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- **Strategic Acquisitions Paying Off**: Chambers Group driving operational efficiency with 7% parts/service growth.
- **EV Growth Momentum**: Luxury EVs offsetting lower PVRs, with Q3 gross profit $803M.
- **Share Buybacks Accelerating**: $50M repurchased in Q3, prioritizing debt reduction and portfolio optimization.
- **TCA Outlook Revised**: EPS accretion delayed to 2031 due to SAAR headwinds, but long-term growth via acquisitions and EV expansion.

**【CEO Opening Remarks】**
- Acquired Chambers Group, driving operational improvements and integration progress.
- Emphasized cost control and avoiding expense leakage, with same-store SG&A as 63.6% of gross profit.
- Highlighted parts and service growth (7% YoY) and customer pay segment expansion (8%).
- Announced $50 million share buyback in Q3, with focus on deleveraging and portfolio optimization.

**【CFO Financial Commentary】**
- Q3 revenue: $4.8 billion, gross profit: $803 million, adjusted EBITDA: $261 million.
- Adjusted EPS: $7.17, excluding $0.23 noncash deferral impact.
- Free cash flow: $50 million higher year-to-date, with $686 million liquidity.
- Capital allocation priorities: debt reduction, share buybacks, and strategic acquisitions.

**【Q&A Highlights】**
- Chambers acquisition: Accretive to new vehicle gross profits, with same-store PVR up 7% YoY.
- TCA outlook: Revised EPS accretion to $0.81 in 2029 due to lower SAAR assumptions (15.5-16 million vs. prior 17 million).
- EV strategy: Focused on luxury EVs, with PVRs offsetting lower gross margins.
- Share buybacks: $50 million in Q3, with opportunistic repurchases based on share price and portfolio needs.
- Tekion rollout: 19 stores completed, aiming for full migration by end-2026, with SG&A savings from legacy DMS cost reductions.

Asbury Automotive Group, Inc. (ABG) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

ABG

ABG fundamentals

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