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Visual22 Oct 2025
Epiroc's cash spent on M&A
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.Q3 2025 earnings summary22 Oct, 2025
Executive summary
Achieved $36.2B in 2024 revenue, with a 10-year revenue CAGR of 16% and adjusted EPS CAGR of 16%; Q3 2025 revenue was $9.7B, up 4.9–5% year-over-year, and adjusted diluted EPS rose 17% to $9.50, driven by strong used vehicle and aftersales performance.
National network and e-commerce tools expanded reach, with 447 stores globally and 137,000+ vehicles in inventory; omnichannel platform and ecosystem outpaced industry trends.
Driveway.com sold 90,000 vehicles in the first nine months of 2025, with high digital engagement and finance penetration; Driveway Finance Corporation income was $19M for the quarter, $52M YTD, with net interest margin at 4.6% and penetration at 14.5%.
Strategic M&A added $16.7B in acquired revenues since 2019, with a 95% success rate and disciplined returns; $620M in acquisitions year-to-date and 5.1% of shares repurchased in Q3 at $312 average price.
Focused on market share gains, customer loyalty, and cost efficiency to build durable earnings power.
Financial highlights
YTD 2025 revenue: $28.4B; Q3 revenue: $9.7B; gross profit for Q3: $1.47B, up 2.5% year-over-year; net income for Q3: $217.1M; adjusted EBITDA for Q3: $438M, up 7.7%.
Same store revenues increased 7.7% year-over-year, with growth in every business line; used retail revenue up 11.8%, new retail revenue up 5.5%.
Aftersales revenue up 3.9%, gross profit up 9.1%, and margins expanded to 58.4%, up 280 bps year-over-year.
F&I revenue up 5.7%, with F&I per retail unit at $1,847, up $20 year-over-year.
Free cash flow growth outpaced peers, with a 19% CAGR in EBITDA per diluted share since 2015.
Outlook and guidance
2025 outlook: new vehicle gross profit per unit $2,800–$3,000; used vehicle $1,800–$2,000; aftersales gross margin 55–58%.
Low single-digit growth expected in new and used vehicle retail units; mid-single-digit growth in aftersales revenues.
Long-term target of $2 EPS per $1B revenue, driven by productivity, digital reach, and cost discipline; mid-term revenue target: $40–50B, long-term: $75–100B.
Reiterated $2B acquisition revenue estimate for 2025, with complementary acquisitions expected by year-end.
Management expects continued profitable growth, driven by operational excellence, omnichannel strategy, and disciplined capital allocation.
New vehicle unit profit decline impact?
DFC profit turnaround sustainability?
New vehicle inventory days' supply strategy?
Sustain 130% ROI on value autos?
UK Chinese brand strategy and profitability?
Capital allocation: buybacks vs. M&A drivers.
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Next Lithia Motors earnings date
Q4 202512 Feb, 2026
Next Lithia Motors earnings date
Q4 202512 Feb, 2026
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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.
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