9×+12.1×

P/S2.3×+0.8×

Profitability

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Gross margin19.9%-2.0pp

Net margin8.9%-1.8pp

FCF margin13.5%+3.4pp

Returns & leverage

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Return on equity13.1%-6.8pp

Debt / equity0×0.0×

Where this comes from

Reported directly by Paccar in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiability.

The official record: Paccar’s 10-K, filed February 18, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Paccar's truck parts and other — deferred revenue?: Paccar (PCAR) reported truck parts and other — deferred revenue of $948.1M in Q4 2025.
How has Paccar's truck parts and other — deferred revenue changed year-over-year?: Paccar's truck parts and other — deferred revenue increased by 5.1% year-over-year, from $901.9M to $948.1M.
What does truck parts and other — deferred revenue mean?: Represents deferred revenue or obligations to provide goods or services in the future for which the parts segment has already received payment. This is a key indicator of future revenue recognition as performance obligations are satisfied.