AutoNation (AN) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and AutoNation published the results on October 30, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. AutoNation reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• AutoNation's Q3 2025 GAAP EPS of $5.65 included $0.79 a share of cybersecurity insurance recoveries related to the CDK outage, which AutoNation excludes from adjusted EPS. Year-ago adjusted EPS ($5.01) is therefore below year-ago GAAP EPS.
• AutoNation Finance, the captive auto lender, is reported as a separate income line ($15.4 million in Q3 2026) below gross profit, not inside revenue segments.

Source: AutoNation Q3 2026 results, October 30, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How AutoNation splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• AutoNation's Domestic revenue was $1.8 billion in Q3 2026, down 7% from $1.9 billion in Q3 2025, 26% of total revenue.
• AutoNation's Import revenue was $2.3 billion in Q3 2026, up 4% from $2.2 billion in Q3 2025, 32% of total revenue.
• AutoNation's Premium luxury revenue was $2.6 billion in Q3 2026, up 3% from $2.6 billion in Q3 2025, 38% of total revenue.
• AutoNation's Corporate and other revenue was $321 million in Q3 2026, down 11% from $360 million in Q3 2025, 5% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP total revenue and diluted EPS, each as first reported in that quarter's release.

We do not hold a confirmed date for AutoNation's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 30, 2026

AutoNation's Q3 2026 revenue of $7,010.3 million was mostly vehicle sales: new vehicles brought in $3,330.4 million (47.5% of revenue) and used vehicles $2,035.8 million (29.0%). Parts and service added $1,290.0 million and finance and insurance, net, $349.0 million. (AutoNation Q3 2026 earnings release, Oct 30, 2026)

The profit mix is very different from the revenue mix. Parts and service produced 51.1% of AutoNation's gross profit in the quarter and finance and insurance 28.9%, while new vehicles, nearly half of revenue, produced 11.5%. Parts and service gross profit was $616.6 million, against $597.0 million a year earlier. (AutoNation Q3 2026 earnings release, Oct 30, 2026)

AutoNation reports three franchised dealership segments by brand type. Premium luxury was the largest at $2,630.3 million, then Import at $2,252.2 million and Domestic at $1,807.2 million. Domestic revenue fell 7.1%, and AutoNation said same-store new vehicle unit volume fell particularly in Domestic, with EV unit volume down about 60% after EV tax credits were phased out at the end of Q3 2025. (AutoNation Q3 2026 earnings release, Oct 30, 2026; AutoNation Form 10-Q, Q3 2026, Oct 30, 2026)

Same-store retail unit sales fell 5.3% for new vehicles, to 62,356, and 6.3% for used vehicles, to 63,703. AutoNation attributed the used decline to supply constraints on lower-priced used vehicles. Same-store parts and service revenue rose on wholesale parts (up $38.5 million) and customer-pay service (up $12.8 million). (AutoNation Q3 2026 earnings release, Oct 30, 2026; AutoNation Form 10-Q, Q3 2026, Oct 30, 2026)

As of December 31, 2025, AutoNation owned and operated 323 new vehicle franchises from 245 stores, predominantly in Sunbelt metropolitan markets. Florida, Texas and California stores together accounted for 65% of 2025 revenue (26%, 20% and 19%). (AutoNation Form 10-K, 2025, Feb 12, 2026)

AutoNation's adjusted EPS of $5.11 was above GAAP EPS of $4.87 in Q3 2026. The adjustments were $0.20 a share of self-insurance losses, primarily from hail storms and other natural catastrophes, and $0.04 of customer journey transformation costs. A year earlier the order was reversed: GAAP EPS of $5.65 included $0.79 of CDK outage insurance recoveries, which brought adjusted EPS down to $5.01. (AutoNation Q3 2026 earnings release, Oct 30, 2026)

AutoNation's EPS fell less than its net income because of buybacks. Diluted weighted average shares fell 13% to 33.3 million from 38.1 million, while net income fell 25% to $162.3 million. AutoNation repurchased 3.1 million shares for $620 million in the first nine months of 2026, and in October 2026 its board authorized an additional $1.0 billion, leaving $1.4 billion available as of October 28, 2026. (AutoNation Q3 2026 earnings release, Oct 30, 2026)

The effective tax rate was 24.7%, against 25.2% a year earlier. Other interest expense rose to $51.7 million from $45.1 million, and non-vehicle debt stood at $4,343.7 million at September 30, 2026. (AutoNation Q3 2026 earnings release, Oct 30, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

AutoNation does not publish a revenue or earnings outlook in its earnings release. The Q3 2026 release reports results, capital allocation and liquidity, and points to an investor presentation and the conference call for further detail. (AutoNation Q3 2026 earnings release, Oct 30, 2026)

AutoNation said it used nearly 85 percent of its adjusted free cash flow for share repurchases. Adjusted free cash flow was $739.0 million for the first nine months of 2026, or 141% of adjusted net income, and the covenant leverage ratio was 2.7X at quarter-end. (AutoNation Q3 2026 earnings release, Oct 30, 2026)

A consensus figure is the average of the models published by the analysts who cover AutoNation, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones AutoNation's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning AN is on is AN a buy or a sell?, what analysts expect next is on the AN forecast, and what the company does is on the AutoNation (AN) stock page.

Every number on this page can be traced to a document AutoNation published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.