Company Dossier · Consumer Discretionary
CarMax
- Russell 1000
What CarMax is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to August 31, 2026: $27.6 billion, up 4.8% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to August 31, 2026: $1.15 billion, up 67% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to August 31, 2026: $0.45 billion, down 13% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to February 28, 2026: $0.64 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (September 29, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 0 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed April 15, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q2 2026: $1.3 million on the open market.SEC Form 4
- 555 institutional managers reported a position at June 30, 2026 (+5 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 4 (8 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 4 — latest OSHA inspection, Sep 3, 2026 →
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for CarMax yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
CarMax: earnings call confidence
Palanor Discourse score per call, 0 to 1
Hiring and ownership
In the news
Headlines that name CarMax, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralA Look at CarMax Inc (KMX) After 3.6% Decline -- GF Value $75.27 vs Price $50.69
gurufocus.com · via Marketaux · Oct 12, 2026
- NeutralCarMax Lets AI Take the Call, Not the Sale
pymnts.com · via Marketaux · Oct 6, 2026
- NeutralCarMax Inc (KMX) (Q2 2027) Earnings Call Highlights: 81% EPS Surge, 13% Used Unit Comps and the FTC Pricing Tailwind
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralQ2 2027 Carmax Inc Earnings Call Transcript
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 19, 20268-KDirector or officer changeItem 5.02
- Sep 3, 2026Risk event
- Aug 13, 2026Risk event
- Jul 31, 20268-KDirector or officer changeItem 5.02
- Jun 24, 20268-KDirector or officer changeItem 5.02
- Jun 24, 20268-KShareholder vote resultsItem 5.07
- Jun 8, 20268-KDirector or officer changeItem 5.02
- May 12, 20268-KDirector or officer changeItem 5.02
- Apr 15, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- Apr 9, 20268-KDirector or officer changeItem 5.02
- Mar 3, 2026Risk event
- Mar 2, 20268-KDirector or officer changeItem 5.02
- Feb 17, 2026Patent
- Feb 12, 20268-KDirector or officer changeItem 5.02
- Jan 14, 2026Risk event
- Nov 6, 20258-KDirector or officer changeItem 5.02
- Jun 26, 20258-KShareholder vote resultsItem 5.07
- May 15, 20258-KDirector or officer changeItem 5.02
- Apr 11, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 4, 2025Patent
- Jan 31, 20258-KDirector or officer changeItem 5.02
- Nov 26, 2024Patent
- Oct 30, 2024Risk event
- Oct 1, 2024Patent
- Aug 6, 2024Patent
- Apr 15, 202410-KAnnual report (10-K)2 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| AutoNation AN | $27.4B | $0.0B | Jun 30, 2026 |
| Carvana CVNA | $25.1B | $0.9B | Jun 30, 2026 |
| Lithia Motors LAD | $37.9B | −$0.5B | Jun 30, 2026 |
| O'Reilly Automotive ORLY | $18.6B | $2.2B | Jun 30, 2026 |
| AutoZone AZO | — | — | — |
| Carnival Corporation CCL | $27.6B | $3.2B | Aug 31, 2026 |
| McDonald's Corp. MCD | $27.7B | $7.8B | Jun 30, 2026 |
| Booking Holdings BKNG | $28.2B | $9.5B | Jun 30, 2026 |