AN
AutoNation, Inc.207.46
-0.15-0.07%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
ANF profit run-rate; used GPU fixes
Q&A offered fresh color on AN Finance, with Q4's $6 million profit flagged as 2026's quarterly starting point amid headroom for used-side penetration. Management admitted disappointment in H2 used GPUs dipping to $1,600 levels, targeting $2,000/unit through tighter acquisition, reconditioning, and digital customer investments—while eyeing sub-$30,000 mix expansion. Affordability topped concerns, with no aftersales behavior shifts yet; lease returns seen as net positive if OEMs price fairly. M&A stays selective for synergies. Used profitability fix matters for the thesis. Disciplined tone prevails; watch ANF scaling, used rebound.
Key Stats
Market Cap
7.57BP/E (TTM)
12.23Basic EPS (TTM)
16.97Dividend Yield
0%Recent Filings
8-K
Board adds $1B buyback
AutoNation's board authorized an additional $1 billion for common stock repurchases on October 31, 2025, signaling confidence in its performance amid strong cash flows. Year-to-date through October 30, it bought back 3.0 million shares for $576 million at $189 per share, leaving $1.28 billion authorized and 36 million shares outstanding—down 8% since year-end 2024. Repurchases continue.
8-K
Q3 revenue up 7%, EPS surges
AutoNation posted Q3 revenue of $7.0B, up 7%, with EPS at $5.65 (up 23%) and adjusted EPS $5.01 (up 25%). After-sales gross profit hit record $597M (up 7%, 48.7% margin), CFS $375M (up 12%), while new vehicle margins dipped. Share repurchases totaled $181M; recent Chicago Audi/Mercedes buys boost density. Cash flow stays robust.
10-Q
Q3 FY2025 results
AutoNation posted Q3 revenue up 6.9% y/y to $7.0B and operating income up 6.2% y/y to $372.4M, with gross profit rising 4.7% y/y on stronger parts/service and F&I while new vehicle margins softened to 4.4% (derived). Diluted EPS climbed 22.6% y/y to $5.65 on 38.1M shares, matching net income of $215.1M. Cash swelled to $97.6M amid $590.8M financing inflows, but operating cash flow swung negative on ANF growth; free cash flow not disclosed in the 10-Q. Share repurchases hit $434.8M YTD. Premium Luxury led gains. Dealer management outages linger as a risk.
10-Q
Q2 FY2025 results
AutoNation posted Q2 revenue of $6.97B, up 7.6% y/y, with total gross profit climbing 9.7% to $1.28B on stronger parts & service (+12%) and F&I (+13%), while new vehicle gross profit dipped 3.7% y/y from softer margins. Operating income fell to $218M from $275M y/y, hit by $65M goodwill impairment on Mobile Service and $72M franchise rights impairment, plus higher SG&A; diluted EPS dropped to $2.26 from $3.20, consistent with 38.3M shares. Cash stayed thin at $63M, but $1.9B revolver availability backs $607M buyback capacity after $254M repurchases YTD; non-recourse debt swelled to fund ANF growth. Impairments flag Mobile Service risks.
8-K
Q2 revenue up 8%, adjusted EPS jumps
AutoNation posted Q2 revenue of $7.0B, up 8% YoY, with record after-sales gross profit at $599M (up 12%) and customer finance up 13%, yet GAAP EPS fell 29% to $2.26 from impairments totaling $137M. Adjusted EPS soared 37% to $5.46, fueled by 8% new vehicle unit growth. Completed $700M AN Finance securitization at 4.90%. Share buybacks continue.
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