AutoNation's top line has stalled, with revenue growth slipping to -0.4% year over year in 2026Q3 after 6.9% in 2025Q3, suggesting volume-driven expansion has lost momentum.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to -0.4% in 2026Q3 while operating margin oscillated between 3.1% and 5.3% against a stable SG&A base of roughly $812M to $856M, indicating high sensitivity of operating income to gross profit swings.
Despite a revenue decline, AutoNation's net income and diluted EPS increased, supported by strong performance in aftersales and finance segments.
AutoNation operates over 300 locations across the U.S., offering a wide selection of new and used vehicles, financing, and services.
AutoNation USA provides a trusted used car dealership experience with transparent pricing and a wide selection of quality vehicles.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 30, 2026 | $5.11-1.7% vs $5.20 | $7.0B+1.1% vs $6.9B |
Q3 2026 Jul 31, 2026 | $5.56+1.5% vs $5.48 | $6.9B-1.0% vs $7.0B |
Q2 2026 May 1, 2026 | $4.69+4.0% vs $4.51 | $6.6B-1.4% vs $6.6B |
Q1 2026 Feb 6, 2026 | $5.08+4.7% vs $4.85 | $6.9B-3.8% vs $7.2B |
The Fund was down 3.2% in EUR terms, 3.8% in USD and 4.2% in AUD terms. Once again, for the third consecutive quarter, the most notable highlight for investors is a new position - this time, it is Jack Henry. After falling quite significantly during the June quarter, the share prices of our two healthcare investments rose strongly.
AutoNation, Inc. (AN) Q3 2026 Earnings Call Transcript
AutoNation missed on earnings this morning, but sales beat. AutoNation already bought back 9% of its shares so far this year, and plans to buy back 17% more.
AutoNation remains a 'Strong Buy' despite a 14% stock decline, as resilient service profits and aggressive buybacks underpin value. Q3 results showed adjusted EPS up 2% year-over-year, with service revenue and profits demonstrating the business's durability amid weak vehicle sales. Service operations generate 51% of gross profit, making AN less cyclical and more insulated from macroeconomic headwinds than perceived.
Benchmark AN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for AutoNation, Inc. (AN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $184.00 | $6.16B | 8.49 | 3.24% | 2.63% | 31.76% | — | |
| $308.77 | $6.79B | 8.62 | 4% | 2.06% | 12.08% | 0.71% | |
| $212.36 | $13.96B | 14.78 | -0.18% | 2.81% | 16.37% | 2.45% | |
| $61.71 | $2.05B | 9.64 | 6.53% | 1.33% | 19.94% | 2.28% | |
| $202.65 | $3.77B | 7.80 | 4.71% | 2.66% | 11.85% | — | |
| $261.35 | $3.12B | 8.20 | 13.23% | 1.74% | 13.03% | 0.77% |
AutoNation, Inc. (AN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
AutoNation, Inc. (AN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 30, 2026·SEC
Oct 16, 2026·SEC
Jul 31, 2026·SEC
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AutoNation, Inc. (AN) stock FAQ — growth, dividends, profitability & financials explained
AutoNation, Inc. (AN) reported $27.42B in revenue over the trailing twelve months. Revenue was $27.63B in fiscal year 2025. That is 1068% more than the $2.37B of fiscal year 1996.
AutoNation, Inc. (AN) revenue fell by 1.8% over the trailing twelve months, compared with the twelve months before.
Yes. AutoNation, Inc. (AN) earned $721.9M in net income over the trailing twelve months (a 2.6% net margin).
AutoNation, Inc. (AN) had a return on equity (ROE) of 31.8% over the trailing twelve months. That is well above the market's typical 10-15%.
AutoNation, Inc. (AN) generated $22.9M in free cash flow over the trailing twelve months.
