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Penske (PAG) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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Penske Automotive (PAG - Free Report) reported $8.42 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 9.4%. EPS of $3.42 for the same period compares to $3.23 a year ago.

The reported revenue represents a surprise of +4.69% over the Zacks Consensus Estimate of $8.04 billion. With the consensus EPS estimate being $3.44, the EPS surprise was -0.58%.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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 - New Retail: 5,749 versus 4,543 estimated by three analysts on average.
  • Retail Commercial Truck Revenue Per Vehicle Retailed - Used Vehicles: $80,293.00 compared to the $70,963.70 average estimate based on three analysts.
  • Retail Commercial Truck Revenue Per Vehicle Retailed - New Vehicles: $135,857.00 versus $145,508.50 estimated by three analysts on average.
  • Retail Commercial Truck Units - Total: 6,779 versus 5,402 estimated by three analysts on average.
  • Revenue- Retail Automotive- New Vehicles: $3.21 billion compared to the $3.07 billion average estimate based on four analysts. The reported number represents a change of +8.5% year over year.
  • Revenue- Retail Automotive- Fleet and Wholesale: $360.7 million compared to the $362.32 million average estimate based on four analysts. The reported number represents a change of +2.5% year over year.
  • Revenue- Retail Automotive- Service and Parts: $869.8 million versus $871.73 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +6.3% change.
  • Revenue- Retail Automotive- Finance and Insurance, Net: $197.6 million versus $193.74 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +0.9% change.
  • Revenue- Retail Automotive- Used Vehicles: $2.38 billion versus $2.37 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +6.3% change.
  • Revenue- Retail Automotive: $7.03 billion compared to the $6.86 billion average estimate based on four analysts. The reported number represents a change of +6.9% year over year.
  • Revenue- Retail Commercial Truck: $1.12 billion versus the four-analyst average estimate of $941.61 million. The reported number represents a year-over-year change of +22.4%.
  • Revenue- Commercial Vehicle Distribution and Other: $266.3 million versus $234.48 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +28.9% change.

View all Key Company Metrics for Penske here>>>

Shares of Penske have returned +5.1% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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