Group 1 Automotive (GPI)
NYSE:GPI
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Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
11.06Last Year’s EPS
11.57Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple operational and financial strengths — solid revenue and adjusted EPS, resilient U.S. new-vehicle GPUs, strong aftersales momentum, successful virtual F&I rollout, U.K. improvement, and disciplined capital deployment including share repurchases and targeted M&A. Offsetting these positives were volume pressure in new and used vehicles, used-margin and sourcing headwinds, weather-related aftersales disruption (~$7M), increased U.K. labor costs (~$3M), and significant SG&A actions (nearly 700 roles cut) to restore leverage. Management emphasized cost discipline and strategic initiatives (AI, rebranding, technician hiring, measured Chinese-OEM entries) to drive improvement. On balance, the highlights — including confirming actionable cost saves, liquidity, and clear operational levers — modestly outweigh the lowlights, indicating a company navigating a challenging market with concrete remediation plans.Company Guidance
Revenue, Gross Profit and Adjusted EPS
Q1 2026 revenue of $5.4 billion, gross profit of $878 million, adjusted net income of $104 million and adjusted diluted EPS of $8.66 from continuing operations.
Strong New-Vehicle Margins in U.S.
U.S. new-vehicle gross profit per unit (GPU) remained robust at over $3,300 per car (up from $3,260 sequentially), marking the third consecutive quarter above $3,250.
Aftersales Momentum and Technician Growth
Aftersales highlighted as a key bright spot: management reported same-store customer-pay gross profits up nearly 6% (company commentary) and added 130 new technicians on a same-store basis; same-store technicians up ~3% year over year, helping parts & service reach a quarterly high in gross profit.
Virtual F&I Adoption and Productivity Gains
Virtual F&I is installed in approximately one-third of U.S. stores and completed ~20% of deals at those stores; management cited higher PRU results, faster transaction times, lower compensation costs and higher F&I producer productivity (virtual agents doing materially more deals per day).
U.K. Operational Improvements
U.K. showed progress: same-store new volumes +2%, same-store used volumes nearly +5%, same-store used revenues >+6% (local currency); same-store parts & service gross profit accelerated ~20% year over year and customer pay increased ~18% (management statements). Same-store F&I PRU reached 1,128, up >8% year over year (same-store, constant currency).
Disciplined Capital Allocation and Buybacks
Repurchased ~205,190 shares (~1.7% of outstanding) during the quarter (approx $72 million at an average $353.08 per share); $306.3 million remains on the board-authorized repurchase program. Also completed selective M&A (U.K. Škoda/VW additions) and divested underperforming, high-cost dealerships.
Cash Flow, Liquidity and Leverage
YTD adjusted operating cash flow of $147 million and free cash flow of $95 million (after $53 million CapEx). Liquidity of $714.3 million (accessible cash $191 million + £523 million available on acquisition line) and rent-adjusted leverage of 3.09x as of March 31.
Measured Entry Into Chinese OEMs in U.K.
Finalized framework agreement with Geely and will open three Geely dealerships in Q2 in facilities already owned; management pursuing measured expansion with Chinese OEMs to capture new opportunities in the U.K. fleet and retail market.
GPI Earnings History
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
GPI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $349.21 | $356.87 | +2.19% |
Jan 29, 2026 | $395.74 | $362.55 | -8.39% |
Oct 28, 2025 | $418.72 | $392.13 | -6.35% |
Jul 24, 2025 | $415.68 | $414.39 | -0.31% |
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 Group 1 Automotive (GPI) report earnings?
Group 1 Automotive (GPI) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).
What is Group 1 Automotive (GPI) earnings time?
Group 1 Automotive (GPI) earnings time is at Jul 29, 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 GPI EPS forecast?
GPI EPS forecast for the fiscal quarter 2026 (Q2) is 11.06.