View Financial HealthCarMax 배당 및 자사주 매입배당 기준 점검 0/6CarMax 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률11.1%자사주 매입 수익률총 주주 수익률11.1%미래 배당 수익률0%배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • May 14CarMax, Inc. Announces Board RetirementsCarMax, Inc. announced planned retirements of Shira Goodman and Mitchell Steenrod, each of whom will not stand for re-election to the board.공시 • May 13CarMax, Inc., Annual General Meeting, Jun 23, 2026CarMax, Inc., Annual General Meeting, Jun 23, 2026.공시 • Apr 16Carmax, Inc. Reports Goodwill Impairment for the Fourth Quarter Ended February 28, 2026CarMax, Inc. reported Goodwill impairment for the fourth quarter ended February 28, 2026. For the period, the company reported non-cash Goodwill impairment of $141,258,000.New Risk • Apr 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (9.9% operating cash flow to total debt). Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).Board Change • Apr 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. CEO, President & Director Keith Barr was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Apr 14CarMax, Inc. to Report Q1, 2027 Results on Jun 17, 2026CarMax, Inc. announced that they will report Q1, 2027 results Pre-Market on Jun 17, 2026공시 • Feb 28CarMax, Inc. Launches First-Of-Its-Kind Car Shopping and Selling Experience in ChatGPT App StoreCarMax, Inc. announced a first-of-its-kind milestone by becoming the first U.S. auto retailer with an app in the ChatGPT app store that supports car shopping. The new online experience allows consumers to search for vehicles, explore listings, and get vehicle value information within ChatGPT, creating a new way for customers to begin their car buying and selling journeys. Key Takeaways: CarMax is the first U.S. car retailer to launch an app in ChatGPT, providing customers a new fast and easy way to shop for their next vehicle. By bringing its nationwide inventory of more than 45,000 vehicles and recent offer experience into ChatGPT, CarMax acknowledges that shoppers are turning to AI and is stepping up to meet users at this new frontier. This app offers a new AI-powered way to make car shopping and selling easier and more approachable from the very first step. CarMax is the first U.,S. car retailer to make both the car buying and selling experience available within ChatGPT's app store. The new CarMax integration helps customers navigate their car shopping journey by combining the conversational, generative nature of the AI platform with CarMax's extensive inventory and vehicle information. Additionally, car sellers can leverage the app to get access to a fast and easy offer on their car. Vehicle search: In the app, customers can discover and shop CarMax's live inventory using conversational language tailored to their needs. They can simply describe what they're looking for, such as "an SUV with a third row under $25,000" or "a small AWD car with good tech," and browse matching cars from CarMax's nationwide selection of vehicles. Vehicle offers: Customers can ask within the app about their current vehicle's value and receive instant information about CarMax offers on their make and model with a direct path to CarMax's online offer tool. Making Car Shopping and Selling Easier with AI: This launch builds on CarMax's continued work to make car buying and selling clearer and easier for everyone through innovative technology. CarMax has been leveraging AI technology for years and has its own 24/7 virtual assistant Skye embedded in its website that manages tens of thousands of customer conversations each week and is trained to guide shoppers by helping them compare features, locate financing information, and find vehicles that match their needs. Whether customers begin their journey on CarMax.com or through AI-powered search tools, CarMax continues to support them at every step by simplifying the shopping and selling experience. As a brand, CarMax is evaluating user engagement to inform expansions into this new ecosystem as OpenAI continues to make apps more readily available to users.공시 • Feb 12+ 1 more updateCarMax, Inc. Announces Management ChangesCarMax, Inc. on February 12, 2026 announced that Keith Barr has been appointed as President and a member of the Board of Directors (“the Board”), effective March 16, 2026. David McCreight, current Interim President of CarMax, will transition to his prior duties as an independent Director of the Board. Tom Folliard will remain in his role as Interim Executive Chair of the Board until the Company’s Annual Meeting in June 2026, after which he is expected to resume his prior duties as non-executive Chair of the Board. Mr. Barr, age 55 is a proven leader who has driven transformational growth and operational excellence across large-scale, consumer-centric businesses. Most recently, he served as Chief Executive Officer at InterContinental Hotels Group, where he led one of the large hospitality companies with 345,000 people working across more than 6,000 properties in over 100 countries. During his tenure, Mr. Barr reimagined IHG’s customer experience, modernized IHG's technology to support large-scale growth, and delivered substantial improvements in operational efficiency, customer satisfaction, and brand loyalty. Notably, Mr. Barr oversaw the development of an innovative digital reservation system that enhanced the booking experience and empowered guests to personalize their stays, setting a new standard for the industry. Under Mr. Barr’s leadership, IHG grew market share across geographies and created significant value for shareholders. Mr. Barr also currently serves on the Board of Directors at MGM Resorts. Mr. Barr has more than 25 years of executive leadership experience in global hospitality, consumer marketing, and brand-led growth across highly competitive and fast-evolving markets. His leadership experience includes large-scale brand portfolio management, loyalty and digital transformation initiatives, operational improvement, and global expansion. Mr. Barr served as Chief Executive Officer of InterContinental Hotels Group PLC (“IHG”), one of the large hotel companies, from 2017 to 2023. During his tenure as CEO, Mr. Barr led the expansion of IHG’s global portfolio of brands spanning luxury, premium, and essential segments, advanced IHG’s digital and loyalty value propositions, and oversaw significant growth in the company’s global footprint. Prior to becoming CEO, Mr. Barr served as Chief Commercial Officer, where he held global responsibility for brands, sales, marketing, revenue management, loyalty functions and the consumer digital strategy. He joined IHG in 2000 and has held senior leadership positions in IHG’s Americas, Asia, Middle East and Africa (AMEA), and Greater China regions, including four years as CEO of IHG’s Greater China business. Prior to joining IHG, Mr. Barr held several senior positions at Bristol Hotels and Resorts, which was acquired by IHG in 2000.Board Change • Jan 08Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Dec 18CarMax, Inc. to Report Q4, 2026 Results on Apr 14, 2026CarMax, Inc. announced that they will report Q4, 2026 results on Apr 14, 2026공시 • Nov 21Portnoy Law Firm Announces Class Action on Behalf of CarMax, Inc. InvestorsThe Portnoy Law Firm advises CarMax, Inc. investors off a class action on behalf of investors that bought securities between March 5, 2024 and October 8, 2025, inclusive (the Class Period). CarMax, Inc. investors have until January 2, 2026 to file a lead plaintiff motion.