The earnings call highlighted a stable revenue performance, earnings growth, and strong cash flow and dividend increases. Despite challenges in international markets and impacts from tariffs, the overall business showed resilience through effective cost management and expansion efforts.

Company Guidance -

Q3 2025

In the second quarter of 2025, Penske Automotive Group reported revenue of $7.7 billion, consistent with the same period last year despite divestitures that resulted in a $200 million revenue impact. The company saw a 4% increase in earnings before taxes (EBT) and net income, alongside a 5% rise in earnings per share compared to Q2 2024. This quarter marked the third consecutive period of year-over-year earnings growth, with income before taxes reaching $337 million, net income at $250 million, and earnings per share at $3.78. The EBT margin improved by 20 basis points to 4.4%, while gross profit increased to $1.3 billion, reflecting an 8th consecutive quarter of strong gross margin at 16.9%. New and used vehicle gross profit rose by $141 and $504 per unit, respectively, contributing to a total variable gross profit increase of 11% to $5,691 per unit. The company achieved a 30 basis point reduction in SG&A expenses as a percentage of gross profit, now at 69.9%, driven by effective cost management. Penske's revenue distribution is diverse, with 61% generated in North America, 29% in the U.K., and 10% internationally, underscoring its strategic focus on a balanced global presence.

Consistent Revenue Performance

Revenue was $7.7 billion, consistent with Q2 last year, despite $200 million impact from strategic divestitures.

Earnings Growth

EBT increased 4%, net income increased 4%, and earnings per share increased 5% compared to Q2 2024.

Strong Same-Store Performance

Same-store retail automotive service and parts gross profit increased by 9%, with a 50 basis point increase in gross margin.

Improved Fixed Cost Absorption

330 basis point increase in the U.S. and 30 basis points in the U.K.

Robust Cash Flow and Dividend Increases

Generated $472 million in cash flow from operations and increased the dividend by 4.8%.

International Expansion

Acquired a Ferrari dealership in Modena, Italy, expanding their international footprint.

Effective Cost Management

Selling, general, and administrative expenses improved by 30 basis points.

Strong Performance in North America

Sales up approximately 10% month-to-date in July compared to the previous year.

Penske Automotive Group (PAG) 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 >

PAG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	3.61 / -	3.39	―	―	―
Jul 30, 2025	2025 (Q2)	3.57 / 3.78	3.61	4.71% (+0.17)
Apr 30, 2025	2025 (Q1)	3.28 / 3.39	3.21	5.61% (+0.18)
Feb 13, 2025	2024 (Q4)	3.30 / 3.54	3.45	2.61% (+0.09)
Oct 29, 2024	2024 (Q3)	3.41 / 3.39	3.92	-13.52% (-0.53)
Jul 31, 2024	2024 (Q2)	3.39 / 3.61	4.41	-18.14% (-0.80)
Apr 30, 2024	2024 (Q1)	3.37 / 3.21	4.31	-25.52% (-1.10)
Feb 07, 2024	2023 (Q4)	3.61 / 3.45	4.21	-18.05% (-0.76)
Oct 25, 2023	2023 (Q3)	4.04 / 3.92	4.61	-14.97% (-0.69)
Jul 26, 2023	2023 (Q2)	4.17 / 4.41	4.93	-10.55% (-0.52)

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

PAG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$166.80	$165.61	-0.71%
Apr 30, 2025	$155.24	$153.35	-1.22%
Feb 13, 2025	$160.97	$171.97	+6.83%
Oct 29, 2024	$151.06	$148.47	-1.71%

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 Penske Automotive Group (PAG) report earnings?

Penske Automotive Group (PAG) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Penske Automotive Group (PAG) earnings time?

Penske Automotive Group (PAG) earnings time is at Oct 22, 2025, 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 PAG EPS forecast?

PAG EPS forecast for the fiscal quarter 2025 (Q3) is 3.61.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing