Auto dealer Lithia & Driveway beats Q3 revenue, adjusted EPS estimates

Reuters
Oct 22, 2025
Auto dealer Lithia & Driveway beats Q3 revenue, adjusted EPS estimates

Overview

  • Lithia & Driveway Q3 revenue of $9.68 bln beats analyst expectations

  • Adjusted EPS for Q3 beats consensus, reflecting strong operational performance

  • Company repurchased 5.1% of outstanding shares in Q3

  • Q3 adjusted results exclude a $0.89 per diluted share impact resulting from non-core items

Outlook

  • Company did not provide specific guidance for future quarters or full year in its press release

Result Drivers

  • SAME-STORE SALES GROWTH - Co reports 7.7% increase in same-store revenue, with used retail revenue up 11.8%

  • AFTERSALES PROFITABILITY - Aftersales gross profit rose 9.1% on a same-store basis

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$9.68 bln

$9.45 bln (10 Analysts)

Q3 Adjusted EPS

Beat

$9.50

$8.51 (10 Analysts)

Q3 EPS

$8.61

Q3 Adjusted Net Income

Beat

$241 mln

$220.26 mln (8 Analysts)

Q3 Dividend

$0.55

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the auto vehicles, parts & service retailers peer group is "buy"

  • Wall Street's median 12-month price target for Lithia Motors Inc is $385.00, about 19% above its October 21 closing price of $311.87

  • The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nPn6Nrl3Na

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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