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Side-by-side financial comparison of Paccar (PCAR) and TELUS CORP (TU). Click either name above to swap in a different company.

Paccar is the larger business by last-quarter revenue ($6.8B vs $3.7B, roughly 1.8× TELUS CORP). Paccar runs the higher net margin — 8.2% vs -4.8%, a 13.0% gap on every dollar of revenue. On growth, TELUS CORP posted the faster year-over-year revenue change (2.2% vs -13.7%).

Paccar Inc. is an American company that manufactures heavy-duty trucks. It operates subsidiaries including Kenworth, Peterbilt, and DAF Trucks. Headquartered in Bellevue, Washington, PACCAR also provides financial services and industrial parts. Its stock is listed on the Nasdaq and is part of the S&P 500 index.

Telus Corporation is a Canadian publicly traded holding company and conglomerate, headquartered in Vancouver, British Columbia, which is the parent company of several subsidiaries: Telus Communications offers telephony, television, data and Internet services; Telus Mobility offers wireless services; Telus Health operates companies that provide health products and services; and Telus Digital operates worldwide, providing multilingual customer service outsourcing and digital IT services. Telus ...

PCAR vs TU — Head-to-Head

Bigger by revenue
PCAR
PCAR
1.8× larger
PCAR
$6.8B
$3.7B
TU
Growing faster (revenue YoY)
TU
TU
+15.9% gap
TU
2.2%
-13.7%
PCAR
Higher net margin
PCAR
PCAR
13.0% more per $
PCAR
8.2%
-4.8%
TU

Income Statement — Q4 FY2025 vs Q2 FY2025

Metric
PCAR
PCAR
TU
TU
Revenue
$6.8B
$3.7B
Net Profit
$556.9M
$-178.8M
Gross Margin
19.3%
90.2%
Operating Margin
10.3%
3.4%
Net Margin
8.2%
-4.8%
Revenue YoY
-13.7%
2.2%
Net Profit YoY
-36.1%
-210.9%
EPS (diluted)
$1.06

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
PCAR
PCAR
TU
TU
Q4 25
$6.8B
Q3 25
$6.7B
Q2 25
$7.5B
$3.7B
Q1 25
$7.4B
Q4 24
$7.9B
Q3 24
$8.2B
Q2 24
$8.8B
$3.6B
Q1 24
$8.7B
Net Profit
PCAR
PCAR
TU
TU
Q4 25
$556.9M
Q3 25
$590.0M
Q2 25
$723.8M
$-178.8M
Q1 25
$505.1M
Q4 24
$872.0M
Q3 24
$972.1M
Q2 24
$1.1B
$161.3M
Q1 24
$1.2B
Gross Margin
PCAR
PCAR
TU
TU
Q4 25
19.3%
Q3 25
19.9%
Q2 25
20.2%
90.2%
Q1 25
20.8%
Q4 24
21.6%
Q3 24
22.0%
Q2 24
22.8%
87.9%
Q1 24
23.7%
Operating Margin
PCAR
PCAR
TU
TU
Q4 25
10.3%
Q3 25
11.1%
Q2 25
12.4%
3.4%
Q1 25
8.6%
Q4 24
14.5%
Q3 24
15.2%
Q2 24
16.7%
13.7%
Q1 24
17.5%
Net Margin
PCAR
PCAR
TU
TU
Q4 25
8.2%
Q3 25
8.8%
Q2 25
9.6%
-4.8%
Q1 25
6.8%
Q4 24
11.0%
Q3 24
11.8%
Q2 24
12.8%
4.4%
Q1 24
13.7%
EPS (diluted)
PCAR
PCAR
TU
TU
Q4 25
$1.06
Q3 25
$1.12
Q2 25
$1.37
Q1 25
$0.96
Q4 24
$1.65
Q3 24
$1.85
Q2 24
$2.13
Q1 24
$2.27

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
PCAR
PCAR
TU
TU
Cash + ST InvestmentsLiquidity on hand
$2.7B
Total DebtLower is stronger
Stockholders' EquityBook value
$19.3B
$11.8B
Total Assets
$44.3B
$44.3B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
PCAR
PCAR
TU
TU
Q4 25
Q3 25
Q2 25
$2.7B
Q1 25
Q4 24
Q3 24
Q2 24
$676.7M
Q1 24
Stockholders' Equity
PCAR
PCAR
TU
TU
Q4 25
$19.3B
Q3 25
$19.4B
Q2 25
$18.9B
$11.8B
Q1 25
$18.0B
Q4 24
$17.5B
Q3 24
$18.7B
Q2 24
$17.7B
$12.4B
Q1 24
$16.9B
Total Assets
PCAR
PCAR
TU
TU
Q4 25
$44.3B
Q3 25
$44.2B
Q2 25
$44.1B
$44.3B
Q1 25
$42.7B
Q4 24
$43.4B
Q3 24
$43.3B
Q2 24
$41.2B
$41.8B
Q1 24
$40.4B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
PCAR
PCAR
TU
TU
Operating Cash FlowLast quarter
$1.1B
$851.2M
Free Cash FlowOCF − Capex
$954.4M
FCF MarginFCF / Revenue
14.0%
Capex IntensityCapex / Revenue
2.8%
Cash ConversionOCF / Net Profit
2.05×
TTM Free Cash FlowTrailing 4 quarters
$3.7B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
PCAR
PCAR
TU
TU
Q4 25
$1.1B
Q3 25
$1.5B
Q2 25
$833.4M
$851.2M
Q1 25
$910.3M
Q4 24
$1.4B
Q3 24
$1.3B
Q2 24
$440.0M
$1.0B
Q1 24
$1.5B
Free Cash Flow
PCAR
PCAR
TU
TU
Q4 25
$954.4M
Q3 25
$1.4B
Q2 25
$611.3M
Q1 25
$745.2M
Q4 24
$1.2B
Q3 24
$1.1B
Q2 24
$219.7M
Q1 24
$1.3B
FCF Margin
PCAR
PCAR
TU
TU
Q4 25
14.0%
Q3 25
20.4%
Q2 25
8.1%
Q1 25
10.0%
Q4 24
15.3%
Q3 24
13.3%
Q2 24
2.5%
Q1 24
14.6%
Capex Intensity
PCAR
PCAR
TU
TU
Q4 25
2.8%
Q3 25
2.5%
Q2 25
3.0%
Q1 25
2.2%
Q4 24
3.0%
Q3 24
2.4%
Q2 24
2.5%
Q1 24
2.2%
Cash Conversion
PCAR
PCAR
TU
TU
Q4 25
2.05×
Q3 25
2.59×
Q2 25
1.15×
Q1 25
1.80×
Q4 24
1.66×
Q3 24
1.32×
Q2 24
0.39×
6.28×
Q1 24
1.23×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

PCAR
PCAR

Truck Subsegment$4.5B66%
Parts Subsegment$1.7B25%
Other$359.4M5%
Financial Services$208.1M3%

TU
TU

Segment breakdown not available.

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