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Lithia Motors (LAD)
NYSE:LAD
Earnings Data
Report Date
Apr 22, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
8.19Last Year’s EPS
7.66Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and strategic picture: record revenue and significant EPS growth, strong scaling of Driveway Finance, robust aftersales and used volume gains, disciplined capital return via buybacks and sizable M&A activity. Key challenges include industry-wide GPU compression, SG&A deleverage, a YoY decline in adjusted EBITDA, and new-vehicle softness; management emphasized initiatives (pricing discipline, tech/AI investments, SG&A structural changes, and DFC growth) expected to address these headwinds. Overall, positives (record top-line, EPS growth, DFC momentum, aftersales strength, buybacks, and M&A) outweigh the near-term margin and cost challenges, with a clear plan to improve leverage and pricing execution into 2026.Company Guidance
Record Revenue and EPS Growth
Quarterly revenue of $9.2B and record full-year revenue of $37.6B, up 4% year-over-year; full-year adjusted diluted EPS of $33.46, up 16% from 2024; Q4 adjusted diluted EPS of $6.74.
Driveway Finance (DFC) Strong Scaling
DFC delivered record income with Q4 financing operations income of $23M and full-year income of $75M (up $67M YoY); managed receivables grew to $4.8B (up 23% YoY); net interest margin expanded to 4.8% (up 55 bps); North American penetration reached 15% for the quarter (up 650 bps) and January penetration hit ~17.5%.
Used Vehicle Revenue and Volume Growth
Used revenue up 6.1% year-over-year driven by 4.7% unit growth; value auto platform units grew 10.9%, supporting expansion in affordable price points and customer funnel growth.
Aftersales Outperformance
Aftersales revenue up 10.9% and gross profit up 9.8% with a 57.3% gross margin; customer-pay gross profit up 10.9% and warranty gross profit up 10.1%, demonstrating broad-based strength and retention benefits.
Capital Allocation and Buybacks
Repurchased 3.8% of shares in the quarter and 11.4% of shares in 2025 at an average price of $314; deployed ~40% of capital to buybacks in the quarter and balanced with acquisitions and investments; maintained leverage below 3x target.
Strategic M&A and Revenue Added
Acquired $2.4B of expected annualized revenue during the fiscal year, supporting diversification and network expansion; management targets $2B–$4B of acquired revenue annually going forward.
Operational & Technology Initiatives
Investments in Pinewood AI and a pilot dealer management system aimed at simplifying tech stack, improving workflows and customer experience; UK operations delivered a 10% increase in same-store gross profit and full-year adjusted pretax income up 53%.
LAD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LAD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $326.55 | $320.41 | -1.88% |
Oct 22, 2025 | $311.28 | $307.77 | -1.13% |
Jul 29, 2025 | $305.91 | $288.68 | -5.63% |
Apr 23, 2025 | $293.80 | $276.74 | -5.81% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lithia Motors (LAD) report earnings?
Lithia Motors (LAD) is schdueled to report earning on Apr 22, 2026, Before Open (Confirmed).
What is Lithia Motors (LAD) earnings time?
Lithia Motors (LAD) earnings time is at Apr 22, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LAD EPS forecast?
LAD EPS forecast for the fiscal quarter 2026 (Q1) is 8.19.
