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Penske (PAG) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended June 2026, Penske Automotive (PAG - Free Report) reported revenue of $8.51 billion, up 11.1% over the same period last year. EPS came in at $3.62, compared to $3.78 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $7.93 billion, representing a surprise of +7.4%. The company delivered an EPS surprise of +7.1%, with the consensus EPS estimate being $3.38.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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 Automotive Revenue Per Vehicle Retailed - Used Vehicles: $41,847.00 compared to the $41,512.34 average estimate based on three analysts.
  • Retail Commercial Truck Revenue Per Vehicle Retailed - Used Vehicles: $74,991.00 versus the three-analyst average estimate of $70,596.84.
  • Retail Commercial Truck Revenue Per Vehicle Retailed - New Vehicles: $138,979.00 versus $143,825.20 estimated by three analysts on average.
  • Retail Commercial Truck Units - Total: 5,431 compared to the 5,071 average estimate based on three analysts.
  • Revenue- Retail Automotive: $7.3 billion compared to the $6.81 billion average estimate based on four analysts. The reported number represents a change of +12% year over year.
  • Revenue- Commercial Vehicle Distribution and Other: $283.9 million compared to the $220.01 million average estimate based on four analysts. The reported number represents a change of +41.1% year over year.
  • Revenue- Retail Automotive- Service and Parts: $867.1 million versus $889.96 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +6.2% change.
  • Revenue- Retail Automotive- Finance and Insurance, Net: $211 million versus the four-analyst average estimate of $197.61 million. The reported number represents a year-over-year change of +5.2%.
  • Revenue- Retail Automotive- Fleet and Wholesale: $375.6 million versus $379.49 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4.9% change.
  • Revenue- Retail Automotive- New Vehicles: $3.38 billion compared to the $3.02 billion average estimate based on four analysts. The reported number represents a change of +14.7% year over year.
  • Revenue- Retail Commercial Truck: $927.8 million compared to the $922.42 million average estimate based on four analysts. The reported number represents a change of -1.7% year over year.
  • Revenue- Retail Automotive- Used Vehicles: $2.47 billion versus $2.3 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +12.3% change.

View all Key Company Metrics for Penske here>>>

Shares of Penske have returned +22.9% over the past month versus the Zacks S&P 500 composite's +1.9% 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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