NYSE$KMX

CarMax Inc · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

Achieved over 50% earnings growth driven by gains across the business.

CarMax reported a strong third quarter with a 5.4% increase in retail used unit sales and a 6.3% increase in wholesale units. Total gross profit increased by 10.6% to $677.6 million, and net earnings per diluted share rose by 55.8% to $0.81. The company also repurchased $114.8 million in shares of common stock.

  • Retail used unit sales increased 5.4%, and comparable store used unit sales increased 4.3%.
  • Total gross profit increased 10.6% to $677.6 million, driven by unit volumes and strong unit margin performance.
  • Net earnings per diluted share increased 55.8% to $0.81 from $0.52 a year ago.
  • Repurchased $114.8 million in shares of common stock.

Headline financials

Total Revenue

$6.22B

Previous: $6.15B+1.2%
EPS

$0.81

Previous: $0.52+55.8%
Wholesale vehicle unit sales

136.0K

Previous: 127.9K+6.3%
Used vehicle avg selling price

$26.2K

Previous: $27.2K-3.9%
Wholesale vehicle avg selling price

$8.18K

Previous: $8.67K-5.7%
Used vehicle gross profit

$425M

Previous: $398M+6.8%
Wholesale vehicle gross profit

$138M

Previous: $123M+12.4%
Wholesale gross profit per unit

$1.02K

Previous: $961.00+5.6%
Other gross profit

$115M

Previous: $92.1M+24.5%
Vehicles bought from consumers and dealers

269.6K

No prior period
Vehicles bought from consumers

236.7K

No prior period
Vehicles bought through dealers

32.9K

No prior period
CAF income

$160M

No prior period
Used vehicle unit sales

184.2K

Previous: 174.8K+5.4%
Used vehicle gross profit per unit

$2.31K

Previous: $2.28K+1.3%
Capital Expenditures

-$340M

Previous: -$355M+4.3%
Free Cash Flow

-$215M

Previous: -$273M+21.4%
Net Income

$125M

Previous: $82M+53.0%
Operating Income

$23.4M

Previous: -$18.6M+225.7%
Gross Profit

$678M

Previous: $613M+10.6%
Cash & Equivalents

$272M

Previous: $605M-55.1%
Total Assets

$27.3B

Previous: $27.2B+0.5%
Stock-Based Comp

$24.4M

Previous: $21M+16.1%

Revenue & EPS history

CarMax · Revenue · Quarterly

$6.22B

Q3 2025+1.2%vs Q3 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 did not provide specific financial guidance for future periods in the earnings report.

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 Q3 2025

Historical avgQ3 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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