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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 $7.45 billion in revenue for the quarter ended September 2023, representing a year-over-year increase of 7.6%. EPS of $3.90 for the same period compares to $4.61 a year ago.

The reported revenue represents a surprise of -0.02% over the Zacks Consensus Estimate of $7.45 billion. With the consensus EPS estimate being $4.04, the EPS surprise was -3.47%.

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 Automotive Units - New Retail: 48,060 versus 49,382 estimated by three analysts on average.
  • Retail Automotive Units - Used Retail: 66,009 versus 62,927 estimated by three analysts on average.
  • Retail Automotive Units - Total: 114,069 compared to the 112,309 average estimate based on three analysts.
  • Retail Automotive Gross Profit Per Vehicle Retailed - New Vehicles: $5,790 compared to the $6,118.80 average estimate based on three analysts.
  • Revenue- Retail Automotive: $6.33 billion versus the four-analyst average estimate of $6.03 billion. The reported number represents a year-over-year change of +9.9%.
  • Revenue- Commercial Vehicle Distribution and Other: $157.70 million compared to the $145.91 million average estimate based on four analysts. The reported number represents a change of +10% year over year.
  • Revenue- Retail Automotive- Service and Parts: $685.20 million versus the four-analyst average estimate of $657.20 million.
  • Revenue- Retail Automotive- Finance and Insurance, Net: $210.10 million versus $212.55 million estimated by four analysts on average.
  • Revenue- Retail Automotive- Fleet and Wholesale: $365.30 million versus $355.95 million estimated by four analysts on average.
  • Revenue- Retail Automotive- New Vehicles: $2.74 billion versus the four-analyst average estimate of $2.68 billion.
  • Revenue- Retail Commercial Truck: $964.70 million compared to the $1.06 billion average estimate based on four analysts. The reported number represents a change of -5.4% year over year.
  • Revenue- Retail Automotive- Used Vehicles: $2.32 billion compared to the $2.13 billion average estimate based on four analysts.
View all Key Company Metrics for Penske here>>>

Shares of Penske have returned -11% over the past month versus the Zacks S&P 500 composite's -1.6% 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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