PAG Surpasses Revenue Estimates; Q4 Sales Flat Amid Same-Store Decline

Penske Automotive Group (NYSE:PAG) reported Q4 CY2025 revenue of $7.77 billion, flat year on year, but exceeded Wall Street expectations. GAAP profit of $2.83 per share was 6.4% below consensus. Same-store sales declined 4% YoY, while new stores added at a 3.1% CAGR over the past two years. EBITDA missed estimates, and the stock closed at $164.40. PAG’s 3.4% CAGR in sales over the last three years contrasts with a modest 1.5% CAGR in revenue guidance for the next 12 months, signaling potential demand headwinds. The company serves major markets in the U.S., U.K., Canada, Germany, Italy, Japan, and Australia.