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Oct 31, 2024

Car-Mart Q2 2025 Earnings Report

America's Car-Mart reported results for the second quarter of fiscal year 2025, navigating industry and economic pressures through strategic decisions and improvements in underwriting and expense management.

Key Takeaways

America's Car-Mart reported a revenue decline of 3.5% primarily driven by a decrease in retail units sold, partially offset by an increase in interest income and a benefit in service contract revenue. The company saw improvements in gross margins and net charge-offs, and made strategic decisions to strengthen its position for future growth.

Revenue declined by 3.5% due to lower retail units sold, but was partially offset by increased interest income and a service contract revenue benefit.

Gross profit margin improved to 39.4%, including a 290 bps benefit from a service contract accounting change.

Net charge-offs improved to 6.6% of average finance receivables.

SG&A expense increased by 5.7% to $47.4 million, driven by acquisitions and stock compensation increases.

Total Revenue
$347M
Previous year: $362M
-4.0%
EPS
-$0.24
Previous year: -$4.3
-94.4%
Net Charge-offs
6.6%
Previous year: 7.2%
-8.3%
Gross Profit
$172M
Previous year: $1.23M
+13848.8%
Cash and Equivalents
$130M
Previous year: $94.5M
+37.2%
Free Cash Flow
-$23.6M
Previous year: -$30.9M
-23.8%
Total Assets
$1.58B
Previous year: $1.49B
+5.9%

Car-Mart

Car-Mart

Forward Guidance

Car-Mart is well positioned for future growth and profitability.