GPI
Group 1 Automotive, Inc.409.83
+0.98+0.24%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
UK early innings; AI boosts productivity
Q&A surfaced US Q4 impairments tied to Audi and DC-area stores, skipped in prepared remarks. UK restructuring remains in early innings, with 2025 costs fully benefiting 2026 and lighter charges ahead. AI tools are driving tangible US gains: technician productivity up via lower turnover, virtual F&I cost savings. Chinese OEMs leveled at under 12% UK share, but luxury focus mitigates. Far from finished, portfolio tweaks continue modestly. Cap alloc stays aggressive on accretive acquisitions and buybacks below 3x leverage. Watch UK SG&A toward 80% and luxury GPU firming.
Key Stats
Market Cap
5.18BP/E (TTM)
14.32Basic EPS (TTM)
28.61Dividend Yield
0%Recent Filings
8-K
Kenningham severance enhanced
Group 1 Automotive amended Daryl Kenningham's incentive agreement on March 2, 2026, boosting severance to 1.5 times base salary plus target bonus, with 18 months COBRA, for qualifying terminations. Post-corporate change, it jumps to 2.0 times and 24 months coverage. Payments lump after seven months, tied to covenants. Exclusive remedy locks in terms.
10-K
FY2025 results
Group 1 Automotive drove FY2025 revenues to $22.6B, up 13% y/y, with new vehicle retail sales climbing 10% to $11.0B on 224k units while used retail surged 16% to $7.2B. Same-store revenues grew a solid 4.6%, but U.S. new vehicle gross profit per unit fell 6.2% to $3,322 (derived) amid moderating margins, while parts & service shone with 8% same-store growth and 0.6-point margin expansion to 55.6%. Q4 repurchases totaled 756k shares at ~$406 average, leaving $379M authorized; U.K. restructuring continues. New vehicle inventory hit 46 days. U.K. motor finance redress schemes threaten F&I momentum.
8-K
10% dividend increase approved
8-K
Record revenues, Q4 EPS hit
Group 1 Automotive posted record 2025 revenues of $22.6B, up 13.2%, with parts & service gross profit hitting $1.6B, up 15.9%. Q4 revenues edged up 0.6% to $5.6B, but GAAP EPS plunged to $3.47 from $7.08 after $68.2M U.S. impairments. Repurchased 10.1% of shares; U.K. restructuring continues. Portfolio sharpened.
8-K
Earnings call scheduled
Group 1 Automotive announced on January 14, 2026, plans to release Q4 and full-year 2025 financial results before market open on January 29, followed by a 10:00 a.m. ET conference call with CEO Daryl Kenningham. Investors can access the live webcast at group1corp.com/events or dial in via provided numbers. Results pending. No details disclosed yet.
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