Compared to Estimates, AutoNation (AN) Q3 Earnings: A Look at Key Metrics

Core Insights - AutoNation reported revenue of $7.04 billion for the quarter ended September 2025, reflecting a 6.9% increase year-over-year and a surprise of +2.63% over the Zacks Consensus Estimate of $6.86 billion [1] - Earnings per share (EPS) reached $5.01, up from $4.02 in the same quarter last year, surpassing the consensus EPS estimate of $4.85 by +3.3% [1] Financial Performance Metrics - Retail vehicle unit sales totaled 135,085, exceeding the average estimate of 133,511 by four analysts [4] - Revenue per vehicle retailed for new vehicles was $51,604, above the average estimate of $50,923.59 [4] - Revenue per vehicle retailed for used vehicles was $27,205, compared to the average estimate of $26,737.32 [4] - Gross profit per vehicle retailed in finance and insurance was $2,775, surpassing the estimated $2,639.71 [4] - Retail vehicle unit sales for used vehicles were 68,896, exceeding the estimate of 68,140 [4] - Revenue from new vehicles was $3.42 billion, representing a year-over-year increase of +7.7% and exceeding the average estimate of $3.33 billion [4] - Revenue from used vehicles was $2.02 billion, up +6% compared to the year-ago quarter and above the average estimate [4] - Revenue from parts and service was $1.23 billion, slightly below the average estimate of $1.24 billion but showing a +4.7% year-over-year change [4] - Revenue from finance and insurance net was $374.8 million, exceeding the estimate of $352.51 million and reflecting an +11.8% year-over-year increase [4] - Revenue from retail used vehicles was $1.87 billion, above the three-analyst average estimate of $1.78 billion, with a year-over-year change of +7.6% [4] - Revenue from wholesale used vehicles was $141.4 million, below the average estimate of $150.29 million, representing a -11.6% year-over-year change [4] Stock Performance - AutoNation's shares have returned -1.9% over the past month, while the Zacks S&P 500 composite has changed by +0.2% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]