--- title: "Lithia Motors (NYSE:LAD) Announces Quarterly Earnings Results, Misses Estimates By $1.43 EPS" type: "News" locale: "en" url: "https://longbridge.com/en/news/275635495.md" description: "Lithia Motors (NYSE:LAD) reported quarterly earnings of $6.74 per share, missing estimates by $1.43. Revenue was $9.20 billion, slightly above expectations. The company experienced a year-over-year revenue increase of 0.3% but a decline in earnings per share from $7.79 last year. Key metrics included a net margin of 2.39% and a return on equity of 13.42%. The stock traded at $328.09, with a market cap of $7.96 billion. Analysts have set new price targets, with Benchmark maintaining a \"buy\" rating." datetime: "2026-02-11T16:28:27.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/275635495.md) - [en](https://longbridge.com/en/news/275635495.md) - [zh-HK](https://longbridge.com/zh-HK/news/275635495.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/275635495.md) | [繁體中文](https://longbridge.com/zh-HK/news/275635495.md) # Lithia Motors (NYSE:LAD) Announces Quarterly Earnings Results, Misses Estimates By $1.43 EPS Lithia Motors (NYSE:LAD - Get Free Report) issued its earnings results on Wednesday. The company reported $6.74 earnings per share for the quarter, missing analysts' consensus estimates of $8.17 by ($1.43), FiscalAI reports. Lithia Motors had a net margin of 2.39% and a return on equity of 13.42%. The firm had revenue of $9.20 billion for the quarter, compared to the consensus estimate of $9.19 billion. During the same period last year, the firm earned $7.79 earnings per share. The company's revenue for the quarter was up .3% on a year-over-year basis. Get **Lithia Motors** alerts: - These 4 Mid-Caps Just Announced Big Buyback Plans Here are the key takeaways from Lithia Motors' conference call: - **Record results** — Q4 revenue of $9.2 billion and full-year revenue of $37.6 billion (+4%), with full-year adjusted diluted EPS of $33.46 (+16%), reflecting durable top-line and EPS growth. - **Driveway Finance (DFC) scaling** — DFC delivered record income ($75M for 2025), managed receivables grew to $4.8 billion (+23%), penetration rose to ~17%–17.5% (target 20%), and management expects continued high-growth contribution to recurring, countercyclical income. - **Used and after‑sales strength** — Used revenue +6.1% (units +4.7%) with Value Auto units +10.9%, while after‑sales revenue rose 10.9% and gross profit +9.8% (57.3% margin), supporting diversification versus new‑vehicle cycles. - **Margin and cost pressure** — Total vehicle GPU compressed to $39.46 (down $258 YoY) and new vehicle GPU fell ~$300, while adjusted SG&A as a % of gross profit widened to 71.4% (from 66.3%), creating near‑term earnings pressure and requiring further cost/efficiency actions. - **Capital allocation** — Management repurchased 11.4% of shares in 2025 (3.8% in Q4 at an average $314), acquired ~$2.4 billion of expected annualized revenue last year, and intends to balance opportunistic buybacks with $2–$4 billion of annual acquired revenue to accelerate shareholder returns. ## Lithia Motors Stock Performance Shares of NYSE LAD traded up $1.54 during midday trading on Wednesday, reaching $328.09. The company had a trading volume of 247,010 shares, compared to its average volume of 253,507. The stock has a market cap of $7.96 billion, a P/E ratio of 9.49 and a beta of 1.20. The company has a current ratio of 1.21, a quick ratio of 0.30 and a debt-to-equity ratio of 1.35. Lithia Motors has a 1 year low of $262.10 and a 1 year high of $405.14. The business's 50-day simple moving average is $334.52 and its 200 day simple moving average is $320.95. ## Insider Transactions at Lithia Motors - Ladder Corporation: Climbing Higher And Paying 9% Yield In other Lithia Motors news, Director Congdon Stacy Loretz sold 75 shares of Lithia Motors stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $360.00, for a total transaction of $27,000.00. Following the completion of the sale, the director owned 1,810 shares of the company's stock, valued at approximately $651,600. The trade was a 3.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.87% of the stock is owned by company insiders. ## Institutional Investors Weigh In On Lithia Motors Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Los Angeles Capital Management LLC purchased a new stake in shares of Lithia Motors in the fourth quarter worth about $38,000. Parallel Advisors LLC raised its position in Lithia Motors by 26.8% during the fourth quarter. Parallel Advisors LLC now owns 156 shares of the company's stock valued at $52,000 after acquiring an additional 33 shares in the last quarter. State of Wyoming acquired a new position in Lithia Motors in the second quarter valued at approximately $67,000. Danske Bank A S purchased a new stake in Lithia Motors in the 3rd quarter worth approximately $95,000. Finally, Kelleher Financial Advisors acquired a new stake in shares of Lithia Motors during the 3rd quarter worth approximately $111,000. ## Analysts Set New Price Targets - 3 Undervalued Consumer Stocks to Stock Up On Several research analysts have issued reports on the stock. Benchmark reiterated a "buy" rating on shares of Lithia Motors in a report on Thursday, October 23rd. Evercore lifted their price objective on shares of Lithia Motors from $440.00 to $500.00 and gave the company an "outperform" rating in a report on Monday, November 24th. Barclays lowered their target price on Lithia Motors from $410.00 to $390.00 and set an "overweight" rating for the company in a report on Wednesday, January 21st. JPMorgan Chase & Co. lifted their price target on Lithia Motors from $350.00 to $355.00 and gave the company an "overweight" rating in a report on Friday, January 16th. Finally, Weiss Ratings restated a "hold (c+)" rating on shares of Lithia Motors in a research note on Thursday, January 22nd. Eight investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $390.70. **Read Our Latest Stock Report on Lithia Motors** ## About Lithia Motors (Get Free Report) Lithia Motors, Inc is an American automotive retailer headquartered in Medford, Oregon. Founded in 1946 as a small auto body and glass shop, the company has grown through organic expansion and strategic acquisitions to become one of the largest automotive retail networks in North America. Lithia operates dealerships across the United States and Canada, offering a broad portfolio of new and pre-owned vehicles from more than 40 different manufacturers. The company's core business activities include vehicle sales, financing, insurance, parts and service. ## Read More - Five stocks we like better than Lithia Motors - Nvidia CEO Issues Bold Tesla Call - Your Bank Account Is No Longer Safe - NEW LAW: Congress Approves Setup For Digital Dollar? - Buy this Gold Stock Before May 2026 - What a Former CIA Agent Knows About the Coming Collapse _This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com._ ## Should You Invest $1,000 in Lithia Motors Right Now? Before you consider Lithia Motors, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Lithia Motors wasn't on the list. While Lithia Motors currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here ### Related Stocks - [Global X Atnms & Elctrc Vhcls ETF (DRIV.US)](https://longbridge.com/en/quote/DRIV.US.md) - [Lithia Motors, Inc. 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