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Dec 31, 2025
Lithia Motors Q4 2025 Earnings Report
Lithia Motors reported record fourth quarter 2025 revenue with lower earnings year over year due to margin pressure in new vehicles.
Key Takeaways
Lithia & Driveway generated $9197800000 in revenue in Q4 2025, up slightly year over year. Net income declined to $137900000, with diluted EPS of $5.72 and adjusted diluted EPS of $6.74, reflecting margin compression in new vehicles offset by growth in used and aftersales.
Revenue increased 0.3% year over year to $9197800000.
Net income declined 35.5% to $137900000.
Used vehicle retail units increased to 99905.
Finance operations income rose significantly to $22900000.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Management highlighted disciplined capital allocation, continued growth in used vehicles and aftersales, and strong performance from Driveway Finance Corporation while navigating margin pressures in new vehicles.
Positive Outlook
- Record fourth quarter revenue of $9197800000.
- Used vehicle revenue increased 6.7%.
- Aftersales revenue increased 11.4%.
- Finance operations income rose to $22900000.
- Share repurchases totaled approximately $947000000 in 2025.
Challenges Ahead
- Diluted EPS declined 28% year over year.
- Net income decreased 35.5% year over year.
- New vehicle revenue declined 5.7%.
- New vehicle gross profit per unit declined 8.9%.
- Operating income decreased 17.1% year over year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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