Financial Performance - Revenue remained relatively flat at $7662 million for Q2 2025 compared to $7697 million in Q2 2024, while six-month revenue increased by 1% to $15267 million[15] - Income attributable to common stockholders increased by 4% to $250 million in Q2 2025 and by 8% to $494 million for the six months ended June 30, 2025[15] - Penske Transportation Solutions (PTS) equity earnings increased to $535 million in Q2 2025 from $529 million, and $867 million for the six months ended June 30, 2025[14,47] - Adjusted EBITDA for the six months ended June 30, 2025, was $773 million, a 48% increase compared to $7379 million in the same period of 2024[55] Retail Automotive - Retail automotive same-store revenue decreased by 1% to $6319 million in Q2 2025[21] - Gross margin increased by 50 bps to 169%[14] - Same-store retail automotive service and parts revenue increased by 7%, with related gross profit up by 9%[14] Retail Commercial Trucks - Retail commercial truck revenue increased to $944 million in Q2 2025 from $892 million in Q2 2024[31] - Same-store total units decreased by 4% to 4995 in Q2 2025[32] - Same-store used units gross per unit increased by 56% to $7016[32] Capital Allocation - Dividends paid were $165 million for the six months ended June 30, 2025[9] - Share repurchases totaled $133 million for the six months ended June 30, 2025[9] - Capital expenditures were $147 million for the six months ended June 30, 2025[9]

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 ...

AutoNation (AN) Q2 2025 Earnings Call July 25, 2025 09:00 AM ET Company ParticipantsDerek Fiebig - VP - IRMichael Manley - CEO & DirectorThomas Szlosek - EVP & CFORajat Gupta - Executive Director - AutosDouglas Dutton - Vice PresidentBret Jordan - Managing DirectorDaniela Haigian - VP & Equity ResearchJeff Lick - Managing DirectorConference Call ParticipantsMichael Ward - Financial AnalystOperatorHello, everyone, and thank you for joining the AutoNation Incorporated Q2 earnings call. My name is Harry, and I ...