Earnings summaries and quarterly performance for SONIC AUTOMOTIVE.
Executive leadership at SONIC AUTOMOTIVE.
Board of directors at SONIC AUTOMOTIVE.
Research analysts who have asked questions during SONIC AUTOMOTIVE earnings calls.
Jeff Lick
Stephens Inc.
6 questions for SAH
Also covers: ABG, ACVA, AN +12 more
Rajat Gupta
JPMorgan Chase & Co.
6 questions for SAH
Also covers: ABG, ACVA, AN +11 more
Christopher Pierce
Needham & Company
4 questions for SAH
Also covers: ACHR, ACVA, AUR +12 more
BJ
Bret Jordan
Jefferies
3 questions for SAH
Also covers: AAP, ABG, AN +19 more
John Murphy
Bank of America
3 questions for SAH
Also covers: ABG, ADNT, AN +16 more
Michael Ward
Citi Research
3 questions for SAH
Also covers: AFL, AN, CPS +13 more
PB
Patrick Buckley
Jefferies Financial Group Inc.
3 questions for SAH
Also covers: CWH, GPI, HLLY +4 more
CP
Chris Pierce
Needham
2 questions for SAH
Also covers: ACVA, AUR, BETA +7 more
Glenn Chin
Seaport Research Partners
2 questions for SAH
Also covers: ABG, GPI, LAD +1 more
John Babcock
Bank of America
2 questions for SAH
Also covers: ABG, AN, CAR +12 more
Daniela Haigian
Morgan Stanley
1 question for SAH
Also covers: ABG, AN, CVNA +4 more
Recent press releases and 8-K filings for SAH.
Sonic Automotive Reports Q4 and Full Year 2025 Results
SAH
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Sonic Automotive reported FY 2025 total revenues of $15,153.6 million, an increase of 7% year-over-year, with adjusted diluted earnings per share from continuing operations of $6.60.
- The EchoPark Segment's adjusted EBITDA grew 78% year-over-year to $49.2 million in FY 2025, and its Q4 2025 operating income reached $6.4 million, a 2233% increase year-over-year.
- For FY 2026, the company anticipates new vehicle GPU for Franchised Dealerships to be in the $2,700 to $3,000 range and expects EchoPark adjusted EBITDA between $25 million and $35 million.
- BEV sales negatively impacted total new vehicle GPU by approximately $200 in FY 2025 and $100 in Q4 2025 due to excess inventory supply.
Feb 18, 2026, 4:00 PM
Sonic Automotive Reports Q4 and Full-Year 2025 Results with Record EchoPark Performance and Future Growth Plans
SAH
Earnings
New Projects/Investments
Share Buyback
- Sonic Automotive reported Q4 2025 Adjusted EPS of $1.52 per share, a 1% increase year-over-year, contributing to full-year 2025 Adjusted EPS of $6.60 per share, up 18% from 2024.
- Consolidated total revenues for Q4 2025 were $3.9 billion, down 1% year-over-year, while full-year 2025 revenues reached an all-time annual record of $15.2 billion, up 7% year-over-year.
- The EchoPark segment achieved record Q4 Adjusted segment income of $3.6 million (up 300% year-over-year) and record Q4 Adjusted EBITDA of $8.8 million (up 110% year-over-year), with full-year EchoPark Adjusted EBITDA at an all-time record of $49.2 million, up 78% year-over-year.
- Sonic Automotive plans to resume disciplined EchoPark store openings in late 2026, aiming to expand to 90% of U.S. car buyers and sell over 1 million vehicles annually, supported by an expected $10-$20 million investment in brand marketing during 2026.
- The company repurchased approximately 600,000 shares for $38 million in Q4 2025, totaling 1.3 million shares for $82 million for the full year, and approved a quarterly cash dividend of $0.38 per share.
Feb 18, 2026, 4:00 PM
Sonic Automotive Reports Record Full-Year 2025 Results and Outlines EchoPark Growth Strategy
SAH
Earnings
Guidance Update
New Projects/Investments
- Sonic Automotive reported record full-year 2025 consolidated total revenues of $15.2 billion, up 7% year-over-year, and record consolidated total gross profit of $2.4 billion, up 9% year-over-year. Full-year adjusted EPS increased 18% to $6.60 per share from 2024. For Q4 2025, adjusted EPS was $1.52 per share, a 1% increase year-over-year, despite consolidated total revenues being down 1% to $3.9 billion.
- The EchoPark segment achieved record Q4 adjusted segment income of $3.6 million (up 300% year-over-year) and record adjusted EBITDA of $8.8 million (up 110% year-over-year). The company plans to resume a disciplined EchoPark store opening cadence in late 2026 and will invest $10-$20 million in brand marketing during 2026, with a long-term goal to sell over 1 million vehicles annually.
