Asbury Automotive Set to Announce Q4 Earnings on February 5th
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Should l Buy ABG?
Source: seekingalpha
- Earnings Announcement Date: Asbury Automotive is set to release its Q4 earnings on February 5th before market open, with consensus EPS estimate at $6.66, reflecting an 8.3% year-over-year decline, while revenue is expected to reach $4.9 billion, indicating an 8.9% year-over-year increase, which will directly impact the company's stock performance.
- Historical Performance Review: Over the past two years, Asbury Automotive has beaten EPS estimates 63% of the time and revenue estimates 38% of the time, demonstrating stability in profitability despite facing economic challenges, which could reassure investors.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen two upward revisions and two downward revisions, while revenue estimates experienced no upward revisions and four downward revisions, indicating a divergence in market expectations regarding the company's future performance, potentially affecting investor confidence.
- Executive Appointment: Asbury Automotive recently appointed Daniel E. Clara as President and CEO, a move that may bring new strategic direction and management style to the company, further influencing its market performance and investor sentiment.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ABG?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ABG
Wall Street analysts forecast ABG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ABG is 238.67 USD with a low forecast of 230.00 USD and a high forecast of 251.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
0 Buy
3 Hold
1 Sell
Hold
Current: 231.890
Low
230.00
Averages
238.67
High
251.00
Current: 231.890
Low
230.00
Averages
238.67
High
251.00
About ABG
Asbury Automotive Group, Inc. is an automotive retailer. The Company operates through two segments: Dealerships and Total Care Auto (TCA). The Company offers a range of automotive products and services fulfilling the entire vehicle ownership lifecycle, including new and used vehicles, parts and services, which include vehicle repair and maintenance services, replacement parts and collision repair services, and finance and insurance (F&I) products, including arranging vehicle financing through third parties and aftermarket products, such as extended service contracts, guaranteed asset protection debt cancellation and prepaid maintenance plans. The Company operates approximately 175 new-vehicle dealerships, consisting of over 230 franchises and representing 36 domestic and foreign brands of vehicles. It also operates Total Care Auto, Powered by Landcar, a provider of service contracts and other vehicle protection products, and 39 collision repair centers.
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.
Asbury Automotive Set to Announce Q4 Earnings on February 5th
- Earnings Announcement Date: Asbury Automotive is set to release its Q4 earnings on February 5th before market open, with consensus EPS estimate at $6.66, reflecting an 8.3% year-over-year decline, while revenue is expected to reach $4.9 billion, indicating an 8.9% year-over-year increase, which will directly impact the company's stock performance.
- Historical Performance Review: Over the past two years, Asbury Automotive has beaten EPS estimates 63% of the time and revenue estimates 38% of the time, demonstrating stability in profitability despite facing economic challenges, which could reassure investors.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen two upward revisions and two downward revisions, while revenue estimates experienced no upward revisions and four downward revisions, indicating a divergence in market expectations regarding the company's future performance, potentially affecting investor confidence.
- Executive Appointment: Asbury Automotive recently appointed Daniel E. Clara as President and CEO, a move that may bring new strategic direction and management style to the company, further influencing its market performance and investor sentiment.
See More
U.S. Retail Sales Rise 0.6% Month-over-Month in November
- Retail Sales Growth: According to the U.S. Census Bureau, retail sales rose 0.6% month-over-month in November and were up 3.3% year-over-year, exceeding economists' expectations of 0.4%, indicating consumer spending resilience that could positively impact GDP.
- Strong Clothing Sales: Clothing stores saw a 7.5% year-over-year increase, providing positive signals for mall retailers like Gap and Urban Outfitters, suggesting enhanced consumer potential during the holiday season.
- Outstanding Nonstore Retail Performance: The nonstore retail category outperformed with a 7.2% year-over-year increase in November, crucial for e-commerce players like Amazon and Wayfair, reflecting strong demand during the holiday shopping season.
- Underperformance in Auto Dealers: The auto dealer group experienced a 1.1% year-over-year decline in November, indicating challenges for the sector that may affect the performance of related companies.
See More
Abacus Group Opens Abu Dhabi Office to Expand UAE Presence
- Market Expansion: Abacus has opened a new office in the Abu Dhabi Global Market (ADGM), marking the second phase of its strategic growth in the UAE, aimed at better serving clients across the Middle East.
