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Penske (PAG) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

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Penske Automotive (PAG - Free Report) reported $7.6 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 2.1%. EPS of $3.39 for the same period compares to $3.19 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $7.59 billion, representing a surprise of +0.14%. The company delivered an EPS surprise of +3.67%, with the consensus EPS estimate being $3.27.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Penske performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Retail Commercial Truck Units - Total: 4,714 versus 4,684 estimated by three analysts on average.
  • Retail Commercial Truck Units - Used Retail: 975 compared to the 1,088 average estimate based on three analysts.
  • Retail Commercial Truck Units - New Retail: 3,739 compared to the 3,596 average estimate based on three analysts.
  • Retail Automotive Units - Used Retail: 58,486 versus the three-analyst average estimate of 63,609.
  • Revenue- Retail Automotive- New Vehicles: $3.02 billion versus the four-analyst average estimate of $2.99 billion. The reported number represents a year-over-year change of +7.8%.
  • Revenue- Retail Automotive- Fleet and Wholesale: $359.10 million versus the four-analyst average estimate of $389.02 million. The reported number represents a year-over-year change of -7.2%.
  • Revenue- Retail Automotive- Service and Parts: $789.40 million versus the four-analyst average estimate of $794.23 million. The reported number represents a year-over-year change of +5.8%.
  • Revenue- Retail Automotive- Finance and Insurance, Net: $198.20 million versus the four-analyst average estimate of $208.37 million. The reported number represents a year-over-year change of -3.8%.
  • Revenue- Retail Automotive- Used Vehicles: $2.20 billion compared to the $2.21 billion average estimate based on four analysts. The reported number represents a change of -5.8% year over year.
  • Revenue- Retail Automotive: $6.57 billion compared to the $6.59 billion average estimate based on four analysts. The reported number represents a change of +1.4% year over year.
  • Revenue- Retail Commercial Truck: $823.70 million compared to the $828.49 million average estimate based on four analysts. The reported number represents a change of +4% year over year.
  • Revenue- Commercial Vehicle Distribution and Other: $211.50 million versus $190.52 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +18.8% change.
View all Key Company Metrics for Penske here>>>

Shares of Penske have returned +7.7% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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