FleetPartners Group
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FleetPartners Group (FPR) investor relations material

FleetPartners Group Q3 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 TU earnings summary13 Jul, 2026

Executive summary

  • Achieved 8% year-to-date NBW growth compared to the prior corresponding period, with strong momentum in 3Q26.

  • Strategy execution drove 6% AUMOF and 7% Core income growth year-to-date versus prior year.

  • Maintained pricing discipline in a softer used vehicle market, prioritizing value over volume, which impacted EOL income and increased inventory.

  • Upgraded FY26 NBW expectations to high-single-digit growth.

Financial highlights

  • 3Q26 NBW growth of 8% year-to-date, with $246m written in the quarter.

  • AUMOF grew 6% year-to-date and 1% sequentially from Mar-26.

  • Core income increased 7% year-to-date.

  • EOL profit per unit was $4,951 in 3Q26, impacted by lower disposal volumes.

  • Operating expenses remained in line with expectations.

Outlook and guidance

  • FY26 NBW guidance upgraded to high-single-digit growth.

  • Core margin expected to remain stable with mid-single-digit AUMOF growth.

  • EOL income anticipated to improve in 4Q26 but remain below 1Q26 and 2Q26 levels.

  • Operating expenses for FY26 expected at $98.5–$99.5m, including Remunerator acquisition.

  • Continued strong cash generation supports consistent shareholder distributions despite higher cash tax payments.

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Frequently asked questions

FleetPartners Group Ltd, formerly known as Eclipx Group Limited, is a provider of vehicle leasing and fleet management services. The company offers a comprehensive suite of services that cater to both individual and corporate needs, including fleet leasing, fleet management, heavy commercial vehicle management, salary packaging, and novated leasing. The company is headquartered in Sydney, Australia, and its shares are listed on the Australian Securities Exchange.