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Babcock表示，美国二手车需求并不旺盛，而且汽车信贷数据也显示，次级市场的需求有所减弱。不 过，被给予"增持"评级的Carvana(CVNA.US)凭借其在优化线上购买体验方面的投入，具备超越市场平 均水平的实力;而被给予"减持"评级的CarMax(KMX.US)则表现出运营业绩参差不齐、可能出现高于预期 的贷款损失准备金以及增长放缓的情况。 在新车和二手车经销商中，Babcock对以下公司给予"增持"评级：车之国(AN.US)、第一组(GPI.US)、利 西亚车行(LAD.US)和潘世奇汽车(PAG.US)，其评级依据是强劲的同店销售增长、稳定的经营表现、良 好的产品组合以及高于平均水平的增长情况;而该行对阿斯伯里汽车(ABG.US)和索尼克汽车(SAH.US)则 给予"持股观望"评级。 智通财经APP获悉，巴克莱分析师John Babcock表示，鉴于 2026 财年盈利有望增长，且当前估值已从近 期高位回落，汽车经销商领域存在投资机会，尤其是那些拥有数字化拍卖平台的经销商，比如获得"持 股观望"评级的 ACV 拍卖公司(ACVA.US)和获得"增持"评级的 OPENLANE (KAR.US)。 在关 ...

This story was originally published on Packaging Dive. To receive daily news and insights, subscribe to our free daily Packaging Dive newsletter. By the numbers: Q3 2025 Net sales: $2.19B Down 1.2% year over year  Net income: $142M Down from $165M in Q3 2024 Overview: Graphic Packaging International’s third-quarter packaging sales volumes fell 2% year over year, executives said during Tuesday’s earnings call. Although certain customers are running promotions, those are “insufficient to drive overall volume ...

Key Takeaways Group 1 posted Q3 EPS of $10.45, missing estimates but up 5.6% year over year.Revenues totaled $5.8B, beating forecasts and improving from last year's $5.2B.New, used and service sales all grew, while share repurchases totaled $82.5M.Group 1 Automotive (GPI) reported third-quarter 2025 adjusted earnings per share (EPS) of $10.45, which missed the Zacks Consensus Estimate of $10.64 but rose 5.6% year over year. The automotive retailer registered net sales of $5.8 billion, which beat the Zacks C ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-13461 Group 1 Automotive, Inc. (Exact name of registrant as specified in its charter) (State of other jurisdiction of incorporation or o ...

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Group 1 Automotive (NYSE:GPI) Q3 2025 Earnings Call October 28, 2025 09:00 AM ET Company ParticipantsDaryl Kenningham - President and CEODaniel McHenry - SVP and CFOPete DeLongchamps - SVP of Manufacturer Relations and Financial ServicesConference Call ParticipantsGlenn Chin - Senior Equity AnalystRajat Gupta - AnalystJeff Lick - AnalystDaniela Haigian - Equity AnalystBret Jordan - AnalystOperatorGood morning, ladies and gentlemen. Welcome to Group 1 Automotive's third quarter 2025 financial results confere ...

Financial Data and Key Metrics Changes - Group 1 Automotive reported record quarterly revenues of $5.8 billion, gross profit of $920 million, adjusted net income of $135 million, and adjusted diluted EPS of $10.45 from continuing operations [13][14] - Adjusted SG&A as a percentage of gross profit increased 160 basis points sequentially to 65.8% [16] - Cash flow generation yielded $500 million of adjusted operating cash flow and $352 million of free cash flow after accounting for $148 million of CapEx [19][20] Business Line Data and Key Metrics Changes - U.S. operations saw record quarterly revenues in used vehicles, parts and service, and F&I, with new vehicle unit sales rising mid-single digits [14][16] - Used vehicle operations achieved record quarterly revenue, with GPUs holding steady, reflecting disciplined sourcing and pricing [15] - F&I GPUs grew over 5%, with same-store PRU up $155 or greater than 16% year over year [6][15] Market Data and Key Metrics Changes - The UK market remains challenging with inflation and cost pressures, leading to a 4% decline in new vehicle same-store volumes [17] - Used vehicle same-store revenues in the UK were up over 5%, but same-store GPUs declined by over 24% [17] - The overall U.S. environment remains dynamic with steady consumer interest and balanced inventory levels [10][11] Company Strategy and Development Direction - The company is focusing on optimizing its portfolio, controlling costs, and enhancing operational efficiency, particularly in the UK [9][19] - Group 1 plans to exit the Jaguar Land Rover brand in the UK within 24 months, reallocating resources to more profitable areas [8][9] - The company continues to pursue acquisitions and share repurchases, having repurchased nearly one-third of its outstanding common shares since early 2022 [12][21] Management's Comments on Operating Environment and Future Outlook - Management expressed a cautious but confident stance regarding the U.S. market, maintaining operational discipline amid ongoing policy and trade uncertainties [11] - The UK environment is expected to stabilize as OEMs rationalize their networks to meet current market conditions [55][57] - Management believes that the after-sales business remains a key area for growth and stability [10][17] Other Important Information - The company took a $123.9 million asset impairment charge due to the decision to exit the JLR brand [8][18] - The UK operations experienced a £3 million impact from a cyber attack affecting profitability [9][18] Q&A Session Summary Question: Insights on U.S. luxury demand trends - Management noted that while there are some challenges, it is not yet material enough to call it a trend, with a focus on the upcoming fourth quarter for clarity [23][24] Question: Details on the JLR exit and property reallocation - The company is reviewing how to best utilize the real estate, with potential opportunities for other brands [25] Question: Clarification on impairment charges - The impairment includes $18 million related to JLR, with a broader goodwill impairment affecting the entire UK entity [26][28] Question: UK market dynamics and potential partnerships with Chinese brands - Management is considering partnerships with Chinese OEMs but remains focused on luxury brands for the time being [29] Question: Changes in consumer behavior and auto credit - No significant changes in consumer behavior were noted, with continued robust demand for loans [52]

Third Quarter 2025 Financial Results Investor Presentation October 28, 2025 Group 1 Automotive 2025 Forward looking statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, which are statements related to future, not past, events and are based on our current expectations and assumptions regarding our business, the economy and other future conditions. In this context, the forward-looking statements often include statements ...

Group 1 Automotive (GPI) came out with quarterly earnings of $10.45 per share, missing the Zacks Consensus Estimate of $10.64 per share. This compares to earnings of $9.9 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.79%. A quarter ago, it was expected that this auto dealer would post earnings of $10.31 per share when it actually produced earnings of $11.52, delivering a surprise of +11.74%.Over the last four quarters, th ...