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Penske Automotive Group (PAG)
NYSE:PAG
US Market
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Penske Automotive Group (PAG) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 11, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
3.26
Last Year’s EPS
3.54
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with strong growth in U.S. automotive sales and international operations, as well as strategic expansions and dividend increases. However, these positive aspects were offset by challenges such as cyber incidents impacting the UK market, declines in commercial truck sales, and increased costs in the UK. The freight environment also posed challenges, leading to declines in revenue for PTS and increased bad debt expenses.
Company Guidance
During the Penske Automotive Group's third-quarter 2025 earnings call, several key metrics and business dynamics were discussed. The company reported a Q3 revenue of $7.7 billion, a 1% increase, with earnings before tax (EBT) of $292 million and a net income of $213 million, translating to earnings per share of $3.23. The retail automotive same-store revenue grew by 5%, driven by a 5% increase in service and parts revenue. Despite challenges including dealership closures and strategic divestitures, the company achieved a higher penetration of battery electric vehicle (BEV) sales, which constituted over 10% of total sales, a rise from 6%-7% in earlier quarters. The average discount on BEV sales in the U.S. was $7,100, impacting the total new vehicle gross per unit by approximately $100. In the U.S., same-store new units delivered increased by 9%, adding $300 million in revenue, while the UK operations faced a 7% decline in same-store units delivered due to various macroeconomic factors and a cyber incident affecting Land Rover. The U.S. operations experienced a 6% increase in same-store service and parts revenue, contributing to a record level of gross profit. Premier Truck Group, however, saw a 19% decline in same-store unit sales, with EBT declining by $15 million amid a challenging freight environment. The company maintained a robust balance sheet, with adjusted EBITDA at $357 million for the quarter and a trailing 12-month figure of over $1.5 billion. Additionally, the company reduced its non-vehicle long-term debt and maintained a leverage ratio of 1.0x. The quarter also saw strategic capital allocation, including the acquisition of a Ferrari dealership in Modena, Italy, and plans for further revenue growth with an acquisition pipeline expected to close in Q4.
Increase in U.S. Automotive Sales
U.S. automotive retail business saw a strong performance with same-store new units delivered increasing by 9% and revenue increasing by $300 million or nearly 10%.
Growth in BEV Sales
The penetration of BEV sales increased to more than 10% of total sales, up from 6% to 7% in previous quarters.
Strong International Revenue Growth
Operations in Italy, Germany, and Japan generated an increase in revenue of 23% and an EBT increase of 54% during Q3.
Increase in Dividend
Dividend increased by 4.5% to $1.38 per share in October, marking the 20th consecutive quarterly increase.
Successful Strategic Expansion
Acquisition of a Ferrari dealership in Modena, Italy, and the opening of new Chinese brand locations in the UK and Germany.

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

PAG Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 11, 2026
2025 (Q4)
3.26 / -
3.54
Oct 29, 2025
2025 (Q3)
3.40 / 3.25
3.39-4.13% (-0.14)
Jul 30, 2025
2025 (Q2)
3.57 / 3.78
3.614.71% (+0.17)
Apr 30, 2025
2025 (Q1)
3.28 / 3.39
3.215.61% (+0.18)
Feb 13, 2025
2024 (Q4)
3.30 / 3.54
3.452.61% (+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)
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
Oct 29, 2025
$163.04$160.80-1.37%
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%
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 Feb 11, 2026, Before Open (Confirmed).
    What is Penske Automotive Group (PAG) earnings time?
    Penske Automotive Group (PAG) earnings time is at Feb 11, 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 PAG EPS forecast?
          PAG EPS forecast for the fiscal quarter 2025 (Q4) is 3.26.
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