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Lithia Motors
Lithia Motors (LAD) investor relations material
Lithia Motors Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved record full-year revenue of $37.63 billion, up 4% year-over-year, and record Q4 revenue of $9.2 billion, driven by strong used vehicle and aftersales performance, with net income for FY2025 at $819.6 million.
Adjusted diluted EPS was $33.46 for the year, up 15.7%, and diluted EPS was $32.32, up 9.7% year-over-year.
Strategic focus on omni-channel growth, disciplined M&A, and technology investments supported operational efficiency and future growth.
Used vehicle and aftersales segments showed strong growth, offsetting margin compression and declines in new vehicle sales.
Driveway Finance Corporation delivered record pre-tax income and increased penetration, supporting diversified earnings.
Financial highlights
Full-year revenue: $37.6 billion, up 4% year-over-year; Q4 revenue: $9.2 billion (record).
Adjusted EBITDA for FY2025 was $1.67 billion, up 9% year-over-year.
Full-year net income was $819.6 million; adjusted net income was $854.7 million, up 8% year-over-year.
Free cash flow in Q4 was $97 million; ended Q4 with $1.5 billion in cash, marketable securities, and credit availability.
DFC full-year income: $75 million, up $67 million year-over-year; managed receivables portfolio grew to $4.8 billion, up 23%.
Outlook and guidance
Mid-term revenue target of $40–50 billion with operating margin of 5% and SG&A as % of gross profit at 60–65%.
Long-term revenue target of $75–100 billion, with EPS per $1B revenue expected to reach $1.75–2.00.
Expecting compounding earnings growth in 2026 as industry conditions normalize, supported by operational efficiency and disciplined capital deployment.
DFC penetration expected to reach 20% in the near term, with a long-term goal of $500 million pre-tax income.
After-sales growth projected at mid-single digits, supported by technology and customer experience initiatives.
Drivers of increased SG&A % of gross profit Q4
DFC income growth outlook and credit quality
Impact of capital allocation on leverage ratio
Impact of structural SG&A improvements on 2026?
Used car GPU improvement strategy?
Strategy for Chinese brands in North America?
Partial view of Summaries dataset, powered by Quartr API
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Next Lithia Motors earnings date
Q1 202622 Apr, 2026
Lithia Motors
Next Lithia Motors earnings date
Q1 202622 Apr, 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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