Inferra AI / Company / LAD
Lithia Motors Inc.
LAD · Consumer Discretionary
No earnings release for Lithia Motors Inc. is held in this edition of the library, so no earnings line is shown.
Key results
Revenuequarter
$9.9 billion
revenues of $9.9 billion Used retail GPUs increased $197 , or 11% , year over year Aftersales gross profit increased by 2.4% and
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Gross marginquarter
59.5%
gross margin was 59.5%, a 100-basis point increase, on a same-store basis Financing Operations income of $32.3 million, a 69% increase year over year, with record originations of $937 million, and a 18.3% penetration rate Third quarter diluted
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
EPSquarter
$13.22
earnings per share of $13.22, a 54% increase, and adjusted diluted
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Dividendquarter
7%
earnings per share of $10.34, a 9% increase Repurchased $85 million of shares, representing 1.1% of outstanding shares in the quarter, and 8.7% of outstanding shares in 2026 Announced a 7% increase to quarterly dividend
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Third Quarter 2026 Operational Summary Third quarter 2026 revenue increased 3% to $9.9 billion from $9.7 billion in the third quarter of 2025.
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Third quarter 2026 diluted earnings per share attributable to LAD was $13.22, a 54% increase from $8.61 per share reported in the third quarter of 2025.
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Adjusted EPSquarter
$10.34
After adjusting for the unrealized gain on our investment in Pinewood Technologies Group PLC and other non-core items, adjusted diluted earnings per share attributable to LAD for the third quarter of 2026 was $10.34, a 9% increase compared to $9.50 per share in the same period of 2025.
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Net incomequarter
$292.9 million
Third quarter 2026 net income was $292.9 million, a 34.0% increase compared to net income of $218.6 million in the third quarter of 2025.
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
AI analysis
Q3 2026 · reported Oct 21, 2026
Based on: Earnings release + Q3 2026 deck + parent 8-K — transcript not held
The quarter in charts
Diluted EPS — GAAP
Per diluted share, as stated
EX-99 · Oct 21, 2026 EPS values as stated in the release.
Headline figures
| Metric | Q3 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $9.9 billion | — | — |
| Gross margin | 59.5% | — | — |
| EPS | $13.22 | — | $9.50 |
| Dividend | 7% | — | — |
| Adjusted EPS | $10.34 | — | $9.50 |
| Net income | $292.9 million | — | — |
Guidance · company-stated
No guidance located in the held release
Margin
Capital allocation
Dividend Payment and Share Repurchases The Board of Directors approved a dividend of $0.75 per share related to third quarter 2026 financial results.
Event summary
Our people and our ecosystem set Lithia Driveway apart again this quarter, delivering record quarterly revenues and continued growth in earnings per share
Based on: Earnings release + Q3 2026 deck + parent 8-K — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Dividend Payment and Share Repurchases The Board of Directors approved a dividend of $0.75 per share related to third quarter 2026 financial results.
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
The dividend is expected to be paid on November 20, 2026 to shareholders of record on November 6, 2026.
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
D uring the third quarter of 2026, we repurchased approximately 246,000 shares at a weighted average price of $345.
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Under the current share repurchase authorization approximately $535 million remains available as of September 30, 2026.
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Non-GAAP Financial Measures All adjusted financial measures in this presentation are non-GAAP financial measures, as are EBITDA and net debt.
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
We present cash flows from operations in the attached tables, adjusted to include the change in non-trade floor plan debt to improve the visibility of cash flows related to vehicle financing.
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Strategy & priorities
DeBoer will continue to lead the Company s strategic vision and operations execution.
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Our strategy and priorities are unchanged earn customers for life, keep growing our network and adjacent businesses, and allocate capital with discipline to drive long-term shareholder value.
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Generally, you can identify forward-looking statements by terms such as project, outlook, target, may, will, would, should, seek, expect, plan, intend, forecast, anticipate, believe, estimate, predict, potential, likely, ensure, goal, strategy, future, maintain, and continue or the negative of these terms or other comparable terms.
SEC original ↗Lithia Motors Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2026
Earnings deck slides
2 decks with slide viewLithia Motors Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Lithia Motors Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Lithia Motors Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Lithia Motors Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Lithia Motors Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documents- Q3 2026
- 8-KLAD
Oct 21, 2026
- Q2 2026
- 8-KLAD
Sep 25, 2026
- 10-QLAD
Jul 29, 2026
- 8-KLAD
Jul 29, 2026
- Q1 2026
- 8-KLAD
May 1, 2026
- 10-QLAD
Apr 29, 2026
- 8-KLAD
Apr 29, 2026
- Q4 2025
- 8-KLAD
Mar 4, 2026
- 10-KLAD
Feb 25, 2026
- 8-KLAD
Feb 20, 2026
- 8-KLAD
Feb 13, 2026
- 8-KLAD
Feb 11, 2026
- Q3 2025
- 10-QLAD
Oct 24, 2025
- 8-KLAD
Oct 22, 2025
- 8-KLAD
Oct 2, 2025
- Q2 2025
- 8-KLAD
Sep 10, 2025
- 8-KLAD
Sep 3, 2025
- 8-KLAD
Sep 3, 2025
- EX-99LAD
Sep 3, 2025
- EX-99LAD
Sep 3, 2025
- 8-KLAD
Aug 8, 2025
- 10-QLAD
Jul 30, 2025
- 8-KLAD
Jul 29, 2025
- 8-K/ALAD
Jul 17, 2025
- 8-KLAD
Jul 15, 2025
- Q1 2025
- 8-KLAD
Apr 25, 2025
- 10-QLAD
Apr 24, 2025
- 8-KLAD
Apr 23, 2025
- 8-KLAD
Apr 15, 2025
- Q4 2024
- 8-KLAD
Mar 3, 2025
- 10-KLAD
Feb 24, 2025
- 8-KLAD
Feb 12, 2025
Earnings releases
3 documentsPresentations
7 documents
Transcripts
0 documentsNo transcripts for Lithia Motors Inc. are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.