The focus of Eagers Automotive's 1H result will be on vehicle availability and the speed at which it converts a larger order book to sales in 2H, says Jefferies. Eagers has faced issues regarding the supply of BYD vehicles, which analyst John Campbell says was mainly the result of the Chinese auto manufacturer ramping up sales in Australia. Those issues now appear to be fixed. Separately, Toyota said output in Japan is likely to rise to 3.45 million units in its FY27, some 3% higher than earlier guidance. "This suggests Australian supply should improve over the course of 2026," Jefferies says. It retains a buy call and A$27.50/share price target on Eagers, which ended Thursday at A$24.23.