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CarMax (KMX) Q3 Earnings and Sales Top Estimates, Up Y/Y

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CarMax Inc. (KMX - Free Report) reported third-quarter fiscal 2022 (ended Nov 30, 2021) net earnings per share of $1.53, beating the Zacks Consensus Estimate of $1.48. This outperformance can be attributed to higher-than-anticipated revenues from the company’s used and wholesale vehicles segment. The bottom line also increased from $1.42 per share recorded in the year-ago period.

The auto retailer registered revenues of $8,527.8 million for the November-end quarter, beating the Zacks Consensus Estimate of $7,891 million. Also, the top line recorded a 64.5% year-over-year increase.

CarMax, Inc. Price, Consensus and EPS Surprise

CarMax, Inc. Price, Consensus and EPS Surprise

CarMax, Inc. price-consensus-eps-surprise-chart | CarMax, Inc. Quote

Segmental Performance

CarMax’s used-vehicle net sales summed $6,435.6 million for the reported quarter, up 53% year over year owing to an increase in average retail selling prices and higher unit sales. The metric also surpassed the consensus mark of $6,070 million. The units sold in this segment edged up 16.9% year over year to 227,424 vehicles. The average selling price of used vehicles soared 30.8% from the year-ago quarter to $27,995. Comparable store used-vehicle units grew 15.8%, while revenues climbed 51.4% from the prior-year level. Used-vehicle gross profit per unit (GPU) came in at $2,235, up from the prior-year quarter’s $2,151.

For the fiscal third quarter, wholesale vehicle revenues skyrocketed 132.1% from the year-ago level to $1,922.3 million. The reported figure also beat the Zacks Consensus Estimate of $1,508 million. Units sold and average selling price surged 48.5% and 58.4% year over year to 187,630 and $9,890, respectively. Wholesale vehicle GPU came in at $1,131, which increased from the year-ago period’s $906.

Other sales and revenues rose 15.7% year over year to $169.9 million for the fiscal third quarter. CarMax Auto Finance witnessed a 5.9% year-over-year decline in income to $166 million for the November-end quarter.

Other Tidbits

Selling, general and administrative expenses flared up 33.7% from the prior-year quarter to $575.9 million. The firm had cash/cash equivalents and long-term debt of $62.6 million and $2,602.6 million, respectively, as of Nov 30, 2021.

During the fiscal third quarter, CarMax bought back 0.9 million shares of common stock for $115.3 million under the share repurchase program. As of Nov 31, 2021, it had $876.2 million remaining under the share-repurchase authorization.

The Zacks Rank #3 (Hold) company opened one new location during the fiscal third quarter and aims to open four new stores in the fiscal fourth quarter. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Picks

Some better-ranked stocks in the auto space include Goodyear Tire (GT - Free Report) , Tesla (TSLA - Free Report) and Harley-Davidson (HOG - Free Report) . While Goodyear and Tesla flaunt a Zacks Rank #1, Harley-Davidson carries a Zacks Rank of 2 (Buy).

Goodyear has an expected earnings growth rate of 196.86% for the current year. The Zacks Consensus Estimate for its earnings for the current year has been revised upward by 80 cents over the past 60 days.

Goodyear beat the Zacks Consensus Estimate for earnings in the last four quarters. GT has a trailing four-quarter earnings surprise of 228.45%, on average. Its shares have risen 92.1% over the past year.

Tesla has an expected earnings growth rate of 166.96% for the current year. The Zacks Consensus Estimate for its earnings for the current year has been revised upward by 13 cents over the past 60 days.

Tesla beat the Zacks Consensus Estimate for earnings in three of the last four quarters while missing once. TSLA has a trailing four-quarter earnings surprise of 25.38%, on average. Its shares have rallied 45.3% over the past year.

Harley-Davidson has an expected earnings growth rate of 34.92% for the current quarter. The Zacks Consensus Estimate for its earnings for the current year has been revised upward by 34 cents over the past 60 days.

Harley-Davidson beat the Zacks Consensus Estimate for earnings in three of the last four quarters while missing once, with a negative earnings surprise of 138.45%, on average. Its shares have dropped 6.1% over the past year.


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