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Cars.com (CARS) investor relations material
Cars.com Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Achieved record Q3 2025 revenue of $181.6 million, up 1% year-over-year, driven by dealer revenue growth, strong marketplace performance, and increased adoption of premium packages.
Dealer customer count reached 19,526, the highest since late 2022, with over 270 new dealers added year-over-year and average monthly unique visitors up 4% to 25.5 million.
Launched AI-powered Carson search assistant, enhancing engagement and lead conversion, with AI users saving three times more vehicles and doubling listing views.
AccuTrade surpassed 1 million quarterly appraisals and DealerClub active users grew nearly 40% quarter-over-quarter; DealerClub was acquired in January 2025.
Repurchased $64 million in stock year-to-date, on track for a $70–$90 million target for FY25, and completed a successful marketplace repackaging.
Financial highlights
Adjusted EBITDA reached $55 million (30.1% margin), up 7% year-over-year; net income was $7.7 million ($0.12 per diluted share), down from $18.7 million ($0.28 per share) a year ago due to prior-year acquisition-related items.
Adjusted net income was $30.4 million ($0.48 per share), up from $27.7 million ($0.41 per share) year-over-year.
Free cash flow for the nine months ended September 30, 2025, was $94.5 million, with $64 million used for share buybacks.
Operating income for Q3 2025 was $16.8 million, up 47% year-over-year; operating expenses decreased 2% year-over-year.
Cash and cash equivalents at September 30, 2025, were $55.1 million; total liquidity, including undrawn credit, was $350.1 million.
Outlook and guidance
Reaffirmed low single-digit revenue growth for the second half of 2025 and full-year Adjusted EBITDA margin guidance of 29%–31%.
Share repurchase target for FY25 set at $70–$90 million.
Management expects the One Big Beautiful Bill Act to have no material impact on the 2025 effective tax rate.
Liquidity is expected to be sufficient for the next twelve months and beyond, supported by positive operating cash flow and credit capacity.
Customer spending on media and advertising remains sensitive to vehicle production and inventory volatility.
Carson's impact on consumer engagement metrics?
OEM revenue recovery timeline?
ARPD growth drivers and expected timeline?
Carson's impact on consumer engagement metrics
Repackaging's effect on ARPD and dealer growth
Capital allocation priorities given leverage reduction
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One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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Frequently asked questions
Cars.com Inc operates an online automotive marketplace connecting car buyers with sellers. It offers listings, dealer reviews, pricing tools, and digital marketing services for auto dealers. The company is headquartered in Chicago, Illinois, and its shares are listed on the NYSE.
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