AUTONATION, INC. (AN) Form 10-Q — Oct 30, 2026
AutoNation reported Q3 2026 revenue of $7.01 billion, roughly flat year-over-year, but net income fell 25% to $162.3 million with diluted EPS of $4.87 versus $5.65 a year ago, pressured by a roughly 60% drop in EV unit volumes after federal EV tax credits expired and lower new vehicle gross profit per unit. The bright spots were parts and service revenue up 5.2% to $1.29 billion and a sharp recovery at captive lender AutoNation Finance, which earned $15.4 million versus $1.5 million in Q3 2025 as the loan book scaled.
Key figures
- Eps
- 4.87
- Net Income
- 162300000
- Debt Amount
- $2.0 billion revolving credit facility (undrawn); $555.0M commercial paper outstanding; $1,875.4M non-recourse notes payable
- Revenue Yoy
- -0.4%
- Total Assets
- 15599600000
- Cash Position
- 51200000
- Shares Outstanding
- 31983552
- Stores
- 242
- Franchises
- 319
- Q3 2025 net income
- 215100000
- Q3 2025 diluted eps
- 5.65
- Q3 2026 diluted eps
- 4.87
- New vehicle units q3
- 63929
- Nine month net income
- 549800000
- Used vehicle units q3
- 65410
- Nine month diluted eps
- 16.12
- Buyback remaining sept 30
- 456000000
- Autonation finance income q3
- 15400000
- Parts and service revenue q3
- 1290000000
- Share repurchases nine months
- 619900000
- Buyback authorization added october 2026
- 1000000000
AI analysis
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