AutoNation Q4 revenue misses, adjusted EPS beats estimates

AutoNation

06/02/2026 12:06

Overview

U.S. automotive retailer's Q4 revenue fell 4%, missing analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company repurchased $785 mln in shares, reducing share count by 10% in 2025

Outlook

Company did not provide specific guidance for future quarters

Result Drivers

AFTER-SALES GROSS PROFIT - Record gross profit in After-Sales contributed positively to Q4 results

CUSTOMER FINANCIAL SERVICES - Record unit profitability in Customer Financial Services supported quarterly performance

VEHICLE SALES IMPACT - Lower new and used vehicle unit sales affected revenue, partially offset by increased After-Sales revenue

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$6.93 bln
$7.20 bln (8 Analysts)
Q4 Adjusted EPS
Beat
$5.08
$4.85 (10 Analysts)
Q4 EPS
$4.70


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "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 $234.00, about 14.7% above its February 5 closing price of $204.02

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

Press Release: ID:nBw48VV8ha

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.)