PodcastEarnings Unscripted: Stock Earnings Calls & AnalysisSeptember 30, 2026
Daily Earnings: Volume, Inventory and Capacity | CCL, KMX, UEC | Sep 29
CarMax, Uranium Energy, and Carnival are each trading near-term margin or revenue for volume, inventory optionality, or future capacity positioning.
- CarMax volume vs margin: Retail used-car units rose 13.8% while gross profit per retail vehicle fell $111 YoY to just over $2,100; EPS still rose to $1.16 from $0.64.
- Pricing transparency cited: Management attributed roughly half of comparable-sales gains to industry-wide advertised-price transparency, half to CarMax's own execution; CarMax Auto Finance is expanding Tier Two lending.
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