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Lithia Motors (LAD)
:LAD
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Lithia Motors (LAD) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 18, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
8.47
Last Year’s EPS
7.79
Same Quarter Last Year
Based on 9 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 22, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented strong growth in revenue and EPS, driven by used vehicle sales and aftersales. There was also notable progress in F&I revenue and inventory management. However, challenges such as decreased vehicle gross profit per unit, SG&A efficiency, and UK market performance were acknowledged.
Company Guidance
In the third quarter of 2025, Lithia Motors, Inc. reported strong financial performance, with quarterly revenue reaching $9.7 billion, marking a 4.9% year-over-year increase. The adjusted diluted EPS improved by 17% to $9.50, reflecting robust execution across business lines. Same-store revenues rose by 7.7%, driven by an 11.8% increase in used retail revenue and a 5.5% growth in new retail revenue. The aftersales segment also showed significant strength, with revenue up by 3.9% and gross profit rising by 9.1%, expanding margins to 58.4%. The company focused on cost control, achieving a sequentially flat SG&A in North America at 64.8%. The financial operations income from Driveway Finance Corporation (DFC) increased, contributing to a net interest margin of 4.6% and reaching a 14.5% penetration. The strategic focus on high-margin segments and disciplined capital allocation, including significant share repurchases, underscores Lithia Motors' commitment to sustained growth and shareholder value.
Revenue and EPS Growth
Quarterly revenue was $9.7 billion, up 4.9% year over year, with adjusted diluted EPS at $9.50, up 17%. This growth reflects strong performance across all business lines.
Used Vehicle and Aftersales Segments
Used retail revenue increased by 11.8% with a 6.3% increase in unit growth. Aftersales revenue increased by 3.9% while gross profit rose 9.1%, with margins expanding to 58.4%.
F&I Revenue Growth
F&I revenue increased by 5.7%, with F&I per retail unit reaching $1,847, up $20 year over year.
Improved Vehicle Inventory Management
Vehicle inventory and carrying costs improved, with new day supply at 52 days, a decrease of 11 days sequentially.
Driveway Finance Penetration Growth
Driveway Finance achieved a 15% penetration rate milestone earlier than expected, contributing to stable earnings.
Share Buyback and Capital Strategy
Repurchased 5.1% of outstanding shares, focusing on significant long-term accretion and maintaining a strong balance sheet.

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

LAD Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 18, 2026
2025 (Q4)
8.47 / -
7.79
Oct 22, 2025
2025 (Q3)
8.57 / 9.50
8.2115.71% (+1.29)
Jul 29, 2025
2025 (Q2)
9.24 / 10.24
7.8730.11% (+2.37)
Apr 23, 2025
2025 (Q1)
7.86 / 7.66
6.1125.37% (+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)
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
Oct 22, 2025
$311.87$308.35-1.13%
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%
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 Feb 18, 2026, Before Open (Confirmed).
    What is Lithia Motors (LAD) earnings time?
    Lithia Motors (LAD) earnings time is at Feb 18, 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 2025 (Q4) is 8.47.

            Lithia Motors (LAD) Earnings News

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