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調査速報:Pag:厳しい状況にもかかわらず、業績は予想を上回った

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-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。ペンスキー・オートモーティブ(PAG)は、第1四半期の調整後EPSが3.05ドル(前年同期比15%減)となり、市場予想の2.88ドルを上回りました。この好調は、売上高が予想を上回ったことが要因です。売上高は1.1%減の78億6,000万ドル(市場予想を1億5,000万ドル上回る)、粗利益率は10ベーシスポイント低下の16.5%(市場予想を10ベーシスポイント下回る)となりました。売上高の減少は販売台数の減少によるもので、販売台数は2.8%減の12万3,173台でした。特筆すべきは、為替変動が売上高に約2億2,800万ドルの追い風となり、特に英国(総売上高の約30%)におけるPAGの国際的な事業展開が恩恵を受けたことです。 PAGは第1四半期に2,640万ドルで17万株を自社株買いしました(発行済み株式総数の約1.8%)。経営陣はまた、2月に年間4億5,000万ドルの収益増が見込まれるディーラーの買収を完了しました。自動車ディーラー業界にとって厳しい状況にもかかわらず、PAGの収益が予想を上回ったことから、これは堅調な発表だったと私たちは考えています。株価はプレマーケット取引で3%上昇しました。他の主要な米国拠点の自動車ディーラーと比較して、PAGの米国以外の事業比率が高いことが、業績向上に貢献しました。

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