Lithia & Driveway (LAD) Reports Strong, Diversified Preliminary Second Quarter 2025 Results
Lithia & Driveway (NYSE: LAD) has announced strong preliminary Q2 2025 results, with expected net income per diluted share between $9.70 and $10.00, representing a 23-27% increase year-over-year. The company anticipates total revenues between $9.4-9.6 billion, with same-store revenue growth of 3.5-4.0%.
Notable highlights include financing operations income growth of 110-155% year-over-year, reaching $15-18 million. The company has actively managed its capital, repurchasing 1.5% of shares outstanding during Q2 and 3.0% year-to-date. LAD's integrated model, including DFC, Driveway, and GreenCars, continues to demonstrate strong operational performance and market share gains.
Lithia & Driveway (NYSE: LAD) ha annunciato risultati preliminari solidi per il secondo trimestre 2025, con un utile netto per azione diluita previsto tra $9,70 e $10,00, segnando un incremento del 23-27% rispetto all'anno precedente. L'azienda prevede ricavi totali tra $9,4 e 9,6 miliardi, con una crescita delle vendite a parità di punti vendita del 3,5-4,0%.
Tra i punti salienti, si registra una crescita del reddito dalle operazioni di finanziamento del 110-155% su base annua, raggiungendo $15-18 milioni. L'azienda ha gestito attivamente il proprio capitale, riacquistando durante il secondo trimestre il 1,5% delle azioni in circolazione e il 3,0% da inizio anno. Il modello integrato di LAD, che comprende DFC, Driveway e GreenCars, continua a mostrare una forte performance operativa e guadagni di quota di mercato.
Lithia & Driveway (NYSE: LAD) ha anunciado resultados preliminares sólidos para el segundo trimestre de 2025, con un ingreso neto por acción diluida esperado entre $9.70 y $10.00, lo que representa un aumento del 23-27% interanual. La compañía anticipa ingresos totales entre $9.4 y 9.6 mil millones, con un crecimiento de ingresos en tiendas comparables del 3.5-4.0%.
Entre los aspectos destacados se incluye un crecimiento en ingresos por operaciones de financiamiento del 110-155% interanual, alcanzando $15-18 millones. La empresa ha gestionado activamente su capital, recomprando durante el segundo trimestre el 1.5% de las acciones en circulación y un 3.0% en lo que va del año. El modelo integrado de LAD, que incluye DFC, Driveway y GreenCars, continúa demostrando un sólido desempeño operativo y ganancias en cuota de mercado.
Lithia & Driveway (NYSE: LAD)는 2025년 2분기 예비 실적을 강하게 발표했으며, 희석 주당 순이익이 $9.70에서 $10.00 사이로 예상되어 전년 대비 23-27% 증가를 나타냅니다. 회사는 총 매출이 $94억에서 $96억 사이일 것으로 예상하며, 동일 매장 매출 성장률은 3.5-4.0%입니다.
주목할 만한 사항으로는 금융 운영 수익이 전년 대비 110-155% 성장하여 $1,500만에서 $1,800만에 달한 점입니다. 회사는 자본을 적극적으로 관리하여 2분기 동안 발행 주식의 1.5%를 재매입했으며, 연초부터는 3.0%를 재매입했습니다. DFC, Driveway, GreenCars를 포함한 LAD의 통합 모델은 강력한 운영 성과와 시장 점유율 증가를 계속 보여주고 있습니다.
Lithia & Driveway (NYSE : LAD) a annoncé de solides résultats préliminaires pour le deuxième trimestre 2025, avec un bénéfice net dilué par action attendu entre 9,70 $ et 10,00 $, soit une augmentation de 23 à 27 % par rapport à l'année précédente. La société anticipe un chiffre d'affaires total compris entre 9,4 et 9,6 milliards de dollars, avec une croissance des revenus à magasins comparables de 3,5 à 4,0 %.
Parmi les points forts, on note une croissance des revenus des opérations de financement de 110 à 155 % en glissement annuel, atteignant 15 à 18 millions de dollars. La société a géré activement son capital, rachetant 1,5 % des actions en circulation au cours du deuxième trimestre et 3,0 % depuis le début de l'année. Le modèle intégré de LAD, comprenant DFC, Driveway et GreenCars, continue de démontrer de solides performances opérationnelles et des gains de parts de marché.
Lithia & Driveway (NYSE: LAD) hat starke vorläufige Ergebnisse für das zweite Quartal 2025 bekannt gegeben, mit einem erwarteten bereinigten Gewinn je Aktie zwischen 9,70 und 10,00 USD, was einem Anstieg von 23-27 % im Vergleich zum Vorjahr entspricht. Das Unternehmen erwartet einen Gesamtumsatz zwischen 9,4 und 9,6 Milliarden USD und ein Wachstum der Umsätze in vergleichbaren Filialen von 3,5-4,0 %.
Hervorzuheben ist ein Wachstum der Erträge aus Finanzierungsaktivitäten von 110-155 % im Jahresvergleich, das 15-18 Millionen USD erreicht. Das Unternehmen hat sein Kapital aktiv verwaltet und im zweiten Quartal 1,5 % der ausstehenden Aktien zurückgekauft, im laufenden Jahr bisher 3,0 %. Das integrierte Modell von LAD, zu dem DFC, Driveway und GreenCars gehören, zeigt weiterhin eine starke operative Leistung und Marktanteilsgewinne.
- Expected net income per diluted share increase of 23-27% year-over-year
- Total revenues projected between $9.4-9.6 billion with same-store growth of 3.5-4.0%
- Financing operations income up 110-155% year-over-year
- Active share repurchase program with 1.5% of shares bought back in Q2
- Strong operational performance across all business lines
- Preliminary results subject to change pending quarter-end review
- Mark-to-market adjustments only slightly up year-over-year
Insights
LAD reports impressive Q2 with 23-27% EPS growth, outperforming peers through operational excellence across its diversified business model.
Lithia & Driveway's preliminary Q2 2025 results demonstrate exceptional performance in a challenging auto retail environment. Expected earnings per share of
The company's revenue strength is broad-based, with projected total revenues of
LAD's aggressive capital allocation strategy is evident in their share repurchase program, which reduced outstanding shares by
The results validate LAD's differentiated ecosystem approach, which integrates traditional dealerships with digital retail channels (Driveway), financing operations (DFC), and sustainability initiatives (GreenCars). This diversification is enabling market share gains while maintaining profitability—a difficult balance in auto retail.
Coming off a
Key Preliminary Second Quarter 2025 Highlights:
- Total revenues expected to be between
$9.4 billion $9.6 billion - Same store total revenue growth between
3.5% and4.0% - Financing ops income between
$15 million $18 million 110% and155% year-over-year - Other income related to equity investment mark-to-market adjustments up slightly year-over-year
- Share repurchases of
1.5% of shares outstanding during the second quarter, and3.0% year-to-date
These results reflect the combined strength across core operations and the advantages of LAD's differentiated design. Industry-defining operational excellence across all business lines translated into strong top and bottom-line performance, while the scalability of the ecosystem continues to demonstrate earnings growth and capital efficiency. LAD's integrated model, including DFC, Driveway and GreenCars, technology investments, and other adjacencies, is enabling momentum, market share, and constructively differentiated performance.
"The strength and durability of the LAD model is increasingly clear," said Bryan DeBoer, President and CEO. "This quarter's results follow a
The foregoing results are based on preliminary information and are subject to change following completion of our quarter-end review process and other developments arising between now and the time we finalize our financial results. In addition, these preliminary unaudited results are not comprehensive financial results for the quarter ended June 30, 2025, should not be viewed as a substitute for complete GAAP financial statements or more comprehensive financial information, and are not indicative of the results for any future period. We will provide additional detail regarding the second quarter 2025 results during our earnings call on July 29, 2025 at 11:00 a.m. Eastern Time. The earnings call may be accessed by telephone at (877) 407-8029. To listen live on our website or for replay, visit investors.lithiadriveway.com and click on webcasts.
About Lithia & Driveway (LAD)
Lithia & Driveway (NYSE: LAD) is the largest global automotive retailer providing a wide array of products and services throughout the vehicle ownership lifecycle. Simple, convenient, and transparent experiences are offered through our comprehensive network of physical locations, e-commerce platforms, captive finance solutions, fleet management offerings, and other synergistic adjacencies. We deliver consistent, profitable growth in a massive and unconsolidated industry. Our highly diversified and competitively differentiated design provides us the flexibility and scale to pursue our vision to modernize personal transportation solutions wherever, whenever and however consumers desire.