공시 • Nov 19CarMax, Inc. Rolls Out Nationwide At-Home PickupCarMax, Inc. is enhancing its appraisal experience with two new offerings for consumers. The company is now offering at-home pickup service to the majority of its customers nationwide, enabling them to sell their car from their home or office, and has also introduced Offer Watch, a new tool that helps customers track their car's value over time and choose the right time to sell. Key Takeaways of Offerings: Sell on Your Terms: At-home pickup and Offer Watch build upon CarMax's appraisal experience, giving customers more control over how and when they sell their car. Ultimate Convenience: With at-home pickup now available to the majority of customers nationwide, customers can complete their sale from their home or office. CarMax also offers express drop-off at its more than 250 locations nationwide, giving customers the option for a quick in-store transaction in under 30 minutes. Stay Informed: The new Offer Watch tool helps customers track their vehicle's value over time and stay on top of market trends with no obligation to sell. These innovations build on CarMax's easy and transparent appraisal experience, which empowers the customer to sell their car on their terms. Customers can get an online offer in two minutes or less, valid for seven days, giving them time to compare their options and make the best decision for them. And, CarMax will buy a customers' vehicle, even if they don't buy a vehicle from CarMax. New National Campaign Highlights Ease of At-Home Pickup: To highlight the launch of at-home pickup, CarMax is debuting a new national campaign starring NBA standout Donovan Mitchell, who sells his car "Spida Style" to showcase the speed and total ease of the process. The commercial brings CarMax's promise to life, demonstrating that whether you're an NBA star or an everyday driver, selling car with CarMax is designed for everyone - making the experience as simple as possible from start to finish. With offerings like at-home pickup, Car Max puts customers in the driver's seat and provides them with clarity, confidence and control. How Does CarMax's At-Home Pickup Work? This allows customers to get an appraisal offer online and schedule a time to drop off their vehicle at a CarMax location, where they can finalize their sale in under 30 minutes and leave with payment in-hand. Once the in-store sale is complete, customers can choose to receive a free Lyft ride home within 60 miles of the drop-off location. How Does CarMax's New Offer Watch Work? Offer Watch is a free tool designed to help appraisal customers track their vehicle's value Over time and make informed decisions about when to sell. By providing basic details, such as vehicle information and mileage, customers receive monthly updated value estimates based on current market conditions, projected mileage, and recent offer data. The Offer Watch dashboard helps customers monitor trends and see how their car's offer changes, helping them budget for their next purchase or understand a future trade-in. By tracking their vehicle's value over time, customers have the insight to maximize their trade-in and the ability to afford something newer and better.공시 • Nov 18Rosen Law Firm Files Class Action Lawsuit Against Carmax, IncRosen Law Firm announced it has filed a class action lawsuit on behalf of purchasers of securities of CarMax, Inc. between June 20, 2025 and November 5, 2025, both dates inclusive (the Class Period). The Class Period was expanded to include more investors. A class action lawsuit has already been filed. If purchasers wish to serve as lead plaintiff, purchasers must move the Court no later than January 2, 2026 in the securities class action first filed by the Firm. Details of the case: According to the lawsuit, defendants throughout the Class Period made materially false and/or misleading statements and/or failed to disclose that: (1) Defendants recklessly overstated CarMax's growth prospects when, in reality, its earlier growth in the 2026 fiscal year was a temporary benefit from customers buying cars due to speculation regarding tariffs; and (2) as a result, defendants' statements about CarMax's business, operations and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.공시 • Nov 06+ 2 more updatesCarMax, Inc. Provides Earnings Guidance for the Third Quarter Ending November 30, 2025CarMax, Inc. provided earnings guidance for the third quarter ending November 30, 2025. For the quarter, the company expects Comparable store used unit sales decrease of 8%-12% and Net earnings per diluted share of $0.18-$0.36, including $0.09 of non-recurring expenses related primarily to the leadership change and Customer Experience Center workforce reductions.공시 • Nov 04Rosen Law Firm Files Securities Class Action Lawsuit Against CarMax, IncRosen Law Firm, announced it has filed a class action lawsuit on behalf of purchasers of the securities of CarMax, Inc. between June 20, 2025 and September 24, 2025, both dates inclusive (the ‘Class Period’). The lawsuit seeks to recover damages for CarMax investors under the federal securities laws. According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: Defendants recklessly overstated CarMax’s growth prospects when, in reality, its earlier growth in the 2026 fiscal year was a temporary benefit from customers buying cars due to speculation regarding tariffs; and as a result, defendants statements about CarMax’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages. A class action lawsuit has already been filed. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.Recent Insider Transactions • Oct 04Lead Independent Director recently bought Mex$1.7m worth of stockOn the 2nd of October, Mitchell Steenrod bought around 2k shares on-market at roughly Mex$843 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$1.3m more in shares than they have sold in the last 12 months.Board Change • Sep 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Sep 25CarMax, Inc. to Report Q3, 2026 Results on Dec 18, 2025CarMax, Inc. announced that they will report Q3, 2026 results Pre-Market on Dec 18, 2025공시 • Sep 22CarMax, Inc.(NYSE:KMX) dropped from FTSE All-World Index (USD)CarMax, Inc.(NYSE:KMX) dropped from FTSE All-World Index (USD)공시 • Sep 05CarMax, Inc. to Report Q2, 2026 Results on Sep 25, 2025CarMax, Inc. announced that they will report Q2, 2026 results Pre-Market on Sep 25, 2025Board Change • Sep 05Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Jun 30+ 3 more updatesCarMax, Inc.(NYSE:KMX) dropped from Russell Midcap Growth IndexCarMax, Inc.(NYSE:KMX) dropped from Russell Midcap Growth IndexReported Earnings • Jun 22First quarter 2026 earnings released: EPS: US$1.38 (vs US$0.97 in 1Q 2025)First quarter 2026 results: EPS: US$1.38 (up from US$0.97 in 1Q 2025). Revenue: US$8.03b (up 6.2% from 1Q 2025). Net income: US$210.4m (up 38% from 1Q 2025). Profit margin: 2.6% (up from 2.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 14% per year.Board Change • Jun 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • May 09CarMax, Inc., Annual General Meeting, Jun 24, 2025CarMax, Inc., Annual General Meeting, Jun 24, 2025.