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Autonation (AN)
NYSE:AN
Earnings Data
Report Date
Apr 16, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
4.99Last Year’s EPS
4.68Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of near-term headwinds and strong full-year operational and financial achievements. While AutoNation faced a notable Q4 decline in new unit volumes (driven heavily by electrified powertrain pullbacks and tougher comps), the company delivered meaningful full-year progress: revenue growth, double-digit adjusted EPS growth (16%), record adjusted free cash flow (up ~39%), disciplined capital deployment (>$1.5 billion including $785 million of buybacks and $460 million of M&A), and record aftersales and CFS results. Management articulated constructive operating initiatives (AN Finance scale-up, technician hiring, internal vehicle sourcing) and maintained a healthy balance sheet. On balance, the positives (sustained cash flow, EPS growth, aftersales/CFS records, financing portfolio traction, disciplined cap allocation) outweigh the quarter-specific challenges and market uncertainties.Company Guidance
Full-Year Revenue and Earnings Growth
AutoNation delivered full-year revenue of $27.6 billion, up approximately 3% versus 2024, and full-year adjusted net income growth of 8%. Adjusted EPS grew 16% year-over-year to $20.22, marking four consecutive quarters of year-over-year EPS growth.
Strong Free Cash Flow and Capital Deployment
Adjusted free cash flow exceeded $1.0 billion ($1.05 billion), up approximately 39% year-over-year. Management deployed over $1.5 billion of capital in 2025, split roughly half for reinvestment (CapEx and M&A) and half returned to shareholders.
Share Repurchases and Share Count Reduction
Share repurchases totaled $785 million for the year, reducing shares outstanding by 10% year-over-year (average repurchase price $193). Over the last three years the company repurchased $2.1 billion, reducing share count by 36%.
Aftersales Record Performance
Aftersales delivered record fourth quarter and full-year gross profit (quarter close to $600 million). Same-store aftersales revenue increased 5% in Q4 and 6% for the full year; customer-pay and warranty grew 8% and 6% on a same-store basis in Q4, respectively. Full-year total gross margin improved by 80 basis points to 48.7%.
Customer Financial Services (CFS) Strength
CFS unit profitability grew 8% in Q4 and 6% for the full year, with fourth quarter and full-year gross profit per unit being the highest in company history. Finance penetration grew to about three-quarters of units sold with financing.
AN Finance Portfolio Growth and Profitability Inflection
AN Finance originations increased materially (full-year originations $1.76 billion vs $1.06 billion in 2024), portfolio exceeded $2.2 billion (more than doubled YoY). AN Finance moved from a $9 million operating loss in 2024 to a $10 million operating profit in 2025 (including $6 million in Q4). Funded status improved to ~88% in December and >90% pro forma after a near $750 million ABS completed in January.
Used-vehicle resilience and internal sourcing
For the full year, used unit sales increased 1% and used gross profit increased 5% reflecting strength in retail and wholesale; used selling prices held up across bands. More than 90% of sourcing came from internal channels (trade-ins, We Buy Your Car, loaner conversions, lease returns).
Improvement in New Vehicle Profitability and Inventory Discipline
New vehicle gross profit per unit sequentially improved from Q3 to Q4 to about $2,400 per unit (up ~$100 or ~5% sequentially). Floor plan interest expense improved (floor plan interest down ~$30 million or ~14% for the full year) and year-end leverage was stable at ~2.44x EBITDA, within the 2–3x target range.
AN Earnings History
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 |
|---|---|---|---|
Feb 06, 2026 | $204.02 | $216.65 | +6.19% |
Oct 23, 2025 | $216.44 | $208.67 | -3.59% |
Jul 25, 2025 | $200.25 | $203.25 | +1.50% |
Apr 25, 2025 | $173.36 | $175.09 | +1.00% |
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.
FAQ
When does Autonation (AN) report earnings?
Autonation (AN) is schdueled to report earning on Apr 16, 2026, Before Open (Confirmed).
What is Autonation (AN) earnings time?
Autonation (AN) earnings time is at Apr 16, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AN EPS forecast?
AN EPS forecast for the fiscal quarter 2026 (Q1) is 4.99.
