The earnings call highlighted strong sales growth in both new and used vehicles, record performance in After-Sales, significant EPS growth, and successful financial strategies such as asset-backed securitization. However, challenges included the impact of tariffs on sales volumes, a significant non-cash impairment charge, and a decline in collision revenue. Despite some challenges, the positive aspects, particularly the financial performance and strategic initiatives, outweigh the negatives.

Company Guidance

During the AutoNation Inc. Q2 2025 earnings call, the company reported a strong financial performance with several notable metrics. Total revenue for the quarter was $7 billion, reflecting an 8% increase from the previous year on both total and same-store bases. The company achieved a same-store gross profit of $1.3 billion, marking a 10% increase year-over-year. New vehicle sales grew by 8%, with the Domestic segment leading with a 19% increase. Used vehicle gross profit also rose by 13% year-over-year, with unit sales increasing by 6%. The Customer Financial Services (CFS) segment saw a 13% increase in gross profit, maintaining a finance penetration rate of around 75%. After-Sales revenue grew by 12%, with a gross profit increase of 13% and margin expansion by 100 basis points. AutoNation Finance originated $464 million in loans during the quarter, doubling its operating income from the previous year. The company also achieved an adjusted EPS increase of 37% year-over-year, supported by share repurchases that reduced the share count by 6%.

Strong Vehicle Sales Growth

Sales of new vehicles increased 8% year-over-year, with the Domestic segment up 19% from a year ago and 14% from the first quarter on a same-store basis. Used vehicle gross profit increased 13% year-over-year.

Record After-Sales Performance

After-Sales delivered record revenue, with gross profit up more than 12% and gross profit margins expanding by 100 basis points to record levels.

Adjusted EPS Growth

Adjusted EPS grew by 37% compared to a year ago, marking the second consecutive year-over-year increase.

Successful AN Finance Asset-Backed Securitization

Completed an inaugural AN Finance asset-backed securitization that was well received, being 7x oversubscribed, and raised $700 million.

Improved SG&A and Operating Income Margins

Adjusted SG&A improved to 66.2%, and adjusted operating income margin increased to 5.3%.

AutoNation (AN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 24, 2025	2025 (Q3)	4.92 / -	4.02	―	―	―
Jul 25, 2025	2025 (Q2)	4.70 / 5.46	3.99	36.84% (+1.47)
Apr 25, 2025	2025 (Q1)	4.42 / 4.68	4.49	4.23% (+0.19)
Feb 11, 2025	2024 (Q4)	4.26 / 4.97	5.02	-1.00% (-0.05)
Oct 25, 2024	2024 (Q3)	4.36 / 4.02	5.54	-27.44% (-1.52)
Jul 31, 2024	2024 (Q2)	4.32 / 3.99	6.29	-36.57% (-2.30)
Apr 26, 2024	2024 (Q1)	4.26 / 4.49	6.05	-25.79% (-1.56)
Feb 13, 2024	2023 (Q4)	4.89 / 5.02	6.37	-21.19% (-1.35)
Oct 27, 2023	2023 (Q3)	5.49 / 5.54	6	-7.67% (-0.46)
Jul 21, 2023	2023 (Q2)	5.91 / 6.29	6.47	-2.78% (-0.18)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 25, 2025	$200.25	$203.25	+1.50%
Apr 25, 2025	$173.36	$175.09	+1.00%
Feb 11, 2025	$192.64	$195.15	+1.30%
Oct 25, 2024	$163.20	$155.83	-4.52%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.