Logotype for Lithia Motors Inc

Lithia Motors (LAD) investor relations material

Lithia Motors Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Lithia Motors Inc
Q3 2025 earnings summary22 Oct, 2025

Executive summary

  • Achieved $36.2B in 2024 revenue and $28.4B for the first nine months of 2025, with a 10-year revenue CAGR of 16% and adjusted EPS CAGR of 16%.

  • Quarterly revenue reached $9.7B, up 4.9–5% year-over-year, and adjusted diluted EPS rose 17% to $9.50, reflecting strong execution and recurring profits.

  • Net income attributable to shareholders rose 16.9% to $682.7M for the first nine months of 2025, with diluted EPS up 23.1% to $26.42.

  • Same-store revenues increased 7.7%, with used vehicle and aftersales segments outperforming and driving top-line and bottom-line results.

  • Strategic M&A and share repurchases prioritized, with 5.1% of shares bought back in Q3 and $662M allocated to repurchases in the first nine months of 2025.

Financial highlights

  • Adjusted EBITDA reached $438M in Q3 (up 7.7% year-over-year) and $1.3B for nine months (up 15.4%), with free cash flow supporting capital returns and growth investments.

  • Gross profit for Q3 was $1.47B, up 2.5% year-over-year; aftersales gross profit increased 9.1% on a same store basis.

  • Floor plan interest expense declined $19–44.2M year-over-year due to lower inventory balances and interest rates.

  • F&I revenue grew 5.2–5.7% year-over-year, with F&I per retail unit at $1,847, up $20.

  • After-sales revenue increased 3.9–5.7%, with gross profit up 9.1% and margins expanding to 58.4%.

Outlook and guidance

  • Targeting $2B in acquisition revenue for 2025, with a long-term goal to acquire $2–$4B of revenue annually and mid-term revenue target of $40–50B.

  • Management expects continued profitable growth, driven by operational excellence, omnichannel strategy, and disciplined capital allocation.

  • Free cash flow deployment strategy allocates 25–35% to acquisitions, 25% to capex and innovation, and 40–50% to shareholder returns.

  • Long-term goal of $2 EPS per $1B in revenue, with aftersales gross margin targeted at 55–58%.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Lithia Motors earnings date

Logotype for Lithia Motors Inc
Q4 202512 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Lithia Motors earnings date

Logotype for Lithia Motors Inc
Q4 202512 Feb, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Automotive Retail Chain

Lithia Motors is an American automotive retailer active in the United States. The company specializes in the retail sale of new and used vehicles, vehicle maintenance, repair services, and finance and insurance products. The company operates a network of automotive dealerships across the country and its inventory includes a diverse range of cars from luxury and economy vehicles to trucks and SUVs. Lithia Motors is headquartered in Medford, Oregon, and its shares are listed on the NYSE.

Founded as a Single Dealership

Lithia Motors was founded by Walt DeBoer in 1946 in Medford, Oregon, and began as a single Chrysler-Plymouth-Dodge dealership. This single location was the inception of what would evolve and grow into one of the largest automotive retailers in the United States. After Walt DeBoer's passing in 1968, his son, Sid DeBoer, took over and gradually began expanding the business. Lithia Motors' expansion strategy has focused on acquiring and maintaining a network of dealerships across the U.S., offering a wide range of automotive brands. This growth has been marked by a significant increase in dealership count, diversification of brands, and a focus on customer service. The strategy has seen Lithia Motors grow into a massive player in the US automotive trade, and the company of today competes with names such as AutoNation, Sonic Automotive, and Group 1 Automotive.

New and Used Cars

Lithia Motors is primarily engaged in the retail sale of new and used vehicles. They operate a widespread network of dealerships across the United States, offering cars, trucks, and SUVs from a broad array of manufacturers. This diverse portfolio allows them to cater to a wide range of customer preferences, from economy cars to luxury vehicles. Their dealerships are equipped to provide a variety of options within each vehicle category, including different makes, models, and price points. Lithia's approach to vehicle sales emphasizes a blend of local dealership experience with the support and scale of a large national entity, aiming to provide customers with a comprehensive and accessible retail experience

Other Services

Beyond vehicle sales, Lithia Motors offers a variety of automotive services that enhance the car ownership experience. Their dealerships provide professional maintenance and repair services, including routine servicing like oil changes, tire rotations, and brake inspections, as well as more complex repairs. Additionally, Lithia dealerships offer a wide selection of automotive parts, supporting both their service departments and customers interested in purchasing parts directly. Financing services are also a key component of Lithia’s operations, offering customers options for loans and leases to facilitate vehicle purchases, as well as various insurance programs.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage