Free-cash-flow margin moved 1146 bp lower
Free-cash-flow margin changed -1146 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
20.41%→8.96%2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →PCAR financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Operating cash-flow margin moved 1222 bp lower
Operating cash-flow margin changed -1222 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
22.90%→10.68%2 prior comparisons
Operating cash flow / net income decreased 61.4%
Operating cash flow / net income changed -61.4% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
2.59→12 prior comparisons
Cost of revenue increased 18.1%
Cost of revenue changed +18.1% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$5.3B→$6.3B2 prior comparisons
Gross margin moved 60 bp higher
Gross margin changed +60 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
19.88%→20.48%2 prior comparisons
Stock-based compensation increased 28.6%
Stock-based compensation changed +28.6% from the comparable as-filed period.
$2.8M→$3.6M2 prior comparisons
Capex / revenue moved 76 bp lower
Capex / revenue changed -76 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
2.49%→1.72%2 prior comparisons
Stockholders' equity increased 8.1%
Stockholders' equity changed +8.1% from the comparable as-filed period.
$19.4B→$20.9B2 prior comparisons
Capital expenditure decreased 17.5%
Capital expenditure changed -17.5% from the comparable as-filed period.
$165.9M→$136.8M2 prior comparisons
Shares outstanding increased 0.2%
Shares outstanding changed +0.2% from the comparable as-filed period. The change ranks at the 62th percentile of 8 prior comparable changes.
525,204,359→526,505,3298 prior comparisons
SBC / revenue moved 0 bp higher
SBC / revenue changed +0 basis points from the comparable as-filed period.
0.04%→0.05%2 prior comparisons
Total assets increased 2.1%
Total assets changed +2.1% from the comparable as-filed period.
$44.2B→$45.1B3 prior comparisons
Selling, general & administrative decreased 6.9%
Selling, general & administrative changed -6.9% from the comparable as-filed period.
$180.2M→$167.8M2 prior comparisons
R&D / revenue moved 29 bp lower
R&D / revenue changed -29 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
1.66%→1.37%2 prior comparisons
Research & development decreased 1.9%
Research & development changed -1.9% from the comparable as-filed period.
$111.0M→$108.9M2 prior comparisons
Capital expenditure decreased 34.5%
Capital expenditure changed -34.5% from the comparable as-filed period.
$222.1M→$145.4M3 prior comparisons
Operating cash flow decreased 15.9%
Operating cash flow changed -15.9% from the comparable as-filed period.
$833.4M→$700.8M3 prior comparisons
Gross margin moved 47 bp higher
Gross margin changed +47 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
20.17%→20.64%2 prior comparisons
Capex / revenue moved 103 bp lower
Capex / revenue changed -103 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
2.96%→1.93%2 prior comparisons
Revenue increased 0.5%
Revenue changed +0.5% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$7.5B→$7.5B2 prior comparisons
Operating cash flow / net income decreased 19.1%
Operating cash flow / net income changed -19.1% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
1.15→0.932 prior comparisons
Operating cash-flow margin moved 181 bp lower
Operating cash-flow margin changed -181 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
11.10%→9.29%2 prior comparisons
Free-cash-flow proxy decreased 9.1%
Free-cash-flow proxy changed -9.1% from the comparable as-filed period.
$611.3M→$555.4M3 prior comparisons
Stockholders' equity increased 7.3%
Stockholders' equity changed +7.3% from the comparable as-filed period.
$18.9B→$20.3B2 prior comparisons
Net income increased 3.9%
Net income changed +3.9% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$723.8M→$752.0M2 prior comparisons
Shares outstanding increased 0.2%
Shares outstanding changed +0.2% from the comparable as-filed period. The change ranks at the 62th percentile of 8 prior comparable changes.
525,103,392→526,364,9538 prior comparisons
Total assets decreased 0.3%
Total assets changed -0.3% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
$44.1B→$44.0B3 prior comparisons
Free-cash-flow margin moved 78 bp lower
Free-cash-flow margin changed -78 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
8.14%→7.36%2 prior comparisons
SBC / revenue moved 0 bp higher
SBC / revenue changed +0 basis points from the comparable as-filed period.
0.05%→0.05%2 prior comparisons
Selling, general & administrative increased 0.2%
Selling, general & administrative changed +0.2% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$179.3M→$179.7M2 prior comparisons
Stock-based compensation increased 2.6%
Stock-based compensation changed +2.6% from the comparable as-filed period.
$3.9M→$4.0M2 prior comparisons
Research & development increased 1.2%
Research & development changed +1.2% from the comparable as-filed period.
$112.9M→$114.3M2 prior comparisons
Cost of revenue decreased 0.1%
Cost of revenue changed -0.1% from the comparable as-filed period.
$6.0B→$6.0B2 prior comparisons
R&D / revenue moved 1 bp higher
R&D / revenue changed +1 basis points from the comparable as-filed period.
1.50%→1.51%2 prior comparisons
Method Importance combines metric-family relevance, magnitude, issuer-history unusualness, persistence, and financial-statement significance. It is analytical prioritization, not a legal materiality conclusion or investment signal.