公司业务概况 - 公司是一家成立于2002年的特拉华州公司，是美国最大的特许经销汽车零售商之一，拥有139家新车经销店[14] - 公司的业务主要包括新车销售、二手车销售、配件和服务、金融和保险等方面[18] - 公司的新车销售中，豪华车占31%，进口车占40%，国产车占29%[20] 公司战略规划 - 公司的战略目标是成为最注重客户体验的汽车零售商，通过提供卓越的客户体验和数字化渠道来创造长期价值[28] - 公司计划通过整合TCA的服务产品，提高F&I产品渗透率和盈利能力，预计在2023年将TCA的服务产品推广到所有门店[28] - 公司执行五年战略计划，目标是到2025年将年收入增加至320亿美元，主要通过推动同店销售增长、战略收购和Clicklane平台增加收入[29] 公司风险管理 - 公司的业务受到新车和零部件生产交付中断的风险，特别是由于半导体芯片和其他关键部件供应短缺引起的生产延迟可能对业务产生重大不利影响[53] - 全球新冠疫情对公司业务、财务状况和运营结果产生了重大影响[55] - 公司的未来增长取决于扩张管理、控制运营成本和成功整合收购的经销商[58] 公司财务表现 - 公司在2022年的总收入达到154.33亿美元，比2021年的98.38亿美元增长57%[117] - 公司2022年的净利润为9.97亿美元，比2021年的5.32亿美元增长87%[119] - 公司2022年新车销售收入增长49%，二手车销售收入增长57%，配件和服务收入增长75%，金融和保险收入增长97%[119] 公司财务管理 - 公司于2022年12月31日，公司总可用流动性为15.4亿美元，包括现金及现金等价物、库存抵消账户中的可用资金、循环信贷额度和二手车循环库存信贷额度[151] - 公司在2022年的融资活动中，净现金流出为110亿美元[188] - 公司在2022年回购了2970万美元的普通股[189]

Asbury Automotive Group, Inc. (NYSE:ABG) Q4 2022 Results Conference Call February 2, 2023 10:00 AM ET Company Participants Karen Reid - Vice President and Corporate Treasurer David Hult - President and Chief Executive Officer Dan Clara - Senior Vice President of Operations Michael Welch - Senior Vice President and Chief Financial Officer Conference Call Participants Daniel Imbro - Stephens John Murphy - Bank of America Ryan Sigdahl - Graig-Hallum Capital Daniela Haigian - Morgan Stanley Rajat Gupta - JPMorg ...

Asbury Automotive Group, Inc. (NYSE:ABG) Q3 2022 Earnings Conference Call October 27, 2022 10:00 AM ET Company Participants Karen Reid - Vice President & Treasurer David Hult - President and Chief Executive Officer Daniel Clara - Senior Vice President of Operations Michael Welch - Senior Vice President, Chief Financial Officer Conference Call Participants Daniel Imbro - Stephens John Murphy - Bank of America Ryan Sigdahl - Graig-Hallum Capital Group Bret Jordan - Jefferies Rajat Gupta - JPMorgan David Whist ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------| ...

Asbury Automotive Group, Inc. (NYSE:ABG) Q2 2022 Earnings Conference Call July 28, 2022 10:00 AM ET Company Participants Karen Reid - Vice President and Treasurer David Hult - President and Chief Executive Officer Dan Clara - Senior Vice President of Operations Michael Welch - Senior Vice President and Chief Financial Officer Conference Call Participants Daniel Imbro - Stephens, Inc. Rajat Gupta - J.P. Morgan Dave Whiston - Morningstar Ryan Sigdahl - Craig-Hallum Capital Group Bret Jordan - Jefferies Operat ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------|----- ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------|---- ...

Asbury Automotive Group, Inc. (NYSE:ABG) Q1 2022 Earnings Conference Call April 28, 2022 10:00 AM ET Company Participants Karen Reid - Vice President & Treasurer David Hult - President and Chief Executive Officer Dan Clara - Senior VP of Operations Michael Welch - Senior VP and Chief Financial Officer. Conference Call Participants Daniel Imbro - Stephens Inc John Murphy - Bank of America Ryan Sigdahl - Craig-Hallum Capital Group Glenn Chin - Seaport Research Partners Rajat Gupta - JPMorgan Stephanie Moore - ...