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Core Insights - Asbury Automotive Group reported $4.68 billion in revenue for Q4 2025, a year-over-year increase of 3.8%, but fell short of the Zacks Consensus Estimate by 3.04% [1] - The company's EPS for the same period was $6.67, down from $7.26 a year ago, with a slight EPS surprise of -0.5% compared to the consensus estimate of $6.70 [1] Financial Performance Metrics - New vehicle unit sales were 47,201, slightly above the average estimate of 47,182 [4] - Used vehicle retail unit sales were 33,782, below the average estimate of 37,128 [4] - Average selling price for new vehicles was $53.5 billion, exceeding the average estimate of $53.38 billion [4] - Same-store used vehicle retail unit sales were 29,444, below the average estimate of 30,957 [4] - Average gross profit per unit for total new vehicles was $3.34 billion, slightly above the average estimate of $3.3 billion [4] - Average gross profit per unit for used vehicle retail was $1.76 billion, surpassing the average estimate of $1.63 billion [4] Revenue Breakdown - Revenues from new vehicles were $2.53 billion, slightly below the average estimate of $2.59 billion, representing a year-over-year increase of 2.8% [4] - Revenues from used vehicles were $1.29 billion, below the average estimate of $1.35 billion, with a year-over-year increase of 2.6% [4] - Wholesale revenues from used vehicles were $177 million, exceeding the average estimate of $173.22 million, with a year-over-year change of 10.9% [4] - Finance and insurance net revenues were $201.4 million, above the average estimate of $186.18 million, with a year-over-year change of 1.5% [4] - Retail revenues from used vehicles were $1.11 billion, below the average estimate of $1.18 billion, with a year-over-year increase of 1.4% [4] - Parts and service revenues were $658.3 million, slightly below the average estimate of $667.23 million, with a year-over-year increase of 11.5% [4] Stock Performance - Asbury Automotive shares returned -2% over the past month, while the Zacks S&P 500 composite increased by 0.5% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Financial Data and Key Metrics Changes - The company reported a record revenue of $4.7 billion for the fourth quarter, with a gross profit of $793 million, marking a gross profit margin of 17% and an expansion of 31 basis points year-over-year [8][9] - Adjusted earnings per share (EPS) for the quarter was $6.67, with an adjusted net income of $129 million [15][9] - The adjusted operating margin was 5.4%, and adjusted EBITDA reached $250 million [8][9] Business Line Data and Key Metrics Changes - New vehicle sales volume decreased by 6% year-over-year, with average gross profit per vehicle at $3,135, reflecting a slight decrease [10] - Used vehicle gross profit increased by 6% year-over-year, with retail gross profit per unit rising 18% to $1,749 [11] - Parts and service gross profit increased by 2% year-over-year, with total revenue growing 12% to $658 million, achieving a gross profit margin of 58.1% [13] Market Data and Key Metrics Changes - Same-store new vehicle revenue was down 6%, following a contraction in the seasonally adjusted annual rate (SAR) of 5% [10] - The company noted a pullback in consumer spending in parts and service, although there was optimism about the fixed operations business outlook [7] Company Strategy and Development Direction - The company is focused on managing its portfolio and allocating capital to areas that generate the greatest returns, with plans to divest four stores in the quarter and another nine by the end of the first quarter [8][6] - The transition to the Tekion platform is a key strategic initiative, with 38 stores operating on the new system by year-end [5][6] - The company aims to maintain a disciplined approach to capital allocation, balancing share repurchases with strategic acquisitions [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning for 2026, despite challenges such as weather disruptions and inventory management [20][21] - The first half of 2026 is expected to be more challenging, with improvements anticipated in the second half as inventory levels normalize [21][22] - The company is optimistic about the parts and service business, citing the aging vehicle population and increasing technology complexity as growth drivers [13][14] Other Important Information - The company deployed $186 million in capital expenditures and repurchased $50 million in shares during the quarter [5][8] - The transaction-adjusted net leverage ratio was 3.2x at year-end, better than expected, providing room for continued strategic capital decisions [16] Q&A Session Summary Question: Outlook for 2026 and SAR forecast - Management anticipates a slight decline in SAR but expects a recovery in certain brands, particularly Stellantis, which faced challenges in 2025 [20] Question: Used vehicle gross profit normalization - Management is confident in their strategy to maximize gross profit per unit while managing inventory levels effectively [26] Question: Customer pay growth in parts and service - Management acknowledged dissatisfaction with customer pay growth and emphasized a renewed strategy to improve performance in this area [35] Question: Tekion rollout and dual expenses - The rollout of Tekion is expected to be completed by the third quarter of 2026, with initial duplicated costs anticipated in the first half of the year [44][45] Question: Demand environment for new and used vehicles - Management noted a strong start to January before weather disruptions impacted sales, with expectations for recovery as conditions improve [59]