Sites
www.lithia.com
www.investors.lithiadriveway.com
www.lithiacareers.com
www.driveway.com
www.greencars.com
www.drivewayfinancecorp.com
Lithia & Driveway on Facebook
https://www.facebook.com/LithiaMotors
https://www.facebook.com/DrivewayHQ
Lithia & Driveway on X
https://x.com/lithiamotors
https://x.com/DrivewayHQ
https://x.com/GreenCarsHQ
Lithia & Driveway on LinkedIn
https://www.linkedin.com/company/lithia-motors/
Lithia & Driveway on YouTube
https://www.youtube.com/@Lithia_Motors/featured
Forward-Looking Statements
Certain statements in this presentation, and at times made by our officers and representatives, constitute forward-looking statements within the meaning of the "Safe Harbor" provisions of the Private Securities Litigation Reform Act of 1995. Generally, you can identify forward-looking statements by terms such as "project," "outlook," "target," "may," "will," "would," "should," "seek," "expect," "plan," "intend," "forecast," "anticipate," "believe," "estimate," "predict," "potential," "likely," "ensure," "goal," "strategy," "future," "maintain," and "continue" or the negative of these terms or other comparable terms. Examples of forward-looking statements in this presentation include, among others, statements regarding:
- Acceleration of the profitability of our strategy, earnings growth, and our momentum and market share
- Future market conditions, including anticipated car and other sales and gross profit levels and the supply of inventory
- Our business strategy and plans, including our achieving our long-term financial targets
- The growth, expansion, make-up and success of our network, including our finding accretive acquisitions that meet our target valuations and acquiring additional stores
- Annualized revenues from acquired stores or achieving target returns
- The growth and performance of our Driveway e-commerce home solution and Driveway Finance Corporation (DFC), their synergies and other impacts on our business and our ability to meet Driveway and DFC-related targets
- The impact of sustainable vehicles and other market and regulatory changes on our business, including evolving vehicle distribution models
- Our capital allocations and uses and levels of capital expenditures in the future
- Expected operating results, such as improved store performance, continued improvement of selling, general and administrative expenses as a percentage of gross profit and any projections
- Our anticipated financial condition and liquidity, including from our cash and the future availability of our credit facilities, unfinanced real estate and other financing sources
- Our continuing to purchase shares under our share repurchase program
- Our compliance with financial and restrictive covenants in our credit facilities and other debt agreements
- Our programs and initiatives for team member recruitment, training, and retention
- Our strategies and targets for customer retention, growth, market position, operations, financial results and risk management
Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of our control. Forward-looking statements are not guarantees of future performance, and our actual results of operations, financial condition and liquidity and development of the industry in which we operate may differ materially from those made in or suggested by the forward-looking statements in this presentation. Therefore, you should not rely on any of these forward-looking statements. The risks and uncertainties that could cause actual results to differ materially from estimated or projected results include, without limitation:
- Future national and local economic and financial conditions, including as a result of inflation, governmental programs and spending, and public health issues
- The market for dealerships, including the availability of stores to us for an acceptable price
- Changes in customer demand and the electric vehicle landscape and the impact of evolving digital technologies
- Changes in our relationship with, and the financial and operational stability of, OEMs and other suppliers, and vehicle delivery models
- Changes in the competitive landscape, including through technology and our ability to deliver new products, services and customer experiences and a portfolio of in-demand and available vehicles
- Risks associated with our indebtedness, including available borrowing capacity, interest rates, compliance with financial covenants and ability to refinance or repay indebtedness on favorable terms
- The adequacy of our cash flows and other conditions which may affect our ability to fund capital expenditures, obtain favorable financing and pay our quarterly dividend at planned levels
- Disruptions to our technology network including computer systems, as well as natural events such as severe weather or man-made or other disruptions of our operating systems, facilities or equipment
- Government regulations and legislation
- The risks set forth throughout "Part II, Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations" and in "Part I, Item 1A. Risk Factors" of our most recent Annual Report on Form 10-K, and in "Part II, Item 1A. Risk Factors" of our Quarterly Reports on Form 10-Q, and from time to time in our other filings with the SEC.
Any forward-looking statement made by us in this presentation is based only on information currently available to us and speaks only as of the date on which it is made. Except as required by law, we undertake no obligation to publicly update any forward-looking statement, whether written or oral, that may be made from time to time, whether as a result of new information, future developments or otherwise.
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SOURCE Lithia Motors, Inc.
FAQ
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