공시 • Apr 10CarMax, Inc. to Report Q1, 2026 Results on Jun 20, 2025CarMax, Inc. announced that they will report Q1, 2026 results Pre-Market on Jun 20, 2025Board Change • Mar 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 20Third quarter 2025 earnings released: EPS: US$0.81 (vs US$0.52 in 3Q 2024)Third quarter 2025 results: EPS: US$0.81 (up from US$0.52 in 3Q 2024). Revenue: US$6.22b (down 5.4% from 3Q 2024). Net income: US$125.4m (up 53% from 3Q 2024). Profit margin: 2.0% (up from 1.2% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.공시 • Dec 19CarMax, Inc. to Report Q4, 2025 Results on Apr 10, 2025CarMax, Inc. announced that they will report Q4, 2025 results Pre-Market on Apr 10, 2025Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$1,714, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 8x in the Specialty Retail industry in South America. Total loss to shareholders of 44% over the past three years.Board Change • Dec 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Nov 27CarMax, Inc. to Report Q3, 2025 Results on Dec 19, 2024CarMax, Inc. announced that they will report Q3, 2025 results Pre-Market on Dec 19, 2024Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: US$0.85 (vs US$0.75 in 2Q 2024)Second quarter 2025 results: EPS: US$0.85 (up from US$0.75 in 2Q 2024). Revenue: US$7.48b (flat on 2Q 2024). Net income: US$132.8m (up 12% from 2Q 2024). Profit margin: 1.8% (up from 1.6% in 2Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Board Change • Oct 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Mex$1,371, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,295 per share.공시 • Jun 22CarMax, Inc. to Report Q2, 2025 Results on Sep 26, 2024CarMax, Inc. announced that they will report Q2, 2025 results Pre-Market on Sep 26, 2024Board Change • May 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • May 12CarMax, Inc., Annual General Meeting, Jun 25, 2024CarMax, Inc., Annual General Meeting, Jun 25, 2024.공시 • Apr 12CarMax, Inc. to Report Q1, 2025 Results on Jun 21, 2024CarMax, Inc. announced that they will report Q1, 2025 results Pre-Market on Jun 21, 2024공시 • Dec 22CarMax, Inc. to Report Q4, 2024 Results on Apr 11, 2024CarMax, Inc. announced that they will report Q4, 2024 results Pre-Market on Apr 11, 2024Valuation Update With 7 Day Price Move • Dec 02Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to Mex$1,142, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Specialty Retail industry in South America. Total loss to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,223 per share.공시 • Sep 29CarMax, Inc. to Report Q3, 2024 Results on Dec 21, 2023CarMax, Inc. announced that they will report Q3, 2024 results Pre-Market on Dec 21, 2023Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Jun 24CarMax, Inc. to Report Q2, 2024 Results on Sep 28, 2023CarMax, Inc. announced that they will report Q2, 2024 results Pre-Market on Sep 28, 2023Board Change • Jun 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • May 17CarMax, Inc., Annual General Meeting, Jun 27, 2023CarMax, Inc., Annual General Meeting, Jun 27, 2023, at 13:00 US Eastern Standard Time. Agenda: To elect the eleven directors named in the proxy statement to the Board of Directors; to ratify the appointment of KPMG LLP as the independent registered public accounting firm; to approve the CarMax, Inc. 2002 Stock Incentive Plan, as amended and restated; to vote, on an advisory basis, to approve the compensation of the named executive officers; and to transact any other business that may properly come before the annual shareholders meeting or any postponements or adjournments thereof.Board Change • Mar 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Feb 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jan 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Jan 18CarMax, Inc. Launches New Online Pre-Qualification Capability Where Customers Can Shop Cars Nationwide with Personalized Financing TermsCarMax, Inc. announced the national launch of its pre-qualification capability – a new online financing experience that empowers customers with the ability to shop CarMax vehicles nationwide with personalized financing terms, with no impact to their credit score. Pre-qualified customers will know their terms on vehicles across CarMax’s inventory within minutes, including monthly payment and APR. In the current economic environment, inflation and rising interest rates continue to be top of mind for many consumers. With CarMax’s pre-qualification capability, used car shoppers can know what they can afford from the beginning of their journey and feel confident they are on track to find the right car that fits both their needs and budget. The experience is available on CarMax.com and the CarMax mobile app. Once pre-qualified, customers can use their pre-qualification to shop on CarMax.com with their personalized finance terms, adjusting filters like down payment to see how it impacts their terms, or filter to show only vehicles that meet their personalized monthly payment budget. CarMax’s new pre-qualification capability has the following features and benefits for customers: Pre-qualification decisions come directly from multiple lenders and are personalized for each customer based on their credit profile, with approximately 95% of customers receiving approvals; The process is fast and convenient, with most customers getting results in minutes across CarMax’s entire nationwide inventory; Save time and search efficiently with budgeting answers upfront and the ability to sort and filter vehicles using personalized monthly payment and down payment options; Soft credit inquiry with no impact to credit score. The new pre-qualification capability is also integrated with CarMax’s “Compare Feature,” which allows customers to see their monthly payment alongside different car features of their favorite vehicles for which they’re pre-qualified. Customers have access to personalized results to see how each of their top vehicle choices fits both their budget and style.Reported Earnings • Dec 23Third quarter 2023 earnings released: EPS: US$0.24 (vs US$1.66 in 3Q 2022)Third quarter 2023 results: EPS: US$0.24 (down from US$1.66 in 3Q 2022). Revenue: US$6.87b (down 22% from 3Q 2022). Net income: US$37.6m (down 86% from 3Q 2022). Profit margin: 0.5% (down from 3.0% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in South America.공시 • Dec 23CarMax, Inc. to Report Q4, 2023 Results on Apr 11, 2023CarMax, Inc. announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on Apr 11, 2023Board Change • Dec 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 22Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Recent Insider Transactions • Jul 20Insider recently sold Mex$6.6m worth of stockOn the 18th of July, Shamim Mohammad sold around 3k shares on-market at roughly Mex$1,917 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$12m more than they bought in the last 12 months.Board Change • Jul 18Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Jul 06Executive VP recently sold Mex$5.7m worth of stockOn the 1st of July, Diane Cafritz sold around 3k shares on-market at roughly Mex$1,847 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$69m more than they bought in the last 12 months.Reported Earnings • Jun 25First quarter 2023 earnings released: EPS: US$1.57 (vs US$2.68 in 1Q 2022)First quarter 2023 results: EPS: US$1.57 (down from US$2.68 in 1Q 2022). Revenue: US$9.66b (up 21% from 1Q 2022). Net income: US$252.3m (down 42% from 1Q 2022). Profit margin: 2.6% (down from 5.