Avis Budget Group Inc
Q3 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: −0.53%.
Did CAR Beat Earnings? Q3 2025 Results
Avis Budget Group posted a decisive earnings beat in the third quarter of 2025, with diluted EPS of $10.11 clearing the Wall Street consensus of $7.90 by 27.92% and revenue of $3.52 billion topping estimates by 2.19% while edging 1.1% higher year over year. The results, which sent shares up roughly 4.5% in after-hours trading, were anchored by aggressive fleet cost management, with total per-unit fleet costs falling 17% year over year to $303 per month, a discipline that helped lift Adjusted EBITDA 11% to $559 million and net income 51% to $359 million. The International segment was a particular bright spot, with revenue climbing 7% to $898 million and Adjusted EBITDA surging 37% to $190 million on stronger revenue per day and similarly reduced fleet expenses. CEO Brian Choi framed the quarter as a meaningful inflection point, highlighting the return to top-line growth and continued investment in innovation and customer experience as pillars of the company's forward strategy.
- Lower fleet costs across both Americas and International segments
- Increase in rental days in Americas (up 3% YoY)
- Stronger revenue per day in International segment (up 9% as reported, 5% ex-FX)
- Per-unit fleet costs declined 17% YoY to $303 per month
- Americas Adjusted EBITDA increased to $398 million from $384 million
- International Adjusted EBITDA surged 37% to $190 million
“This quarter marked meaningful progress for Avis Budget Group as we returned to revenue growth while continuing to invest in our future. We remain focused on leading the industry through innovation and a steadfast commitment to delivering an exceptional customer experience.”
Avis Budget Group CEO, on the earnings call
CAR YoY Financials
CAR Revenue by Segment
CAR Revenue by Geography
Figures from SEC filings and company reports. Not investment advice.