Every material Form 8-K Lithia Motors filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Lithia reported record third-quarter revenue of $9.9 billion, up 3%, and GAAP diluted earnings per share of $13.22, up 54%, helped by an unrealized investment gain. Adjusted net income fell 5% to $229.3 million, and the board approved a $0.75 per share dividend, which the company says is a 7% increase. Bryan DeBoer was also named Chairman, combining that role with his CEO position.
Third-quarter revenue rose 3% to $9.9 billion; diluted EPS was $13.22 versus $8.61, and adjusted diluted EPS was $10.34 versus $9.50 (up 9%).
Adjusted net income was $229.3 million, down 5% from $240.9 million; the company cites an unrealized gain on its Pinewood Technologies investment as a key GAAP adjustment.
Quarterly dividend of $0.75 per share, payable November 20, 2026 to holders of record on November 6, 2026.
Bryan DeBoer became Chairman effective October 19, 2026 while remaining CEO; Sidney B. DeBoer became Vice Chairman.
Lithia Motors said director Heidi L. O'Neill resigned from its Board of Directors, effective September 25, 2026, citing personal reasons. The company said the resignation was not due to any disagreement with it on its operations, policies, or practices.
Heidi L. O'Neill notified the Board of her resignation on September 25, 2026, effective the same day.
The company said the resignation is for personal reasons and not the result of any disagreement.
The filing does not name a replacement director or describe any compensation arrangement.
Lithia Motors reported second-quarter 2026 revenue of $9.8 billion, up 2% from a year earlier, and diluted EPS of $11.54, up 17%. Adjusted diluted EPS rose 9% to $10.03, but adjusted net income fell 6% to $227.6 million, and the GAAP EPS gain includes an unrealized gain on its Pinewood Technologies investment. The company also declared a $0.70 per share dividend payable August 21, 2026, and the release says the quarterly dividend was raised 23%.
Revenue of $9.8 billion, up 2% from $9.6 billion in Q2 2025
Diluted EPS $11.54 vs. $9.87; adjusted diluted EPS $10.03 vs. $9.20; first-half diluted EPS $15.68, down 12%
Dividend of $0.70 per share: record date August 7, 2026, payment date August 21, 2026
Repurchased $242 million of shares in Q2; about $620 million remains under the authorization as of June 30, 2026
Lithia Motors reported first-quarter 2026 revenue of $9.3 billion, up 1% from $9.2 billion a year earlier, but diluted earnings per share attributable to LAD fell 46% to $4.28 from $7.94. Adjusted diluted EPS was $7.34, down 7%, after excluding an unrealized loss on its Pinewood Technologies investment and other non-core items. The board also approved a $0.57 per share dividend payable May 22, 2026.
Q1 2026 revenue was $9.3 billion, up 1% from $9.2 billion in Q1 2025
Net income was $102.0 million, down 51.7%; adjusted net income was $173.3 million, down 18%
Diluted EPS was $4.28 versus $7.94; adjusted diluted EPS was $7.34 versus $7.93
$0.57 per share dividend payable May 22, 2026 to shareholders of record on May 8, 2026
Lithia Motors entered into a Seventh Amendment to its Fourth Amended and Restated Loan Agreement with U.S. Bank National Association as administrative agent, dated February 27, 2026. The amendment extends the credit facility's expiration date to February 27, 2031, and resets the financing commitment allocations across floorplan and revolving credit lines. For shareholders, the filing describes a longer-dated credit facility and changes to how financing is allocated, but it does not state any new borrowing amount or cost.
Credit facility expiration extended to February 27, 2031, with annual 1-year extension options subject to lender consent and other conditions
Upon election to convert to VIN-specific reporting, New Vehicle Floorplan $2.7 billion, Used Vehicle Floorplan $1.25 billion, Service Loaner Floorplan $150 million, Revolving Line of Credit $2.4 billion
Lithia Motors said George Hines, its Senior Vice President and Chief Innovation and Technology Officer, will transition out of that executive role effective March 1, 2026, as the company aligns technology teams more closely with the businesses they support. Core technology functions will now report to CFO Tina Miller and Chief Customer Officer Dianna du Preez. Mr. Hines will stay on in a non-executive role and continue on the Pinewood.AI board.
George Hines leaves his role as SVP, Chief Innovation and Technology Officer effective March 1, 2026
Core technology functions move to report to Tina Miller, CFO, and Dianna du Preez, Chief Customer Officer
Mr. Hines remains with the company in a non-executive role and continues on the Pinewood.AI public board
Lithia & Driveway reported fourth quarter 2025 results, with revenue up 0.3% to $9.20 billion while diluted earnings per share fell 28% to $5.72 from $7.98. For the full year, revenue reached a record $37.63 billion and diluted EPS rose 10% to $32.32, and the company also declared a $0.55 per share dividend.
Q4 2025 revenue rose 0.3% to $9.20 billion; diluted EPS was $5.72, down 28%, and adjusted diluted EPS was $6.74, down 12%.
Full year 2025 revenue increased 4.0% to a record $37.63 billion; full year diluted EPS was $32.32, up 10%.
Board approved a $0.55 per share dividend, payable March 20, 2026 to shareholders of record on March 6, 2026.
The company repurchased $947 million of shares in 2025, or 11.4% of shares outstanding, with about $621.6 million remaining under the current authorization.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Lithia Motors filing is on SEC EDGAR ↗. 8-K briefs of other companies →