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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.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.
- NPATA, EPS, and revenue rose in 1H26, with strong cash generation and a 13% dividend yield.FPR
H1 2026 - Strong financial growth, higher dividends, and digital expansion amid market challenges.FPR
AGM 2026 - Core income and NPATA pre-EOL rose, cash generation was strong, and dividend payout increased.FPR
H2 2025 - 5% AUMOF growth and strong cost savings highlight resilience amid transition.FPR
Q3 2025 TU - Record new business and asset growth, strong cash flow, and $30m share buy-back announced.FPR
H2 2024 - Record new business growth, strong capital returns, and digital transformation marked FY24.FPR
AGM 2025 - Transformation completed, AUMOF up 6%, NPATA down 7%, $25.3M buy-back announced.FPR
H1 2025
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