Earnings summaries and quarterly performance for LITHIA MOTORS.
Executive leadership at LITHIA MOTORS.
Bryan DeBoer
Detailed
Chief Executive Officer and President
CEO
CH
Christopher Holzshu
Detailed
Executive Vice President
DS
David Stork
Detailed
Senior Vice President and Chief Administrative Officer
GG
Gary Glandon
Detailed
Senior Vice President and Chief People Officer
GH
George Hines
Detailed
Senior Vice President and Chief Innovation and Technology Officer
TM
Tina Miller
Detailed
Senior Vice President and Chief Financial Officer
Board of directors at LITHIA MOTORS.
Research analysts who have asked questions during LITHIA MOTORS earnings calls.
Rajat Gupta
JPMorgan Chase & Co.
8 questions for LAD
Also covers: ABG, ACVA, AN +11 more
RS
Ryan Sigdahl
Craig-Hallum Capital Group
8 questions for LAD
Also covers: ABG, CDRO, CNTY +21 more
BJ
Bret Jordan
Jefferies
7 questions for LAD
Also covers: AAP, ABG, AN +19 more
Jeff Lick
Stephens Inc.
7 questions for LAD
Also covers: ABG, ACVA, AN +12 more
Daniela Haigian
Morgan Stanley
6 questions for LAD
Also covers: ABG, AN, CVNA +4 more
Michael Ward
Citi Research
6 questions for LAD
Also covers: AFL, AN, CPS +13 more
Christopher Bottiglieri
BNP Paribas
4 questions for LAD
Also covers: CPRT, CVNA, KMX +2 more
Colin Langan
Wells Fargo & Company
3 questions for LAD
Also covers: ADNT, ALV, AN +12 more
DD
Douglas Dutton
Evercore ISI
3 questions for LAD
Also covers: AN, AUR, EVGO +1 more
Federico Merendi
Bank of America
3 questions for LAD
Also covers: ABG, AXL, F +6 more
John Murphy
Bank of America
3 questions for LAD
Also covers: ABG, ADNT, AN +16 more
MJ
Mark Jordan
Goldman Sachs Group, Inc.
3 questions for LAD
Also covers: AAP, AZO, DRVN +2 more
Michael Albanese
The Benchmark Company, LLC
3 questions for LAD
Also covers: DRVN, HZO, MBUU +4 more
Glenn Chin
Seaport Research Partners
2 questions for LAD
Also covers: ABG, GPI, SAH +1 more
John Babcock
Bank of America
2 questions for LAD
Also covers: ABG, AN, CAR +12 more
JS
John Saager
Evercore ISI
2 questions for LAD
Also covers: AN, GPI, MBLY
MD
Mark Delaney
The Goldman Sachs Group, Inc.
2 questions for LAD
Also covers: APH, APTV, AUR +24 more
Christopher James Bottiglieri
BNP Paribas Exane
1 question for LAD
Also covers: KMX
CL
Colin Lambie
Wells Fargo
1 question for LAD
CL
Colin Lambien
Wells Fargo
1 question for LAD
David Whiston
Morningstar, Inc.
1 question for LAD
Also covers: ABG, AN, GNTX +4 more
Jamesmichael Sherman-Lewis
Citigroup Inc.
1 question for LAD
Also covers: CARG, KIND, NXDR +1 more
Jeffrey Francis Lick
Stephens Inc.
1 question for LAD
Also covers: AN, KMX
MD
Mark David Jordan
Goldman Sachs
1 question for LAD
RJ
Ronald Jewsikow
Guggenheim Partners
1 question for LAD
Also covers: GNTX, GPI, PAG +2 more
RJ
Ronald Josey
Citigroup Inc.
1 question for LAD
Also covers: ABNB, ACVA, AMZN +18 more
RJ
Ron Jewsikow
Guggenheim Securities, LLC
1 question for LAD
Also covers: GNTX, RIVN
Recent press releases and 8-K filings for LAD.
Lithia & Driveway Reports Record Full-Year 2025 Revenue and EPS
LAD
Earnings
Share Buyback
M&A
- Lithia & Driveway achieved record full-year 2025 revenue of $37.6 billion, up 4% from 2024, and full-year adjusted EPS of $33.46, up 16% from 2024.
- In Q4 2025, the company reported $9.2 billion in revenue and adjusted diluted EPS of $6.74 , with used retail revenue up 6.1% and after-sales revenue growing 10.9%, despite a 6.6% decline in new vehicle revenue and overall GPU compression.
