Q3 2025 Lithia Motors Inc Earnings Call Transcript

Oct 22, 2025 / 02:00 PM GMT

Release Date Price: $308.35 (-1.13%)

Transcript 10-Q8-K

Key Points

Positve

Lithia Motors Inc (LAD) reported a quarterly revenue of $9.7 billion, marking a 4.9% increase year over year.
Adjusted diluted EPS rose by 17% to $9.50, reflecting strong financial performance.
Used vehicle retail revenue increased by 11.8%, driven by a 6.3% rise in unit growth and higher average selling prices.
After sales revenue grew by 3.9%, with gross profit rising 9.1% and margins expanding to 58.4%, showcasing resilience and growth potential.
The company achieved a 15% penetration rate milestone in its Driveway Finance Corporation, ahead of schedule, indicating strong growth in its finance operations.

Negative

Total vehicle gross profit per unit (GPU) decreased by $216 year over year, consistent with industry trends.
New vehicle GPU was down $348 sequentially, indicating pressure on new vehicle profitability.
Luxury brands underperformed year over year, and import brands remained relatively flat, affecting overall brand performance.
SG&A as a percentage of gross profit increased to 67.9% from 66% a year ago, indicating rising operational costs.
The UK market faced challenges with increased regulatory labor costs and macroeconomic headwinds, impacting profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LAD.N - Lithia Motors Inc
Q3 2025 Lithia Motors Inc Earnings Call
Oct 22, 2025 / 02:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Greetings and welcome to the lithia and Driveways 2020.

At this time, all participants are in a listen-only mood.

A question-and-answer session will follow the formal presentation.

If anyone should require operator assistance, please press 0 on your telephone keypad.

It is now my pleasure to introduce your host, Jardan Hamadi.

Thank you.

You may begin

Good morning.

Thank you for joining us for our 3rd quarter earnings call with me today are Brian De Boer, President and CEO, Tina Miller, senior Vice President and CFO and Chuck Leats, senior Vice President of Driveway Finance.

Today's discussion may include statements about future events, financial

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.