The earnings call reflected a balance of positive growth in dealer count, OEM revenue, and consumer engagement with challenges such as dealer revenue softness and tariff uncertainties. Despite a decline in net income, the company showed progress with AI features and increased share buyback commitments.

Company Guidance

During the Cars.com Second Quarter 2025 Earnings Call, the company provided guidance for the remainder of the year, emphasizing their expectation for low single-digit year-over-year revenue growth in the second half of 2025. This growth is anticipated to be driven by initiatives such as the launch of new marketplace Premium and Premium Plus packages and enhanced sales velocity. The company achieved a dealer count of 19,412, adding over 160 dealers quarter-over-quarter, marking their best sequential organic growth in over three years. Despite temporary softness in dealer revenue, OEM and national revenue grew by 5% year-over-year. Cars.com reported a record traffic of 162 million, up 2% year-over-year, with average monthly unique visitors reaching 26.6 million. Adjusted EBITDA margin was at 28.5%, at the high end of their outlook range, and they have increased their full-year share repurchase target to $70 million to $90 million. The company also highlighted the potential for continued acceleration into 2026, driven by product innovations, including new AI-powered search capabilities that resulted in lead submission rates twice as high as regular searches.

Strong Dealer Growth

Dealer count increased to 19,412, a rise of 162 customers quarter-over-quarter, marking the best organic performance since the start of 2022.

OEM Revenue Growth

OEM and national revenue grew 5% year-over-year in Q2, despite the uncertainty around tariffs.

Traffic and Consumer Engagement

Traffic hit a new second quarter record of 162 million, up 2% year-over-year, with average monthly unique visitors increasing to 26.6 million.

AccuTrade Expansion

AccuTrade grew its subscriber base to 1,070 dealers, with appraisal activity reaching 925,000 appraisals in Q2, up 14% quarter-over-quarter.

Enhanced AI Features

New AI-powered search capabilities led to lead submission rates that are 2x higher than regular search, accounting for nearly 20% of Internet leads submitted.

Share Buyback Commitment

Cars.com repurchased $23 million of shares in Q2 and raised their full year share repurchase target to $70 million to $90 million.

Cars (CARS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CARS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.48 / -	0.41	―	―	―
Aug 07, 2025	2025 (Q2)	0.42 / 0.41	0.38	7.89% (+0.03)
May 08, 2025	2025 (Q1)	0.49 / 0.37	0.43	-13.95% (-0.06)
Feb 27, 2025	2024 (Q4)	0.56 / 0.49	0.813	-39.73% (-0.32)
Nov 07, 2024	2024 (Q3)	0.45 / 0.41	0.64	-35.94% (-0.23)
Aug 08, 2024	2024 (Q2)	0.45 / 0.38	1.902	-80.02% (-1.52)
May 09, 2024	2024 (Q1)	0.49 / 0.43	0.518	-16.99% (-0.09)
Feb 22, 2024	2023 (Q4)	0.45 / 0.81	0.163	398.77% (+0.65)
Nov 02, 2023	2023 (Q3)	0.41 / 0.64	0.601	6.49% (+0.04)
Aug 03, 2023	2023 (Q2)	0.46 / 1.90	0.507	275.15% (+1.40)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CARS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$13.13	$11.77	-10.36%
May 08, 2025	$11.32	$10.05	-11.22%
Feb 27, 2025	$15.30	$12.03	-21.37%
Nov 07, 2024	$16.81	$17.85	+6.19%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Cars.com, Inc. (CARS) report earnings?

Cars.com, Inc. (CARS) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is Cars.com, Inc. (CARS) earnings time?

Cars.com, Inc. (CARS) earnings time is at Oct 30, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CARS EPS forecast?

CARS EPS forecast for the fiscal quarter 2025 (Q3) is 0.48.

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