- Enhanced Service Capabilities: The new office will deliver a full suite of managed IT, multi-cloud, and cybersecurity services, including the market-leading abacusFlex solution, helping clients meet ADGM regulations and strengthen cybersecurity defenses.
- Regulatory Environment Advantage: The UAE's world-class regulatory framework provides a strong foundation for regulated entities, attracting both emerging managers and established global firms, further driving Abacus's business growth.
- Local Expertise Support: Abacus will leverage its local expertise and on-the-ground support in Abu Dhabi to enhance collaboration with regulators and improve threat intelligence sharing capabilities to address evolving cybersecurity threats.
See More
Authentic Brands Partners with Google Cloud to Enhance Brand Intelligence
- Strategic Partnership: Authentic Brands Group has formed a strategic partnership with Google Cloud, leveraging Google's Gemini and Vertex AI platforms to enhance internal collaboration and creativity, which is expected to improve overall operational efficiency.
- Sales Potential: As a company owning over 50 global brands generating more than $32 billion in retail sales across 150 countries annually, Authentic is poised to accelerate business growth and enhance profitability through AI technology.
- Employee Utilization: Currently, 80% of employees utilize the Authentic Intelligence platform weekly, which enhances workflow efficiency and asset creation while ensuring brand consistency and speeding up market response times.
- Ad Performance Improvement: In early testing, ad creatives for Reebok enhanced by Authentic Intelligence achieved up to a 60% increase in return on ad spend, demonstrating the significant potential of AI in advertising creativity.
See More
AutoNation Expands with $123 Million Revenue Acquisition in Maryland
- Market Expansion: AutoNation's acquisition of a Toyota dealership in Maryland is expected to generate $123 million in annual revenue, which not only enhances its market coverage but also strengthens its position in the competitive auto retail market.
- Digital Transformation: The company is enhancing the online vehicle buying experience through its AutoNation Express platform, enabling customers to complete purchases more conveniently, thereby improving customer satisfaction and bolstering market competitiveness.
- Strategic Acquisitions: Over the past year, AutoNation has acquired multiple dealerships, including Audi and Mercedes-Benz stores in Chicago, contributing an estimated $325 million in annual revenue, further solidifying its leadership in the U.S. market.
- Shareholder Returns: The board approved an additional $1 billion in share repurchases in October, reflecting strong cash flow and a continued commitment to shareholder returns, which enhances market confidence in the company's long-term growth prospects.
See More
Asbury Automotive Group Reveals Plan for CEO Transition
Leadership Transition: David Hult will transition to Executive Chairman after serving as CEO of Asbury Automotive Group for eight years, with Dan Clara, the current COO, set to succeed him as President and CEO following the 2026 Annual Meeting of Stockholders.
Board Changes: Bridget Ryan-Berman will be appointed as Lead Independent Director, and Tom Reddin's term as Chairman will expire at the same meeting, although he is expected to remain on the Board.
Hult's Achievements: During Hult's tenure, Asbury experienced significant growth, tripling earnings and increasing shareholder value, with a stock price rise of 273%.
Clara's Background: Dan Clara has over 23 years of experience at Asbury, holding various leadership roles, and is recognized for his operational excellence and contributions to the company's growth and guest-centric approach.
See More
Asbury Automotive Set to Announce Q4 Earnings on February 5th
- Earnings Announcement Date: Asbury Automotive is set to release its Q4 earnings on February 5th before market open, with consensus EPS estimate at $6.66, reflecting an 8.3% year-over-year decline, while revenue is expected to reach $4.9 billion, indicating an 8.9% year-over-year increase, which will directly impact the company's stock performance.
- Historical Performance Review: Over the past two years, Asbury Automotive has beaten EPS estimates 63% of the time and revenue estimates 38% of the time, demonstrating stability in profitability despite facing economic challenges, which could reassure investors.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen two upward revisions and two downward revisions, while revenue estimates experienced no upward revisions and four downward revisions, indicating a divergence in market expectations regarding the company's future performance, potentially affecting investor confidence.
- Executive Appointment: Asbury Automotive recently appointed Daniel E. Clara as President and CEO, a move that may bring new strategic direction and management style to the company, further influencing its market performance and investor sentiment.