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 1.3% compared to a 22% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Board Change • May 17Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Feb 10Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jan 10Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: US$1.66 (up from US$1.44 in 3Q 2021). Revenue: US$8.86b (up 62% from 3Q 2021). Net income: US$269.4m (up 14% from 3Q 2021). Profit margin: 3.0% (down from 4.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 16%. Over the next year, revenue is forecast to grow 5.0%, compared to a 21% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to Mex$2,539, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Specialty Retail industry in South America. Total returns to shareholders of 91% over the past three years.Board Change • Jan 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jan 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improved over the past weekAfter last week's 21% share price gain to Mex$3,078, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Specialty Retail industry in South America. Total returns to shareholders of 131% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,703 per share.Reported Earnings • Oct 03Second quarter 2022 earnings released: EPS US$1.75 (vs US$1.82 in 2Q 2021)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: US$8.31b (up 47% from 2Q 2021). Net income: US$285.3m (down 3.9% from 2Q 2021). Profit margin: 3.4% (down from 5.2% in 2Q 2021). The decrease in margin was driven by higher expenses.Recent Insider Transactions • Jul 03Executive VP & COO recently sold Mex$14m worth of stockOn the 29th of June, Edwin Hill sold around 6k shares on-market at roughly Mex$2,585 per share. This was the largest sale by an insider in the last 3 months. Edwin has been a seller over the last 12 months, reducing personal holdings by Mex$23m.Reported Earnings • Jun 28First quarter 2022 earnings released: EPS US$2.68 (vs US$0.031 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$8.01b (up 128% from 1Q 2021). Net income: US$436.8m (up US$431.8m from 1Q 2021). Profit margin: 5.5% (up from 0.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to US$2,283, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 31x in the Specialty Retail industry in South America. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,402 per share.Reported Earnings • Apr 26Full year 2021 earnings released: EPS US$4.58 (vs US$5.39 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: US$20.1b (down 6.2% from FY 2020). Net income: US$746.9m (down 16% from FY 2020). Profit margin: 3.7% (down from 4.1% in FY 2020). The decrease in margin was driven by lower revenue. Like-for-like sales growth: Down 10.5% vs FY 2020 Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Executive Departure • Mar 03Executive Vice President of Finance Thomas Reedy has left the companyOn the 28th of February, Thomas Reedy's tenure as Executive Vice President of Finance ended after 1.4 years in the role. As of December 2020, Thomas personally held 19.98k shares (Mex$39m worth at the time). Thomas is the only executive to leave the company over the last 12 months.Reported Earnings • Jan 07Third quarter 2021 earnings released: EPS US$1.44The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$5.47b (up 8.0% from 3Q 2020). Net income: US$235.3m (up 36% from 3Q 2020). Profit margin: 4.3% (up from 3.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Jan 07Executive Officer recently sold Mex$27m worth of stockOn the 30th of December, Thomas Reedy sold around 15k shares on-market at roughly Mex$1,863 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$134m more than they bought in the last 12 months.Analyst Estimate Surprise Post Earnings • Jan 07Revenue beats expectationsRevenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 6.8%, compared to a 24% growth forecast for the Specialty Retail industry in Mexico.Recent Insider Transactions • Dec 31Executive Vice President of Finance recently sold Mex$27m worth of stockOn the 30th of December, Thomas Reedy sold around 15k shares on-market at roughly Mex$1,863 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$134m more than they bought in the last 12 months.Reported Earnings • Dec 24Third quarter 2021 earnings released: EPS US$1.44The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$5.47b (up 8.0% from 3Q 2020). Net income: US$235.3m (up 36% from 3Q 2020). Profit margin: 4.3% (up from 3.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Dec 24Revenue beats expectationsRevenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 6.6%, compared to a 23% growth forecast for the Specialty Retail industry in Mexico.Reported Earnings • Dec 23Third quarter 2021 earnings released: EPS US$1.44The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$5.18b (up 2.3% from 3Q 2020). Net income: US$235.3m (up 36% from 3Q 2020). Profit margin: 4.5% (up from 3.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Dec 23Revenue beats expectationsRevenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 6.9%, compared to a 22% growth forecast for the Specialty Retail industry in Mexico.Analyst Estimate Surprise Post Earnings • Oct 08Second-quarter earnings released: Revenue beats expectationsSecond-quarter revenue exceeded analyst estimates by 5.8% at US$5.37b. Revenue is forecast to grow 5.3% over the next year, compared to a 16% growth forecast for the Specialty Retail industry in Mexico.Reported Earnings • Oct 08First half earnings releasedOver the last 12 months the company has reported total profits of US$689.8m, down 22% from the prior year. Total revenue was US$19.5b over the last 12 months, down 3.7% from the prior year.Recent Insider Transactions • Oct 04Independent Director recently bought Mex$5.6m worth of stockOn the 30th of September, Mark O'Neil bought around 3k shares on-market at roughly Mex$2,062 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$106m more in shares than they bought in the last 12 months.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 KMX * 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: KMX * 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장CarMax 배당 수익률 vs 시장KMX *의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (KMX *)n/a시장 하위 25% (MX)2.1%시장 상위 25% (MX)5.6%업계 평균 (Specialty Retail)4.5%분석가 예측 (KMX *) (최대 3년)0%주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 KMX * 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 KMX * 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 KMX * 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: KMX * 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YMX 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 00:07종가2026/04/14 00:00수익2026/02/28연간 수익2026/02/28데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스CarMax, Inc.는 35명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullArgus Research CompanyCraig KennisonBairdJohn BabcockBarclays32명의 분석가 더 보기
공시 • May 14CarMax, Inc. Announces Board RetirementsCarMax, Inc. announced planned retirements of Shira Goodman and Mitchell Steenrod, each of whom will not stand for re-election to the board.
