Dealer group earnings, Q3 2026
What the public dealers told Wall Street this quarter. Gross profit per unit (GPU) is the number that tells you how much room a store has to deal; F&I per unit is what the finance office makes on you.
| Group | Reported | Revenue | EPS | Same-store | New GPU | Used GPU | F&I / unit |
|---|---|---|---|---|---|---|---|
| Lithia Motors LAD Adjusted net income $229.3M (−5%); diluted shares down 12.7% to 22.0M; net debt 3.07× EBITDA. Lithia Q3 2026 release via GoodCarBadCar / Yahoo Finance | 2026-10-21 | $9.95 billion (+2.8%) | $10.34 adjusted (+9%); $13.22 GAAP incl. an $88.8M Pinewood gain | −1.4% same-store revenue; same-store new-vehicle gross profit −8.5% | Not disclosed per unit (same-store new GP −8.5%) | $1,970 (+$197) | $1,733 (−$85) |
| Penske Automotive PAG Reports Oct 28. Consensus: $3.55 EPS on $8.16B revenue (MarketBeat). Penske investor relations | 2026-10-28 | — | — | — | — | — | — |
| Sonic Automotive SAH Reports Oct 29 before the open; call 11 a.m. ET. Consensus: $1.66 EPS on $4.03B. Sonic investor relations | 2026-10-29 | — | — | — | — | — | — |
| Group 1 Automotive GPI Q3 date not yet announced; Q2 revenue was $5.39B. Group 1 investor relations | TBA | — | — | — | — | — | — |
| AutoNation AN Reports Oct 30 before the open. Consensus: $5.30–5.59 EPS on $7.06B. AutoNation investor relations | 2026-10-30 | — | — | — | — | — | — |
Rows fill in as each company reports; figures come from the company's own release. Updated 2026-10-27.
How to read it as a buyer: falling new-vehicle GPU means dealers are discounting to move metal; rising used GPU means they are making it back on trade-ins (so get your trade number elsewhere); F&I per unit above $2,000 means the finance office is selling a lot of add-ons, so read the menu. The desk's take on each report is on the TAuto Desk.