Penske Automotive Group Reports Q4 Revenue of $7.77B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Should l Buy PAG?
Reports Q4 revenue $7.77B, consensus $7.63B. Commenting on the company's results, Chair Roger Penske said, "In 2025, our business delivered over 504,000 retail auto and commercial truck units, generated nearly $32 billion in revenue and $1.3 billion in earnings before taxes. Our diversified model remains resilient as vehicle inventory remains in good shape, service and parts remain strong, and our costs remain well controlled. I was pleased with how our team performed during the fourth quarter in light of the difficult quarter-over-quarter comparisons, including the impact to auto sales from pull forward activity, the continuing weakness in the commercial truck freight market, and the macro-economic environment in the U.K." Penske continued, "Over the last two years, we completed divestitures of 23 non-strategic retail automotive dealerships representing nearly 21,000 new and used units and $700 million in revenue. In addition, over the last few months, we announced acquisitions of two Toyota dealerships and four Lexus dealerships representing approximately $2 billion in estimated annualized revenue that will drive further scale and growth for Penske Automotive Group."
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Analyst Views on PAG
Wall Street analysts forecast PAG stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 156.750
Low
175.00
Averages
187.00
High
195.00
Current: 156.750
Low
175.00
Averages
187.00
High
195.00
About PAG
Penske Automotive Group, Inc. is a diversified international transportation services company. The Company operates dealerships in the United States, the United Kingdom, Canada, Germany, Italy, Japan and Australia. It also distributes and retails commercial vehicles, diesel and gas engines, power systems, and related parts and services principally in Australia and New Zealand. Additionally, it owns 28.9% of Penske Transportation Solutions (PTS). Its segments include Retail Automotive, Retail Commercial Truck, Other and Non-Automotive Investments. Retail Automotive segment consists of its retail automotive dealership operations. Retail Commercial Truck consists of its retail commercial truck dealership operations in the United States and Canada. Other segment consists of its commercial vehicle and power systems distribution operations. Non-Automotive Investments segment consists of its equity method investments in non-automotive operations which includes its investment in PTS and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Future Production Adjustments: Toyota may consider relocating some production back to the U.S. based on the outcomes of U.S.-Mexico-Canada trade negotiations, particularly for its Tacoma pickup made in Mexico, reflecting the company's strategic flexibility in addressing tariff challenges.
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Analysts' Perspectives: They represent a sampling of analysts' thoughts and should not be interpreted as Barron’s official views or recommendations.
Investment Services Disclosure: Some firms that issued the reports may have provided or intend to provide investment-banking or other services to the companies analyzed.
Caution on Interpretation: Readers are advised to consider the reports as insights rather than definitive investment advice.
See More
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- Strong Profitability: Penske Automotive Group delivered 485,000 new and nearly 19,000 commercial vehicles in 2025, generating $31 billion in revenue and $1.3 billion in earnings before taxes, demonstrating robust profitability despite market challenges.
- Strategic Acquisitions: The company acquired two Toyota, two Lexus, and one Ferrari dealership in 2025, with these acquisitions expected to yield $2 billion in annualized revenue, further solidifying its position in the premium market.
- Dividend Growth: Penske announced its 21st consecutive dividend increase to $1.40 per share, with a forward yield of 3.4%, reflecting confidence in future cash flows and commitment to shareholder returns.
- Optimistic Market Outlook: Management anticipates a recovery in the commercial truck market and an improved macroeconomic environment in 2026, emphasizing that tax refunds and lower interest rates will positively impact operations, showcasing confidence in future growth.
See More
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