공시 • May 13CarMax, Inc., Annual General Meeting, Jun 23, 2026CarMax, Inc., Annual General Meeting, Jun 23, 2026.
공시 • Apr 16Carmax, Inc. Reports Goodwill Impairment for the Fourth Quarter Ended February 28, 2026CarMax, Inc. reported Goodwill impairment for the fourth quarter ended February 28, 2026. For the period, the company reported non-cash Goodwill impairment of $141,258,000.
New Risk • Apr 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (9.9% operating cash flow to total debt). Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).
Board Change • Apr 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. CEO, President & Director Keith Barr was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Apr 14CarMax, Inc. to Report Q1, 2027 Results on Jun 17, 2026CarMax, Inc. announced that they will report Q1, 2027 results Pre-Market on Jun 17, 2026
공시 • Feb 28CarMax, Inc. Launches First-Of-Its-Kind Car Shopping and Selling Experience in ChatGPT App StoreCarMax, Inc. announced a first-of-its-kind milestone by becoming the first U.S. auto retailer with an app in the ChatGPT app store that supports car shopping. The new online experience allows consumers to search for vehicles, explore listings, and get vehicle value information within ChatGPT, creating a new way for customers to begin their car buying and selling journeys. Key Takeaways: CarMax is the first U.S. car retailer to launch an app in ChatGPT, providing customers a new fast and easy way to shop for their next vehicle. By bringing its nationwide inventory of more than 45,000 vehicles and recent offer experience into ChatGPT, CarMax acknowledges that shoppers are turning to AI and is stepping up to meet users at this new frontier. This app offers a new AI-powered way to make car shopping and selling easier and more approachable from the very first step. CarMax is the first U.,S. car retailer to make both the car buying and selling experience available within ChatGPT's app store. The new CarMax integration helps customers navigate their car shopping journey by combining the conversational, generative nature of the AI platform with CarMax's extensive inventory and vehicle information. Additionally, car sellers can leverage the app to get access to a fast and easy offer on their car. Vehicle search: In the app, customers can discover and shop CarMax's live inventory using conversational language tailored to their needs. They can simply describe what they're looking for, such as "an SUV with a third row under $25,000" or "a small AWD car with good tech," and browse matching cars from CarMax's nationwide selection of vehicles. Vehicle offers: Customers can ask within the app about their current vehicle's value and receive instant information about CarMax offers on their make and model with a direct path to CarMax's online offer tool. Making Car Shopping and Selling Easier with AI: This launch builds on CarMax's continued work to make car buying and selling clearer and easier for everyone through innovative technology. CarMax has been leveraging AI technology for years and has its own 24/7 virtual assistant Skye embedded in its website that manages tens of thousands of customer conversations each week and is trained to guide shoppers by helping them compare features, locate financing information, and find vehicles that match their needs. Whether customers begin their journey on CarMax.com or through AI-powered search tools, CarMax continues to support them at every step by simplifying the shopping and selling experience. As a brand, CarMax is evaluating user engagement to inform expansions into this new ecosystem as OpenAI continues to make apps more readily available to users.
공시 • Feb 12+ 1 more updateCarMax, Inc. Announces Management ChangesCarMax, Inc. on February 12, 2026 announced that Keith Barr has been appointed as President and a member of the Board of Directors (“the Board”), effective March 16, 2026. David McCreight, current Interim President of CarMax, will transition to his prior duties as an independent Director of the Board. Tom Folliard will remain in his role as Interim Executive Chair of the Board until the Company’s Annual Meeting in June 2026, after which he is expected to resume his prior duties as non-executive Chair of the Board. Mr. Barr, age 55 is a proven leader who has driven transformational growth and operational excellence across large-scale, consumer-centric businesses. Most recently, he served as Chief Executive Officer at InterContinental Hotels Group, where he led one of the large hospitality companies with 345,000 people working across more than 6,000 properties in over 100 countries. During his tenure, Mr. Barr reimagined IHG’s customer experience, modernized IHG's technology to support large-scale growth, and delivered substantial improvements in operational efficiency, customer satisfaction, and brand loyalty. Notably, Mr. Barr oversaw the development of an innovative digital reservation system that enhanced the booking experience and empowered guests to personalize their stays, setting a new standard for the industry. Under Mr. Barr’s leadership, IHG grew market share across geographies and created significant value for shareholders. Mr. Barr also currently serves on the Board of Directors at MGM Resorts. Mr. Barr has more than 25 years of executive leadership experience in global hospitality, consumer marketing, and brand-led growth across highly competitive and fast-evolving markets. His leadership experience includes large-scale brand portfolio management, loyalty and digital transformation initiatives, operational improvement, and global expansion. Mr. Barr served as Chief Executive Officer of InterContinental Hotels Group PLC (“IHG”), one of the large hotel companies, from 2017 to 2023. During his tenure as CEO, Mr. Barr led the expansion of IHG’s global portfolio of brands spanning luxury, premium, and essential segments, advanced IHG’s digital and loyalty value propositions, and oversaw significant growth in the company’s global footprint. Prior to becoming CEO, Mr. Barr served as Chief Commercial Officer, where he held global responsibility for brands, sales, marketing, revenue management, loyalty functions and the consumer digital strategy. He joined IHG in 2000 and has held senior leadership positions in IHG’s Americas, Asia, Middle East and Africa (AMEA), and Greater China regions, including four years as CEO of IHG’s Greater China business. Prior to joining IHG, Mr. Barr held several senior positions at Bristol Hotels and Resorts, which was acquired by IHG in 2000.
