Lithia Motors: Valuation To Stay Rangebound Due To Poor New Vehicle GPU
Lithia Motors is rated neutral due to strong aftersales and used vehicle segments, but new vehicle profitability and consumer affordability remain key concerns. Aftersales revenue and gross profit are robust, providing recurring, macro-resistant earnings, while used vehicle demand benefits from consumer 'trade down' behavior. New and used vehicle gross profit per unit are at multi-year lows, with industry-wide headwinds and uncertainty around when the cycle will improve.
Lithia Motors, Inc. (LAD) Q3 2025 Earnings Call Transcript
Lithia Motors, Inc. (NYSE:LAD ) Q3 2025 Earnings Call October 22, 2025 10:00 AM EDT Company Participants Jardon Jaramillo - Senior Director of Finance & Investor Relations Bryan DeBoer - CEO, President & Director Tina Miller - Senior VP & CFO Charles Lietz - Senior Vice President of Finance Conference Call Participants Ryan Sigdahl - Craig-Hallum Capital Group LLC, Research Division Federico Merendi - BofA Securities, Research Division Michael Ward - Citigroup Inc., Research Division Rajat Gupta - JPMorgan Chase & Co, Research Division Glenn Chin - Seaport Research Partners Christopher Bottiglieri - BNP Paribas Exane, Research Division Jeffrey Lick - Stephens Inc., Research Division Bret Jordan - Jefferies LLC, Research Division Daniela Haigian - Morgan Stanley, Research Division Michael Albanese - The Benchmark Company, LLC, Research Division Mark Jordan - Goldman Sachs Group, Inc., Research Division Colin Langan - Wells Fargo Securities, LLC, Research Division Presentation Operator Greetings, and welcome to the Lithia & Driveway's 2025 Third Quarter Earnings Call. [Operator Instructions] It is my now my pleasure to introduce your host, Jardon Jaramillo.
Lithia Motors (LAD) Reports Q3 Earnings: What Key Metrics Have to Say
The headline numbers for Lithia Motors (LAD) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Lithia Motors Beats 3Q Estimates
Lithia Motors beat Q3 revenue and EPS estimates, driven by strong used sales and expanding high-margin after-sales growth.
Here's Why Lithia Motors (LAD) is a Strong Momentum Stock
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Why Is Lithia Motors (LAD) Up 18.9% Since Last Earnings Report?
Lithia Motors (LAD) reported earnings 30 days ago. What's next for the stock?
Here's Why Lithia Motors (LAD) is a Strong Value Stock
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Lithia Motors: Now A Growth Stock And A Value Stock
Lithia Motors offers both growth and value, with strong earnings growth and a depressed share price creating an attractive entry point. Recent Q2 results showed 19.2% net income and 25.4% EPS growth, while ongoing acquisitions and buybacks support future earnings expansion. Valuation models (Peter Lynch and DCF) suggest significant upside, with intrinsic values far above current prices and a price target of $335.79.
Why Lithia Motors (LAD) is a Top Value Stock for the Long-Term
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LAD Q2 Earnings Beat on Used Vehicle & Aftersales Outperformance
Lithia Motors tops Q2 estimates as strong used vehicle pricing and aftersales growth offset lower-than-expected new vehicle sales.
Lithia Motors, Inc. (LAD) Q2 2025 Earnings Call Transcript
Lithia Motors, Inc. (NYSE:LAD ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Bryan B. DeBoer - CEO, President & Director Charles Lietz - Senior Vice President of Finance Jardon Jaramillo - Senior Director of Finance & Investor Relations Tina H.
Lithia Motors (LAD) Reports Q2 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Lithia Motors (LAD) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
