AutoNation Q2 adjusted EPS beats estimates on finance portfolio growth

AutoNation

31/07/2026 12:07

Overview
U.S. auto retailer's Q2 revenue fell 1% yr/yr, missing analyst expectations
Adjusted EPS for Q2 rose 2% and beat analyst expectations
Company repurchased $457 mln in shares in H1, reducing shares outstanding by over 6%

Result Drivers
AFTER-SALES PROFIT - Co reported record after-sales gross profit, with customer pay up 7%
FINANCE PORTFOLIO GROWTH - AutoNation Finance portfolio grew over 50%, with year-to-date profit up 10x
FINANCE & INSURANCE MARGIN - Gross profit per unit in customer financial services rose 3%

Company press release: ID:nBw781q8va

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$6.93 bln
$7.02 bln (10 Analysts)
Q2 Adjusted EPS
Beat
$5.56
$5.50 (12 Analysts)
Q2 EPS
 
$5.39
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 3 "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 $240.00, about 11.8% above its July 30 closing price of $214.65
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 9 three months ago

Reuters Recommended Reads
July 30 - Group 1 Automotive Q2 revenue misses on consumer affordability
July 30 - Sonic Automotive Q2 revenue beats estimates on powesports segment growth
July 28 - Asbury Automotive Q2 adjusted EPS beats estimates on used vehicle profitability 

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.)