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Lithia Motors Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $6.88 |
| EPS actual | $7.34 |
| EPS Surprise | 6.69% |
| Revenue estimate | 9.222B |
| Revenue actual | 9.271B |
| Revenue Surprise | 0.535% |
| Release date | Feb 11, 2026 |
| EPS estimate | $8.09 |
| EPS actual | $6.74 |
| EPS Surprise | -16.69% |
| Revenue estimate | 9.195B |
| Revenue actual | 9.198B |
| Revenue Surprise | 0.0283% |
| Release date | Oct 22, 2025 |
| EPS estimate | $8.53 |
| EPS actual | $9.50 |
| EPS Surprise | 11.37% |
| Revenue estimate | 9.263B |
| Revenue actual | 9.676B |
| Revenue Surprise | 4.46% |
| Release date | Jul 29, 2025 |
| EPS estimate | $9.24 |
| EPS actual | $10.24 |
| EPS Surprise | 10.82% |
| Revenue estimate | 9.551B |
| Revenue actual | 9.583B |
| Revenue Surprise | 0.333% |
Last 4 Quarters for Lithia Motors
Below you can see how LAD performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $289.77 |
| EPS estimate | $9.24 |
| EPS actual | $10.24 |
| EPS surprise | 10.82% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $319.38 |
| Jul 24, 2025 | $309.78 |
| Jul 25, 2025 | $312.94 |
| Jul 28, 2025 | $307.07 |
| Jul 29, 2025 | $289.77 |
| Jul 30, 2025 | $286.05 |
| Jul 31, 2025 | $288.00 |
| Aug 01, 2025 | $287.60 |
| Aug 04, 2025 | $284.47 |
| 4 days before | -9.27% |
| 4 days after | -1.83% |
| On release day | -1.28% |
| Change in period | -10.93% |
| Release date | Oct 22, 2025 |
| Price on release | $308.35 |
| EPS estimate | $8.53 |
| EPS actual | $9.50 |
| EPS surprise | 11.37% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $305.78 |
| Oct 17, 2025 | $311.67 |
| Oct 20, 2025 | $309.22 |
| Oct 21, 2025 | $311.87 |
| Oct 22, 2025 | $308.35 |
| Oct 23, 2025 | $324.74 |
| Oct 24, 2025 | $331.60 |
| Oct 27, 2025 | $321.76 |
| Oct 28, 2025 | $318.36 |
| 4 days before | 0.84% |
| 4 days after | 3.25% |
| On release day | 5.32% |
| Change in period | 4.11% |
| Release date | Feb 11, 2026 |
| Price on release | $320.41 |
| EPS estimate | $8.09 |
| EPS actual | $6.74 |
| EPS surprise | -16.69% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $332.18 |
| Feb 06, 2026 | $344.24 |
| Feb 09, 2026 | $331.05 |
| Feb 10, 2026 | $326.55 |
| Feb 11, 2026 | $320.41 |
| Feb 12, 2026 | $304.51 |
| Feb 13, 2026 | $301.32 |
| Feb 17, 2026 | $301.04 |
| Feb 18, 2026 | $305.14 |
| 4 days before | -3.54% |
| 4 days after | -4.77% |
| On release day | -4.96% |
| Change in period | -8.14% |
| Release date | Apr 29, 2026 |
| Price on release | $291.00 |
| EPS estimate | $6.88 |
| EPS actual | $7.34 |
| EPS surprise | 6.69% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $276.39 |
| Apr 24, 2026 | $274.92 |
| Apr 27, 2026 | $276.86 |
| Apr 28, 2026 | $277.24 |
| Apr 29, 2026 | $291.00 |
| Apr 30, 2026 | $290.12 |
| May 01, 2026 | $290.90 |
| May 04, 2026 | $282.02 |
| May 05, 2026 | $286.52 |
| 4 days before | 5.29% |
| 4 days after | -1.54% |
| On release day | -0.302% |
| Change in period | 3.67% |
Lithia Motors Earnings Call Transcript Summary of Q1 2026
Lithia Motors reported a strong first quarter 2026 highlighted by record revenues of $9.3 billion and adjusted diluted EPS of $7.34. Results reflected resilience from its diversified, omnichannel ecosystem: used vehicle revenue and aftersales grew (used same-store revenue +4.6%, aftersales gross profit +5.7%) and Driveway Finance Corporation (DFC) scaled rapidly (record originations, portfolio reached $5 billion). New vehicle revenue declined due to a tough year-ago comparison and unit softness (new revenue -7.1%), while total vehicle GPU held roughly flat sequentially at $3,928. Inventory days improved modestly. Management emphasized ongoing cost discipline (adjusted SG&A as a % of gross 71.5% held flat sequentially), structural efficiency initiatives (vendor consolidation, back-office automation, Pinewood AI rollout) and a capital allocation bias to buybacks: roughly $259–$300 million repurchased in the quarter (~4% of shares). Acquisition activity was selective and disciplined (targeting 3–6x normalized EBITDA or 15–30% of revenue). DFC penetration hit a record ~18% with originations of $840 million and improving NIM (4.8%); management reiterated a long-term DFC penetration target of 20%+. Management continues to drive store-level productivity, digital reach, DFC scaling and SG&A improvements as the path to durable EPS and free cash flow expansion.
