Verified call record已核验电话会记录 · 2026-07-28

ABG · Asbury Automotive Group Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Open ticker dossier打开个股档案ABG

12 exact excerpts 条原文摘录 9 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

performanceq_and_a

“Just looking at the month of June, those stores grew average units per salesperson by 12% and increased the dollars per technician by 10%.”

Dan Clara · CEOclaim_b601be346e08b19c83396310ae99ce4f

Exact numeric spans精确数值片段12%10

performancemarginsq_and_a

“We generated $4.4 billion in revenue, earned a gross profit of $753 million and a gross profit margin of 17.2%, and we delivered an adjusted operating margin of 5.3%.”

Michael Welch · CEOclaim_aef4885a92192122ec272d0e848ac03a

Exact numeric spans精确数值片段4.4 billion753 million17.2%5.3

guidancecapital_allocationq_and_a

“Excluding real estate purchases, we spent $117 million on capital expenditures in the first half of the year and still anticipate approximately $250 million in CapEx spend for the full year 2026.”

Michael Welch · CEOclaim_a7090d9c16a26a4b939baade72a51cd3

Exact numeric spans精确数值片段117 million250 million

marginsdemandrisksq_and_a

“I will tell you the biggest impact is just the slow but very methodical and strategic approach to moving from a strategy that we're not chasing volume and maximizing gross profit to a strategy where we are going to go more aggressively after the volume while maintaining healthy PBRs.”

Dan Clara · CEOclaim_bc04fbcb5e05dad4967eed00e08c918e

demandriskssegment_changesq_and_a

“Also, there is some impact to traffic because of consumers downshifting due to affordability concerns.”

Rajat Guptaclaim_2bd273da3166087a1f4b017fd7beec4b

riskssegment_changesq_and_a

“There is some pressure on the consumer availability out there, but it is not being impactful in our service drives.”

Dan Clara · CEOclaim_ee5a6ed04e65c3cce8addf4e35e9bb70

demandrisksq_and_a

“I wanted to dig in a little more on your thoughts around the used vehicle procurement environment and how that should impact volumes and GPUs in the back half.”

Alex Perryclaim_78b67be64457ae5cde9f303f04922f92

demandrisksq_and_a

“Obviously, you have the sort of shift in strategy internally, with a lot of the off-lease supply coming into the market, maybe you could just talk about how that may sort of impact GPUs and volumes in the back half.”

Alex Perryclaim_8e832fab66a0f48ad13a6b6d6a2cbda6

marginsdemandrisksq_and_a

“Now, keep in mind, as we get more aggressive and we go after the volume, there will be an impact on the margins; we're still going to run a healthy PBR.”

Dan Clara · CEOclaim_be9dfe10adc4c535636e15dae2cd1dba

guidanceperformancedemandq_and_a

“Our approach and our guidance continue to be the same, with single-digit growth in fixed operations and customer pay.”

Dan Clara · CEOclaim_7462f8d39d5342bba290ba23f69bc8f2

performancemarginsdemandq_and_a

“As we get into the fourth quarter and then on into 2027 and kind of crank up the volume on used, that will help the margin of parts and service because it's kind of gross profit with no revenue.”

Michael Welch · CEOclaim_6c010c064d8007785b4e3def7d6015b2

Exact numeric spans精确数值片段2027

capital_allocationq_and_a

“We've kind of shifted to a more balanced approach on capital allocation between share buybacks and acquisitions, along with deleveraging.”

Michael Welch · CEOclaim_16c9124cf8f69a5e2d9fb205704e3eeb

Inspect the source receipts检查来源回执21 bound spans个已绑定片段

Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。

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