Board Change • Jan 08Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Dec 18CarMax, Inc. to Report Q4, 2026 Results on Apr 14, 2026CarMax, Inc. announced that they will report Q4, 2026 results on Apr 14, 2026
공시 • Nov 21Portnoy Law Firm Announces Class Action on Behalf of CarMax, Inc. InvestorsThe Portnoy Law Firm advises CarMax, Inc. investors off a class action on behalf of investors that bought securities between March 5, 2024 and October 8, 2025, inclusive (the Class Period). CarMax, Inc. investors have until January 2, 2026 to file a lead plaintiff motion.
공시 • Nov 19CarMax, Inc. Rolls Out Nationwide At-Home PickupCarMax, Inc. is enhancing its appraisal experience with two new offerings for consumers. The company is now offering at-home pickup service to the majority of its customers nationwide, enabling them to sell their car from their home or office, and has also introduced Offer Watch, a new tool that helps customers track their car's value over time and choose the right time to sell. Key Takeaways of Offerings: Sell on Your Terms: At-home pickup and Offer Watch build upon CarMax's appraisal experience, giving customers more control over how and when they sell their car. Ultimate Convenience: With at-home pickup now available to the majority of customers nationwide, customers can complete their sale from their home or office. CarMax also offers express drop-off at its more than 250 locations nationwide, giving customers the option for a quick in-store transaction in under 30 minutes. Stay Informed: The new Offer Watch tool helps customers track their vehicle's value over time and stay on top of market trends with no obligation to sell. These innovations build on CarMax's easy and transparent appraisal experience, which empowers the customer to sell their car on their terms. Customers can get an online offer in two minutes or less, valid for seven days, giving them time to compare their options and make the best decision for them. And, CarMax will buy a customers' vehicle, even if they don't buy a vehicle from CarMax. New National Campaign Highlights Ease of At-Home Pickup: To highlight the launch of at-home pickup, CarMax is debuting a new national campaign starring NBA standout Donovan Mitchell, who sells his car "Spida Style" to showcase the speed and total ease of the process. The commercial brings CarMax's promise to life, demonstrating that whether you're an NBA star or an everyday driver, selling car with CarMax is designed for everyone - making the experience as simple as possible from start to finish. With offerings like at-home pickup, Car Max puts customers in the driver's seat and provides them with clarity, confidence and control. How Does CarMax's At-Home Pickup Work? This allows customers to get an appraisal offer online and schedule a time to drop off their vehicle at a CarMax location, where they can finalize their sale in under 30 minutes and leave with payment in-hand. Once the in-store sale is complete, customers can choose to receive a free Lyft ride home within 60 miles of the drop-off location. How Does CarMax's New Offer Watch Work? Offer Watch is a free tool designed to help appraisal customers track their vehicle's value Over time and make informed decisions about when to sell. By providing basic details, such as vehicle information and mileage, customers receive monthly updated value estimates based on current market conditions, projected mileage, and recent offer data. The Offer Watch dashboard helps customers monitor trends and see how their car's offer changes, helping them budget for their next purchase or understand a future trade-in. By tracking their vehicle's value over time, customers have the insight to maximize their trade-in and the ability to afford something newer and better.
공시 • Nov 18Rosen Law Firm Files Class Action Lawsuit Against Carmax, IncRosen Law Firm announced it has filed a class action lawsuit on behalf of purchasers of securities of CarMax, Inc. between June 20, 2025 and November 5, 2025, both dates inclusive (the Class Period). The Class Period was expanded to include more investors. A class action lawsuit has already been filed. If purchasers wish to serve as lead plaintiff, purchasers must move the Court no later than January 2, 2026 in the securities class action first filed by the Firm. Details of the case: According to the lawsuit, defendants throughout the Class Period made materially false and/or misleading statements and/or failed to disclose that: (1) Defendants recklessly overstated CarMax's growth prospects when, in reality, its earlier growth in the 2026 fiscal year was a temporary benefit from customers buying cars due to speculation regarding tariffs; and (2) as a result, defendants' statements about CarMax's business, operations and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
공시 • Nov 06+ 2 more updatesCarMax, Inc. Provides Earnings Guidance for the Third Quarter Ending November 30, 2025CarMax, Inc. provided earnings guidance for the third quarter ending November 30, 2025. For the quarter, the company expects Comparable store used unit sales decrease of 8%-12% and Net earnings per diluted share of $0.18-$0.36, including $0.09 of non-recurring expenses related primarily to the leadership change and Customer Experience Center workforce reductions.
공시 • Nov 04Rosen Law Firm Files Securities Class Action Lawsuit Against CarMax, IncRosen Law Firm, announced it has filed a class action lawsuit on behalf of purchasers of the securities of CarMax, Inc. between June 20, 2025 and September 24, 2025, both dates inclusive (the ‘Class Period’). The lawsuit seeks to recover damages for CarMax investors under the federal securities laws. According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: Defendants recklessly overstated CarMax’s growth prospects when, in reality, its earlier growth in the 2026 fiscal year was a temporary benefit from customers buying cars due to speculation regarding tariffs; and as a result, defendants statements about CarMax’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages. A class action lawsuit has already been filed. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
Recent Insider Transactions • Oct 04Lead Independent Director recently bought Mex$1.7m worth of stockOn the 2nd of October, Mitchell Steenrod bought around 2k shares on-market at roughly Mex$843 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$1.3m more in shares than they have sold in the last 12 months.
Board Change • Sep 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Sep 25CarMax, Inc. to Report Q3, 2026 Results on Dec 18, 2025CarMax, Inc. announced that they will report Q3, 2026 results Pre-Market on Dec 18, 2025
공시 • Sep 22CarMax, Inc.(NYSE:KMX) dropped from FTSE All-World Index (USD)CarMax, Inc.(NYSE:KMX) dropped from FTSE All-World Index (USD)
공시 • Sep 05CarMax, Inc. to Report Q2, 2026 Results on Sep 25, 2025CarMax, Inc. announced that they will report Q2, 2026 results Pre-Market on Sep 25, 2025
Board Change • Sep 05Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Jun 30+ 3 more updatesCarMax, Inc.(NYSE:KMX) dropped from Russell Midcap Growth IndexCarMax, Inc.(NYSE:KMX) dropped from Russell Midcap Growth Index
Reported Earnings • Jun 22First quarter 2026 earnings released: EPS: US$1.38 (vs US$0.97 in 1Q 2025)First quarter 2026 results: EPS: US$1.38 (up from US$0.97 in 1Q 2025). Revenue: US$8.03b (up 6.2% from 1Q 2025). Net income: US$210.4m (up 38% from 1Q 2025). Profit margin: 2.6% (up from 2.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 14% per year.
