Q4 25 EPS
$1.52
BEAT +1.66%
Est. $1.50
Q4 25 Revenue
$3.87B
MISS 1.69%
Est. $3.94B
vs S&P Since Q4 25
+41.6%
BEATING MARKET
SAH +51.9% vs S&P +10.3%
Full Year 2025 Results
FY 25 EPS
$6.60
MISS 0.01%
Est. $6.60
FY 25 Revenue
$15.15B
MISS 0.05%
Est. $15.16B
Market Reaction
Did SAH Beat Earnings? Q4 2025 Results
Sonic Automotive narrowly missed expectations in Q4 2025, reporting adjusted EPS of $1.52 against a $1.53 consensus estimate while revenue of $3.87 billion fell just short of the $3.88 billion forecast, declining 0.6% year-over-year. The headline mis… Read more Sonic Automotive narrowly missed expectations in Q4 2025, reporting adjusted EPS of $1.52 against a $1.53 consensus estimate while revenue of $3.87 billion fell just short of the $3.88 billion forecast, declining 0.6% year-over-year. The headline miss masked a more nuanced story underneath: same-store new vehicle retail volume dropped 11% and new vehicle GPU slipped 7% to $3,033 per unit, pressuring top-line results, yet the company still managed a fourth-quarter record gross profit of $598.70 million, up 4%. A bright spot was EchoPark, which swung to $3.60 million in segment income from a $2.60 million loss a year earlier, a milestone that underscores the unit's improving profitability trajectory. For 2026, management guided new vehicle GPU in the $2,700 to $3,000 range, flagging tariff uncertainty as a meaningful risk to vehicle pricing and consumer demand, a caution that has drawn scrutiny from analysts weighing the stock's valuation against softening near-term fundamentals. EchoPark adjusted EBITDA is expected between $25 million and $35 million, with disciplined expansion resuming late in the year.
Key Takeaways
- • Record fixed operations gross profit driven by customer pay gross profit growth of 6% same-store
- • Record F&I gross profit with F&I GPU of $2,551 for the full year, up 7% same-store
- • EchoPark turnaround to profitability with $49.2 million annual adjusted EBITDA, up 78% year-over-year
- • Powersports segment revenue growth of 29% for full year driven by acquisition integration
- • SG&A expense leverage improvement across all three segments
- • Strong used vehicle GPU improvement at EchoPark to $3,484 per unit for the full year from $3,029
SAH YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
SAH Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our fourth quarter results reflect the strength of Sonic Automotive's diversified business model and the disciplined execution of our long-term strategy. Despite a dynamic operating environment throughout 2025, our team delivered record performance across all three segments of our business. As we enter the new year, we remain focused on operational excellence, cost control, and continuing to deliver exceptional value to our guests and shareholders.”
— David Smith, Q4 2025 Earnings Press Release
SAH Earnings Trends
SAH vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SAH EPS Trend
Earnings per share: estimate vs actual
SAH Revenue Trend
Quarterly revenue: estimate vs actual
SAH Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $1.40 | $1.62 | +15.46% | $3.69B | -1.10% |
| Q4 25 BEAT FY | $1.50 | $1.52 | +1.66% | $3.87B | -1.69% |
| FY Full Year | $6.60 | $6.60 | -0.01% | $15.15B | -0.05% |
| Q3 25 MISS | $1.74 | $1.41 | -18.74% | $3.97B | +9.52% |
| Q2 25 BEAT | $1.60 | $2.19 | +36.58% | $3.66B | -0.03% |
| Q1 25 BEAT | $1.44 | $1.48 | +3.04% | $3.65B | +3.78% |