Lithia & Driveway Stock After Q3 Earnings: Buy, Hold or Sell?

LAD's weakening new-vehicle and F&I performance, rising operating expenses, elevated debt and intense competition threaten profitability and financial flexibility.

Zacks Investment Research • Oct 28, 2026

Dividend Announcements: October 17-23, 2026 (Part 1 Of 2)

I track dividend announcements across 1,200+ stocks. This week, I'm highlighting 42 companies that increased their dividends. Part 1 covers 25 stocks, including two I own. Comfort Systems USA stands out with a 66.7% year-over-year dividend increase, 18.47% upside to fair value, and a Quality Score of 8.93. West Pharmaceutical Services posted the largest increase of the Part 1 stocks (18.18%) and perfect dividend safety, but trades 12.06% above my fair value estimate.

Seeking Alpha • Oct 28, 2026

Kerrigan Advisors Represents Gossett Motor Cars on the Sale of Four Kia and Hyundai Dealerships in Memphis, Tennessee to Lithia Motors

MEMPHIS, Tenn.--(BUSINESS WIRE)-- #AutoRetail--Kerrigan Advisors is pleased to represent Gossett Motor Cars, the largest privately owned dealership group in Memphis, in the sale of four Kia and Hyundai dealerships to Lithia Motors (NYSE: LAD). The transaction, which included Gossett Kia, Gossett Hyundai, Gossett Kia South and Gossett Hyundai South, marks Kerrigan Advisors' 474th franchise sold since the firm's founding in 2014, and its 156th franchise sold in the South, leading the industry in that region. N.

Business Wire • Oct 27, 2026

Despite A Strong Showing, A Downgrade Is In Store For Lithia Motors

Lithia Motors is downgraded from 'buy' to 'hold' due to rising economic risks and elevated auto loan delinquencies. LAD's revenue growth is driven by acquisitions, but per-vehicle profitability is under pressure, especially in new vehicles. Net debt stands at $15.77 billion, making valuation less attractive despite low cash flow multiples; EV/EBITDA is 13.4x.

Seeking Alpha • Oct 23, 2026

Lithia: 3 Key Takeaways for Long-Term Investors

Driveway Finance Corporation's income rose nearly 70% to $32 million. Used vehicle gross profit per unit increased 13% year over year.

The Motley Fool • Oct 21, 2026

What Lithia Motors (LAD) Said on Its Q3 Earnings Call

Lithia Motors NYSE: LAD reported third-quarter revenue just below $10 billion and adjusted diluted earnings per share of $10.34, up 9% from a year earlier, as growth in used vehicles, aftersales and financing operations helped offset softer new-vehicle results.

MarketBeat • Oct 21, 2026

Lithia Motors, Inc. (LAD) Q3 2026 Earnings Call Transcript

Lithia Motors, Inc. ( LAD ) Q3 2026 Earnings Call October 21, 2026 10:00 AM EDT Company Participants Jardon Jaramillo - Senior Director of Finance & Investor Relations Bryan DeBoer - CEO, President & Director Tina Miller - Senior VP & CFO Charles Lietz - Senior Vice President of Finance Conference Call Participants Michael Ward - Citigroup Inc., Research Division Ryan Sigdahl - Craig-Hallum Capital Group LLC, Research Division Rajat Gupta - JPMorgan Chase & Co, Research Division Jeffrey Lick - Stephens Inc., Research Division Alexander Perry - BofA Securities, Research Division John Saager - Evercore ISI Institutional Equities, Research Division John Babcock - Barclays Bank PLC, Research Division Bret Jordan - Jefferies LLC, Research Division Daniela Haigian - Morgan Stanley, Research Division Mark Jordan - Goldman Sachs Group, Inc., Research Division Robert Saltzman - UBS Investment Bank, Research Division Presentation Operator Greetings. Welcome to Lithia Motors & Driveway Third Quarter 2026 Results Conference Call.

Seeking Alpha • Oct 21, 2026

Lithia & Driveway (LAD) Reports Third Quarter Results, Achieves 54% Increase in Diluted Earnings Per Share, 9% Increase in Adjusted Diluted Earnings Per Share, and Raises Quarterly Dividend 7%

Key Highlights Record third quarter revenues of $9.9 billion Used retail GPUs increased $197, or 11%, year over year Aftersales gross profit increased by 2.4% and gross margin was 59.5%, a 100-basis point increase, on a same-store basis Financing Operations income of $32.3 million, a 69% increase year over year, with record originations of $937 million, and a 18.3% penetration rate Third quarter diluted earnings per share of $13.22, a 54% increase, and adjusted diluted earnings per share of $10.34, a 9% increase Repurchased $85 million of shares, representing 1.1% of outstanding shares in the quarter, and 8.7% of outstanding shares in 2026 Announced a 7% increase to quarterly dividend MEDFORD, Ore., Oct. 21, 2026 (GLOBE NEWSWIRE) -- Lithia & Driveway (NYSE: LAD), the largest global automotive retailer, today reported financial results for the third quarter of 2026.

GlobeNewsWire • Oct 21, 2026

Lithia Motors (LAD) Tops Q3 Earnings and Revenue Estimates

Lithia Motors (LAD) came out with quarterly earnings of $10.34 per share, beating the Zacks Consensus Estimate of $9.7 per share. This compares to earnings of $9.5 per share a year ago.

Zacks Investment Research • Oct 21, 2026

Compared to Estimates, Lithia Motors (LAD) Q3 Earnings: A Look at Key Metrics

Although the revenue and EPS for Lithia Motors (LAD) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Oct 21, 2026