Cars.com (CARS) reported $181.57 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 1.1%. EPS of $0.48 for the same period compares to $0.41 a year ago.
The reported revenue represents a surprise of +0.15% over the Zacks Consensus Estimate of $181.31 million. With the consensus EPS estimate being $0.50, the EPS surprise was -4%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Cars.com performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Monthly Average Revenue Per Dealer (ARPD): $2,460.00 versus the two-analyst average estimate of $2,460.11.
- Dealer Customers: 19,526 versus the two-analyst average estimate of 19,433.
- Revenue- Dealer: $162.01 million versus the two-analyst average estimate of $160.13 million. The reported number represents a year-over-year change of +1.6%.
- Revenue- Other: $3.38 million compared to the $3.7 million average estimate based on two analysts. The reported number represents a change of +8.3% year over year.
- Revenue- OEM and National: $16.18 million versus the two-analyst average estimate of $17.6 million. The reported number represents a year-over-year change of -4.9%.
View all Key Company Metrics for Cars.com here>>>
Shares of Cars.com have returned -6.3% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Cars.com Inc. (CARS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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