AutoNation Q1 revenue misses estimates but EPS beats on financial services boost

AutoNation

01/05/2026 12:06

Overview

U.S. auto retailer's Q1 revenue fell 2% yr/yr, missing analyst expectations

Adjusted EPS for Q1 rose slightly and beat analyst expectations

Company repurchased $300 mln in shares, reducing share count by 4%

Outlook

Company did not provide specific financial guidance for the current or future periods

Result Drivers

AFTER-SALES GROSS PROFIT - Co said record after-sales gross profit helped offset lower unit sales

CUSTOMER FINANCIAL SERVICES - Record unit profitability in customer financial services contributed to results, per CEO Mike Manley

AN FINANCE GROWTH - Substantial portfolio and profitability growth at AutoNation Finance supported quarterly performance

Company press release: ID:nBw6Y0qqja

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Miss
$6.55 bln
$6.65 bln (9 Analysts)
Q1 Adjusted EPS
Beat
$4.69
$4.51 (10 Analysts)
Q1 EPS
$5.85


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto vehicles, parts & service retailers peer group is "buy"

Wall Street's median 12-month price target for AutoNation Inc is $235.00, about 10.7% above its April 30 closing price of $212.38

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)