Lithia & Driveway Q4 revenue edges past estimates, EPS misses

Lithia Motors

11/02/2026 10:39

Overview

Global automotive retailer's Q4 revenue slightly beat analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company repurchased $947 mln of shares, 11.4% of shares outstanding in 2025

Outlook

Lithia & Driveway plans to capitalize on market opportunities with diversified platform

Result Drivers

USED VEHICLE SALES - Used vehicle revenue increased 6.1% and retail units rose 4.7% on a same store basis

AFTERSALES GROWTH - Aftersales revenue grew 10.9% and gross profit increased by 9.8% on a same store basis

FINANCING OPERATIONS - Financing operations delivered record quarterly income of $23 mln, a $19 mln increase from the prior year

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$9,197.8 mln
$9,189 mln (9 Analysts)
Q4 Adjusted EPS
Miss
$6.74
$8.11 (11 Analysts)
Q4 EPS
$5.72
Q4 Adjusted Net Income
Miss
$162.20 mln
$200.77 mln (6 Analysts)
Q4 Dividend
$0.55


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto vehicles, parts & service retailers peer group is "buy"

Wall Street's median 12-month price target for Lithia Motors Inc is $400.00, about 22.5% above its February 10 closing price of $326.55

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nPn2F045La

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)