Asbury Automotive Group (NYSE:ABG) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Company ParticipantsChris Reeves - VP Finance and TreasurerDan Clara - COODaniela Haigian - VP of Equity ResearchDavid Hult - President and CEOMichael Welch - SVP and CFORajat Gupta - Equity Derivatives StructuringConference Call ParticipantsGlenn Chin - Senior Equity Analyst of AutomotiveJeff Lick - Managing Director and Research AnalystJohn Babcock - Stock AnalystMatthew Raab - Equity Research AnalystOperatorGreetings a ...

Asbury Automotive Group (NYSE:ABG) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Speaker9Greetings and welcome to the Asbury Automotive Group fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce Chris Reeves, Vice Presi ...

分组1 - Asbury Automotive Group reported quarterly earnings of $6.67 per share, missing the Zacks Consensus Estimate of $6.7 per share, and down from $7.26 per share a year ago, representing an earnings surprise of -0.50% [1] - The company posted revenues of $4.68 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 3.04%, compared to year-ago revenues of $4.5 billion [2] - Asbury Automotive shares have increased by approximately 1.9% since the beginning of the year, outperforming the S&P 500's gain of 0.5% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $6.59 on revenues of $4.53 billion, and for the current fiscal year, it is $27.38 on revenues of $19.26 billion [7] - The Zacks Industry Rank for Automotive - Retail and Whole Sales is currently in the top 39% of over 250 Zacks industries, indicating that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8] - The estimate revisions trend for Asbury Automotive was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting expected outperformance in the near future [6]

2025 Fourth Quarter Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements other than historical fact, and may include statements relating to goals, plans, objectives, beliefs, expectations and assumptions, projections regarding Asbury's financial position, liquidity, results of operations, cash flows, leverage, market position, the timing and amount of any stock ...

Exhibit 99.1 Investors & Reporters May Contact: Joe Sorice Sr. Manager, Investor Relations (770) 418-8211 ir@asburyauto.com Asbury Automotive Group Reports Fourth Quarter Results ATLANTA, GA. (February 5, 2026) — Asbury Automotive Group, Inc. (NYSE: ABG) (the "Company"), one of the largest automotive retail and service companies in the U.S., reported financial results for the fourth quarter of 2025. The Company reported fourth quarter 2025 net income of $60 million ($3.10 per diluted share), a decrease of 5 ...

The market expects Asbury Automotive Group (ABG) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to ...

Group 1 - UK Prime Minister Keir Starmer's visit to China includes over 50 business executives and institutional representatives from various sectors such as finance, pharmaceuticals, and manufacturing [1] - Notable attendees include CEOs and leaders from companies like AstraZeneca, Standard Chartered, HSBC, and Jaguar Land Rover, indicating a strong representation from key industries [1] - The visit aims to enhance communication and cooperation between the UK and China, aligning with the interests of both nations and promoting global peace and stability [1] Group 2 - The delegation features high-profile figures such as John Harrison from Airbus, Jason Ferguson from the World Professional Billiards and Snooker Association, and executives from Prudential and McLaren, showcasing a diverse range of industries [2][3] - The presence of leaders from cultural institutions like the Royal Shakespeare Company and the Science Museum Group highlights the importance of cultural exchange in the bilateral relationship [3]