Lithia Motors
Connects dealership retail, online vehicle shopping, auto finance, and fleet services across North America.
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Profile
Sells new and used vehicles, financing and insurance products, and repair and maintenance services through a dealership and digital ecosystem. Lithia Stores, Driveway.com, GreenCars, and Driveway Finance Corporation connect retail locations with online shopping, vehicle education, and auto finance.
New and used vehicles, financing and insurance products, and repair and maintenance services cover the vehicle-ownership lifecycle. Together, these businesses cover buying, financing, and service needs. Lithia Stores, Driveway.com, GreenCars, and Driveway Finance Corporation connect dealership retail with online shopping, sustainable-vehicle education, and auto finance.
Operations span the United States, United Kingdom, and Canada; United Kingdom activities also include fleet-management services. Acquisitions have expanded location density, franchise mix, and geographic coverage, while Driveway joins physical dealerships to an online channel. The operating model is structured around acquisitions that broaden those dealership networks.
Company facts
Categories
Key statistics
Year to date +11.6% · Average volume (30d) 304.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Barclays | Reiterate | Overweight | $360 | $415 | |
| Aug 6, 2026 | Morgan Stanley | Target | $300 | $358 | ||
| Aug 4, 2026 | Evercore ISI | Reiterate | Outperform | $500 | $470 | |
| Jul 30, 2026 | Jefferies | Reiterate | Buy | $400 | $490 | |
| Jul 30, 2026 | UBS | Downgrade | Buy | Neutral | $370 | $440 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $8.73 | $10.03 | +14.9% | $9.64B | $9.79B | +1.6% | +19.30% |
| Apr 29, 2026Q1 FY26 | $7.06 | $7.34 | +4.0% | $9.22B | $9.27B | +0.5% | −0.30% |
| Feb 11, 2026Q4 FY25 | $8.09 | $6.74 | −16.7% | $9.20B | $9.20B | 0.0% | −4.96% |
| Oct 22, 2025Q3 FY25 | $8.53 | $9.50 | +11.4% | $9.26B | $9.68B | +4.5% | +5.32% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $9.18B | $9.58B | $9.68B | $9.20B | $9.27B | $9.79B | |
| Gross profit | $1.41B | $1.49B | $1.47B | $1.37B | $1.42B | −$73.6M | |
| Operating income | $406.3M | $425.3M | $364.0M | $337.0M | $288.1M | −$144.5M | |
| Net income | $209.5M | $256.1M | $217.1M | $136.9M | $100.4M | $260.0M | |
| Diluted EPS | $7.94 | $9.87 | $8.61 | $5.72 | $4.28 | $11.54 | |
| Gross margin | 15.4% | 15.5% | 15.2% | 14.9% | 15.3% | -0.8% | |
| Operating margin | 4.4% | 4.4% | 3.8% | 3.7% | 3.1% | -1.5% |
Fiscal years (4-quarter sums)FY21 $22.83B · FY22 $28.19B · FY23 $31.04B · FY24 $36.19B · FY25 $37.63B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $363.9M · Total debt $16.56B · Total assets $26.25B · Shareholders' equity $6.43B
Dividends
Raised for 15 straight years — most recently to $0.70 from $0.57 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 7, 2026 | Aug 7 | Aug 21 | $0.70 | raised from $0.57 |
| May 8, 2026 | May 8 | May 22 | $0.57 | raised from $0.55 |
| Mar 6, 2026 | Mar 6 | Mar 20 | $0.55 | |
| Nov 7, 2025 | Nov 7 | Nov 21 | $0.55 | |
| Aug 8, 2025 | Aug 8 | Aug 22 | $0.55 | |
| May 9, 2025 | May 9 | May 23 | $0.55 | raised from $0.53 |
| Mar 7, 2025 | Mar 7 | Mar 21 | $0.53 | |
| Nov 8, 2024 | Nov 8 | Nov 15 | $0.53 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 21.98M · Float 19.18M · 87.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Abrams Capital Management, L.P. | 2.49M | 11.33% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 2.40M | 10.91% | 13F | Aug 7, 2026 |
| FMR LLC | 2.19M | 9.97% | 13F | Aug 13, 2026 |
| Harris Associates L P | 1.92M | 8.71% | 13F | Aug 14, 2026 |
| Dimensional Fund Advisors LP | 1.41M | 6.20% | 13G | Jul 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 12, 2026 | Congdon Stacy Loretz | director | −75 | $315.00 |
| Jun 10, 2026 | Shauna McIntyre | director | −165 | $305.65 |
| May 26, 2026 | Richard J. Jr Bailey | director | −297 | $280.58 |
| May 11, 2026 | Shauna McIntyre | director | −245 | $294.64 |
| Mar 12, 2026 | Congdon Stacy Loretz | director | −75 | $259.33 |
Peers
- AutoNation
U.S. franchised retail, F&I, and aftersales overlap
- Penske Automotive Group
Multi-country dealership, F&I, service, and fleet overlap
- Group 1 Automotive
U.S. and UK dealership overlap across ownership services
- Asbury Automotive Group
U.S. franchised retail across vehicles, F&I, service, and collision
- Sonic Automotive
U.S. dealership, used-vehicle, F&I, and aftersales overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lithia Motors | $370.36 | −0.13% | $8.14B | 12.3 | 9.5 | 0.2 | +2.2% |
| AutoNation | $200.09 | −0.02% | $6.70B | 9.3 | 8.5 | 0.2 | −0.6% |
| Penske Automotive Group | $217.01 | −0.03% | $14.25B | 16.0 | 15.5 | 0.4 | +11.1% |
| Group 1 Automotive | $263.95 | +0.05% | $3.15B | 11.0 | 6.4 | 0.1 | −5.6% |
| Asbury Automotive Group | $211.62 | +0.01% | $3.94B | 7.9 | 7.5 | 0.2 | +0.3% |
| Sonic Automotive | $79.68 | +0.04% | $2.65B | 12.6 | 11.1 | 0.2 | +7.6% |
| Median | 11.0 | 8.5 | 0.2 | +0.3% |