Auto Trader Group Plc Unsponsored ADR (ATDRY)
OTHER OTC:ATDRY
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Earnings Data
Report Date
Nov 05, 2026Before Open (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.06Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mixture of steady top-line and profit growth, strong cash generation, continued product and AI progress, and an active capital return plan, balanced against near-term commercial headwinds: retailer profitability pressures, elevated cancellations, weaker paid stock in H2 and softer Consumer Services. Management provided constructive FY'27 guidance, expects stock and retailer metrics to recover, and outlined product-driven ARPA upside, but acknowledged meaningful operational and cultural challenges that require remediation.Company Guidance
Revenue and Profit Growth
Group revenue increased 4% to GBP 585.3m; Auto Trader operating profit up 4% (Auto Trader op profit cited at GBP 408m) and total group operating profit up 4% to GBP 392.7m. Operating profit margins remained stable (Auto Trader ~70%; group ~63%).
Earnings, Cash Generation and Capital Returns
Earnings per share rose 8% (benefitting from buybacks). Cash generated from operations increased 5% to GBP 418m. Management expects to return over GBP 1bn to shareholders across FY'26 and FY'27, accelerated buybacks (58.5m shares, 6.6% of issued share capital for GBP 369.1m in FY'26) and plans ~GBP 500m buybacks in the coming year; final dividend 7.8p, full-year dividends up 9%.
Average Revenue per Retailer (ARPA) and Pricing/Product Upside
ARPA increased 5% to GBP 2,995/month, with pricing/product levers contributing (pricing event Apr 2025 added GBP 117 to ARPR; product contribution GBP 72, largely Co-Driver). Management expects a FY'27 packaging event to add GBP 85-95 to ARPA and product growth to add GBP 65-75.
Audience and Engagement Leadership
Unique visitors stable at over 9m/month; cross-platform visits record 81.7m/month. Consumers spend ~11x more time on Auto Trader versus the nearest marketplace; Auto Trader is 6x larger than main competitors combined and 22x larger than the nearest single brand. Minutes engaged averaged 548.3m/month.
AI Product Momentum and Monetisation
Continued rollout and monetisation of AI products: Deal Builder penetration tripled year-over-year (converts at least 2x typical inquiries), Co-Driver products (image ordering and description generation) rolled out, Buying Signals added to ~800,000 inquiries and identifies high-intent leads that convert ~2x average. 400-strong product & tech team and deployed AI platform and MCP server for partners.
Autorama Trajectory and JV Performance
Autorama revenue GBP 39m with 8,056 deliveries and average commission/ancillary per unit GBP 1,167; Autorama operating loss reduced to GBP 2m (improved integration). Dealer Auction JV share of profit increased 14% to GBP 4.1m.
Guidance and Outlook
FY'27 guidance: group operating profit expected between GBP 395m and GBP 415m; at least high single-digit EPS growth (with continued buybacks). Management expects stock and retailer metrics to recover during FY'27 and to maintain margins after investments.
Auto Trader Group Plc Unsponsored ADR (ATDRY) Earnings, Revenues Date & History
ATDRY 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
ATDRY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2026 | $1.67 | $1.52 | -8.94% |
Nov 06, 2025 | $2.51 | $2.60 | +3.67% |
May 29, 2025 | $2.99 | $2.66 | -11.19% |
Nov 07, 2024 | $2.67 | $2.50 | -6.36% |
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 Auto Trader Group Plc Unsponsored ADR (ATDRY) report earnings?
Auto Trader Group Plc Unsponsored ADR (ATDRY) is schdueled to report earning on Nov 05, 2026, Before Open (Confirmed).
What is Auto Trader Group Plc Unsponsored ADR (ATDRY) earnings time?
Auto Trader Group Plc Unsponsored ADR (ATDRY) earnings time is at Nov 05, 2026, Before Open (Confirmed).
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What is ATDRY EPS forecast?
Currently, no data Available