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Penske Automotive (PAG) - 2025 Q3 - Earnings Call Presentation

Financial Performance - Revenue increased by 1% to $7.7 billion for Q3 2025 compared to the same period last year[15] - For the nine months ended September 30, 2025, total revenue increased by 1% to $23 billion[28] - Q3 2025 net income attributable to common stockholders was $213 million, a decrease of 6% compared to $226 million in Q3 2024[28] - Income per share for Q3 2025 was $323, a decrease of 5% compared to $339 in Q3 2024[28] - For the nine months ended September 30, 2025, net income attributable to common stockholders was $707 million, a 4% increase compared to $683 million in the same period of 2024[28] - Income per share for the nine months ended September 30, 2025, was $1066, a 5% increase compared to $1020 in the same period of 2024[28] Retail Automotive - Retail automotive same-store revenue increased by 51%, with related gross profit up by 30%[15] - Same-store new units delivered increased by 39%[15] - Same-store service & parts revenue increased by 49%, with related gross profit up by 75%[15] Capital Allocation - Repaid $550 million of 35% senior subordinated notes due September 1, 2025, at scheduled maturity[15] - Through October 24, 2025, repurchased 1086560 shares of common stock for $167 million[15] - On October 15, 2025, the company announced a 45% increase in the quarterly dividend, representing $006 per share, to $138[15]