NYSE$KMX

CarMax Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

CarMax experienced positive retail used unit growth and a double-digit earnings increase.

CarMax reported a 5.1% increase in retail used unit sales and a 4.3% increase in comparable store used unit sales. Net earnings per diluted share increased by 13.3% to $0.85. The company repurchased $106.1 million in shares of common stock.

  • Retail used unit sales increased by 5.1%, and comparable store used unit sales increased by 4.3%.
  • Gross profit per retail used unit was $2,269, and gross profit per wholesale unit was $975, both in line with the previous year.
  • The company bought 300,000 vehicles from consumers and dealers, up 2.9% from the previous year.
  • Net earnings per diluted share increased by 13.3% to $0.85.

Headline financials

Total Revenue

$7.01B

Previous: $7.07B-0.9%
EPS

$0.85

Previous: $0.75+13.3%
Wholesale vehicle unit sales

141.5K

Previous: 141.8K-0.3%
Used vehicle avg selling price

$26.2K

Previous: $27.5K-4.6%
Wholesale vehicle avg selling price

$7.77K

Previous: $8.92K-12.9%
Used vehicle gross profit

$479M

Previous: $2.25K+21270446.4%
Wholesale vehicle gross profit

$138M

Previous: $963.00+14319733.9%
Wholesale gross profit per unit

$975.00

No prior period
Other gross profit

$144M

Previous: $538.00+26728524.5%
Vehicles bought from consumers and dealers

300.2K

No prior period
Vehicles bought from consumers

269.3K

No prior period
Vehicles bought through dealers

30.9K

No prior period
CAF income

$116M

No prior period
Used vehicle unit sales

211.0K

Previous: 200.8K+5.1%
Used vehicle gross profit per unit

$2.27K

No prior period
Capital Expenditures

-$213M

Previous: -$210M-1.4%
Free Cash Flow

-$80.3M

Previous: -$91.5M+12.3%
Net Income

$133M

Previous: $119M+11.9%
Operating Income

$68.7M

Previous: $36.8M+86.7%
Gross Profit

$760M

Previous: $697M+9.1%
Cash & Equivalents

$525M

Previous: $521M+0.7%
Total Assets

$27.3B

Previous: $27.3B-0.0%
Stock-Based Comp

$34.6M

Previous: $33.1M+4.7%

Revenue & EPS history

CarMax · Revenue · Quarterly

$7.01B

Q2 2025-0.9%vs Q2 2024
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

CarMax · $8.01B total across 3 segments · Q1 2027

  • Used vehicle sales
    $6.39B
  • Wholesale vehicle sales
    $1.43B
  • Other sales and revenues
    $195M

Forward guidance

CarMax plans to release results for the third quarter ending November 30, 2024, on Thursday, December 19, 2024, before the opening of trading on the New York Stock Exchange. A conference call for investors will be hosted at 9:00 a.m. ET on that date.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-1.7%

Avg return

Earnings day

-2.7%

Avg return

5 days after

+0.4%

Avg return

30 days after

41%

28 / 69 earnings

Positive

+14.6%

Q1 2015

Best reaction

-23.6%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-8.5%
Q4 2026-3.4%-16.7%-23.0%
Q3 2026-4.5%-6.4%+18.9%
Q2 2026-19.9%-21.3%-22.4%
Q1 2026-3.4%-4.0%-10.8%
Q4 2025-17.0%-15.4%-17.4%
Q3 2025+3.5%+4.3%-3.0%
Q2 2025+3.8%+4.9%-3.3%
Q1 2025+2.6%+1.9%+12.1%
Q4 2024-9.9%-12.0%-9.6%
Q3 2024+2.5%+2.0%-7.4%
Q2 2024-11.2%-13.4%-24.1%
Q1 2024+3.7%+7.7%+6.3%
Q4 2023+4.1%+5.5%+9.7%
Q3 2023+1.3%+1.8%+11.3%
Q2 2023-23.6%-20.8%-26.2%
Q1 2023+7.5%+2.0%+2.8%
Q4 2022-9.9%-11.0%-11.5%
Q3 2022-7.8%-6.9%-21.1%
Q2 2022-13.2%-13.8%-6.5%
Q1 2022+8.0%+8.1%+12.9%
Q4 2021-3.5%-4.8%+0.4%
Q3 2021-7.2%-8.1%+19.7%
Q2 2021-11.2%-12.1%-14.1%
Q1 2021-4.0%-8.6%-3.0%
Q4 2020-7.2%+10.8%+35.7%
Q3 2020-9.7%-10.1%-3.1%
Q2 2020-0.9%+0.7%+9.5%
Q1 2020-0.4%+1.4%+2.2%
Q4 2019+8.5%+11.8%+22.4%
Q3 2019+4.1%+10.3%+9.2%
Q2 2019-2.7%-2.9%-7.7%
Q1 2019+8.0%+4.6%+8.6%
Q4 2018+3.8%-2.0%+8.3%
Q3 2018-4.7%-4.3%+3.1%
Q2 2018+7.9%+9.5%+9.2%
Q1 2018+5.5%+7.0%+11.5%
Q4 2017-0.3%+1.0%+5.4%
Q3 2017+5.8%+2.7%+6.6%
Q2 2017-2.5%-3.9%-10.2%
Q1 2017-8.2%-8.5%+13.7%
Q4 2016-4.3%
Q3 2016-8.1%
Q2 2016-5.3%
Q1 2016-5.5%
Q4 2015+8.1%
Q3 2015+12.1%
Q2 2015-8.2%
Q1 2015+14.6%
Q4 2014-8.2%
Q3 2014-10.6%
Q2 2014-0.4%
Q1 2014-1.3%
Q4 2013+8.4%
Q3 2013+8.5%
Q2 2013-8.4%
Q1 2013-7.8%
Q4 2012+1.2%
Q4 2009+1.2%
Q3 2012+2.0%
Q2 2012+7.1%
Q1 2011-3.9%
Q1 2012-3.9%
Q4 2011+4.4%
Q3 2011+2.3%
Q3 2010+2.3%
Q2 2010-0.7%
Q4 2010-0.7%
Q2 2011-0.7%

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