Jun 2026 (Q2 FY26) — Jul 31, 2026
AutoNation Q2 FY26 — Strong Aftersales and Capital Allocation Drive EPS Growth
Read the full callAutoNation (AN) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
AutoNation earnings: last reported Fri, 31 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 6,930 | −0.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 4.6 | +1.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 182 | +110.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
9 of 13 judged targets kept · 9 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EPS growth | growth | Jun 2026 | we do expect adjusted EPS growth in the second half. | New |
| Adjusted net income to free cash flow conversion | 100% | Dec 2024 | Ghosted |
4 of AUTONATION, INC.'s 22 targets were missed. See which ones, and which are quietly gone. The 2 above are the free sample; 20 more targets are in the full ledger.
Claimed
- Adjusted EPS of $5.56, up from $5.46 a year ago, marking the sixth consecutive quarter of year-over-year growth.
- Aftersales gross profit increased 7% in total and 4% on a same-store basis, reaching a record $607 million.
- Wholesale parts revenue increased 16% during the quarter, driven by commercial wins and share gains.
- Adjusted free cash flow was $180 million in the quarter and $439 million year-to-date, an 11% increase year-over-year.
- Deployed $317 million on attractive M&A and $457 million on share repurchases in the first half.
Qualified
- New unit sales were down 4% year-over-year, primarily due to a decline of over 30% in BEV sales.
- SG&A as a percentage of gross profit was 68.2%, up from 66.2% a year ago, though showing a 160 bps sequential improvement.
- Used vehicle volume was slightly impacted by a lower mix of vehicles priced below $20,000.
Price
$160.39 −0.83% · −$1.34
Performance −25.3% 1Y
1Y: $214.71 on 17 Oct 2025 → $160.39. High $229.98 (29 Jul 2026), low $153.19 (14 Oct 2026).
- Previous close
- $161.73
- 52-week range
- $153.19 – $229.98
- One year
- −25.96%
Overview
- Symbol
- AN
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
9 of 13 judged targets kept · 9 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EPS growth | growth | Jun 2026 | we do expect adjusted EPS growth in the second half. | New |
| Adjusted net income to free cash flow conversion | 100% | Dec 2024 | Ghosted |
Claimed
- Adjusted EPS of $5.56, up from $5.46 a year ago, marking the sixth consecutive quarter of year-over-year growth.
- Aftersales gross profit increased 7% in total and 4% on a same-store basis, reaching a record $607 million.
- Wholesale parts revenue increased 16% during the quarter, driven by commercial wins and share gains.
- Adjusted free cash flow was $180 million in the quarter and $439 million year-to-date, an 11% increase year-over-year.
- Deployed $317 million on attractive M&A and $457 million on share repurchases in the first half.
Qualified
- New unit sales were down 4% year-over-year, primarily due to a decline of over 30% in BEV sales.
- SG&A as a percentage of gross profit was 68.2%, up from 66.2% a year ago, though showing a 160 bps sequential improvement.
- Used vehicle volume was slightly impacted by a lower mix of vehicles priced below $20,000.
