Lithia Motors(US:LAD)2025-10-22 14:00Financial Performance & Growth - Lithia & Driveway (LAD) achieved a 10-year Revenue Compound Annual Growth Rate (CAGR) of 16%[10, 14] - LAD's Adjusted Earnings Per Share (EPS) increased by 494% from 2015 to YTD 2025[10] - Revenue per share grew by 507% from 2015 to YTD 2025[10] - Total Shareholder Return increased by 273% from 2015 to YTD 2025[12] - The company aims for $2 EPS per $1 billion of Revenue[15] Strategic Goals & Market Position - LAD targets 100% national coverage[11] - The company operates within a $3 trillion+ market[14, 21] - LAD's platform provides access to a 70% larger market than traditional franchise auto dealers[22] - Driveway Finance Corporation (DFC) portfolio size is projected to reach $17 billion in the long-term[50] Operational Efficiency & Capital Allocation - LAD is improving operating efficiency, targeting SG&A as a percentage of gross profit in the mid-50% range in the long term[17, 27] - In the first nine months of 2025, the company allocated $662 million to share repurchases at an average price of $313 per share[36] - LAD's capital allocation strategy directs capital towards growth and expansion[36]