- Driveway Finance Corporation (DFC) delivered strong growth, with full-year 2025 income of $75 million, an increase of $67 million from the prior year, and its managed receivables portfolio grew 23% year-over-year to $4.8 billion.
- The company repurchased 11.4% of its shares in 2025 at an average price of $314 and acquired $2.4 billion in expected annualized revenues, with a target of $2-$4 billion in acquired revenue annually for 2026 and beyond.
Feb 11, 2026, 3:00 PM
Lithia & Driveway Reports Record Q4 and Full-Year 2025 Revenues and EPS Growth
LAD
Earnings
Share Buyback
M&A
- Lithia & Driveway achieved record revenues of $9.2 billion in Q4 2025 and $37.6 billion for the full year, marking a 4% increase from 2024, alongside a 16% rise in full-year adjusted diluted EPS to $33.46.
- The company demonstrated strong operational performance in used vehicle sales, with revenue up 6.1% and unit growth of 4.7%, and its Driveway Finance Corporation (DFC) saw full-year 2025 income increase by $67 million to $75 million, with managed receivables growing 23% to $4.8 billion.
- Capital allocation in Q4 2025 included repurchasing 3.8% of outstanding shares at an average price of $314, with approximately 40% of deployed capital allocated to share buybacks and another 40% to strategic acquisitions.
- Challenges included a 1.2% decline in gross profit and SG&A de-leverage, with adjusted SG&A as a percentage of gross profit at 71.4% in Q4 2025, up from 66.3% a year prior.
Feb 11, 2026, 3:00 PM
Lithia Motors Reports Record Q4 and Full-Year 2025 Revenue and EPS
LAD
Earnings
Share Buyback
M&A
- Lithia Motors (LAD) achieved record quarterly revenue of $9.2 billion and full-year 2025 revenue of $37.6 billion, marking a 4% increase from 2024. Adjusted diluted EPS for Q4 was $6.74, contributing to a full-year adjusted EPS of $33.46, up 16% from 2024.
- The company experienced mixed vehicle sales performance in Q4 2025, with new vehicle revenue declining 6.6% and new vehicle GPU at $27.66, down $300 year-over-year. Conversely, used revenue increased 6.1% driven by 4.7% unit growth, though used GPU was $1,575, down $151 year-over-year. Total vehicle GPU was $39.46, a decrease of $258 year-over-year.
- After-sales revenue grew 10.9% and gross profit increased 9.8% in Q4 2025. Driveway Finance Corporation (DFC) delivered strong profitable growth, with full-year 2025 income reaching $75 million, an increase of $67 million from the prior year, and its managed receivables portfolio expanded to $4.8 billion, up 23% year-over-year. DFC penetration reached 16.7% in December.
- Lithia Motors actively returned capital to shareholders, repurchasing 3.8% of its shares in Q4 and 11.4% for the full year 2025 at an average price of $314. The company also expanded its footprint through strategic acquisitions, adding $2.4 billion in expected annualized revenues for the full year 2025.
- Adjusted SG&A as a percentage of gross profit was 71.4% in Q4 2025, reflecting pressure from normalizing GPUs.
Feb 11, 2026, 3:00 PM
Lithia & Driveway Reports Q4 and Full-Year 2025 Results, Highlights Strategic Growth
LAD
Earnings
M&A
New Projects/Investments
- Lithia & Driveway (LAD) reported Adjusted diluted earnings per share of $33.46 and Net income attributable to LAD of $848.4 million for the full year 2025, with total revenue reaching $37.6 billion.
- The company's growth strategy included acquiring dealerships with $6.0 billion in annualized revenues in 2025, contributing to a cumulative $18.2 billion in annualized revenues from 216 dealerships acquired between 2020 and 2025.
- Driveway Finance Corporation (DFC) saw $501 million in originations during Q4 2025, growing its portfolio size to $3.7 billion by the end of 2025, with DFC loans being approximately 3 times more profitable than third-party loans.
- Aftersales represented 44% of the revenue mix in Q4 2025, with margins increasing to 57% in 2025, and the used vehicle segment demonstrated strong profitability, particularly Value Autos with a 108% ROI in Q4 2025.
Feb 11, 2026, 3:00 PM
Lithia & Driveway Reports Record Full Year 2025 Revenues and Q4 Results
LAD
Earnings
Share Buyback
M&A
- Lithia & Driveway reported record full year revenues of $37.63 billion, a 4.0% increase, and record fourth quarter revenue of $9.20 billion for 2025.