The full ledger
Open AUTONATION, INC.’s full ledger
A free account opens 5 company ledgers a month. All 22 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 1, 2026
AutoNation Q1 FY26 — Fifth Consecutive Quarter of Adjusted EPS Growth
Read the full callEvery analysed call
AutoNation earnings calls (AN)
Financials
What the filings say
Net profit, year on year: +111% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 6,586 | 7,213 | 6,690 | 6,974 | 7,037 | 6,929 | 6,552 | 6,930 |
| Operating profit | 351 | 340 | 336 | 218 | 372 | 314 | 314 | 319 |
| Operating margin | 5.3% | 4.7% | 5.0% | 3.1% | 5.3% | 4.5% | 4.8% | 4.6% |
| Profit before tax | 247 | 242 | — | — | — | — | — | — |
| Tax rate | 24.9% | 23.0% | — | — | — | — | — | — |
| Net profit | 186 | 186 | 176 | 86 | 215 | 172 | 205 | 182 |
| EPS ($ per share) | 4.66 | — | 4.50 | 2.29 | 5.72 | — | 5.92 | 5.44 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 3,238 | 3,688 | 4,069 | 4,640 | 3,664 | 4,643 | 5,332 | 5,976 |
| Total liabilities | 7,949 | 7,381 | 6,652 | 6,567 | 8,012 | 9,769 | 10,544 | 12,051 |
| Fixed assets | 3,155 | 3,175 | 3,138 | 3,420 | 3,607 | 3,792 | 3,792 | 3,956 |
| Total assets | 10,665 | 10,543 | 9,887 | 8,944 | 10,060 | 11,980 | 13,002 | 14,392 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 511 | 769 | 1,208 | 1,628 | 1,668 | 724 | 315 | 112 |
| Cash from investing | -295 | -116 | -74 | -460 | -479 | -570 | 12 | -687 |
| Cash from financing | -237 | -660 | -607 | -1,676 | -1,154 | -172 | -301 | 558 |
| Net cash flow | -22 | -7 | 527 | -509 | 35 | -18 | 26 | -18 |
| Capital expenditure | -401 | -269 | -156 | -216 | -329 | -410 | -328 | -309 |
| Free cash flow | 110 | 500 | 1,052 | 1,412 | 1,339 | 314 | -14 | -197 |
AN revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Corporate and Other | 5% | 5% | 5% | 5% | 5% | 5% | 5% | 5% | -7.4% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
AN operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Loan originations AutoNation Finance | ~$460MDuring the quarter, we originated approximately $460 million in loans and received approximately $213 million in customer repayments.Source: earnings call transcript | $485MOriginations were $485 million for the quarter and AutoNation finance penetration was 11% of our total vehicle sales and 18% of our vehicle sales financed during the quarter.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
51 filings between Nov 1, 2025 and Aug 7, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$710.3K
2 sales by 2 insiders
Compensation
not trading decisions- 14
- Award — granted as compensation
- 20
- Option exercise — converted options into shares
- 14
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| DEES KIMBERLY | — | $512.3K | May 5, 2026 |
| Lutoff-Perlo Lisa | — | $198.0K | Aug 5, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 7, 2026 | Szlosek Thomas A EVP & CFO | Tax withheld | 1,257 | $263.0K |
| Aug 7, 2026 | Szlosek Thomas A EVP & CFO | Option exercise | 3,194 | — |
| Aug 5, 2026 | Lutoff-Perlo Lisa Director | Sale | 900 | $198.0K |
| May 5, 2026 | DEES KIMBERLY SVP & CAO | Sale | 2,500 | $512.3K |
| Mar 1, 2026 | Manley Michael Mark CEO and Director | Option exercise | 8,477 | — |
| Mar 1, 2026 | CAMPLONE GIANLUCA COO, AN Parts & EVP, Bus Dev | Option exercise | 1,754 | — |
| Mar 1, 2026 | EDMUNDS C COLEMAN EVP, Gen Counsel & Corp Sec | Option exercise | 1,360 | — |
