NYSE$AN

AutoNation · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

AutoNation reported Q4 2025, revenue of $6.90B, net income of $172.1M, diluted EPS of $4.70.

For Q4 2025, AutoNation reported revenue of $6.90B, net income of $172.1M, diluted EPS was $4.70. Management discusses operating trends, capital allocation, and outlook in the earnings release or periodic filing.

  • Revenue $6.90B.
  • Net income $172.1M.
  • Diluted EPS $4.70.

Headline financials

Total Revenue

$6.9B

Previous: $7.21B-4.3%
EPS (adj)

$4.70

Previous: $4.97-5.4%
New Vehicle Retail Unit Sales

64.8K

No prior period
Used Vehicle Retail Unit Sales

62.9K

No prior period
Revenue per New Vehicle Retailed

$53.1K

No prior period
Revenue per Used Vehicle Retailed

$27.9K

No prior period
Gross Profit per New Vehicle Retailed

$2.4K

No prior period
Gross Profit per Used Vehicle Retailed

$1.44K

No prior period
F&I Gross Profit per Vehicle

$2.89K

No prior period
Total Variable Ops Gross Profit/Vehicle

$4.82K

No prior period
Parts and Service Gross Profit

$592M

No prior period
Finance and Insurance Gross Profit

$369M

No prior period
SG&A as % of Gross Profit

68.8%

No prior period
Adjusted SG&A as % of Gross Profit

68.0%

No prior period
Cash and Cash Equivalents

$58.6M

No prior period
Auto Loans Receivable, Net

$2.14B

No prior period
New Days Supply

45

No prior period
Used Days Supply

38

No prior period
Net Income

$172M

Previous: $186M-7.5%
Operating Income

$314M

Previous: $340M-7.5%
Gross Profit

$1.21B

Previous: $1.24B-2.2%

Revenue & EPS history

AutoNation · Revenue · Quarterly

$6.9B

Q4 2025-4.3%vs Q4 2024
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

AutoNation · $6.89B total across 4 segments · Q3 2023

  • New vehicle
    $3.19B+11.3%
  • Used vehicle
    $2.17B-9.6%
  • Parts and service
    $1.16B+12.1%
  • Finance and insurance, net
    $370M+2.4%

Forward guidance

The filing outlines AutoNation's outlook, including operating priorities, capital allocation, and key risks, with specific numeric guidance where management provided it.

Tailwinds

  • AutoNation cites execution on growth initiatives and balance-sheet flexibility.
  • Management emphasizes capital returns and operational priorities in the filing.

Headwinds

  • Macro, pricing, and competitive pressure may affect margins.
  • One-time items and segment mix can affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.4%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.9%

Avg return

30 days after

49%

33 / 68 earnings

Positive

+16.1%

Q2 2019

Best reaction

-15.1%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%-3.6%-11.7%
Q4 2025+6.2%+1.9%-5.5%
Q3 2025-3.6%-8.9%-4.4%
Q1 2025+1.0%+0.5%+5.1%
Q4 2024+1.3%+0.0%-18.7%
Q3 2024-3.2%-2.5%+5.7%
Q2 2024+2.5%-7.4%-0.8%
Q1 2024+3.1%+1.5%+5.8%
Q4 2023-6.3%-7.2%+0.9%
Q3 2023-0.9%+1.9%+3.6%
Q2 2023-15.1%-11.8%-10.7%
Q1 2023-2.2%-5.3%-2.3%
Q4 2022+1.5%+1.8%-10.4%
Q3 2022+3.6%+9.1%+17.4%
Q2 2022-4.2%-9.1%+2.8%
Q1 2022+0.7%+10.0%+2.6%
Q4 2021-1.2%-5.2%+6.6%
Q3 2021+11.6%+7.2%+0.8%
Q2 2021+11.3%+13.8%+10.8%
Q1 2021-2.1%+4.6%+1.0%
Q4 2020+0.8%+0.4%+15.1%
Q3 2020-1.2%-3.2%-4.1%
Q2 2020+12.0%+11.7%+18.9%
Q1 2020-4.0%-6.8%+6.3%
Q4 2019+9.1%+8.6%-24.9%
Q3 2019-0.4%-0.1%+0.4%
Q2 2019+16.1%+16.6%+13.3%
Q1 2019+7.0%+3.8%+0.5%
Q4 2018-6.8%-9.5%-12.5%
Q3 2018-4.0%-3.5%-11.9%
Q2 2018-4.5%-1.5%-6.6%
Q1 2018+2.1%+2.7%-1.1%
Q4 2017-5.0%-9.6%-17.5%
Q3 2017+12.8%+11.2%+15.6%
Q2 2017-7.7%-3.9%+8.5%
Q1 2017-2.1%-4.7%-11.7%
Q4 2016-6.4%-8.0%-11.5%
Q3 2016-4.7%-8.9%-2.7%
Q2 2016-0.6%-5.5%-8.7%
Q1 2016+3.1%
Q4 2015-1.8%
Q3 2015+2.3%
Q2 2015-3.6%
Q1 2015+0.1%
Q4 2014+5.8%
Q3 2014+7.3%
Q2 2014-5.6%
Q1 2014+1.6%
Q4 2013+5.1%
Q3 2013+1.2%
Q2 2013-1.6%
Q1 2013+3.2%
Q4 2012+6.3%
Q3 2012-7.1%
Q2 2012-6.5%
Q1 2012+3.9%
Q4 2011-2.7%
Q3 2011+7.5%
Q2 2011+8.3%
Q1 2010-3.3%
Q1 2011-0.3%
Q4 2010+3.7%
Q4 2008+3.7%
Q3 2010-6.4%
Q3 2009-6.4%
Q2 2010-1.7%
Q2 2009-1.7%
Q4 2009-1.7%

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