NYSE$CARS

Cars.com Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Cars.com reported Q3 2025 total revenue of $181.6M with net income of $7.7M and diluted EPS of $0.12.

Third-quarter total revenue increased to $181.6 million from $179.7 million a year ago as dealer marketplace ARPD trends stabilized. Net income was $7.7 million and diluted EPS was $0.12. Dealer revenue was $162.0 million for the quarter.

  • Q3 total revenue $181.6M (+1% YoY).
  • Net income $7.7M; diluted EPS $0.12.
  • Dealer revenue $162.0M; OEM and other $19.6M.
  • Nine-month net income $12.7M.

Headline financials

Total Revenue

$182M

Previous: $180M+1.1%
EPS (adj)

$0.12

Previous: $0.28-57.1%
Capital Expenditures

-$3.9M

Previous: -$2.05M-90.7%
Free Cash Flow

$3.76M

Previous: $16.7M-77.5%
Net Income

$7.66M

Previous: $18.7M-59.1%
Operating Income

$16.8M

Previous: $11.5M+46.7%

Revenue & EPS history

Cars.com · Revenue · Quarterly

$182M

Q3 2025+1.1%vs Q3 2024
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Cars.com · $174M total across 3 segments · Q3 2023

  • Dealer
    $157M+8.1%
  • OEM and National
    $14.5M-2.4%
  • Other
    $2.67M-37.8%

Forward guidance

The filing discusses Cars.com's outlook for upcoming periods, including capital allocation, operating priorities, and market risks disclosed in the quarterly report.

Tailwinds

  • Cars.com cites operational execution and demand trends supporting the outlook.
  • Balance sheet and capital actions aim to fund growth and shareholder returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-0.3%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+0.5%

Avg return

30 days after

55%

22 / 40 earnings

Positive

+23.2%

Q1 2020

Best reaction

-42.4%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+10.1%-5.8%-18.3%
Q4 2025-15.4%-23.3%-25.9%
Q3 2025+6.9%+9.3%+16.3%
Q1 2025-11.2%+0.3%-8.3%
Q4 2024-21.4%-19.9%-26.1%
Q3 2024+10.1%+15.1%+11.7%
Q2 2024-5.8%-0.8%-2.9%
Q1 2024+3.1%+5.5%+19.3%
Q4 2023-2.9%+2.5%-6.1%
Q3 2023+20.4%+24.8%+22.7%
Q2 2023-7.9%-6.9%-16.5%
Q1 2023-9.0%-6.4%-3.5%
Q4 2022+13.1%+10.4%+4.9%
Q3 2022+15.3%+16.3%+15.0%
Q2 2022+5.6%+10.2%+3.9%
Q1 2022-15.0%-22.2%-11.5%
Q4 2021+12.7%+13.1%+5.0%
Q3 2021+2.9%+2.5%+22.2%
Q2 2021+11.0%+14.8%+7.1%
Q1 2021+6.7%+2.1%+10.7%
Q4 2020-18.4%-1.0%-11.1%
Q3 2020-4.6%-5.5%+26.5%
Q2 2020+17.9%+27.1%+33.1%
Q1 2020+23.2%+28.3%+69.7%
Q4 2019-22.3%-25.2%-65.0%
Q3 2019+7.5%+6.2%+4.9%
Q2 2019-42.4%-49.9%-50.3%
Q1 2019+5.2%+9.3%-1.1%
Q4 2018-2.8%-6.5%-7.7%
Q3 2018-2.3%-2.5%-7.7%
Q2 2018-0.4%-2.8%-6.7%
Q1 2018-5.5%-7.0%-0.5%
Q4 2015+2.3%+5.3%+0.9%
Q3 2016-2.3%-1.1%+16.4%
Q3 2017-2.3%-1.1%+16.4%
Q2 2016+2.0%+2.2%+11.0%
Q2 2017+2.0%+2.2%+11.0%
Q4 2016+0.2%-5.6%-12.2%
Q1 2016+0.2%+4.4%-14.4%
Q1 2017+0.2%+4.4%-14.4%
Q3 2015
Q2 2015
Q1 2015
Q4 2014

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