Q4 2025 Cars.com Inc Earnings Call Transcript

Feb 26, 2026 / 02:00 PM GMT

Release Date Price: €7.7 (-12.50%)

Transcript 10-K8-K

Key Points

Positve

Cars.com Inc (CARS) achieved low single-digit revenue growth in the second half of 2025, maintaining profitability and returning capital to shareholders.
The company expanded its customer base, closing Q4 with 19,544 dealer customers, adding 338 dealers year over year.
Cars.com Inc (CARS) delivered a strong adjusted EBITDA margin of 29.2% for the full year, in line with expectations.
The company repurchased $86 million of shares in 2025, retiring roughly 9% of the outstanding share count.
New product launches, such as AccuTrade IMS and AI-powered Vin videos, are expected to drive future growth and enhance dealer engagement.

Negative

Organic growth has been challenging, requiring better integration and simplified processes to scale existing assets.
OEM and national revenue experienced softness, with a $1.5 million year-over-year decline in Q4.
Fourth quarter net income decreased to $7.4 million from $17.3 million a year ago, impacted by prior year gains not repeated in 2025.
The company faces pressure from evolving OEM marketing strategies, impacting advertising and media solutions revenue.
Website customer count saw a decline in Q4, attributed to some dealer groups attempting to develop their own technology solutions.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CARS.N - Cars.com Inc
Q4 2025 Cars.com Inc Earnings Call
Feb 26, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, ladies and gentlemen, and welcome to the car's 4th quarter and fiscal year 2025 earnings conference call.

At this time, all lines are in listen-only mode following the presentation, we will conduct a question-and-answer session.

If at any time during this call, you require immediate assistance.

Please press 0 for the operator.

This call is being recorded on Thursday, February 26, 2026.

I would now like to turn the conference over to

Katherine Chen, Vice President of Investor Relations.

Please go ahead.

Good morning, everyone, and thank you for joining us.

It's my pleasure to welcome you to the cars.com Inc.

Fourth quarter in full year 2025

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