Board Change • Jun 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 7 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • May 09CarMax, Inc., Annual General Meeting, Jun 24, 2025CarMax, Inc., Annual General Meeting, Jun 24, 2025.
공시 • Apr 10CarMax, Inc. to Report Q1, 2026 Results on Jun 20, 2025CarMax, Inc. announced that they will report Q1, 2026 results Pre-Market on Jun 20, 2025
Board Change • Mar 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 20Third quarter 2025 earnings released: EPS: US$0.81 (vs US$0.52 in 3Q 2024)Third quarter 2025 results: EPS: US$0.81 (up from US$0.52 in 3Q 2024). Revenue: US$6.22b (down 5.4% from 3Q 2024). Net income: US$125.4m (up 53% from 3Q 2024). Profit margin: 2.0% (up from 1.2% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
공시 • Dec 19CarMax, Inc. to Report Q4, 2025 Results on Apr 10, 2025CarMax, Inc. announced that they will report Q4, 2025 results Pre-Market on Apr 10, 2025
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$1,714, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 8x in the Specialty Retail industry in South America. Total loss to shareholders of 44% over the past three years.
Board Change • Dec 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Nov 27CarMax, Inc. to Report Q3, 2025 Results on Dec 19, 2024CarMax, Inc. announced that they will report Q3, 2025 results Pre-Market on Dec 19, 2024
Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: US$0.85 (vs US$0.75 in 2Q 2024)Second quarter 2025 results: EPS: US$0.85 (up from US$0.75 in 2Q 2024). Revenue: US$7.48b (flat on 2Q 2024). Net income: US$132.8m (up 12% from 2Q 2024). Profit margin: 1.8% (up from 1.6% in 2Q 2024). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Specialty Retail industry in South America. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Board Change • Oct 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Mex$1,371, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 10x in the Specialty Retail industry in South America. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,295 per share.
공시 • Jun 22CarMax, Inc. to Report Q2, 2025 Results on Sep 26, 2024CarMax, Inc. announced that they will report Q2, 2025 results Pre-Market on Sep 26, 2024
Board Change • May 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • May 12CarMax, Inc., Annual General Meeting, Jun 25, 2024CarMax, Inc., Annual General Meeting, Jun 25, 2024.
공시 • Apr 12CarMax, Inc. to Report Q1, 2025 Results on Jun 21, 2024CarMax, Inc. announced that they will report Q1, 2025 results Pre-Market on Jun 21, 2024
공시 • Dec 22CarMax, Inc. to Report Q4, 2024 Results on Apr 11, 2024CarMax, Inc. announced that they will report Q4, 2024 results Pre-Market on Apr 11, 2024
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to Mex$1,142, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Specialty Retail industry in South America. Total loss to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,223 per share.
공시 • Sep 29CarMax, Inc. to Report Q3, 2024 Results on Dec 21, 2023CarMax, Inc. announced that they will report Q3, 2024 results Pre-Market on Dec 21, 2023
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Jun 24CarMax, Inc. to Report Q2, 2024 Results on Sep 28, 2023CarMax, Inc. announced that they will report Q2, 2024 results Pre-Market on Sep 28, 2023
Board Change • Jun 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 5 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • May 17CarMax, Inc., Annual General Meeting, Jun 27, 2023CarMax, Inc., Annual General Meeting, Jun 27, 2023, at 13:00 US Eastern Standard Time. Agenda: To elect the eleven directors named in the proxy statement to the Board of Directors; to ratify the appointment of KPMG LLP as the independent registered public accounting firm; to approve the CarMax, Inc. 2002 Stock Incentive Plan, as amended and restated; to vote, on an advisory basis, to approve the compensation of the named executive officers; and to transact any other business that may properly come before the annual shareholders meeting or any postponements or adjournments thereof.
Board Change • Mar 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Feb 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jan 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Jan 18CarMax, Inc. Launches New Online Pre-Qualification Capability Where Customers Can Shop Cars Nationwide with Personalized Financing TermsCarMax, Inc. announced the national launch of its pre-qualification capability – a new online financing experience that empowers customers with the ability to shop CarMax vehicles nationwide with personalized financing terms, with no impact to their credit score. Pre-qualified customers will know their terms on vehicles across CarMax’s inventory within minutes, including monthly payment and APR. In the current economic environment, inflation and rising interest rates continue to be top of mind for many consumers. With CarMax’s pre-qualification capability, used car shoppers can know what they can afford from the beginning of their journey and feel confident they are on track to find the right car that fits both their needs and budget. The experience is available on CarMax.com and the CarMax mobile app. Once pre-qualified, customers can use their pre-qualification to shop on CarMax.com with their personalized finance terms, adjusting filters like down payment to see how it impacts their terms, or filter to show only vehicles that meet their personalized monthly payment budget. CarMax’s new pre-qualification capability has the following features and benefits for customers: Pre-qualification decisions come directly from multiple lenders and are personalized for each customer based on their credit profile, with approximately 95% of customers receiving approvals; The process is fast and convenient, with most customers getting results in minutes across CarMax’s entire nationwide inventory; Save time and search efficiently with budgeting answers upfront and the ability to sort and filter vehicles using personalized monthly payment and down payment options; Soft credit inquiry with no impact to credit score. The new pre-qualification capability is also integrated with CarMax’s “Compare Feature,” which allows customers to see their monthly payment alongside different car features of their favorite vehicles for which they’re pre-qualified. Customers have access to personalized results to see how each of their top vehicle choices fits both their budget and style.
Reported Earnings • Dec 23Third quarter 2023 earnings released: EPS: US$0.24 (vs US$1.66 in 3Q 2022)Third quarter 2023 results: EPS: US$0.24 (down from US$1.66 in 3Q 2022). Revenue: US$6.87b (down 22% from 3Q 2022). Net income: US$37.6m (down 86% from 3Q 2022). Profit margin: 0.5% (down from 3.0% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in South America.
