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Dec 31, 2019

Lithia Motors Q4 2019 Earnings Report

Lithia Motors reported record full year revenues and earnings per share for Q4 2019.

Key Takeaways

Lithia Motors reported a strong Q4 2019, with revenue increasing by 10% to a record $3.3 billion. Net income per diluted share increased by 14% to $2.89, and adjusted net income per diluted share increased by 15% to $2.95.

Total adjusted net income per diluted share increased 15%.

Total same store sales increased 7%.

Same store new vehicle retail sales increased 4%.

Same store used vehicle retail sales increased 17%.

Total Revenue
$3.27B
Previous year: $2.97B
+10.0%
EPS
$2.95
Previous year: $2.57
+14.8%
New Vehicle Avg. Price
$38.9K
Previous year: $37.3K
+4.3%
New Vehicle Units Sold
46.44K
Previous year: 45.29K
+2.6%
Used Vehicle Units Sold
42.74K
Previous year: 36.27K
+17.8%
Gross Profit
$499M
Previous year: $442M
+12.8%
Cash and Equivalents
$84M
Previous year: $31.6M
+165.8%
Free Cash Flow
$13M
Previous year: $95.8M
-86.4%
Total Assets
$6.08B
Previous year: $5.38B
+13.0%

Lithia Motors

Lithia Motors

Lithia Motors Revenue by Segment

Lithia Motors Revenue by Geographic Location

Forward Guidance

Lithia Motors is well-positioned to take advantage of the robust acquisition market in 2020, with over $1 billion in liquidity.

Positive Outlook

  • Future market conditions, including anticipated national new car sales levels.
  • Expected operating results, such as improved store performance; continued improvement of selling, general and administrative expenses ("SG&A") as a percentage of gross profit and all projections.
  • Anticipated integration, success and growth of acquired stores.
  • Anticipated ability to capture additional market share.
  • Anticipated ability to find accretive acquisitions.

Challenges Ahead

  • Future economic and financial conditions (both nationally and locally).
  • Changes in customer demand, our relationship with, and the financial and operational stability of, vehicle manufacturers and other suppliers.
  • Risks associated with our indebtedness (including available borrowing capacity, compliance with financial covenants and ability to refinance or repay indebtedness on favorable terms).
  • The adequacy of our cash flow and earnings and other conditions which may affect our ability to pay our quarterly dividend at the planned level.
  • Disruptions to our technology network including computer systems and software, as well as natural events such as severe weather, fires, floods and earthquakes or man-made or other disruptions of our operating systems, structures, facilities or equipment.

Revenue & Expenses

Visualization of income flow from segment revenue to net income