The earnings call highlighted strong revenue and EPS growth, along with significant contributions from aftersales and finance operations. However, challenges in SG&A, same-store sales performance, and the UK market were notable concerns. The company is focusing on strategic initiatives to mitigate these challenges, including share repurchases and leveraging high-margin adjacencies.

Company Guidance

During Lithia & Driveway's 2025 second quarter earnings call, the company reported a strong set of metrics, highlighting a year-over-year EPS increase of 29% and record revenue of $9.6 billion, with a 4% increase in same-store revenue. Diluted earnings per share reached $9.87 and $10.24 on an adjusted basis, marking a 25% and 30% year-over-year increase, respectively. The quarter also saw robust performance in financing operations, with financing op income more than doubling to $20 million, and aftersales gross profit growing by 8.5% year-over-year, contributing more than 60% to the company's net income. Despite challenges in the macro environment, the company maintained flat SG&A costs and achieved new vehicle units growth of 2% and used vehicle units growth of 4% year-over-year. Lithia's focus remains on store performance, scaling high-margin adjacencies, and leveraging their omnichannel platform to enhance customer engagement and profitability.

Record Revenue and EPS Growth

Lithia & Driveway delivered record revenue of $9.6 billion, with a 4% year-over-year same-store revenue increase. Diluted EPS for the quarter was $9.87 and $10.24 on an adjusted basis, representing increases of 25% and 30% year-over-year, respectively.

Strong Performance in Aftersales

Aftersales gross profit grew 8.5% year-over-year, with gross profit margin widening to 57.8%, a 188 basis point increase. This segment now contributes more than 60% of net income.

Driveway Finance Corporation Success

Driveway Finance Corporation's financing operations income more than doubled year-over-year from $7 million to $20 million, supported by a 50 basis point expansion in net interest margin to 4.6%.

Share Repurchase Strategy

In the first half of the year, the company repurchased 3% of outstanding shares, with plans to allocate up to 50% of free cash flow to further share repurchases.

Lithia Motors (LAD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LAD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 15, 2025	2025 (Q3)	9.01 / -	8.21	―	―	―
Jul 29, 2025	2025 (Q2)	9.24 / 10.24	7.87	30.11% (+2.37)
Apr 23, 2025	2025 (Q1)	7.86 / 7.66	6.11	25.37% (+1.55)
Feb 12, 2025	2024 (Q4)	7.17 / 7.79	8.24	-5.46% (-0.45)
Oct 23, 2024	2024 (Q3)	7.60 / 8.21	9.25	-11.24% (-1.04)
Aug 01, 2024	2024 (Q2)	7.00 / 7.87	10.91	-27.86% (-3.04)
Apr 24, 2024	2024 (Q1)	7.62 / 6.11	8.44	-27.61% (-2.33)
Feb 14, 2024	2023 (Q4)	8.20 / 8.24	9.05	-8.95% (-0.81)
Oct 25, 2023	2023 (Q3)	9.99 / 9.25	11.08	-16.52% (-1.83)
Jul 26, 2023	2023 (Q2)	9.26 / 10.91	12.18	-10.43% (-1.27)

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
Jul 29, 2025	$306.49	$289.22	-5.63%
Apr 23, 2025	$294.36	$277.26	-5.81%
Feb 12, 2025	$366.71	$383.64	+4.62%
Oct 23, 2024	$302.47	$333.03	+10.10%

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.