Key Takeaways ABG posted Q2 EPS of $7.43, beating estimates and up from $6.40 a year ago on strong used vehicle performance.Gross profit in the used vehicle wholesale unit rose 43%, surpassing the consensus by over $3 million.Total Q2 revenues of $4.37B missed estimates, with multiple segments falling short of sales and ASP targets.Asbury Automotive (ABG) reported second-quarter 2025 adjusted earnings per share of $7.43, which topped the Zacks Consensus Estimate of $6.82 and increased from $6.40 generated i ...

Key Takeaways LAD posted Q2 EPS of $10.24, up from $7.87 last year and ahead of the $9.78 consensus estimate.Used vehicle and aftersales segments beat expectations, boosting overall revenues to $9.58 billion.Same-store used vehicle sales rose 6.5%, and aftersales revenues climbed 8.5% year over year.Lithia Motors (LAD) reported second-quarter 2025 adjusted earnings per share of $10.24, which improved from the prior-year quarter’s $7.87 and beat the Zacks Consensus Estimate of $9.78. The auto retailer clocke ...

For the quarter ended June 2025, Camping World (CWH) reported revenue of $1.98 billion, up 9.4% over the same period last year. EPS came in at $0.57, compared to $0.38 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.88 billion, representing a surprise of +5.04%. The company delivered an EPS surprise of -1.72%, with the consensus EPS estimate being $0.58.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

Key Takeaways New vehicle revenues rose 8.7% to $3.39B, with unit sales and ASPs topping projections.Used vehicle gross profit surged 12.6% to $125.4M, fueled by volume gains and strong pricing.AN delivered Q2 EPS of $5.46 and revenues of $6.97B, up year over year and ahead of estimates.AutoNation, Inc. (AN) reported second-quarter 2025 adjusted earnings of $5.46 per share, which increased 37% year over year and beat the Zacks Consensus Estimate of $4.70, primarily on the back of better-than-expected revenu ...

Asbury Automotive Group (ABG) Q2 2025 Earnings Call July 29, 2025 10:00 AM ET Company ParticipantsChris Reeves - VP - Finance & TreasurerDavid Hult - President & CEODaniel Clara - Chief Operating OfficerMichael Welch - SVP & CFOJeff Lick - Managing DirectorFederico Merendi - Equity Research AssociateRajat Gupta - Executive Director - AutosBret Jordan - Managing DirectorConference Call ParticipantsRyan Sigdahl - Partner & Senior Research AnalystDavid Whiston - Senior Analyst - U.S. AutosOperatorGreetings. We ...

Asbury Automotive Group (ABG) Q2 2025 Earnings Call July 29, 2025 10:00 AM ET Speaker0Greetings. Welcome to Asbury Automotive Group's Second Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded.It is now my pleasure to introduce Chris Reeves, Vice President of Finance and Investor Relations. Thank you. You may begin.Speaker1Thanks, operator, and g ...

Core Insights - Asbury Automotive Group reported $4.37 billion in revenue for Q2 2025, a 3% year-over-year increase, with an EPS of $7.43 compared to $6.40 a year ago, indicating an EPS surprise of +8.94% against the consensus estimate [1] Financial Performance - Revenue of $4.37 billion was below the Zacks Consensus Estimate of $4.45 billion, representing a surprise of -1.73% [1] - Unit sales for new vehicles were 44,437, slightly below the average estimate of 45,291 [4] - Unit sales for used vehicle retail were 36,233, compared to the average estimate of 36,382 [4] - Average selling price for new vehicles was $51.85 billion, slightly lower than the average estimate of $52.01 billion [4] - Revenues from new vehicles were $2.3 billion, a 6.4% year-over-year increase, compared to the average estimate of $2.31 billion [4] - Revenues from used vehicles were $1.29 billion, a -1.7% change year-over-year, below the average estimate of $1.32 billion [4] - Revenues from parts and service were $601.5 million, a 3.6% year-over-year increase, below the average estimate of $624.93 million [4] - Revenues from finance and insurance net were $182 million, a -5.4% change year-over-year, below the average estimate of $203.25 million [4] - Revenues from used vehicle retail were $1.13 billion, a -3.2% change year-over-year, below the average estimate of $1.15 billion [4] - Revenues from used vehicle wholesale were $156.3 million, a 10.9% year-over-year increase, above the average estimate of $153.27 million [4] Stock Performance - Asbury Automotive shares returned -3.9% over the past month, while the Zacks S&P 500 composite increased by +3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Key Takeaways GPI beat Q2 earnings and revenue estimates with EPS of $11.52 and net sales of $5.7 billion.New and used vehicle retail sales surged, with both revenues and volume exceeding expectations.The UK segment's revenues nearly doubled, boosting gross profit 109.6% to $207.1M and beating forecasts.Group 1 Automotive (GPI) reported second-quarter 2025 adjusted earnings per share (EPS) of $11.52, which beat the Zacks Consensus Estimate of $10.31 and rose 17.5% year over year. The automotive retailer reg ...

