PACCAR recalls 26,729 Kenworth and Peterbilt trucks for fuel leaks. PACCAR Incorporated is recalling 26,729 Kenworth and Peterbilt trucks because a fuel filter hose can separate from its fitting, raising the risk of a fuel leak, an engine stall or a fire, according to documents filed with the National Highway Traffic Safety Administration. The recall covers a wide range of medium duty models built between 2022 and 2027 that are common in delivery, utility and vocational fleets across the country. What the recall covers. PACCAR Incorporated is recalling certain 2022-2023 Kenworth T370, T270, 2022-2027 Kenworth T280, Peterbilt 548, 2023-2027 Kenworth T480, T380, Peterbilt 536, 537, and 2025 Peterbilt 567 vehicles. The remote fuel filter hoses may separate from the fitting, causing a fuel leak and an engine stall. A fuel leak in the presence of an ignition source increases the risk of a fire. An engine stall increases the risk of a crash. The NHTSA recall database lists the campaign as number 26V-700, with PACCAR's internal reference as 26PACJ. The agency's filing was submitted October 21, 2026, the start of the window manufacturers typically use before owner notices go out. The recall stems from a broader Cummins L9 engine recall first issued in September. Although more than 39,000 L9 engines are subject to the recall, the manufacturer estimates only 3% actually have a defective fuel filter hose. Paccar is the latest manufacturer to issue a related recall, with nearly 27,000 of its trucks affected, and like the original Cummins recall, Paccar estimates only 3% of the total recall population is affected by the defect. Remedy and timeline. Dealers will replace the fuel hoses, free of charge. Owner notification letters will be mailed beginning December 20, 2026. In the meantime, PACCAR is directing fleet operators and owners with questions to its two brand service lines rather than a single customer contact point, splitting support by nameplate even though both brands share the same underlying parts and corporate ownership. Owners may contact Peterbilt's customer service at 1-940-591-4220 or Kenworth's customer service at 1-425-828-5888 with recall number 26PACJ. Fleet managers who cannot wait for the mailed notice can also look up individual vehicles by VIN through NHTSA's public recall lookup tool. A recurring fuel hose problem. This is not the first time PACCAR has flagged this exact failure point. The company issued a similar recall in 2021 covering 2021-2022 Peterbilt 536, 537, 548 and Kenworth T270, T280, T370, T380, T440, T470, and T480 vehicles equipped with Cummins L9 diesel engines, affecting 688 units. A follow up recall in 2023 covered approximately 871 Kenworth and Peterbilt trucks after the trucks' remote Stage 2 fuel filter hoses may have been damaged during production, allowing them to leak or disconnect. In each case, investigators traced the issue to the remote fuel filter hose assembly that runs between the fuel pump and filter head on Cummins powered medium duty trucks. The latest campaign is by far the largest of the three, covering more than 30 times the number of trucks affected by the 2023 action. The broader model year range, spanning 2022 through 2027 builds, reflects the scope of the underlying Cummins L9 engine recall rather than a single assembly run. Why it matters for fleets. Medium duty trucks like the Kenworth T270, T280, T370, T380 and T480, along with their Peterbilt 536, 537, 548 and 567 counterparts, are workhorses for regional delivery, construction and utility fleets rather than long haul operations. A recall of this size means thousands of commercial operators will need to schedule dealer visits during the notification window, adding to the maintenance planning fleets already juggle alongside other recent safety actions, including Ford's tailgate recall. The fuel hose recall was announced the same week NHTSA also flagged other commercial vehicle defects, including Gillig transit buses whose remote fuel filter hoses may separate from the fitting, causing a fuel leak and an engine stall, and a Great Dane trailer landing gear issue in which k-brace welds may fail, resulting in the landing gear collapsing, underscoring how closely regulators are scrutinizing commercial vehicle components this fall. That scrutiny comes even as automakers navigate separate engine and emissions related cost pressures heading into the 2027 model year, a period that has already strained truck financing for fleets watching other probes. Hugo Rojas is the editor of GCN. With a Master of Science in Engineering, he specializes in technology, data, and science, and brings a human-centered perspective informed by psychology.

