AutoNation Q4 revenue misses, adjusted EPS beats estimates

Overview

• U.S. automotive retailer's Q4 revenue fell 4%, missing analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company repurchased $785 mln in shares, reducing share count by 10% in 2025

Outlook

• Company did not provide specific guidance for future quarters

Result Drivers

• AFTER-SALES GROSS PROFIT - Record gross profit in After-Sales contributed positively to Q4 results

• CUSTOMER FINANCIAL SERVICES - Record unit profitability in Customer Financial Services supported quarterly performance

• VEHICLE SALES IMPACT - Lower new and used vehicle unit sales affected revenue, partially offset by increased After-Sales revenue

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the auto vehicles, parts & service retailers peer group is "buy"

• Wall Street's median 12-month price target for AutoNation Inc is $234.00, about 14.7% above its February 5 closing price of $204.02

• The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBw48VV8ha

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