Financial Data and Key Metrics Changes - Total revenue for Q2 2025 was $7 billion, an increase of 8% year over year on both total and same store basis [12] - Adjusted net income rose to $209 million, up 29% from $163 million a year ago [15] - Adjusted EPS was $5.46 for the quarter, an increase of $1.47 or 37% from a year ago [15][8] - Same store gross profit increased by 10% year over year to $1.3 billion, with a gross profit margin of 18.3%, up 40 basis points from a year ago [13] Business Line Data and Key Metrics Changes - New vehicle sales increased by 8% year over year, with domestic segment sales up 19% [4][17] - Used vehicle gross profit increased by 13% year over year, with unit sales up 6% [5][21] - Customer financial services gross profit also increased by 13%, with finance penetration stable at around 75% [6][22] - After sales revenue grew by 12% year over year, with gross profit margins expanding by 100 basis points to record levels [28][29] Market Data and Key Metrics Changes - New vehicle unit volumes increased by 7% year over year, with hybrid sales up over 40% and battery electric sales up nearly 20% [17] - Used vehicle retail unit sales improved by 6% year over year, with stable average retail prices [20] - The company ended the quarter with 41,000 new vehicle units in inventory, representing 49 days of supply [18] Company Strategy and Development Direction - The company is focused on growth and efficiency across all business lines, with a strong emphasis on technician recruitment and retention [7][35] - There is a commitment to explore M&A opportunities to add scale and density in existing markets, while also returning capital to shareholders through share repurchases [32][34] - The company aims to leverage its broad portfolio of brands to cushion against potential new tariffs [10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the second half of 2025, despite some fluctuations in sales patterns due to tariff uncertainties [56][59] - The company expects to maintain market share and is encouraged by provisions in recent federal statutes that could stimulate vehicle purchases [11] - Management noted that the mobile service business, while facing challenges, has the potential to contribute positively to income as it matures [36][39] Other Important Information - The company completed its inaugural asset-backed securitization, which was oversubscribed, allowing for increased debt funding levels [26][27] - Adjusted free cash flow for the first half totaled $394 million, representing 100% of adjusted net income [30] - The company received $10 million in insurance recoveries related to the previous year's CDK outage, with expectations for more recoveries in 2025 [31] Q&A Session Summary Question: What kind of flexibility do you have regarding M&A opportunities? - Management indicated a cautious approach post-tariff announcement but noted an improvement in the M&A pipeline and a commitment to both M&A and share repurchases [45][46] Question: What are your thoughts on the consumer landscape and demand outlook? - Management believes there is still pent-up demand and expects stability in margins, despite potential fluctuations in sales patterns [56][58] Question: Can you provide an update on AutoNation USA and its strategy? - Management stated that growth will be more deliberate, focusing on density in markets to ensure success [82][84] Question: How do you see the competition in the used vehicle market? - Management acknowledged competition but emphasized the large market size and the company's small share, indicating plenty of growth opportunities [95][96] Question: Can you discuss the performance of AutoNation Finance? - Management highlighted that AutoNation Finance is driving growth and has a superior attach rate compared to other lenders, positively influencing overall business performance [101][105]

Key Takeaways SAH posted Q2 adjusted EPS of $2.19, up 49% year over year and ahead of the $1.63 consensus estimate.Total revenues rose to $3.66B, with strong gains in new vehicles, finance, and parts and service sales.SAH raised its quarterly dividend by 9% to $0.38, payable on Oct. 15 to shareholders of record as of Sept. 15.Sonic Automotive, Inc. (SAH) posted second-quarter 2025 adjusted earnings per share of $2.19, which topped the Zacks Consensus Estimate of $1.63 and improved 49% from the year-ago quar ...