AutoNation, Inc.
AN
Jodie read · what matters now
Shares slid 6.3% to $215.14 after filings flagged repeated interest‑rate and volume risks; the stock trades at 12.6x P/E while operating cash flow covered only 0.17x of net income last year.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to AN, and whether its market group begins moving.
Earlier comparable assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-05-01 against the comparable filing from 2025-04-25.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
What improved
- Net income increased 17.0% versus the comparable filing period.
What weakened
- Revenue decreased 2.1% versus the comparable filing period.
- Operating cash flow covered only 0.11x net income.
Filing receipts
“This change was primarily due to a $104.7 million increase in collections on auto loans receivable, partially offset by the cash flow impact of accelerated consumer demand in the later part of March 2025.”
“Same store used vehicle revenue PVR increased during the three months ended March 31, 2026, as compared to the same period in 2025, primarily due to an increase in the average selling price of used vehicles sold in all three segments and a shift in mix to higher-priced used vehicles.”
“Gross profit as a percentage of revenue decreased during the three months ended March 31, 2026, as compared to the same period in 2025, primarily due to a shift in mix to wholesale parts sales, which have relatively lower margins.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind AN
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 12 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
AN is currently a Early Follower in the organic co-movement group Consumer Retail. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.