- Sonic Automotive ended Q4 2025 with $702 million in available liquidity. The board approved a quarterly cash dividend of $0.38 per share. The company repurchased 1.3 million shares for approximately $82 million in full-year 2025. Management is comfortable with a net debt to EBITDA ratio up to 3.5x, currently at approximately 2.1x, providing flexibility for M&A and growth investments.
- The franchise dealership segment experienced an 11% decrease in same-store new vehicle retail volume in Q4 2025, partially offset by a 5% increase in same-store used vehicle retail volume. Fixed operations and F&I gross profit set fourth-quarter records, contributing over 75% of total gross profit. The BEV sales mix dropped significantly from over 12% in Q3 2025 to approximately 4% in Q4 2025 following the expiration of federal tax credits.
Feb 18, 2026, 4:00 PM
Sonic Automotive Reports Record Full-Year 2025 Revenue and Adjusted EPS, EchoPark Achieves Record Q4 Profitability
SAH
Earnings
Share Buyback
New Projects/Investments
- Sonic Automotive reported Q4 2025 adjusted EPS of $1.52 per share, a 1% increase year-over-year, and full-year 2025 adjusted EPS of $6.60 per share, an 18% increase from 2024.
- Consolidated total revenues for full-year 2025 reached an all-time annual record of $15.2 billion, up 7% year-over-year, while Q4 2025 consolidated total revenues were $3.9 billion, down 1% year-over-year.
- The EchoPark segment achieved fourth-quarter record adjusted segment income of $3.6 million (up 300% year-over-year) and adjusted EBITDA of $8.8 million (up 110% year-over-year), with plans to resume store openings in late 2026 and invest $10-$20 million in brand marketing during 2026.
- The company repurchased approximately 600,000 shares for $38 million in Q4 2025, totaling 1.3 million shares for $82 million for the full year, and approved a quarterly cash dividend of $0.38 per share.
- Fixed operations gross profit and F&I gross profit both set fourth-quarter records, growing 8% and 6% year-over-year respectively, with management targeting $1.2 billion in fixed operations growth from just over $1 billion in 2025.
Feb 18, 2026, 4:00 PM
Sonic Automotive Reports Q4 and Full Year 2025 Financial Results
SAH
Earnings
Guidance Update
Share Buyback
- Sonic Automotive reported all-time record annual total revenues of $15.2 billion, up 7% year-over-year, and all-time record annual total gross profit of $2.4 billion, up 9% year-over-year for the fiscal year ended December 31, 2025. The company's adjusted diluted earnings per share for FY 2025 increased 18% year-over-year to $6.60.
- For the fourth quarter of 2025, total revenues were $3.9 billion, down 1% year-over-year, with adjusted diluted earnings per share of $1.52, up 1% year-over-year.
- The EchoPark Segment achieved all-time record annual adjusted EBITDA of $49.2 million, a 78% increase year-over-year, and the Powersports Segment also reached all-time record annual adjusted EBITDA of $11.5 million, up 83% year-over-year for 2025.
- Sonic Automotive repurchased approximately 1.3 million shares for $82.4 million during 2025 and approved a quarterly cash dividend of $0.38 per share payable on April 15, 2026. For fiscal year 2026, the company anticipates new vehicle Gross Profit Per Unit (GPU) in the $2,700 to $3,000 range and EchoPark adjusted EBITDA between $25-$35 million.
Feb 18, 2026, 1:37 PM
Sonic Automotive Reports Q4 and Full Year 2025 Financial Results
SAH
Earnings
Dividends
Share Buyback
- Sonic Automotive achieved all-time record annual revenues of $15.2 billion, up 7% year-over-year, and all-time record annual gross profit of $2.4 billion, up 9% year-over-year, for the fiscal year ended December 31, 2025.
- For the full year 2025, reported net income was $118.7 million (down 45% year-over-year) with diluted earnings per share of $3.42 (down 45% year-over-year), while adjusted net income increased 17% to $229.2 million and adjusted diluted earnings per share rose 18% to $6.60.
- In the fourth quarter of 2025, total revenues were $3.9 billion, down 1% year-over-year, with reported net income of $46.9 million (down 20% year-over-year) and diluted earnings per share of $1.36 (down 19% year-over-year).
- The company achieved all-time record annual EchoPark and Powersports Segment income and adjusted EBITDA for the full year 2025. Specifically, EchoPark Segment adjusted EBITDA was $49.2 million and Powersports Segment revenues reached $202.9 million.
- Sonic Automotive repurchased approximately 0.6 million shares for $38.3 million in Q4 2025 and approved a quarterly cash dividend of $0.38 per share payable on April 15, 2026.
