Pulling SEC filings + quote and writing the call…

LITHIA MOTORS INC
Next earnings Jul 27, 2026 · consensus $8.87 EPS, $9.71B rev
Last earnings +5.0% on 2026-04-29
Lithia compounds revenue and buys back stock aggressively (shares -11%), driving 10% EPS growth at a cheap 9.1x.
Sources: SEC EDGAR (CIK 0001023128, latest 10-Q filed 2026-04-29) · EODHD · analysis by claude-code · as of 6/21/2026, 8:53:19 PM.
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Quality fundamentals and an attractive price line up (~29% below fair value) — the rarer case where both the business and the entry look good.
Lithia Motors is the largest US auto-retail consolidator, executing a roll-up strategy that has grown revenue from $22.8B in FY2021 to $37.6B in FY2025 (+4.0% in the latest year). The dealer model is inherently low-margin (15.2% gross, 4.2% operating, 2.2% net), but the scale, diversified revenue mix (new/used vehicles, parts and service, finance), and a 12.4% ROE make it a durable cash-generating franchise. FY2025 net income grew 2.9% to $820M, while diluted EPS rose a faster 9.7% to $32.32 — the gap entirely explained by capital discipline.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $22.8B | $28.2B | $31.0B | $36.2B | $37.6B |
| Gross profit | $4.26B | $5.15B | $5.23B | $5.56B | $5.73B |
| Operating income | $1.66B | $1.94B | $1.69B | $1.57B | $1.59B |
| Net income | $1.06B | $1.25B | $1.00B | $797M | $820M |
| Diluted EPS | $36.54 | $44.17 | $36.29 | $29.45 | $32.32 |
| Net margin | 4.6% | 4.4% | 3.2% | 2.2% | 2.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1048 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 4 sales
| 2026-06-12 | Loretz Congdon Stacy Director | Sell | 75.00 @ $315.00 | $23.6K |
| 2026-06-10 | McIntyre Shauna Director | Sell | 165.00 @ $305.65 | $50.4K |
| 2026-05-26 | Bailey Richard J Jr Director | Sell | 297.00 @ $280.58 | $83.3K |
| 2026-05-11 | McIntyre Shauna Director | Sell | 245.00 @ $294.64 | $72.2K |
| 2026-04-30 | Miramontes Louis Director | Award | 715.00 | |
| 2026-04-30 | McKinney Cassandra M. Director | Award | 715.00 | |
| 2026-04-30 | McIntyre Shauna Director | Award | 715.00 | |
| 2026-04-30 | Loretz Congdon Stacy Director | Award | 715.00 |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.