Core Insights - Asbury Automotive Group reported strong Q3 2025 earnings, with adjusted EPS of $7.17, surpassing estimates and showing a year-over-year increase from $6.35 [3] - Revenues for the quarter reached $4.80 billion, a nearly 13% increase year-over-year, exceeding the consensus estimate [3] Segment Performance - New vehicle revenues increased by 17% year-over-year to $2.53 billion, driven by higher unit sales, with retail units sold totaling 48,070, up 13% from the previous year [4] - Used vehicle retail revenues rose 7% to $1.23 billion but fell short of estimates due to lower unit sales, with retail used vehicle units sold at 37,696, up only 1% year-over-year [5] - Wholesale used vehicle revenues climbed 27% to $185.5 million, exceeding consensus estimates [6] - Finance and insurance business net revenues were $200.3 million, an 8% increase year-over-year, beating estimates [7] - Parts and service revenues reached $659.4 million, up from $593.1 million year-over-year, but missed the consensus estimate [8] Financial Metrics - Selling, general & administrative expenses as a percentage of gross profit increased to 65.7%, up 70 basis points year-over-year [9] - Cash and cash equivalents decreased to $32.2 million from $69.4 million at the end of 2024, while long-term debt rose to $3.6 billion [9] Market Outlook - Following the earnings release, there has been an upward trend in estimates for Asbury Automotive [10] - The company holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [12] Industry Comparison - Asbury Automotive is part of the Zacks Automotive - Retail and Wholesale industry, where competitor AutoNation reported a 6.9% year-over-year revenue increase to $7.04 billion [13]

Core Insights - Titan Machinery (TITN) reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of a loss of $0.36 per share, but down from $0.07 per share a year ago [1] - The earnings surprise was +113.89%, following a previous surprise of +53.57% in the last quarter [2] - The company posted revenues of $644.51 million for the quarter, surpassing the Zacks Consensus Estimate by 10.77%, but down from $679.82 million year-over-year [3] Financial Performance - Titan Machinery has surpassed consensus EPS estimates three times over the last four quarters [2] - The company has topped consensus revenue estimates four times in the last four quarters [3] - The current consensus EPS estimate for the upcoming quarter is -$0.45 on revenues of $613.86 million, and for the current fiscal year, it is -$1.65 on revenues of $2.34 billion [8] Market Position - Titan Machinery shares have increased approximately 16.4% since the beginning of the year, outperforming the S&P 500's gain of 14% [4] - The Zacks Rank for Titan Machinery is currently 3 (Hold), indicating expected performance in line with the market in the near future [7] - The Automotive - Retail and Whole Sales industry, to which Titan Machinery belongs, is currently in the bottom 25% of Zacks industries, which may impact stock performance [9]

Core Viewpoint - Penske Automotive reported quarterly earnings of $3.23 per share, missing the Zacks Consensus Estimate of $3.48 per share, representing a -7.18% earnings surprise [1]. Financial Performance - The company posted revenues of $7.7 billion for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.58%, compared to $7.59 billion in the same quarter last year [2]. - Over the last four quarters, Penske has surpassed consensus EPS estimates three times and topped revenue estimates two times [2]. Stock Performance - Penske shares have increased by approximately 7% since the beginning of the year, while the S&P 500 has gained 17.2% [3]. - The stock currently holds a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [6]. Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $3.45 on revenues of $7.63 billion, and for the current fiscal year, it is $14.10 on revenues of $30.67 billion [7]. - The trend of estimate revisions for Penske was unfavorable prior to the earnings release, which may impact future stock performance [6]. Industry Context - The Automotive - Retail and Whole Sales industry is currently ranked in the bottom 24% of over 250 Zacks industries, suggesting potential challenges for stocks within this sector [8].

Group 1: Earnings Performance - Asbury Automotive Group reported quarterly earnings of $7.17 per share, exceeding the Zacks Consensus Estimate of $6.8 per share, and up from $6.35 per share a year ago, representing an earnings surprise of +5.44% [1] - The company posted revenues of $4.8 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.37%, compared to year-ago revenues of $4.24 billion [2] Group 2: Stock Performance and Outlook - Asbury Automotive shares have declined approximately 3.6% since the beginning of the year, while the S&P 500 has gained 16.9% [3] - The current consensus EPS estimate for the upcoming quarter is $6.65 on revenues of $4.87 billion, and for the current fiscal year, it is $27.31 on revenues of $18.09 billion [7] Group 3: Industry Context - The Automotive - Retail and Whole Sales industry is currently ranked in the bottom 23% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Group 1 Automotive (GPI) reported quarterly earnings of $10.45 per share, missing the Zacks Consensus Estimate of $10.64 per share, but showing an increase from $9.9 per share a year ago, resulting in an earnings surprise of -1.79% [1] - The company achieved revenues of $5.78 billion for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 2.77% and up from $5.22 billion year-over-year [2] - Group 1 Automotive has surpassed consensus EPS estimates three times over the last four quarters and topped revenue estimates four times in the same period [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $10.20 on revenues of $5.62 billion, while for the current fiscal year, the estimate is $42.25 on revenues of $22.46 billion [7] - The estimate revisions trend for Group 1 Automotive was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Automotive - Retail and Whole Sales industry is currently ranked in the bottom 23% of over 250 Zacks industries, suggesting potential challenges for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment and stock performance [5]

