Penske Automotive Group, Inc. (PAG) Q4 2025 Earnings Call Transcript

SA Transcripts158.31K FollowersFollow5ShareSaveCommentsQ4: 2026-02-11 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $2.85 misses by $0.24 | Revenue of $7.65B (-0.86% Y/Y) beats by $28.25M Penske Automotive Group, Inc. (PAG) Q4 2025 Earnings Call February 11, 2026 2:00 PM EST Company Participants Anthony Pordon - Executive Vice President of Investor Relations & Corporate DevelopmentRoger Penske - Chairman & CEORichard Shearing - Chief Operating Officer of North American OperationsRandall Seymore - Chief Operating Officer of International OperationsMichelle Hulgrave - Executive VP & CFOTony Facione - VP & Corporate Controller Conference Call Participants Michael Ward - Citigroup Inc., Research DivisionAlexander Perry - BofA Securities, Research DivisionJohn Babcock - Barclays Bank PLC, Research DivisionRajat Gupta - JPMorgan Chase & Co, Research DivisionDaniela Haigian - Morgan Stanley, Research DivisionDavid Whiston - Morningstar Inc., Research Division Presentation Operator Good afternoon, and welcome to the Penske Automotive Group Fourth Quarter 2025 Earnings Conference Call. Today's call is being recorded and will be available for replay approximately 1 hour after the completion through February 18, 2026 on the company's website under the Investors tab at www.penskeautomotive.com. I will now introduce Anthony Pordon, the company's Executive Vice President of Investor Relations and Corporate Development. Please go ahead, sir. Anthony PordonExecutive Vice President of Investor Relations & Corporate Development Thank you, Regina. Good afternoon, everyone, and thank you for joining us today. A press release detailing Penske Automotive Group's fourth quarter 2025 financial results was issued this morning and is posted on our website, along with the presentation designed to assist you in understanding the company's results. As always, I'm available by e-mail or phone for any follow-up questions you may have. Joining me for today's call are Roger Penske, Chair and CEO; Shelley Hulgrave, EVP and Chief Financial Officer; Rich Shearing, North American Operations; Randall Seymore, International Operations; and Tony Facione, Vice President and Corporate Controller. During the fourth quarter, we acquired Penske Motor Group from a commonly controlled affiliate. As a