CARS · Cars.com Inc.
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Cars.com delivered Q2 revenue of $179.9M (up 1% YoY, in line with guidance) with Marketplace revenue growing over 7% YoY and Adjusted EBITDA margin of 29.4% beating guidance; full-year 2026 guidance was reaffirmed.
- + Marketplace revenue grew over 7% YoY, the fastest growth rate since 2021 new
- + Adjusted EBITDA margin of 29.4% beat the high end of guidance for a second consecutive quarter new
- + Net income rose 103% YoY to $14.3M with operating expenses down 7% YoY new
- + $57M year-to-date share buybacks representing over 10% of shares outstanding, on pace to $90M full-year target new
- + Full-year 2026 guidance reaffirmed; OEM expected to grow QoQ in Q3 new
- − OEM and National revenue declined 18% YoY in Q2 due to ongoing pressure in OEM advertising new
- − Dealer count declined slightly YoY as lower Solutions adoption partially offset Marketplace strength new
- − Solutions/media products underperformed with lower uptake of add-on dealer media products a near-term headwind new
- − Website units and solutions subscribers declined YoY with growth dependent on future product innovation new
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA margin non-GAAP | 29.4% | Q2 2026 | — |
| Adjusted net income per share, diluted non-GAAP | $0.95 | Six Months Ended June 30 | — |
| Average Monthly Unique Visitors | 22.8M | Q2 2026 | — |
| Dealer Customers | 19,343 | Q2 2026 | — |
| Free cash flow non-GAAP | $43.5M | six-month period ended June 30, 2026 | — |
| Monthly Average Revenue Per Dealer ("ARPD") | $2,500 | Q2 2026 | — |
| Traffic ("Visits") | 143M | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Internet Content & Information — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CARS
this stock
Cars.com Inc.
|
$559.95M | -17.8% | +0.6% | 18.4 | 13.2% |
|
GOOGL
Alphabet Inc.
|
$4.21T | +9.7% | +15.1% | 17.3 | 0.7% |
|
META
Meta Platforms, Inc.
|
$1.91T | +10.3% | +47.1% | 28.3 | 1.2% |
|
SPOT
Spotify Technology S.A.
|
$104.87B | -18.6% | — | — | 2.2% |
|
NBIS
Nebius Group N.V.
|
$60.26B | +190.1% | +479.0% | — | 18.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CARS | -8.0% | -14.9% | +1.6% | -2.3% | -17.8% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -7.8% | -14.5% | -10.6% | -3.3% | -30.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.