| Metric | Value ($ M) | Q2 FY26 | Q3 FY25 |
|---|---|---|---|
| Revenue | 7.0K | 1.2% | 0.4% |
| Total Income | 7.0K | 1.2% | 0.4% |
| Expenditure | 6.7K | 1.3% | 0.5% |
| PBT | — | ||
| Net Profit | 162.30 | 10.9% | 24.6% |
| OPM | 4.49% | 0.11pp | 0.80pp |
| NPM | 2.31% | 0.31pp | 0.74pp |
| EPS | 4.92 | 9.6% | 14.0% |
AutoNation Reports Q3 2026 Results
30 Oct 2026 · 1d ago, 4:46 pm
Summary
AutoNation reported third quarter 2026 revenue of $7.0 billion, remaining relatively flat year-over-year. The company achieved its seventh consecutive quarter of year-over-year Adjusted EPS growth, reaching $5.11. Key drivers included record After-Sales performance and strong growth in AutoNation Finance, which saw its portfolio increase by over 40% and profit by 10x. Management highlighted disciplined capital allocation, utilizing nearly 85% of adjusted free cash flow for share repurchases, and announced an additional $1 billion authorization for buybacks.
Key Highlights
- 1
AutoNation reported third quarter 2026 revenue of $7.0 billion, which was relatively flat compared to the same period a year ago.
- 2
Third quarter 2026 Adjusted EPS was $5.11, an increase of 2% compared to $5.01 a year ago, marking the seventh consecutive quarter of YoY growth.
- 3
Record After-Sales gross profit was achieved, with Customer Pay growth at 6%.
- 4
AN Finance portfolio grew by more than 40% year-over-year, with profit increasing 10 times.
- 5
Share repurchases totaled $620 million year-to-date, resulting in a 9% reduction in shares outstanding.
- 6
The company's Board of Directors approved an additional $1 billion in share repurchases.
Management Comments
Mike Manley
Our team delivered another solid quarter, growing adjusted EPS for the seventh consecutive quarter. Record After-Sales performance and strong growth in AutoNation Finance further increased the contribution of recurring earnings and cash flow, leading to exceptional cash generation and disciplined capital allocation. We utilized nearly 85 percent of our adjusted free cash flow for share repurchases, reducing shares outstanding by 9 percent year-to-date. The current environment strongly favors allocating capital toward share repurchases and as such we have secured Board authorization for an additional $1 billion in share repurchases.
Informational and educational content only. Not investment advice.