Feb 18, 2026, 11:45 AM
Sonic Automotive Discusses Market Conditions, Segment Strategies, and Capital Allocation
SAH
Guidance Update
New Projects/Investments
Demand Weakening
- Sonic Automotive (SAH) operates 133 new vehicle franchises, the EchoPark used car segment, and a Power Sports segment, with a market capitalization of approximately $2 billion as of November 3, 2025.
- The new vehicle market is healthy with SAR projections of 15.8-16.2 and normalized inventory at an 89-day supply, though luxury sales experienced softness in October due to declining EV demand and overall consumer sentiment.
- New vehicle Gross Profit Per Unit (GPU) is projected to be $3,100-$3,200 for Q4 and full year 2025, significantly higher than pre-COVID levels of $2,000-$2,100.
- The EchoPark segment reduced locations from 50 to 18 due to inventory scarcity but plans to restart expansion in 2026 as off-lease maturities rebuild. The Power Sports segment offers growth opportunities with lower acquisition multiples of 3x-4x EBIT.
- Capital allocation prioritizes acquisitions this year, with a target dividend payout of 20%-25% of earnings, and increased organic growth investment for EchoPark starting in 2026.
Nov 3, 2025, 8:30 PM
Sonic Automotive Discusses Market Conditions, Segment Strategies, and Capital Allocation
SAH
Demand Weakening
New Projects/Investments
M&A
- Sonic Automotive (SAH) operates 133 new vehicle franchises, the used car-only EchoPark segment (currently 18 locations), and a newer Power Sports segment. The Power Sports segment is seen as a growth area with lower acquisition multiples, trading at 3-4 times EBIT.
- The new vehicle market has normalized inventory (around an 89-day supply nationally), but luxury brands experienced softness in October, leading to expectations for increased incentives in Q4. New vehicle gross profit per unit (GPU) is projected to be around $3,100-$3,200 for Q4 and full year 2025, which is higher than pre-COVID levels.
- The company notes higher delinquencies in the subprime market and tightening credit, although its average FICO scores in both franchise and EchoPark segments are around 710. Broader concerns include declining consumer sentiment, rising interest rates, and vehicle affordability.
- EchoPark's expansion has been temporarily halted but is planned to restart in 2026, anticipating a rebuild of off-lease maturities that will provide supply tailwinds for used vehicles. EchoPark currently accounts for 15% of SAH's revenues.
- Capital allocation for the current year is primarily focused on acquisitions, with a commitment to dividends targeting 20%-25% of earnings; organic growth, particularly for EchoPark, is expected to receive more capital allocation starting in 2026.
Nov 3, 2025, 8:30 PM
Sonic Automotive Discusses Market Conditions, Segment Strategies, and Capital Allocation
SAH
Guidance Update
New Projects/Investments
Demand Weakening
- Sonic Automotive (SAH) has a market capitalization of approximately $2 billion, with $1.5 billion in debt and $100 million in net cash.
- The new vehicle market is considered healthy with SAR projections of 15.8-16.2, and inventory has normalized to an 89-day supply nationally. However, luxury brand activity slowed in October, and consumer sentiment was down, leading to expectations for increased incentives in Q4.
- New vehicle Gross Profit Per Unit (GPU) is currently $3,000, with an expectation to reach $3,100-$3,200 for Q4 and the full year of 2025. Used vehicle GPU is around $1,500.
- The company is halting EchoPark expansion until 2026 due to current used vehicle supply constraints, anticipating a rebuild of off-lease maturities from 2026-2029. Sonic Automotive is also developing its Power Sports segment, which offers lower acquisition multiples (3-4x EBIT) compared to automotive franchises (5-10x EBIT).
- Capital allocation for the current year is primarily focused on acquisitions, with a commitment to paying 20-25% of earnings in dividends, and a planned shift towards organic growth for EchoPark starting in 2026.
Nov 3, 2025, 8:30 PM
Schall Law Firm Investigates Sonic Automotive Following Q3 2025 Net Income Decline
SAH
Legal Proceedings
Earnings
Profit Warning
- The Schall Law Firm is investigating Sonic Automotive, Inc. (SAH) for potential violations of securities laws, focusing on whether the company issued false or misleading statements.
- This investigation follows Sonic's Q3 2025 financial report, issued on October 23, 2025, which reported a 33% decline in net income.
- The company attributed the decline in net income to increased medical expenses and a higher effective income tax rate.
- Following the Q3 2025 report, shares of Sonic fell by almost 15.9% on the same day.
Nov 1, 2025, 1:00 AM
Quarterly earnings call transcripts for SONIC AUTOMOTIVE.
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