| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 6.9K | 5.8% | 0.6% |
| Total Income | 6.9K | 5.8% | 0.6% |
| Expenditure | 6.6K | 6.0% | 2.2% |
| PBT | — | ||
| Net Profit | 182.10 | 11.3% | 110.8% |
| OPM | 4.60% | 0.19pp | 1.48pp |
| NPM | 2.63% | 0.51pp | 1.39pp |
| EPS | 5.44 | 8.1% | 137.6% |
AutoNation Reports Q2 2026 Results
31 Jul 2026 · 31 Jul, 4:36 pm
Summary
AutoNation reported second quarter 2026 revenue of $6.9 billion, a 1% decrease year-over-year. Diluted Earnings Per Share (EPS) significantly increased to $5.39 from $2.26 in the prior year, while Adjusted Diluted EPS saw a modest 2% rise to $5.56. The company highlighted record After-Sales gross profit and strong growth in Customer Financial Services. Management emphasized continued execution, attractive cash flow generation, and disciplined capital allocation, including significant share repurchases and strategic acquisitions.
Key Highlights
- 1
AutoNation reported second quarter 2026 revenue of $6.9 billion, a decrease of 1% compared to the same period a year ago.
- 2
Second quarter 2026 Diluted EPS was $5.39, compared to $2.26 a year ago, an increase of 138%.
- 3
Second quarter 2026 Adjusted Diluted EPS was $5.56, compared to $5.46 a year ago, an increase of 2%.
- 4
Record After-Sales gross profit was achieved in Q2 2026, with Customer Pay growth at 7%.
- 5
AutoNation Finance portfolio grew to $2.7 billion, with YTD profit up 10X.
- 6
The company acquired four dealerships in June 2026, adding approximately $600 million in annual revenue.
- 7
First half 2026 share repurchases totaled $457 million, resulting in a 6%+ reduction of shares.
Management Comments
Mike Manley
We are pleased to report another quarter of strong performance, including record profit in After-Sales and continued strength in Customer Financial Services. Cash flow was strong, and we deployed significant capital for share repurchases and acquisitions to improve density in existing markets. AutoNation Finance continued to scale, growing the portfolio to $2.7 billion while substantially improving profitability. We are focused on continued execution, attractive cash flow generation, and disciplined capital allocation to consistently generate attractive shareholder returns.
Informational and educational content only. Not investment advice.