Penske Automotive Group
Logotype for Penske Automotive Group Inc

Penske Automotive Group (PAG) investor relations material

Penske Automotive Group Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Penske Automotive Group Inc
Q4 2025 earnings summary11 Feb, 2026

Executive summary

  • Delivered over 504,000 new and used vehicles globally in 2025, generating $31.8 billion in revenue and $935 million in net income, with EPS of $14.13.

  • Completed major acquisitions, including Toyota, Lexus, and Ferrari dealerships, adding up to $2 billion in annualized revenue; divested non-strategic assets representing $700 million in revenue.

  • Announced the 21st consecutive quarterly dividend increase, raising the quarterly dividend to $1.40 per share, and continued share repurchases.

  • Over 27,700 employees operated across 8 countries and 4 continents.

  • Acquired Penske Motor Group in November 2025, expected to add $1.5 billion in annualized revenue.

Financial highlights

  • Q4 2025 revenue was $7.8 billion, down 4% year-over-year; full-year revenue was $31.8 billion, nearly flat year-over-year.

  • Q4 net income attributable to common stockholders was $186 million, down 25%; full-year net income was $935 million, down 4%.

  • Q4 EPS was $2.83, down 24%; full-year EPS was $14.13, down 2.5%.

  • EBITDA for 2025 was $1.53 billion, down 0.7% year-over-year.

  • Full-year cash flow from operations was $1 billion, and free cash flow was $651 million.

Outlook and guidance

  • Anticipates commercial truck market recovery and stronger U.S. macro environment in 2026.

  • Q1 2026 expected to face headwinds from prior year pull-forward effects and weather disruptions; Q2 anticipated to be stronger due to seasonal trends.

  • Acquisitions of Toyota and Lexus dealerships expected to add up to $2 billion in annualized revenue.

  • Management highlights a resilient business model with recurring revenue streams and a seasoned management team.

How are Chinese OEMs integrated into UK ops?
How will PTS cash flow impact 2026 capital allocation?
What specific indicators signal truck market recovery?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Penske Automotive Group earnings date

Logotype for Penske Automotive Group Inc
Q1 202629 Apr, 2026
Penske Automotive Group
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Penske Automotive Group earnings date

Logotype for Penske Automotive Group Inc
Q1 202629 Apr, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Penske Automotive Group Inc is an automotive and commercial truck retailer that operates dealerships and distribution businesses. The company sells new and used vehicles, provides financing, insurance, maintenance, and parts services, and operates across North America, Europe, and Australia. It also distributes commercial vehicles and power systems under multiple brands. The company is headquartered in Bloomfield Hills, Michigan, and its shares are listed on the NYSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage