AutoNation, Inc.

NYSE:AN 주식 리포트

시가총액: US$6.9b

AutoNation 과거 순이익 실적

과거 기준 점검 3/6

AutoNation의 수입은 연평균 -14.5%의 비율로 감소해 온 반면, Specialty Retail 산업은 수입이 연평균 1.9% 감소했습니다. 매출은 연평균 2.5%의 비율로 증가해 왔습니다. AutoNation의 자기자본이익률은 30.5%이고 순이익률은 2.5%입니다.

핵심 정보

-14.49%

순이익 성장률

0.91%

주당순이익(EPS) 성장률

Specialty Retail 산업 성장률26.64%
매출 성장률2.46%
자기자본이익률30.49%
순이익률2.47%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 06

AN: Ongoing Buybacks And Solid Margins Will Support Future Upside Potential

Analysts have nudged their price target on AutoNation slightly higher to approximately $242 per share, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that leave their overall valuation view largely unchanged. What's in the News AutoNation reported that from October 1, 2025 to February 10, 2026, it repurchased 2,948,352 shares, or 8% of its stock, for US$617.42m under its ongoing buyback program (Key Developments).
내러티브 업데이트 Apr 19

AN: Share Repurchases Will Sustain Earnings Power And Support Upside Potential

Analysts have trimmed their price target on AutoNation slightly. They now reflect a fair value of about $290, as small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions leave the overall outlook broadly unchanged.
내러티브 업데이트 Apr 05

AN: Ongoing Buybacks Will Support Future Earnings Power

Analysts now see AutoNation's fair value at about $292.75 per share, with the modest adjustment from the prior $292.75 tied to small tweaks in the discount rate, revenue growth, profit margin, and expected future P/E assumptions. What's in the News From October 1, 2025 to February 10, 2026, AutoNation repurchased 2,948,352 shares, about 8% of its shares, for US$617.42 million under its ongoing buyback plan that began on October 24, 2007 (Key Developments).
내러티브 업데이트 Mar 22

AN: Ongoing Share Repurchases Will Support Measured Future Upside Potential

Analysts have adjusted their price target for AutoNation to align with a fair value estimate of about $241.27, up from roughly $239.30. The change reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.
내러티브 업데이트 Mar 07

AN: Ongoing Buybacks And Maryland Expansion Will Support Future Earnings Power

Analysts trimmed their fair value estimate for AutoNation slightly to $292.75 from $295.90 as they now apply a marginally higher discount rate, expect softer revenue growth and profit margins, and use a higher future P/E assumption in their models. What's in the News From October 1, 2025 to February 4, 2026, AutoNation repurchased 2,200,000 shares for $461.3 million, representing 5.97% of shares.
Seeking Alpha Mar 04

AutoNation: Shifting Gears Toward Higher-Margin Growth

Summary AutoNation (AN) is evolving from a cyclical vehicle seller to a higher-margin, recurring revenue operator, driven by aftersales and customer financing momentum. Q4'25 saw softer vehicle sales but record gross profits in Aftersales and Customer Financial Services, supporting resilient profitability despite macro headwinds. Free cash flow over $1B enabled significant share repurchases, reducing share count by 10%, and the company maintains low leverage with investment-grade credit ratings. With an undemanding valuation, strong capital returns, and a shift toward recurring revenue, I rate AN a buy for double-digit annualized returns despite near-term volume softness. Read the full article on Seeking Alpha
내러티브 업데이트 Feb 21

AN: Maryland Expansion And Buybacks Will Support Stronger Long Term Earnings Power

Analysts have slightly lowered their AutoNation price target to $295.90 from $296.79, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News From October 1, 2025 to February 4, 2026, AutoNation repurchased 2,200,000 shares, or 5.97% of its stock, for US$461.3 million under its long running buyback program announced in 2007 (Key Developments).
내러티브 업데이트 Feb 06

AN: Maryland Expansion Will Support Stronger Long Term Earnings Power

Analysts have raised their price target for AutoNation from about US$245 to roughly US$297, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. What's in the News AutoNation acquired Jerry's Toyota from Jerry's Automotive Group in Baltimore, Maryland, renaming it AutoNation Toyota White Marsh, effective December 8, 2025 (Key Developments).
내러티브 업데이트 Jan 23

AN: Share Repurchases And Recent Dealership Acquisition Will Guide Measured Future Upside Potential

Analysts have nudged their price target on AutoNation higher to $239.30 from $238.10, reflecting updated assumptions around slightly lower revenue growth, a modestly higher profit margin, and a small adjustment to the forward P/E multiple. What's in the News AutoNation acquired Jerry's Toyota in Baltimore, Maryland, renaming it AutoNation Toyota White Marsh, effective December 8, 2025 (Key Developments).
내러티브 업데이트 Jan 08

AN: Buybacks And Modest M&A Will Support Measured Future Upside Potential

Narrative Update on AutoNation Analysts have adjusted their price target on AutoNation slightly higher to US$238.10 from US$236.60, citing refreshed fair value work that incorporates minor tweaks to the discount rate, long term revenue growth, profit margin assumptions, and future P/E estimates. What's in the News AutoNation acquired Jerry's Toyota in Baltimore, Maryland, renaming it AutoNation Toyota White Marsh, effective December 8, 2025.
내러티브 업데이트 Dec 25

AN: Share Repurchases Will Continue To Support Measured Upside Potential

Analysts have slightly lowered their price target on AutoNation, trimming fair value by about $3 to roughly $236.60. Modestly reduced forward earnings multiples and cautious long term profitability assumptions are tempering their outlook.
내러티브 업데이트 Dec 11

AN: Share Repurchases And Acquisitions Will Continue To Support Measured Upside Potential

Analysts have lifted their price target on AutoNation slightly, reflecting a modest fair value increase from about $238 to $239 per share as they factor in somewhat stronger revenue growth expectations that more than offset a minor trim to projected profit margins and a slightly higher discount rate. What's in the News Expanded share repurchase authorization by $1.0 billion, bringing total buyback capacity to $11.5 billion as of October 31, 2025 (company announcement) Completed repurchase of 1,234,984 shares, or 3.28%, for $269.24 million between July 1 and October 21, 2025, culminating in 170,630,933 shares bought for $10.02 billion under the long running program initiated in 2007 (company filing) Continuing to pursue M&A, with about $350 million deployed year to date on transactions in Denver and Chicago to increase scale and market density (Q3 2025 earnings call) Grand re opening of the redeveloped Porsche Newport Beach retail and service center, a 60,000 sq.
분석 기사 Dec 09

Is AutoNation (NYSE:AN) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
내러티브 업데이트 Nov 26

AN: Ongoing Repurchases And Acquisitions Will Support Measured Upside Potential

Analysts have raised their price target for AutoNation from $233.00 to $238.45, citing modest improvements in revenue growth expectations and a slight reduction in discount rate assumptions. What's in the News AutoNation increased its share repurchase program by $1,000 million, bringing total authorization to $11,500 million (company announcement).
내러티브 업데이트 Nov 12

AN: Expanded Share Repurchases Will Likely Drive Market Outperformance

Analysts have raised their price target for AutoNation from $228.30 to $233.00. They cite slightly improved revenue growth expectations, even though there is a marginal decrease in projected profit margins.
내러티브 업데이트 Oct 29

Buybacks And Luxury Acquisitions Will Drive Market Expansion Next Year

Narrative Update: Analyst Price Target Revision for AutoNation Analysts have raised their price target for AutoNation by $2.20 to $228.30. This update is based on improved revenue growth expectations, a modest increase in profit margin forecasts, and a slightly lower projected future price-to-earnings ratio.
분석 기사 Oct 28

AutoNation, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

AutoNation, Inc. ( NYSE:AN ) just released its latest third-quarter results and things are looking bullish. It was...
내러티브 업데이트 Oct 14

After-Sales And Digital Evolution Will Capture US Secular Trends

Analysts have raised their price target for AutoNation from $221.91 to $226.10. This reflects improved forecasts for the company's revenue growth and profit margin.
분석 기사 Sep 08

AutoNation (NYSE:AN) Seems To Be Using A Lot Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Sep 05

After-Sales And Digital Evolution Will Capture US Secular Trends

With no notable changes in either the discount rate or future P/E, AutoNation’s consensus analyst price target remained essentially flat at $221.91. What's in the News Repurchased 183,982 shares for $28.99 million, representing 0.49% of shares outstanding.
분석 기사 Aug 23

Investors Aren't Entirely Convinced By AutoNation, Inc.'s (NYSE:AN) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
분석 기사 Jul 14

Is AutoNation, Inc. (NYSE:AN) Potentially Undervalued?

AutoNation, Inc. ( NYSE:AN ), might not be a large cap stock, but it saw a significant share price rise of 37% in the...
분석 기사 Jun 21

We Like These Underlying Return On Capital Trends At AutoNation (NYSE:AN)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Seeking Alpha Apr 25

AutoNation: Tariff Resilience Makes Shares Attractive

Summary AutoNation, Inc. has shown moderate performance, with an 8% increase over the past year, driven by substantial cash flow and aggressive share repurchases. Q1 results were solid, with EPS of $4.68 beating estimates, but operating income fell 4% due to higher SG&A expenses. Despite tariff risks, AutoNation's diverse business model, particularly in maintenance and used vehicles, provides resilience and natural hedges against market fluctuations. AN shares trade at 9x earnings, presenting a compelling opportunity with fair value estimated between $190-$200, making AutoNation a buy. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

AutoNation: Debt Maturity Looms While EBITDA, Cash Flow And Margins Erode

Summary AutoNation's stock is expected to drop to $144/share due to declining sales, gross margin erosion, rising interest costs, and high SG&A overheads. The car dealership industry is in free-fall, with new and used car sales volumes plummeting, impacting AutoNation's EBITDA and free cash flow. AutoNation's reliance on Parts & Service for nearly half its Gross Profit highlights financial strain, with rising interest expenses and a significant drop in free cash flow. Despite a stock price increase, AutoNation faces severe financial challenges, with declining sales, higher interest costs, and looming bank debt covenants. Read the full article on Seeking Alpha
Seeking Alpha Dec 23

AutoNation: The Bull Case Remains Intact

Summary AutoNation Inc. shares have delivered a 27% total return since my Strong Buy recommendation on November 21, 2023. The company has experienced a challenging 2024 but is likely to return to growth in 2025. The stock remains attractively valued vs the broader market and trades at a reasonable valuation relative to peers. The bull case remains intact and I am re-iterating a Strong Buy rating on the stock. Read the full article on Seeking Alpha
Seeking Alpha Oct 09

AutoNation: There Are Better Opportunities On The Market

Summary AutoNation faces challenges with stagnating sales and declining revenue, while competitors like Carvana and Lithia Motors show strong growth and market share gains. AutoNation's high debt-to-equity ratio raises concerns about long-term sustainability and financial health. Carvana's innovative Carlypso software and e-commerce model pose a significant competitive threat to traditional automotive retailers like AutoNation. I recommend investing in Lithia Motors and Group 1 Automotive due to their solid growth, profitability, and attractive stock valuations. Read the full article on Seeking Alpha
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새 내러티브 Aug 28

Navigating Challenges And Embracing Opportunities In Automotive Retail For Sustained Growth

Expansion in used vehicle sales and service segment improvements suggest potential for increased revenue and margins.
Seeking Alpha Jul 26

AutoNation: The Ride Isn't Over Yet

Summary AutoNation is a major automotive retail company in the US, generating revenue from vehicle sales, parts, services, and finance products. Recent financial results show mixed performance, with revenue holding steady but net income and cash flow declining. Despite challenges, the company is expected to report improved adjusted earnings for the second quarter of 2024, potentially driving additional upside for shareholders. Read the full article on Seeking Alpha
Seeking Alpha Jul 18

AutoNation: Superb Economics With Minimal Reinvestment Opportunities

Summary AutoNation stock presents with exceptional economic characteristics despite trading at <10x NOPAT. Returns on capital employed in the business persistently sit over 25%, driven by highly efficient asset utilization. With minimal reinvestment runway management is aggressively buying back shares. In my view AN is worth ~$214/share today. Read the full article on Seeking Alpha
Seeking Alpha Apr 26

AutoNation: Strong Q1 Results With Aggressive Buybacks Continuing

Summary AutoNation, Inc. shares surged over 8% after reporting strong quarterly results, bringing them back toward their highs from last summer. The company's first-quarter earnings per share beat expectations, with revenue growing by 2% to $6.5 billion. AutoNation's core source of earnings, maintenance, remains strong, offsetting the normalization of vehicle margins. I expect ongoing buybacks, which continue to boost run-rate EPS, creating further shareholder value. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

AutoNation가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:AN 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2627,4936793,3830
31 Dec 2527,6316493,3620
30 Sep 2527,9156633,3600
30 Jun 2527,4646343,2790
31 Mar 2526,9706783,2380
31 Dec 2426,7656923,2090
30 Sep 2426,3207223,1960
30 Jun 2426,6267803,2470
31 Mar 2427,0369233,2640
31 Dec 2326,9491,0203,2530
30 Sep 2326,8791,0903,2120
30 Jun 2326,6521,1993,1560
31 Mar 2326,6311,3033,0670
31 Dec 2226,9851,3783,0260
30 Sep 2226,8701,4793,0150
30 Jun 2226,5841,4882,9760
31 Mar 2226,6931,4962,9700
31 Dec 2125,8441,3732,8760
30 Sep 2125,0471,1382,7490
30 Jun 2124,0729592,6630
31 Mar 2121,6278542,4620
31 Dec 2020,3903822,4150
30 Sep 2020,1543882,4320
30 Jun 2020,2103052,4470
31 Mar 2021,0211272,5360
31 Dec 1921,3364512,5590
30 Sep 1921,1993862,5450
30 Jun 1921,0873982,5180
31 Mar 1921,1353952,5060
31 Dec 1821,4133962,5100
30 Sep 1821,6854552,5000
30 Jun 1821,7684402,4820
31 Mar 1821,6554302,4680
31 Dec 1721,5354352,4360
30 Sep 1721,3323992,3980
30 Jun 1721,4674092,3820
31 Mar 1721,6294342,3560
31 Dec 1621,6094322,3490
30 Sep 1621,4684142,3340
30 Jun 1621,2554252,3110
31 Mar 1621,0374282,2950
31 Dec 1520,8624442,2640
30 Sep 1520,5704632,2270
30 Jun 1520,1254512,1810

양질의 수익: AN는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: AN의 현재 순 이익률 (2.5%)은 지난해 (2.5%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: AN의 수익은 지난 5년 동안 연평균 14.5% 감소했습니다.

성장 가속화: 지난 1년간 AN 의 수익 증가율(0.2%)은 연간 평균(-14.5%)을 초과합니다.

수익 대 산업: AN의 지난 1년 수익 증가율(0.2%)은 Specialty Retail 업계의 -1.2%를 상회했습니다.


자기자본이익률

높은 ROE: AN의 자본 수익률(30.49%)은 높음이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 01:45
종가2026/05/11 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

AutoNation, Inc.는 25명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John BabcockBarclays
Andrew FungBerenberg
Alexander PerryBofA Global Research