Core Viewpoint - AutoNation reported quarterly earnings of $5.01 per share, exceeding the Zacks Consensus Estimate of $4.85 per share, and showing an increase from $4.02 per share a year ago, indicating a positive earnings surprise of +3.30% [1][2] Financial Performance - The company achieved revenues of $7.04 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.63%, and up from $6.59 billion year-over-year [2] - Over the last four quarters, AutoNation has consistently exceeded consensus EPS estimates and revenue expectations [2] Stock Performance - AutoNation shares have increased approximately 27.4% since the beginning of the year, outperforming the S&P 500's gain of 13.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $5.01 on revenues of $7.11 billion, and for the current fiscal year, it is $19.72 on revenues of $27.63 billion [7] - The outlook for the automotive retail and wholesale industry is currently in the bottom 24% of Zacks industries, which may impact AutoNation's stock performance [8]

Core Insights - Sonic Automotive reported quarterly earnings of $1.41 per share, missing the Zacks Consensus Estimate of $1.82 per share, but showing an increase from $1.26 per share a year ago, resulting in an earnings surprise of -22.53% [1] - The company achieved revenues of $3.97 billion for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 8.18% and up from $3.49 billion year-over-year [2] - Sonic Automotive shares have increased approximately 22.9% year-to-date, outperforming the S&P 500's gain of 13.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.79 on revenues of $3.84 billion, and for the current fiscal year, it is $7.21 on revenues of $14.82 billion [7] - The estimate revisions trend for Sonic Automotive was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Automotive - Retail and Whole Sales industry is currently ranked in the bottom 24% of over 250 Zacks industries, suggesting potential challenges for stocks within this sector [8] - Group 1 Automotive, another company in the same industry, is expected to report quarterly earnings of $10.64 per share, reflecting a year-over-year increase of 7.5%, with revenues anticipated to be $5.63 billion, up 7.8% from the previous year [9][10]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Penske Automotive (PAG) due to higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Penske Automotive is expected to report quarterly earnings of $3.48 per share, reflecting a year-over-year increase of +3.6% [3]. - Revenue projections stand at $7.74 billion, indicating a 2% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 1.22% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][12]. - The current Earnings ESP for Penske is -0.41%, suggesting a lower Most Accurate Estimate compared to the Zacks Consensus Estimate [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with a strong predictive power for positive readings [9][10]. - Penske's combination of a negative Earnings ESP and a Zacks Rank of 4 (Sell) complicates predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Penske exceeded earnings expectations by +6.18%, with actual earnings of $3.78 per share compared to an expected $3.56 [13]. - Over the past four quarters, Penske has beaten consensus EPS estimates three times [14]. Industry Comparison - Asbury Automotive Group (ABG), a competitor in the automotive retail and wholesale industry, is expected to report earnings of $6.8 per share, reflecting a year-over-year change of +7.1% [18]. - Asbury's revenue is projected at $4.69 billion, up 10.7% from the previous year, but it also has a negative Earnings ESP of -1.73% [19][20].

Core Insights - Lithia Motors (LAD) reported quarterly earnings of $9.5 per share, exceeding the Zacks Consensus Estimate of $8.53 per share, and showing an increase from $8.21 per share a year ago, resulting in an earnings surprise of +11.37% [1] - The company achieved revenues of $9.68 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.70% and up from $9.22 billion year-over-year [2] - Lithia Motors has outperformed consensus EPS estimates three times in the last four quarters [2] Earnings Outlook - The future performance of Lithia Motors' stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $8.28 on revenues of $9.46 billion, and for the current fiscal year, it is $34.78 on revenues of $37.83 billion [7] Industry Context - The Automotive - Retail and Whole Sales industry, to which Lithia Motors belongs, is currently ranked in the bottom 23% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of Lithia Motors' stock may be influenced by the overall outlook for the industry [8]

Core Viewpoint - Group 1 Automotive (GPI) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended September 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for October 28, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The Zacks Consensus Estimate predicts quarterly earnings of $10.64 per share, reflecting a year-over-year increase of +7.5%, with revenues expected to reach $5.63 billion, up 7.8% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0.69% higher, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Group 1 Automotive is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.43%, suggesting a bullish outlook on the company's earnings prospects [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Group 1 Automotive has a Zacks Rank of 3, which, along with the positive Earnings ESP, suggests a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Group 1 Automotive was expected to post earnings of $10.31 per share but delivered $11.52, resulting in a surprise of +11.74% [13]. - Over the past four quarters, the company has surpassed consensus EPS estimates three times [14]. Industry Context - In the broader automotive retail and wholesale industry, AutoNation is also expected to report earnings of $4.85 per share for the same quarter, indicating a year-over-year change of +20.7% and revenues of $6.86 billion, up 4.1% [18][19].