- For the full year 2025, diluted earnings per share was $32.32 and adjusted diluted earnings per share was $33.46; for the fourth quarter 2025, diluted EPS was $5.72 and adjusted diluted EPS was $6.74.
- The company repurchased $947 million of shares in 2025, representing 11.4% of shares outstanding.
- Strategic acquisitions totaled $2.4 billion of annual revenue in 2025, while the company also divested $1.3 billion.
- On a same-store basis in Q4 2025, used revenue increased 6.1% and aftersales revenue increased 10.9%, with financing operations delivering record quarterly income of $23 million.
Feb 11, 2026, 1:13 PM
Lithia & Driveway Reports Q4 and Full Year 2025 Results
LAD
Earnings
Share Buyback
M&A
- Lithia & Driveway reported record full year revenues of $37.63 billion, a 4.0% increase, and record fourth quarter revenue of $9.20 billion for 2025.
- Full year 2025 diluted earnings per share increased 9.7% to $32.32, and adjusted diluted earnings per share increased 15.7% to $33.46.
- The company repurchased $947 million of shares in 2025, representing 11.4% of shares outstanding, and acquired $2.4 billion of expected annualized revenues.
- Financing operations delivered record quarterly income of $23 million in Q4 2025, a $19 million increase from the prior year.
Feb 11, 2026, 10:30 AM
Lithia & Driveway (LAD) Provides Share Repurchase Update and Expands in Canada
LAD
Share Buyback
M&A
New Projects/Investments
- In the recent quarter, Lithia & Driveway (LAD) invested $274 million to repurchase nearly 875,000 shares at a weighted average price of $313, representing 3.3% of outstanding shares.
- Year-to-date, LAD has repurchased 2.98 million shares for nearly $933 million at a weighted average price of $313, representing 11.3% of outstanding shares, with $636 million remaining under the existing authorization.
- LAD completed the acquisition of Fines Ford in the Greater Toronto Area, Canada, which is expected to increase annualized revenue by $100 million.
- This acquisition contributes to LAD's total year-to-date expected annualized revenue from acquisitions of $2.2 billion.
Dec 2, 2025, 10:30 AM
Lithia & Driveway Acquires Porsche Beverly Hills and Santa Monica Audi
LAD
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- Lithia & Driveway (NYSE: LAD) announced the acquisition of Porsche Beverly Hills and Santa Monica Audi, a transaction projected to contribute nearly $450 million in annual revenues to the company.
- The acquired dealerships are located in the affluent West Side of Los Angeles, which is considered a prestigious luxury automotive market in the United States.
- MD Johnson Inc. advised Geoff Emery, the President and CEO of the acquired dealerships, on the sale.
Nov 12, 2025, 2:00 PM
Lithia & Driveway Expands Luxury Network and Recognized as Growth Leader
LAD
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- Lithia & Driveway (LAD) announced the acquisition of Porsche Beverly Hills and Audi Santa Monica, which are estimated to bring $450 million in annualized revenue.
- These acquisitions contribute to LAD's total year-to-date expected annualized revenue acquired of $2.1 billion, financed using existing on-balance sheet capacity.
- The company anticipates these luxury stores will deliver meaningful, accretive earnings and align with their disciplined return hurdle rates.
- Additionally, LAD has been ranked #165 on TIME's list of America's Growth Leaders of 2026.
Nov 11, 2025, 10:30 AM
Lithia & Driveway Expands Retail Network and Receives Workplace Recognition
LAD
M&A
New Projects/Investments
- Lithia & Driveway (LAD) acquired three Hyundai dealerships in Orange County, California, projected to add an estimated $440 million in annualized revenue.
- This strategic purchase increases LAD's network density and import mix in Southern California, bringing the total year-to-date expected annualized U.S. revenue acquired to $1.16 billion. The acquisition was financed using existing on-balance sheet capacity and purchased for less than 10% of revenues.
- The acquisitions also complement LAD's electrification strategy, with BEVs representing 10% of LAD's new retail sales in Q3, up from 8% in prior quarters.
- Additionally, eight of LAD's Canadian dealerships were named to Automotive News' 2025 Canada Best Dealerships To Work For list, representing 20 percent of all recognized dealerships.
Oct 28, 2025, 9:30 AM
Quarterly earnings call transcripts for LITHIA MOTORS.
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