Credit and interest ratesmixed · 4 filings
“This increase primarily due to increased finance lease liabilities and other interest expense, partially offset by a comparatively lower interest rate environment in the current year.”10-Q · Apr 30, 2026 ↗
Sonic Automotive, Inc.
SAH
Market read
Sonic Automotive, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 4 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Company-0.8% todayVolume comparison unavailable
Market group0 of 4 activeAuto Dealerships · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- SAH's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if SAH's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 4 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- SAH's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements212
Verified relationships3
Evidence supporting the case
- Latest annual revenue changed +6.5% year over year.
- Operating cash flow covered net income at 4.78x in the latest annual period.
- Restructuring and cost reductions has repeated favorable evidence across 4 filings.
Evidence challenging the case
- Pricing and mix has repeated adverse evidence across 3 filings.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 11, 2026
75.866m+25.0%12m-6.6%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$12.4B+26.9%$8.06+1.9%
2022-12-31$14.0B+12.9%$2.23-8.3%
2023-12-31$14.4B+2.7%$4.97-9.6%
2024-12-31$14.2B-1.0%$6.18-2.5%
2025-12-31$15.2B+6.5%$3.42-0.9%
What management says matters
Persistent and emerging business drivers
Input and raw-material costsmixed · 4 filings
“Same store Fixed Operations revenue increased 5% during the three months ended March 31, 2026, driven primarily by increased service capacity as a result of additional technician headcount, and higher parts and labor costs that were passed along to consumers.”10-Q · Apr 30, 2026 ↗
Labor availability and costsmixed · 4 filings
“Same store Fixed Operations revenue increased 5% during the three months ended March 31, 2026, driven primarily by increased service capacity as a result of additional technician headcount, and higher parts and labor costs that were passed along to consumers.”10-Q · Apr 30, 2026 ↗
Restructuring and cost reductionspositive · 4 filings
“Impairment charges were approximately $1.4 million for the three months ended March 31, 2025, primarily related to franchise assets and lease right-of-use assets as a result of the termination of a franchise in the Powersports Segment and the sale of real est…”10-Q · Apr 30, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
75.86-0.8% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for SAH. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for SAH. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind SAH
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
HOGHarley-Davidson, Inc.partnerApr 30, 2026 ▾
“The businesses were acquired as of April 13, 2026 and April 20, 2026 and dealership locations include San Diego Harley-Davidson (San Diego, California), Falcon’s Fury Harley-Davidson (Conyers, Georgia), Space Coast Harley-Davidson (Palm Bay, Florida), Treasur…”
DCDakota Gold Corp.investeeFeb 23, 2026 ▾
“Business Acquisitions and Dispositions Acquisitions During 2025, in an effort to expand and diversify our business, we acquired five businesses in our Franchised Dealerships Segment and were awarded one franchise in our Powersports Segment, which was previous…”
NWPGFiling-linked nameinvesteeFeb 23, 2026 ▾
“The businesses acquired in our Franchised Dealerships Segment were Jaguar Land Rover Los Angeles, Jaguar Land Rover Newport Beach, Jaguar Land Rover San Jose, Land Rover Pasadena and Jaguar Land Rover Santa Monica for an aggregate gross purchase price of appr…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
SAH is currently a Early Follower in the organic co-movement group Auto Dealerships. 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.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.