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USConsumer Cyclical

Lithia Motors Inc (LAD)

US · Consumer Cyclical · Auto & Truck Dealerships

$321.68-5.17%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$9.79B
Revenue YoY
+2.2%
Net profit
$260.0M
Profit YoY
+1.5%
EPS
$10.03
EPS estimate
$8.67
Net margin
2.7%

EPS came in at 10.03 against a street estimate of 8.67 — a beat of 15.7%.

Key statistics

Market cap
$7.87B
P/E
11.8
Forward P/E
8.8
P/B
1.23
Book value
$291.00
EPS (TTM)
$30.22
Dividend yield
0.65%
52-week high
$438.67
52-week low
$238.86
50-day MA
$357.59
200-day MA
$312.98
Beta
1.23

Analyst view

Analysts rate Lithia Motors Inc a buy (13 buy, 3 hold, 0 sell out of 16) with an average price target of $447.31.

From the latest earnings call · 2026-07-29

CONFIDENT LAD delivered record Q2 revenues of $9.8B with adjusted EPS of $10.03, up 9% YoY. Used vehicle GPU surged $339 sequentially. DFC financing income doubled with record $884M originations. SG&A improved 290bp sequentially; June showed first YoY month decline. Q2 2026 North America drove volume via market share gains despite overall market decline. U.K. accelerating on AI integration and Chinese brand partnerships. Analysts pressed on Pinewood disruption risk, DFC sustainability, and used-volume strategy shifts. Management emphasized U.K. smooth integration as template, cited seasonality guardrails, and framed pricing as intentional ecosystem balance—not emergency margin play. 2026-07-29…

Full summary in the app.

Shareholding

Insiders
1.20%
Institutions
116.57%

Largest institutional holders

FundStake
BlackRock Inc11.42%
Pamet Capital Management, LP11.33%
Harris Associates L.P.8.71%
FMR Inc8.05%
Dimensional Fund Advisors, Inc.6.41%
Vanguard Portfolio Management, LLC5.25%
Vanguard Capital Management, LLC4.82%
State Street Corp3.59%

Recent filings & reports

DocumentDate
Quarterly report · Q2 2026
LITHIA MOTORS, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues (6M 2026): $19,062.7 million vs. $18,761.2 million (2025) – up 1.6% • N
2026-07-29
Results announced · Q3 2026
LITHIA & DRIVEWAY (LAD) – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Record second quarter revenues of $9.8 billion, up 2% year-over-year from $9.6
2026-07-29
Shareholder vote results · Q2 2026
LITHIA MOTORS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Shareholder Meeting held: April 30, 2026 • Total voting shares: Approximately 22.4
2026-05-01
Quarterly report · Q1 2026
LITHIA MOTORS, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenues Q1 2026: $9,271.4 million vs. $9,178.3 million Q1 2025 (+1.0%) • Net In
2026-04-29
Results announced · Q2 2026
LITHIA & DRIVEWAY (LAD) - Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Record Q1 revenue: $9.3 billion, up 1% year-over-year from $9.2 billion • Dilu
2026-04-29
Proxy statement · Q4 2025
LITHIA MOTORS, INC. PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect ten director nominees to the board (Company recommends FOR eac
2026-03-11
Material agreement · Q1 2026
LITHIA MOTORS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Credit facility expiration extended to February 27, 2031 with annual 1-year extension opti
2026-03-04
Annual report FY2025
LITHIA MOTORS, INC. - 2025 FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization: $8.7 billion (as of June 30, 2025, based
2026-02-25

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Corporate actions

ActionDetailDate
Dividend$0.70 / share
ex-date Aug 7, 2026 · pay Aug 21, 2026
2026-08-07
Dividend$0.57 / share
ex-date May 8, 2026 · pay May 22, 2026
2026-05-08
Dividend$0.55 / share
ex-date Mar 6, 2026 · pay Mar 20, 2026
2026-03-06
Dividend$0.55 / share
ex-date Nov 7, 2025 · pay Nov 21, 2025
2025-11-07

Deals & corporate news

AnnouncementDate
Cash dividend of $0.70 per share announced
Lithia Motors announced Q2 2026 financial results on July 29, 2026, and declared a $0.70 per share cash dividend payable August 21, 2026 to shareholders of record as of August 7, 2026. While
2026-07-29

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Data updated 2026-09-18.