The earnings call conveyed a positive sentiment overall, with record revenue growth, strong adjusted EBITDA margin, and successful integration of AI technologies indicating robust business health. However, challenges in OEM revenue due to external factors slightly dampened the overall outlook.

Company Guidance

During the Cars.com Inc. Third Quarter 2025 Earnings Conference Call, the company reported record revenue of $182 million, driven by strong performance across their websites, trade and appraisal solutions, and marketplace offerings. They achieved an adjusted EBITDA margin of 30%, marking an increase of over 160 basis points year-over-year. The company also executed $19 million in share buybacks during Q3, contributing to a total of $64 million year-to-date. Dealer count reached a new three-year high, with over 270 dealers added year-over-year, bringing the total to 19,526 in Q3. Their marketplace saw 25.4 million average monthly visitors, a 4% increase compared to the previous year, with traffic year-to-date reaching 488 million visits. AI integration, particularly through their Carson natural language search assistant, has improved consumer engagement, with AI users saving three times more vehicles for later compared to the average shopper. The call highlighted strategic initiatives, including marketplace repackaging to align pricing with product value, which resulted in a 50% month-over-month growth in Premium Plus adoption from September to October.

Record Revenue and Growth in Dealer Count

Achieved a record revenue of $182 million in the third quarter of 2025. Dealer count increased for the third consecutive quarter, reaching a new 3-year high with marketplace performance exceeding expectations.

Strong Adjusted EBITDA Margin

Adjusted EBITDA margin increased to 30.1%, up over 160 basis points year-over-year, demonstrating strong revenue flow-through and effective cost management.

Successful Marketplace Repackaging

Repackaging initiatives led to successful renegotiation of OEM website agreements and the launch of new marketplace packages, contributing to dealer revenue growth.

AI Integration and Consumer Engagement

Cars.com integrated AI-powered search and recommendations, with Carson, the AI search assistant, increasing consumer engagement by 3x for vehicle saves and 2x in viewing listings.

AccuTrade and DealerClub Growth

AccuTrade grew to 1,150 subscribers, with DealerClub increasing active users by nearly 40% quarter-over-quarter, indicating strong adoption of tech-first products by dealers.

Robust Cash Flow and Share Buybacks

Year-to-date, the company generated $94.5 million in free cash flow and completed $64 million in share buybacks, indicating strong financial health and shareholder returns.

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
Feb 19, 2026	2025 (Q4)	0.54 / -	0.49	―	―	―
Nov 06, 2025	2025 (Q3)	0.49 / 0.48	0.41	17.07% (+0.07)
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)

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
Nov 06, 2025	$10.41	$11.09	+6.53%
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%

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 Feb 19, 2026, Before Open (Confirmed).

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

Cars.com, Inc. (CARS) earnings time is at Feb 19, 2026, 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 (Q4) is 0.54.

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