Q4 2025 AutoNation Inc Earnings Call Transcript

Feb 06, 2026 / 02:00PM GMT

Release Date Price: $216.65 (+6.19%)

Transcript 10-K8-K

Key Points

Positve

AutoNation Inc (AN) reported a 3% revenue growth and an 8% adjusted net income growth for the full year 2025.
The company achieved a 16% increase in adjusted earnings per share, marking four consecutive quarters of year-over-year EPS growth.
Adjusted free cash flow exceeded $1 billion, up approximately 39% from 2024.
AutoNation Inc (AN) deployed over $1.5 billion in capital, with significant investments in share repurchases and M&A activities.
Customer financial services had an excellent quarter, with unit profitability growing by 8% from the prior year and 4% sequentially.

Negative

Same store unit sales of new vehicles decreased by 10% in the fourth quarter, with significant declines in battery electric vehicles and hybrid powertrain vehicles.
Fourth-quarter gross profit decreased by 2% from a year ago, reflecting declines in new vehicle gross profit.
Used vehicle retail unit sales decreased by 5% on a same store basis in the fourth quarter.
Adjusted operating income decreased 7% from the fourth quarter last year.
The company faced a decline in revenues from new vehicle sales of approximately 9% in the fourth quarter.

Operator

Good morning, everyone. Welcome to AutoNation's fourth-quarter 2025 conference call. Leading our call today will be Mike Manley, our Chief Executive Officer; and Tom Szlosek, our Chief Financial Officer. Following their remarks, we will open the call to questions. And I'll now hand the call over to Derek Liebig, Vice President of Investor Relations, to begin.

Derek Liebig

AutoNation Inc - Vice President of Investor Relations

Thanks, Adam, and good morning, everyone. Welcome to AutoNation's fourth-quarter conference call. Before we begin, I'd like to remind you that certain statements and information on this call, including any statements regarding our anticipated financial results and objectives, constitute forward-looking statements within the meaning of the Federal Private Securities Litigation Reform Act of 1995.

Such forward-looking statements involve known and unknown risks that may cause our actual results or performance to differ materially from such forward-looking statements. Additional discussions of factors that could cause our actual

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