Earnings strength might change the case for investing in PACCAR stock. November 02, 2026 * PACCAR reported third quarter 2026 sales of US$7,377.6 million and net income of US$847.5 million, with basic and diluted EPS from continuing operations of US$1.61, alongside nine month sales of US$20,608.9 million and net income of US$2,204.8 million. * The combination of higher third quarter and nine month sales with greater net income and earnings per share indicates that PACCAR converted recent operating conditions into improved profitability across its truck, parts and financial services activities. * The next step is to consider how PACCAR's stronger third quarter profitability may reshape the existing investment narrative around margins and resilience. Spot opportunities with earnings-heavy industrials like PACCAR by scanning our hand picked list of solid balance sheet and fundamentals (24 results). PACCAR investment narrative recap. To own PACCAR, you generally need to believe that its truck, parts and financial services operations can keep translating industry demand and regulatory change into resilient earnings. The latest quarter, with higher sales, net income and EPS versus a year ago, supports the view that current operating conditions are being converted into stronger profitability. The key near term swing factor remains how PACCAR handles the run up to the 2027 emissions rules, where pre buy behavior could move volumes around. The biggest operational risk is that any softness in parts demand or slower progress on new powertrain programs, highlighted by trimmed 2026 guidance earlier this year, tightens margins instead of supporting them. The most relevant data point here is the third quarter 2026 earnings release itself. PACCAR reported US$7,377.6 million in quarterly sales and US$847.5 million in net income, with basic and diluted EPS from continuing operations of US$1.61. For investors watching margins, that jump in profitability relative to last year's third quarter is an important reference point. Those same results show nine month sales of US$20,608.9 million and net income of US$2,204.8 million, with EPS of US$4.18 from continuing operations. That run rate matters when evaluating catalysts such as emissions driven truck replacement and the expanding PACCAR Parts and Financial Services contributions, and it also highlights the risk that earnings growth underperforms what is already implied in expectations. PACCAR's narrative projects US$36.3b revenue and US$5.0b earnings by 2029. This implies 7.7% yearly revenue growth and an earnings increase of about US$2.2b from US$2.8b today. Discover how PACCAR's fair value points to a 25% potential upside to its current price before the market closes that gap. Exploring other perspectives. One alternate angle focuses on technology risk. Some of the lowest PACCAR analysts were assuming only 1.7% annual revenue growth and earnings of about US$3.7b by 2029, reflecting concern that electric and autonomous trucks could outpace PACCAR's product mix. Those forecasts came before this earnings release, so you may see those narratives shift. Explore 3 other PACCAR fair value estimates, including one that suggests it could be worth just $104.00. Reach your own conclusion. Don't just follow the ticker. Dig into the data and build a conviction that's truly your own. * A great starting point for your PACCAR research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision. * See our latest analysis for PACCAR. The report includes a comprehensive fundamental analysis summarized in a single visual, the Snowflake, making it easy to evaluate PACCAR's overall financial health at a glance. Looking for more investment ideas beyond PACCAR? Once you have a view on PACCAR, it can help to compare it with other businesses that share similar financial strengths or different risk profiles. The Simply Wall St Screener is a practical way to line up alternatives side by side and pressure test your thesis against what the broader market is offering. * For investors who prefer quality at a discount, start with companies that screen well on earnings strength and valuation using the 34 high quality undervalued stocks. * If income is your priority, focus on businesses with robust cash flows supporting higher yields by filtering through the 4 dividend fortresses. * For a focus on resilience, compare PACCAR to peers with strong balance sheets and consistent fundamentals by scanning the 29 resilient stocks with low risk scores. New: manage all your stock Portfolios in one place. - Connect an unlimited number of Portfolios and see your total in one currency - Be alerted to new Warning Signs or Risks via email or mobile - Track the Fair Value of your stocks Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]