Penske Automotive Group reported Q4 revenues of $7.77 billion, flat year-on-year but exceeding analysts' expectations by 2.2%. Despite the revenue beat, the company missed estimates on EBITDA and gross margin. The vehicle retailer sector experienced a challenging quarter overall, with the five tracked stocks reporting results in line with consensus revenue estimates. Share prices have struggled, falling 11.8% on average since earnings releases. Penske posted the fastest revenue growth among peers but its stock declined 2.8% following results, now trading at $156.02. CarMax performed strongest in the group, beating revenue estimates by 3.3% despite a 6.9% year-on-year decline, and surpassing both EPS and EBITDA expectations. Its shares rose 2.8% post-earnings to $42.21.

Penske Automotive Group has completed the acquisition of two Lexus dealerships in Central Florida — Lexus of Orlando and Lexus of Winter Park — expected to generate $450 million in annualised revenue. The purchase increases the company's revenue from Florida by nearly 50%. Since November 2025, Penske has acquired six dealerships in total, including two Toyota and four Lexus locations, expected to produce approximately $2 billion in combined annualised revenues. The company funded the acquisitions using cash flow from operations and its US credit agreement. Penske Automotive Group, headquartered in Michigan, operates dealerships across four continents and eight countries. The company employs over 27,700 people worldwide and is a member of the S&P Mid Cap 400 and Fortune 500 indices.