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Penske Automotive Group (PAG) investor relations material
Penske Automotive Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Q2 2025 revenue was $7.7B, flat year-over-year, with six-month revenue at $15.3B, up 1% YoY; net income for Q2 was $250M (+4%), and EPS was $3.78 (+5%).
Gross margin improved 50 bps to 16.9% in Q2, marking the eighth straight quarter of strong margins.
Strategic divestitures and closures reduced Q2 revenue by $200M; Ferrari Modena acquisition completed in July 2025.
Quarterly dividend increased 4.8% to $1.32, the 19th consecutive quarterly increase; $295.7M remains available for repurchases.
Premium brands and commercial truck operations highlighted, with diversified revenue: 61% North America, 27–29% UK, 10–11% other international.
Financial highlights
Gross profit reached $1.3B in Q2, up 3% YoY; six-month net income was $494M (+8% YoY).
EBITDA for the first half was $800M (+8% YoY); adjusted EPS for six months was $7.17 (+5% YoY).
SG&A as a percentage of gross profit improved 30 bps to 69.9%.
Free cash flow for the first half was $325M after $147M in capex; cash and cash equivalents at $155M.
Availability under credit agreements stood at $2.2B as of June 30, 2025.
Outlook and guidance
Management remains focused on navigating macroeconomic, geopolitical, and regulatory risks, including tariffs, supply chain disruptions, and labor shortages.
July new unit sales up 10% YoY, driven by improved consumer conversion and tariff clarity.
Used vehicle sourcing expected to improve in 2026 as lease maturities bottom this year.
Anticipate $150M annual cash tax benefit from bonus depreciation, with potential for $450M over three years.
M&A activity expected to increase in the second half, with a focus on strategic tuck-in acquisitions.
Why did used units decline 27% internationally?
Assess impact of tariffs on Penske's business.
Explain the decrease in truck rental revenue.
Assess EU trade agreement's impact on partners.
Explain Premier Truck Group's cost increase outlook.
Detail Porsche Australia's used car strategy.
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Next Penske Automotive Group earnings date
Q3 202529 Oct, 2025
Next Penske Automotive Group earnings date
Q3 202529 Oct, 2025
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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.
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