Core Insights - Penske Automotive reported revenue of $7.77 billion for the quarter ended December 2025, reflecting a year-over-year increase of 0.6% and surpassing the Zacks Consensus Estimate of $7.64 billion by 1.66% [1] - The company's EPS was $2.91, down from $3.54 in the same quarter last year, indicating an EPS surprise of -8.89% compared to the consensus estimate of $3.19 [1] Financial Performance Metrics - Retail Commercial Truck Revenue Per Vehicle Retailed was $147,989, exceeding the average estimate of $144,449.60 [4] - Total Retail Commercial Truck Units sold were 3,789, slightly below the estimated 3,826 [4] - Retail Automotive Units for Used Vehicles reached 52,571, surpassing the average estimate of 50,882 [4] - Retail Automotive Gross Profit Per Vehicle Retailed for New Vehicles was $4,689, lower than the estimated $4,928.79 [4] - Retail Automotive Revenue was $6.74 billion, above the average estimate of $6.69 billion, marking a year-over-year increase of 0.3% [4] - Revenue from Commercial Vehicle Distribution and Other was $303.3 million, significantly higher than the average estimate of $240.56 million, representing a year-over-year increase of 35.3% [4] - Retail Automotive Service and Parts Revenue was $844.8 million, exceeding the average estimate of $820.12 million, with a year-over-year increase of 9.6% [4] - Retail Automotive Finance and Insurance Revenue was $199.8 million, slightly above the average estimate of $194.48 million, but down 1.7% year-over-year [4] - Retail Automotive Fleet and Wholesale Revenue was $356 million, close to the average estimate of $360.47 million, reflecting a year-over-year increase of 2.8% [4] - Retail Automotive New Vehicles Revenue was $3.22 billion, below the estimated $3.26 billion, showing a decline of 4.3% year-over-year [4] - Retail Commercial Truck Revenue was $725.4 million, exceeding the average estimate of $695.84 million, but down 6.2% year-over-year [4] - Retail Automotive Used Vehicles Revenue was $2.12 billion, surpassing the average estimate of $2.05 billion, with a year-over-year increase of 4.1% [4] Stock Performance - Penske's shares have returned -0.2% over the past month, compared to a -0.3% change in the Zacks S&P 500 composite [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]

Core Insights - Penske Automotive (PAG) reported $7.6 billion in revenue for Q1 2025, a year-over-year increase of 2.1% and an EPS of $3.39 compared to $3.19 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Financial Performance - Revenue for Retail Automotive was $6.57 billion, slightly below the average estimate of $6.59 billion, reflecting a year-over-year change of +1.4% [4] - Revenue from New Vehicles in Retail Automotive was $3.02 billion, surpassing the average estimate of $2.99 billion, with a year-over-year increase of +7.8% [4] - Retail Commercial Truck revenue was reported at $823.70 million, slightly below the average estimate of $828.49 million, with a year-over-year change of +4% [4] - Revenue from Commercial Vehicle Distribution and Other was $211.50 million, exceeding the average estimate of $190.52 million, representing an 18.8% year-over-year increase [4] Market Performance - Penske's shares returned +7.7% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]