공시 • Dec 23CarMax, Inc. to Report Q4, 2023 Results on Apr 11, 2023CarMax, Inc. announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on Apr 11, 2023
Board Change • Dec 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 22Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Recent Insider Transactions • Jul 20Insider recently sold Mex$6.6m worth of stockOn the 18th of July, Shamim Mohammad sold around 3k shares on-market at roughly Mex$1,917 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$12m more than they bought in the last 12 months.
Board Change • Jul 18Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Jul 06Executive VP recently sold Mex$5.7m worth of stockOn the 1st of July, Diane Cafritz sold around 3k shares on-market at roughly Mex$1,847 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$69m more than they bought in the last 12 months.
Reported Earnings • Jun 25First quarter 2023 earnings released: EPS: US$1.57 (vs US$2.68 in 1Q 2022)First quarter 2023 results: EPS: US$1.57 (down from US$2.68 in 1Q 2022). Revenue: US$9.66b (up 21% from 1Q 2022). Net income: US$252.3m (down 42% from 1Q 2022). Profit margin: 2.6% (down from 5.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 1.3% compared to a 22% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Board Change • May 17Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Feb 10Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jan 10Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: US$1.66 (up from US$1.44 in 3Q 2021). Revenue: US$8.86b (up 62% from 3Q 2021). Net income: US$269.4m (up 14% from 3Q 2021). Profit margin: 3.0% (down from 4.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 16%. Over the next year, revenue is forecast to grow 5.0%, compared to a 21% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to Mex$2,539, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Specialty Retail industry in South America. Total returns to shareholders of 91% over the past three years.
Board Change • Jan 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jan 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Mark O'Neil was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improved over the past weekAfter last week's 21% share price gain to Mex$3,078, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Specialty Retail industry in South America. Total returns to shareholders of 131% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,703 per share.
Reported Earnings • Oct 03Second quarter 2022 earnings released: EPS US$1.75 (vs US$1.82 in 2Q 2021)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: US$8.31b (up 47% from 2Q 2021). Net income: US$285.3m (down 3.9% from 2Q 2021). Profit margin: 3.4% (down from 5.2% in 2Q 2021). The decrease in margin was driven by higher expenses.
Recent Insider Transactions • Jul 03Executive VP & COO recently sold Mex$14m worth of stockOn the 29th of June, Edwin Hill sold around 6k shares on-market at roughly Mex$2,585 per share. This was the largest sale by an insider in the last 3 months. Edwin has been a seller over the last 12 months, reducing personal holdings by Mex$23m.
Reported Earnings • Jun 28First quarter 2022 earnings released: EPS US$2.68 (vs US$0.031 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$8.01b (up 128% from 1Q 2021). Net income: US$436.8m (up US$431.8m from 1Q 2021). Profit margin: 5.5% (up from 0.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to US$2,283, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 31x in the Specialty Retail industry in South America. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,402 per share.
Reported Earnings • Apr 26Full year 2021 earnings released: EPS US$4.58 (vs US$5.39 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: US$20.1b (down 6.2% from FY 2020). Net income: US$746.9m (down 16% from FY 2020). Profit margin: 3.7% (down from 4.1% in FY 2020). The decrease in margin was driven by lower revenue. Like-for-like sales growth: Down 10.5% vs FY 2020 Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Executive Departure • Mar 03Executive Vice President of Finance Thomas Reedy has left the companyOn the 28th of February, Thomas Reedy's tenure as Executive Vice President of Finance ended after 1.4 years in the role. As of December 2020, Thomas personally held 19.98k shares (Mex$39m worth at the time). Thomas is the only executive to leave the company over the last 12 months.
Reported Earnings • Jan 07Third quarter 2021 earnings released: EPS US$1.44The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$5.47b (up 8.0% from 3Q 2020). Net income: US$235.3m (up 36% from 3Q 2020). Profit margin: 4.3% (up from 3.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Jan 07Executive Officer recently sold Mex$27m worth of stockOn the 30th of December, Thomas Reedy sold around 15k shares on-market at roughly Mex$1,863 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$134m more than they bought in the last 12 months.
Analyst Estimate Surprise Post Earnings • Jan 07Revenue beats expectationsRevenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 6.8%, compared to a 24% growth forecast for the Specialty Retail industry in Mexico.
Recent Insider Transactions • Dec 31Executive Vice President of Finance recently sold Mex$27m worth of stockOn the 30th of December, Thomas Reedy sold around 15k shares on-market at roughly Mex$1,863 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$134m more than they bought in the last 12 months.
Reported Earnings • Dec 24Third quarter 2021 earnings released: EPS US$1.44The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$5.47b (up 8.0% from 3Q 2020). Net income: US$235.3m (up 36% from 3Q 2020). Profit margin: 4.3% (up from 3.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Dec 24Revenue beats expectationsRevenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 6.6%, compared to a 23% growth forecast for the Specialty Retail industry in Mexico.
Reported Earnings • Dec 23Third quarter 2021 earnings released: EPS US$1.44The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$5.18b (up 2.3% from 3Q 2020). Net income: US$235.3m (up 36% from 3Q 2020). Profit margin: 4.5% (up from 3.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Dec 23Revenue beats expectationsRevenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 6.9%, compared to a 22% growth forecast for the Specialty Retail industry in Mexico.
Analyst Estimate Surprise Post Earnings • Oct 08Second-quarter earnings released: Revenue beats expectationsSecond-quarter revenue exceeded analyst estimates by 5.8% at US$5.37b. Revenue is forecast to grow 5.3% over the next year, compared to a 16% growth forecast for the Specialty Retail industry in Mexico.
Reported Earnings • Oct 08First half earnings releasedOver the last 12 months the company has reported total profits of US$689.8m, down 22% from the prior year. Total revenue was US$19.5b over the last 12 months, down 3.7% from the prior year.
Recent Insider Transactions • Oct 04Independent Director recently bought Mex$5.6m worth of stockOn the 30th of September, Mark O'Neil bought around 3k shares on-market at roughly Mex$2,062 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$106m more in shares than they bought in the last 12 months.