See More
U.S. Retail Sales Rise 0.6% Month-over-Month in November
- Retail Sales Growth: According to the U.S. Census Bureau, retail sales rose 0.6% month-over-month in November and were up 3.3% year-over-year, exceeding economists' expectations of 0.4%, indicating consumer spending resilience that could positively impact GDP.
- Strong Clothing Sales: Clothing stores saw a 7.5% year-over-year increase, providing positive signals for mall retailers like Gap and Urban Outfitters, suggesting enhanced consumer potential during the holiday season.
- Outstanding Nonstore Retail Performance: The nonstore retail category outperformed with a 7.2% year-over-year increase in November, crucial for e-commerce players like Amazon and Wayfair, reflecting strong demand during the holiday shopping season.
- Underperformance in Auto Dealers: The auto dealer group experienced a 1.1% year-over-year decline in November, indicating challenges for the sector that may affect the performance of related companies.
See More
Abacus Group Opens Abu Dhabi Office to Expand UAE Presence
- Market Expansion: Abacus has opened a new office in the Abu Dhabi Global Market (ADGM), marking the second phase of its strategic growth in the UAE, aimed at better serving clients across the Middle East.
- Enhanced Service Capabilities: The new office will deliver a full suite of managed IT, multi-cloud, and cybersecurity services, including the market-leading abacusFlex solution, helping clients meet ADGM regulations and strengthen cybersecurity defenses.
- Regulatory Environment Advantage: The UAE's world-class regulatory framework provides a strong foundation for regulated entities, attracting both emerging managers and established global firms, further driving Abacus's business growth.
- Local Expertise Support: Abacus will leverage its local expertise and on-the-ground support in Abu Dhabi to enhance collaboration with regulators and improve threat intelligence sharing capabilities to address evolving cybersecurity threats.
See More
Authentic Brands Partners with Google Cloud to Enhance Brand Intelligence
- Strategic Partnership: Authentic Brands Group has formed a strategic partnership with Google Cloud, leveraging Google's Gemini and Vertex AI platforms to enhance internal collaboration and creativity, which is expected to improve overall operational efficiency.
- Sales Potential: As a company owning over 50 global brands generating more than $32 billion in retail sales across 150 countries annually, Authentic is poised to accelerate business growth and enhance profitability through AI technology.
- Employee Utilization: Currently, 80% of employees utilize the Authentic Intelligence platform weekly, which enhances workflow efficiency and asset creation while ensuring brand consistency and speeding up market response times.
- Ad Performance Improvement: In early testing, ad creatives for Reebok enhanced by Authentic Intelligence achieved up to a 60% increase in return on ad spend, demonstrating the significant potential of AI in advertising creativity.
See More
AutoNation Expands with $123 Million Revenue Acquisition in Maryland
- Market Expansion: AutoNation's acquisition of a Toyota dealership in Maryland is expected to generate $123 million in annual revenue, which not only enhances its market coverage but also strengthens its position in the competitive auto retail market.
- Digital Transformation: The company is enhancing the online vehicle buying experience through its AutoNation Express platform, enabling customers to complete purchases more conveniently, thereby improving customer satisfaction and bolstering market competitiveness.
- Strategic Acquisitions: Over the past year, AutoNation has acquired multiple dealerships, including Audi and Mercedes-Benz stores in Chicago, contributing an estimated $325 million in annual revenue, further solidifying its leadership in the U.S. market.
- Shareholder Returns: The board approved an additional $1 billion in share repurchases in October, reflecting strong cash flow and a continued commitment to shareholder returns, which enhances market confidence in the company's long-term growth prospects.
See More
Asbury Automotive Group Reveals Plan for CEO Transition
Leadership Transition: David Hult will transition to Executive Chairman after serving as CEO of Asbury Automotive Group for eight years, with Dan Clara, the current COO, set to succeed him as President and CEO following the 2026 Annual Meeting of Stockholders.
Board Changes: Bridget Ryan-Berman will be appointed as Lead Independent Director, and Tom Reddin's term as Chairman will expire at the same meeting, although he is expected to remain on the Board.
Hult's Achievements: During Hult's tenure, Asbury experienced significant growth, tripling earnings and increasing shareholder value, with a stock price rise of 273%.
Clara's Background: Dan Clara has over 23 years of experience at Asbury, holding various leadership roles, and is recognized for his operational excellence and contributions to the company's growth and guest-centric approach.
See More
