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CARS

Cars.com Inc.
11.95post+$0.00 (+0.00%)at close +$0.00 (+0.00%)
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as of 19:59:56 UTCnext report Aug 6 · tomorrow
Earnings Room‹ back to CARS

The report

fiscal Q2 2026 · from the company's notice
Aug 6before open1day out

Expected movement

market-implied · at the Aug 4 close
±9.9%is what the chain prices for this report itself, with the ordinary drift of the days around it taken out. Not a view we hold.

The full straddle prices ±12.1% over the 17 days to expiry; the rest of that is everyday movement, which the chain prices at 45% annualized.

expiry Aug 21 · first after the reportATM strike 12.5straddle 1.70ATM IV 78% vs 60% at Sep 18× 0.85 straddle-to-rangespot 11.95

Blast radius

2 linked · N-PORT + EDGAR

If CARS moves ±12.1% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are ranked by disclosed tie strength.

Positioning

3 expiries · as of the Aug 4 close

Contracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.

OI ΔPutsOI
Expiry
OICallsOI Δ
▲ +2%
44
Aug 21
17d
120
▲ +0%
▲ +0%
3.7k
Sep 18
45d
185
▲ +0%
▲ +0%
2.7k
Dec 18
136d
160
▲ +0%

The record

expected in pale · actual in full color
4/8reports moved further than the options market had pricedtypically ±11.1% realized vs ±10.5% priced
May 7 '26±12.9%+10.2%×0.79
Apr 9 '26±10.4%+7.3%×0.70
Feb 26 '26±12.3%15.5%×1.26
Nov 6 '25±10.2%+6.5%×0.64
Aug 7 '25±9.9%10.4%×1.05
May 8 '25±8.4%11.2%×1.34
Feb 27 '25±10.3%21.4%×2.08
Nov 7 '24±9.5%+6.2%×0.65
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q1 FY26 · reported 0.08 · rev $180M
record note

The note composes when the report lands. Nothing is written for a quarter that hasn't been read.