Asbury (ABG) Earnings Dates, Call Summary & Reports

Compare

316 Followers

Earnings Data

Report Date

Apr 28, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

5.79

Last Year’s EPS

6.82

Same Quarter Last Year

Analyst Consensus

Hold

Based on 4 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 05, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call highlighted multiple operational and financial strengths: record Q4 revenue and gross profit, improved used vehicle profitability, strong cash flow generation, progress on strategic divestitures, de-leveraging to 3.2x, ongoing share repurchases, and demonstrable early benefits from the Techeon DMS rollout. Offsetting these positives were near-term headwinds including a 6% decline in same-store new vehicle revenue, higher SG&A as a percent of gross profit (up 162 bps), implementation and dual-DMS duplication costs in early 2026, noncash impairments and TCA deferral impacts, and temporary softness in customer-pay spend for parts & service. On balance the company presented disciplined capital allocation, improving portfolio composition and runway to reduce leverage while acknowledging short-term transition and market challenges.

Company Guidance

The company guided to a steadying of profitability and disciplined capital allocation while completing key technology and portfolio actions: Q4 results included $4.7B revenue, $793M gross profit (17%, +31 bps), adjusted operating margin 5.4%, adjusted EBITDA $250M, adjusted net income $109M and adjusted EPS $6.67 ($6.98 ex‑TCA $0.31 deferral); TCA generated $12M pretax and a $8M noncash deferral in Q4. Management reiterated a long‑run new‑vehicle PVR of $2,500–$3,000 (current new avg $3,135), reported used retail PVR $1,749 (+18% YoY), total front‑end yield per vehicle $4,897, used DSI 35 days, new day supply 49 days, F&I PVR $2,335 ($2,440 ex‑TCA), parts & service margin 58.1% (+13 bps) and same‑store adjusted SG&A at 4.1% of gross profit (up 162 bps). Capital allocation and balance‑sheet targets include 2025 CapEx $186M, projected CapEx ~$250M in both 2026 and 2027, 2025 adjusted operating cash flow $651M, adjusted free cash flow $465M, year‑end liquidity $927M, transaction‑adjusted net leverage 3.2x (vs. prior forecast 3.5x) with a goal to get below 3.0x by summer/YE 2026, divestitures (4 stores this quarter, ~$150M annualized revenue, nine more closing in Q1 to help reach 13 deals representing ~$750M annualized), and continued share repurchases ($50M Q4, $100M full year) with pace tied to share price and leverage. Techeon rollout is underway (≈46 stores, >25% of portfolio, ~125 stores remain, completion by Q3), with expected duplicated DMS costs in H1 and net SG&A/efficiency benefits in H2 and beyond.

Record Fourth-Quarter Revenue and Gross Profit

Generated record Q4 revenue of $4.7 billion and record Q4 gross profit of $793 million. Gross profit margin expanded 31 basis points to 17%. Delivered adjusted operating margin of 5.4% and adjusted EBITDA of $250 million.

Strong Adjusted EPS and Adjusted Net Income

Reported adjusted EPS of $6.67 for the quarter (would have been $6.98 excluding a $0.31 per-share TCA deferral impact) and adjusted net income of $109 million for Q4.

Improved Used Vehicle Profitability

Total used gross profit rose 6% year-over-year; used retail gross profit per unit (PVR) increased 18% to $1,749 (a $271 increase vs. prior year and $198 vs. Q3 2025). Same-store used days’ supply (DSI) was 35 days.

Portfolio Management and Divestitures

Acquired $2.9 billion in revenue during the year while executing strategic divestitures. Divested four stores in Q4 generating an estimated $150 million of annualized revenue and targeting nine additional divestitures by end of Q1 (13 transactions representing ~$750 million of annualized revenue) to reduce leverage and free cash for strategic uses.

Leverage and Liquidity Position

Transaction-adjusted net leverage finished the year at 3.2x (better than the prior forecast of 3.5x). Ended year with $927 million of liquidity comprised of floorplan offsets, credit facility availability, and cash (excluding cash TCA).

Cash Flow and Capital Allocation

Generated $651 million of adjusted operating cash flow and $465 million of adjusted free cash flow for 2025. Deployed $186 million of CapEx in 2025 and repurchased $50 million of shares in Q4 ($100 million for the full year); management expects to continue repurchases subject to share price, leverage, and acquisition opportunities.

Progress on DMS Rollout (Techeon)

Continued Techeon rollout: ended the year with 38 stores on new DMS and added additional stores (46 stores reported in January, representing >25% of portfolio). Early-adopter stores show tangible efficiency and productivity improvements.

Parts & Service Momentum

All-store parts & service revenue grew 12% year-over-year to a record $658 million in Q4. Same-store parts & service gross profit increased 2% YoY and generated a gross profit margin of 58.1% (up 13 basis points). Management believes long-term TAM is attractive given vehicle age and complexity.

Asbury (ABG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ABG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 28, 2026	2026 (Q1)	5.79 / -	6.82	―	―	―
Feb 05, 2026	2025 (Q4)	6.66 / 6.67	7.26	-8.13% (-0.59)
Oct 28, 2025	2025 (Q3)	6.82 / 7.17	6.35	12.91% (+0.82)
Jul 29, 2025	2025 (Q2)	6.87 / 7.43	6.4	16.09% (+1.03)
Apr 29, 2025	2025 (Q1)	6.68 / 6.82	7.21	-5.41% (-0.39)
Jan 30, 2025	2024 (Q4)	6.04 / 7.26	7.12	1.97% (+0.14)
Oct 29, 2024	2024 (Q3)	6.58 / 6.35	8.12	-21.80% (-1.77)
Aug 02, 2024	2024 (Q2)	7.41 / 6.40	8.95	-28.49% (-2.55)
Apr 25, 2024	2024 (Q1)	7.76 / 7.21	8.37	-13.86% (-1.16)
Feb 08, 2024	2023 (Q4)	7.56 / 7.12	9.12	-21.93% (-2.00)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ABG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 05, 2026	$237.04	$220.55	-6.96%
Oct 28, 2025	$234.33	$235.89	+0.67%
Jul 29, 2025	$229.20	$220.33	-3.87%
Apr 29, 2025	$224.45	$216.26	-3.65%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Asbury Automotive (ABG) report earnings?

Asbury Automotive (ABG) is schdueled to report earning on Apr 28, 2026, Before Open (Confirmed).

What is Asbury Automotive (ABG) earnings time?

Asbury Automotive (ABG) earnings time is at Apr 28, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ABG EPS forecast?

ABG EPS forecast for the fiscal quarter 2026 (Q1) is 5.79.