| Mar 1, 2026 | CAMPLONE GIANLUCA COO, AN Parts & EVP, Bus Dev | Tax withheld | 2,055 | $401.1K |
| Mar 1, 2026 | DEES KIMBERLY SVP & CAO | Option exercise | 389 | — |
| Mar 1, 2026 | PARENT JEFF COO | Option exercise | 1,216 | — |
| Mar 1, 2026 | DEES KIMBERLY SVP & CAO | Option exercise | 351 | — |
| Mar 1, 2026 | DEES KIMBERLY SVP & CAO | Tax withheld | 577 | $112.6K |
| Mar 1, 2026 | CAMPLONE GIANLUCA COO, AN Parts & EVP, Bus Dev | Option exercise | 1,520 | — |
| Mar 1, 2026 | CAMPLONE GIANLUCA COO, AN Parts & EVP, Bus Dev | Option exercise | 1,943 | — |
| Mar 1, 2026 | EDMUNDS C COLEMAN EVP, Gen Counsel & Corp Sec | Tax withheld | 2,075 | $405.0K |
| Mar 1, 2026 | EDMUNDS C COLEMAN EVP, Gen Counsel & Corp Sec | Option exercise | 944 | — |
| Mar 1, 2026 | EDMUNDS C COLEMAN EVP, Gen Counsel & Corp Sec | Option exercise | 1,228 | — |
| Mar 1, 2026 | Manley Michael Mark CEO and Director | Option exercise | 6,995 | — |
| Mar 1, 2026 | DEES KIMBERLY SVP & CAO | Option exercise | 416 | — |
| Mar 1, 2026 | Manley Michael Mark CEO and Director | Option exercise | 7,940 | — |
| Mar 1, 2026 | Manley Michael Mark CEO and Director | Tax withheld | 9,214 | $1.80M |
| Mar 1, 2026 | PARENT JEFF COO | Option exercise | 1,316 | — |
| Mar 1, 2026 | DEES KIMBERLY SVP & CAO | Option exercise | 304 | — |
| Mar 1, 2026 | PARENT JEFF COO | Tax withheld | 997 | $194.6K |
| Mar 1, 2026 | Szlosek Thomas A EVP & CFO | Option exercise | 2,193 | — |
| Mar 1, 2026 | Szlosek Thomas A EVP & CFO | Option exercise | 1,900 | — |
| Mar 1, 2026 | Szlosek Thomas A EVP & CFO | Tax withheld | 1,611 | $314.4K |
| Mar 1, 2026 | EDMUNDS C COLEMAN EVP, Gen Counsel & Corp Sec | Option exercise | 2,068 | — |
| Jan 28, 2026 | DEES KIMBERLY SVP & CAO | Award | 3,346 | $0 |
| Jan 28, 2026 | CAMPLONE GIANLUCA COO, AN Parts & EVP, Bus Dev | Tax withheld | 6,617 | $1.43M |
| Jan 28, 2026 | Szlosek Thomas A EVP & CFO | Tax withheld | 4,841 | $1.05M |
| Jan 28, 2026 | DEES KIMBERLY SVP & CAO | Tax withheld | 1,354 | $292.4K |
| Jan 28, 2026 | CAMPLONE GIANLUCA COO, AN Parts & EVP, Bus Dev | Award | 16,742 | $0 |
| Jan 28, 2026 | PARENT JEFF COO | Tax withheld | 1,006 | $217.2K |
| Jan 28, 2026 | PARENT JEFF COO | Award | 2,485 | $0 |
| Jan 28, 2026 | Manley Michael Mark CEO and Director | Tax withheld | 23,734 | $5.12M |
| Jan 28, 2026 | Manley Michael Mark CEO and Director | Award | 60,277 | $0 |
| Jan 28, 2026 | Szlosek Thomas A EVP & CFO | Award | 12,234 | $0 |
| Jan 28, 2026 | EDMUNDS C COLEMAN EVP, Gen Counsel & Corp Sec | Tax withheld | 4,642 | $1.00M |
| Jan 28, 2026 | EDMUNDS C COLEMAN EVP, Gen Counsel & Corp Sec | Award | 11,719 | $0 |
| Jan 2, 2026 | TRAVISANO JACQUELINE A Director | Award | 1,210 | $0 |
| Jan 2, 2026 | BURDICK RICK L Director | Award | 1,210 | $0 |
| Jan 2, 2026 | Mikan George Lawrence III Director | Award | 1,210 | $0 |
| Jan 2, 2026 | Lutoff-Perlo Lisa Director | Award | 1,210 | $0 |
| Jan 2, 2026 | Jenkins Norman K. Director | Award | 1,210 | $0 |
| Jan 2, 2026 | GRUSKY ROBERT R Director | Award | 1,210 | $0 |
| Jan 2, 2026 | EDELSON DAVID B Director | Award | 1,210 | $0 |
| Jan 2, 2026 | Bennett Claire M. Director | Award | 1,210 | $0 |
| Nov 18, 2025 | BURDICK RICK L Director | Gift | 423 | $0 |
| Nov 1, 2025 | PARENT JEFF COO | Option exercise | 288 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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