Lithia Q3 EPS Up 54%, Dividend Raised 7%, CEO DeBoer Named Chairman
LAD sits 33% above its 52-week low of $239.78.
Summary
Lithia beat Q3 estimates with $9.9B revenue and $10.34 adjusted EPS, raised its dividend 7%, and named CEO Bryan DeBoer chairman after 8.7% of shares were repurchased year to date.
Key Events · Earnings and Guidance · LAD
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Q3 Beat on Revenue and Adjusted EPS
Revenue of $9.9B topped the $9.73B consensus; adjusted diluted EPS of $10.34 beat $9.77 and rose 9% year over year.
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Dividend Raised 7% to $0.75
Payable November 20, 2026 to shareholders of record November 6, 2026.
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Buybacks Cut Share Count 12.7%
$85M repurchased in Q3 (~246,000 shares at ~$345 average); 8.7% of shares retired in 2026 with $535M remaining on the authorization.
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CEO DeBoer Adds Chairman Role
Bryan B. DeBoer became Chairman and CEO effective October 19, 2026; Sidney B. DeBoer is now Vice Chairman and Louis P. Miramontes remains Lead Independent Director.
Analysis · LAD · Trade & Services
Q3 revenue of $9.9B topped the $9.73B consensus and adjusted EPS of $10.34 beat $9.77, but capital allocation is the bigger story: the dividend rises 7% to $0.75 a quarter, and the company has already retired 8.7% of its shares in 2026, with $535M left on the authorization. A 12.7% lower diluted share count (22.0M vs 25.2M) is doing much of the work behind the 54% GAAP EPS jump, so the adjusted 9% growth is the cleaner read on operations. By adding the chairman title, Bryan DeBoer consolidates control at the top while a lead independent director remains in place.
How filings like this one have moved
In the 30 days to Oct 21, 2026, 37.5% of the 993 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.86%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, LAD was trading at $319.00 on NYSE in the Trade & Services sector, with a market capitalization of approximately $6.6B. The 52-week trading range was $239.78 to $439.49. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.