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Cars.com (CARS) Reports Q4 Earnings: What Key Metrics Have to Say

By Zacks Equity Research | February 26, 2026, 12:30 PM

Cars.com (CARS) reported $183.9 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 1.9%. EPS of $0.44 for the same period compares to $0.49 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $183.27 million, representing a surprise of +0.35%. The company delivered an EPS surprise of -20.72%, with the consensus EPS estimate being $0.56.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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): $2,472.00 versus $2,487.00 estimated by two analysts on average.
  • Dealer Customers: 19,544 versus 19,543 estimated by two analysts on average.
  • Revenue- Dealer: $164.42 million versus the two-analyst average estimate of $163.08 million. The reported number represents a year-over-year change of +3.1%.
  • Revenue- Other: $3.27 million versus $3.6 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.3% change.
  • Revenue- OEM and National: $16.21 million versus the two-analyst average estimate of $16.6 million. The reported number represents a year-over-year change of -8.7%.

View all Key Company Metrics for Cars.com here>>>

Shares of Cars.com have returned -7.9% over the past month versus the Zacks S&P 500 composite's +0.6% 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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This article originally published on Zacks Investment Research (zacks.com).

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