Inferra AI / Company / AN

Autonation, Inc.

AN · Consumer Discretionary

Last earnings Oct 30, 2026

Key results

Revenuequarter

7%

Revenue up 7% driven by increases across all major categories EPS $5.65 up 23%, Adjusted EPS $5.01 up 25% After-Sales gross profit of $597 million up 7% and

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

EPSquarter

$5.65

Revenue up 7% driven by increases across all major categories EPS $5.65 up 23%, Adjusted EPS $5.01 up 25% After-Sales gross profit of $597 million up 7% and

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

After revenuequarter

$597 million

Revenue up 7% driven by increases across all major categories EPS $5.65 up 23%, Adjusted EPS $5.01 up 25% After-Sales gross profit of $597 million up 7% and

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Gross marginquarter

48.7%

gross margin of 48.7% (up 100bps) Record CFS gross profit of $375 million up 12% Strong cash flow and balanced capital deployments FORT LAUDERDALE, Fla.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

(NYSE AN) today reported third quarter 2025 revenue of $7.0 billion, an increase of 7% compared to the same period a year ago.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Same-store revenuequarter

$6.9 billion

Same-store Revenue $6.9 billion, increased $422 million or 6% from a year ago, primarily reflecting increased new vehicle unit sales and higher average new vehicle selling prices.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

New Vehicle revenuequarter

$3.4 billion

New Vehicle Revenue $3.4 billion, an increase of $229 million or 7%.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Used Vehicle revenuequarter

$2.0 billion

Used Vehicle Revenue $2.0 billion, an increase of $95 million or 5%.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Customer Financial Services revenuequarter

$368 million

Customer Financial Services Revenue $368 million, an increase of $36 million or 11%.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

After-Sales revenuequarter

$1.2 billion

After-Sales Revenue $1.2 billion, an increase of $65 million or 6%.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

AI analysis

Q3 2025 · reported Oct 23, 2025

Based on: Earnings release + parent 8-K — transcript not held

EPS · Q3 2025
$5.65
EX-99 · Oct 23, 2025
Gross margin · Q3 2025
48.7%
EX-99 · Oct 23, 2025
After revenue · Q3 2025
$597M
EX-99 · Oct 23, 2025
Same-store revenue · Q3 2025
$6.9B
0.0% vs prior quarter computed from stated figures
EX-99 · Oct 23, 2025

The quarter in charts

Segment mix

Business-unit revenue, as stated

02.557.5$6.9BSame-store$3.4BNew Vehicle$2.0BUsed Vehicle$1.2BAfter-Sales$597MAfter$368MCustomer Financial Services

Segment revenue figures as stated in the event record.

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue7%8%—
EPS$5.65$2.26—
After revenue$597 million——
Gross margin48.7%——
Same-store revenue$6.9 billion$6.9 billion—
New Vehicle revenue$3.4 billion$3.4 billion—
Used Vehicle revenue$2.0 billion$2.0 billion—
Customer Financial Services revenue$368 million$363 million—

EX-99 · Oct 23, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin48.7%

Capital allocation

Capex$223M
Adjusted free cash flow$786M

Cash flow was strong, and we deployed significant capital for share repurchases and acquisitions to improve density in existing markets.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

We are pleased to report another quarter of strong performance, with robust growth across the business, including record profit in After-Sales and Customer Financial Services, said Mike Manley, Chief Executive Officer of AutoNation

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Cash flow was strong, and we deployed significant capital for share repurchases and acquisitions to improve density in existing markets.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Capital Allocation, Liquidity, and Leverage For the first nine months ended September 30, 2025, cash used in operating activities was $39 million, auto loans receivable, net, increased $973 million, capital expenditures were $223 million, and adjusted free cash flow was $786 million, or 134% of adjusted net income.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

During the quarter, AutoNation repurchased 0.8 million shares for an aggregate purchase price of $181 million or $217 per share.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Year-to-date through October 21, 2025, AutoNation repurchased 2.8 million shares for an aggregated purchase price of $523 million or $188 per share.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

As of October 21, 2025, AutoNation has approximately $338 million of repurchase authorization remaining under its current share repurchase program.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

As of September 30, 2025, AutoNation had $1.8 billion of liquidity, including $98 million in cash and $1.7 billion of availability under its revolving credit facility, net of commercial paper borrowings.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Strategy & priorities

Statements regarding our strategic initiatives, partnerships, and investments, including AutoNation Finance, statements regarding our expectations for shareholder returns, potential tariff-related impacts, and the future performance of our business and the automotive retail industry, including during 2025, and other statements that describe our objectives, goals, or plans, are forward-looking statements.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Risks & headwinds

Statements regarding our strategic initiatives, partnerships, and investments, including AutoNation Finance, statements regarding our expectations for shareholder returns, potential tariff-related impacts, and the future performance of our business and the automotive retail industry, including during 2025, and other statements that describe our objectives, goals, or plans, are forward-looking statements.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Our forward-looking statements reflect our current expectations concerning future results and events, and they involve known and unknown risks, uncertainties, and other factors that are difficult to predict and may cause our actual results, performance, or achievements to be materially different from any future results, performance, and achievements expressed or implied by these statements.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

What changed vs prior quarter

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Same-store revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

New Vehicle revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Autonation, Inc. — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

33 documents

Earnings releases

11 documents

Presentations

0 documents

No presentations for Autonation, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Autonation, Inc. are held in this edition of the library.

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