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Cars.com Earnings Calls
| Release date | Nov 06, 2025 |
| EPS estimate | $0.500 |
| EPS actual | $0.480 |
| EPS Surprise | -4.00% |
| Revenue estimate | 182.865M |
| Revenue actual | 181.573M |
| Revenue Surprise | -0.706% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.460 |
| EPS actual | $0.410 |
| EPS Surprise | -10.87% |
| Revenue estimate | 181.849M |
| Revenue actual | 178.739M |
| Revenue Surprise | -1.71% |
| Release date | May 08, 2025 |
| EPS estimate | $0.390 |
| EPS actual | $0.370 |
| EPS Surprise | -5.13% |
| Revenue estimate | 183.288M |
| Revenue actual | 179.024M |
| Revenue Surprise | -2.33% |
| Release date | Feb 27, 2025 |
| EPS estimate | $0.520 |
| EPS actual | $0.490 |
| EPS Surprise | -5.77% |
| Revenue estimate | 184.943M |
| Revenue actual | 180.431M |
| Revenue Surprise | -2.44% |
Last 4 Quarters for Cars.com
Below you can see how CARS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 27, 2025 |
| Price on release | $12.03 |
| EPS estimate | $0.520 |
| EPS actual | $0.490 |
| EPS surprise | -5.77% |
| Date | Price |
|---|---|
| Feb 21, 2025 | $15.89 |
| Feb 24, 2025 | $15.76 |
| Feb 25, 2025 | $15.32 |
| Feb 26, 2025 | $15.30 |
| Feb 27, 2025 | $12.03 |
| Feb 28, 2025 | $13.20 |
| Mar 03, 2025 | $12.84 |
| Mar 04, 2025 | $12.25 |
| Mar 05, 2025 | $11.95 |
| 4 days before | -24.29% |
| 4 days after | -0.665% |
| On release day | 9.73% |
| Change in period | -24.80% |
| Release date | May 08, 2025 |
| Price on release | $10.05 |
| EPS estimate | $0.390 |
| EPS actual | $0.370 |
| EPS surprise | -5.13% |
| Date | Price |
|---|---|
| May 02, 2025 | $11.90 |
| May 05, 2025 | $11.74 |
| May 06, 2025 | $11.42 |
| May 07, 2025 | $11.32 |
| May 08, 2025 | $10.05 |
| May 09, 2025 | $10.43 |
| May 12, 2025 | $10.80 |
| May 13, 2025 | $11.35 |
| May 14, 2025 | $11.17 |
| 4 days before | -15.55% |
| 4 days after | 11.14% |
| On release day | 3.78% |
| Change in period | -6.13% |
| Release date | Aug 07, 2025 |
| Price on release | $11.77 |
| EPS estimate | $0.460 |
| EPS actual | $0.410 |
| EPS surprise | -10.87% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $12.42 |
| Aug 04, 2025 | $12.59 |
| Aug 05, 2025 | $12.63 |
| Aug 06, 2025 | $13.13 |
| Aug 07, 2025 | $11.77 |
| Aug 08, 2025 | $12.43 |
| Aug 11, 2025 | $12.65 |
| Aug 12, 2025 | $12.91 |
| Aug 13, 2025 | $13.03 |
| 4 days before | -5.23% |
| 4 days after | 10.71% |
| On release day | 5.61% |
| Change in period | 4.91% |
| Release date | Nov 06, 2025 |
| Price on release | $11.09 |
| EPS estimate | $0.500 |
| EPS actual | $0.480 |
| EPS surprise | -4.00% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $10.74 |
| Nov 03, 2025 | $10.84 |
| Nov 04, 2025 | $10.47 |
| Nov 05, 2025 | $10.41 |
| Nov 06, 2025 | $11.09 |
| Nov 07, 2025 | $11.14 |
| Nov 10, 2025 | $11.57 |
| Nov 11, 2025 | $11.38 |
| Nov 12, 2025 | $11.62 |
| 4 days before | 3.26% |
| 4 days after | 4.78% |
| On release day | 0.451% |
| Change in period | 8.19% |
Cars.com Earnings Call Transcript Summary of Q3 2025
Cars.com reported Q3 2025 results showing record revenue of $181.6–$182 million, 1% year-over-year top-line growth, and an expanded adjusted EBITDA of $55 million (30.1% margin). Dealer count increased for the third consecutive quarter to 19,526 — the largest customer base since late 2022 — driven by marketplace strength, repackaged Premium/Premium Plus offerings, and cross‑sell of website and wholesale products. Key product momentum: AI-powered search assistant Carson (15% of searches, users save 3x more vehicles), AccuTrade surpassed 1 million quarterly appraisals and reached ~1,150 subscribers, and DealerClub usage rose ~40% QoQ. ARPD was $2,460 (up 1% QoQ); dealers using multiple Cars.com products have ~3x average ARPD. OEM and national revenue was down ~5% YoY largely due to two OEMs temporarily reducing spend; management expects OEM variability but a return to growth. Operating discipline reduced adjusted operating expenses and produced strong cash generation: $94.5M free cash flow YTD, $64M in buybacks YTD (5.2M shares), net leverage 1.9x (below target range). Company reaffirmed H2 low single-digit revenue growth and 2025 adjusted EBITDA margin guidance of 29–31%, and remains focused on AI-first product rollouts, customer upgrades, cross-sell, and continuing buybacks.
