The Motley Fool·1d ago
CarGurus: 3 Key Takeaways for Long-Term InvestorsCarGurus third-quarter revenue rose 12% year over year to $258 million. Paying U.S. dealers using non-listings products grew 16% year over year.
CarGurus is executing a strategic pivot toward its high-margin marketplace, evidenced by gross margin expansion to 92.1% in 2026Q2 from 87.3% a year earlier, while operating leverage has driven operating margin to 25.1%.
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| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $0.70+5.4% vs $0.66 | $258M+0.7% vs $256M |
Q3 2026 Aug 6, 2026 | $0.66+7.7% vs $0.61 | $251M+0.4% vs $250M |
Q2 2026 May 7, 2026 | $0.58+3.6% vs $0.56 | $244M+0.2% vs $243M |
Q1 2026 Feb 19, 2026 | $0.63+3.3% vs $0.61 | $241M+0.9% vs $239M |
CarGurus third-quarter revenue rose 12% year over year to $258 million. Paying U.S. dealers using non-listings products grew 16% year over year.
CarGurus, Inc. ( CARG ) Q3 2026 Earnings Call November 5, 2026 5:00 PM EST Company Participants Kirndeep Singh - VP & Head of Investor Relations Jason Trevisan - CEO, Treasurer & Director Matthew Mandel - CFO and Principal Financial & Accounting Officer Samuel Zales - COO & President Conference Call Participants Andrew Boone - Citizens JMP Securities, LLC, Research Division Marvin Fong - BTIG, LLC, Research Division John Babcock - Barclays Bank PLC, Research Division Naved Khan - B. Riley Securities, Inc., Research Division Joseph Spak - UBS Investment Bank, Research Division Jash Patwa - JPMorgan Chase & Co, Research Division Presentation Operator Greetings, and welcome to the CarGurus Third Quarter 2026 Earnings Conference Call.
CarGurus (CARG) came out with quarterly earnings of $0.7 per share, beating the Zacks Consensus Estimate of $0.66 per share. This compares to earnings of $0.57 per share a year ago.
Although the revenue and EPS for CarGurus (CARG) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Benchmark CARG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for CarGurus, Inc. (CARG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $33.74 | $3.26B | 16.52 | 4.99% | 18.51% | 62.43% | — | |
| $13.35 | $746.31M | 17.18 | 0.57% | 5.92% | 9.42% | — | |
| $81.18 | $15.55B | 17.23 | 9.38% | 18.01% | 18.65% | 0.57% | |
| $73.57 | $80.69B | 31.91 | 48.63% | 6.21% | 34.77% | — | |
| $6.53 | $34.18M | -0.60 | 867.04% | -53.59% | -48.94% | — | |
| $51.48 | $7.31B | 25.08 | -1.79% | 1.06% | 4.8% | — |
CarGurus, Inc. (CARG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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CarGurus, Inc. (CARG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 4, 2026·SEC
May 7, 2026·SEC
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CarGurus, Inc. (CARG) stock FAQ — growth, dividends, profitability & financials explained
CarGurus, Inc. (CARG) reported $994.0M in revenue over the trailing twelve months. Revenue was $939.0M in fiscal year 2025. That is 852% more than the $98.6M of fiscal year 2015.
CarGurus, Inc. (CARG) grew revenue by 7.3% over the trailing twelve months, compared with the twelve months before.
Yes. CarGurus, Inc. (CARG) earned $184.0M in net income over the trailing twelve months (a 18.5% net margin).
CarGurus, Inc. (CARG) had a return on equity (ROE) of 62.4% over the trailing twelve months. That is well above the market's typical 10-15%.
CarGurus, Inc. (CARG) generated $325.2M in free cash flow over the trailing twelve months.
