CARS
Cars.com Inc.13.31
+0.60+4.72%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Key Stats
Market Cap
817.84MP/E (TTM)
28.93Basic EPS (TTM)
0.46Dividend Yield
0%Recent Filings
8-K
Record Q3 revenue, strong margins
Cars.com hit record Q3 revenue of $182M, up 1% YoY, with dealer revenue rising 2% on 19,526 customers—a three-year high. Adjusted EBITDA climbed 7% to $55M, margins at 30.1%, while repurchasing $64M in stock YTD. Dealer customers surged. Reaffirms low-single-digit H2 revenue growth and 29-31% FY Adjusted EBITDA margin.
10-Q
Q3 FY2025 results
Cars.com posted Q3 revenue of $181.6M, up 1% y/y, driven by 2% Dealer growth to $162.0M while OEM/National dipped 5%. Operating income jumped 47% y/y to $16.8M on lower depreciation and amortization, though net income fell to $7.7M from $18.7M due to prior-year other income. Diluted EPS of $0.12 reconciles to 63.1M shares. Cash hit $55.1M with $114.5M operating cash flow YTD; $455M debt (in covenant compliance) offset by $295M revolver availability. Closed DealerClub in Jan 2025 for $25.3M (cash), recognizing $22.0M goodwill and $2.7M finite-lived intangibles (5 years). Share repurchases totaled $64M YTD. Dealer consolidation threatens demand.
8-K
CPO Crawford resigns
Cars.com Inc. announced the resignation of Matthew Crawford as Chief Product and Innovation Officer, effective November 28, 2025, after he notified the company on October 9 to pursue an external opportunity. Crawford will assist with the transition as the firm searches for a successor. This leadership shift could disrupt product strategy amid ongoing innovation efforts.
8-K
Q2 revenue flat, customers grow
Cars.com Inc. reported Q2 2025 revenue of $178.7 million, flat year-over-year, while dealer customers hit 19,412, up 1% sequentially for the best organic growth in over three years. Adjusted EBITDA rose 1% to $50.9 million at 28.5% margin, fueled by cost efficiencies offsetting DealerClub acquisition expenses. The company repurchased 2.1 million shares for $23.1 million. It eyes low-single-digit revenue growth in H2 2025 amid volatile auto market factors. Solid balance sheet intact.
10-Q
Q2 FY2025 results
Cars.com held revenue steady at $178.7M for Q2 ended June 30, 2025, flat y/y but with operating income surging 60% to $15.2M on tighter expense controls, while YTD revenue dipped 0.4% to $357.8M and net income fell 59% to $5.0M, pressured by lower other income from lapsed contingent gains. Dealer revenue, 89% of the mix, edged down 1% y/y to $158.5M amid customer mix shifts, yet OEM and national grew 5% to $16.6M on heightened spending. The January 2025 DealerClub buy closed for $25.3M cash, adding $22.0M goodwill and $2.7M intangibles amortized over five years. Cash from operations hit $55.7M YTD, funding $44.6M in share repurchases; quarter-end cash stood at $27.7M with $290.0M revolver availability and $460.0M debt at 6.4%. EPS reconciles cleanly at $0.11 diluted on 63.8M shares. Dealer closures could crimp demand.
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