Lithia Motors (LAD) Q4 Earnings: Revenue Expected Flat, EPS $8.10 vs $9.26B

Lithia Motors (NYSE:LAD) reports earnings Wednesday before the bell. Last quarter, the company generated $9.68B in revenue, 4.9% up YoY, and beat revenue and EBITDA estimates; EPS was $8.10 ps. For Q4 2025, analysts expect revenue flat YoY to $9.26B and adjusted EPS of $8.10 ps, down from 20.2% growth in the same quarter last year. Over the past 30 days, key estimates have trended up, though Lithia has missed revenue guidance five times in the past two years. AutoNation declined 3.1% after a 3.9% YoY revenue drop, while OneWater’s stock was unchanged despite 1.3% YoY revenue growth. Lithia’s shares are unchanged over the last month, trading at $331.05 vs an average analyst price target of $396.71.