PAG's revenue has oscillated between roughly $7.6B and $8.8B over the last ten quarters, with gross margin drifting from 16.9% to 15.7% in the latest quarter, which suggests pricing pressure may be emerging as new-vehicle supply normalizes.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue held in a narrow $7.6B to $8.8B band while operating margin compressed to 3.6% in the latest quarter from 4.5% at its peak, suggesting limited operating leverage beyond gross profit movements.
PAG continues to generate strong and resilient cash flows, supporting its financial stability and growth potential.
The company benefits from structural moats due to local dealership monopolies, providing a competitive advantage.
PAG's recurring service revenue stream adds stability and predictability to its earnings.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $3.43+1.8% vs $3.37 | $8.4B+3.3% vs $8.1B |
Q3 2026 Jul 29, 2026 | $3.62+5.8% vs $3.42 | $8.5B+6.6% vs $8.0B |
Q2 2026 Apr 29, 2026 | $3.05+4.8% vs $2.91 | $7.9B+2.0% vs $7.7B |
Q1 2026 Feb 11, 2026 | $2.91-8.8% vs $3.19 | $7.8B+1.9% vs $7.6B |
The headline numbers for Penske (PAG) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Penske Automotive (PAG) came out with quarterly earnings of $3.42 per share, missing the Zacks Consensus Estimate of $3.44 per share. This compares to earnings of $3.23 per share a year ago.
Quarterly Revenue Increases 5% to $8.4 Billion Income Before Taxes of $302 Million; Net Income of $221 Million; Earnings Per Share of $3.36 BLOOMFIELD HILLS, Mich., Oct. 28, 2026 /PRNewswire/ -- Penske Automotive Group, Inc. (NYSE: PAG), a diversified international transportation services company and one of the world's premier automotive and commercial truck retailers, today announced financial results for the third quarter of 2026.
Three companies just raised their dividends, but the one with the biggest increase is also carrying the thinnest cash cushion. Knowing which raise is actually the safest requires looking past the headline numbers.
Benchmark PAG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Penske Automotive Group, Inc. (PAG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $212.36 | $13.96B | 14.78 | -0.18% | 2.81% | 16.37% | 2.45% | |
| $184.00 | $6.16B | 8.49 | 3.24% | 2.63% | 31.76% | — | |
| $308.77 | $6.79B | 8.62 | 4% | 2.06% | 12.08% | 0.71% | |
| $61.71 | $2.05B | 9.64 | 6.53% | 1.33% | 19.94% | 2.28% | |
| $202.65 | $3.77B | 7.80 | 4.71% | 2.66% | 11.85% | — | |
| $261.35 | $3.12B | 8.20 | 13.23% | 1.74% | 13.03% | 0.77% |
Penske Automotive Group, Inc. (PAG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Penske Automotive Group, Inc. (PAG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Oct 15, 2026·SEC
Oct 15, 2026·SEC
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Penske Automotive Group, Inc. (PAG) stock FAQ — growth, dividends, profitability & financials explained
Penske Automotive Group, Inc. (PAG) reported $33.64B in revenue over the trailing twelve months. Revenue was $31.81B in fiscal year 2025. That is 2340% more than the $1.30B of fiscal year 1996.
Penske Automotive Group, Inc. (PAG) grew revenue by 7.1% over the trailing twelve months, compared with the twelve months before.
Yes. Penske Automotive Group, Inc. (PAG) earned $943.8M in net income over the trailing twelve months (a 2.8% net margin).
Yes. Penske Automotive Group, Inc. (PAG) pays a dividend that yields 2.45% at the current price, a moderate yield.
Penske Automotive Group, Inc. (PAG) had a return on equity (ROE) of 16.4% over the trailing twelve months. That is above the market's typical 10-15%.
Penske Automotive Group, Inc. (PAG) generated $532.6M in free cash flow over the trailing twelve months.
