US · Consumer Cyclical · Auto & Truck Dealerships
EPS came in at 0.39 against a street estimate of 0.47 — a miss of 17.0%.
Analysts rate Carvana Co a buy (16 buy, 7 hold, 1 sell out of 24) with an average price target of $81.14.
CONFIDENT Carvana sold 197K cars (38% YoY growth) at $7.4B revenue (+52% YoY). Adjusted EBITDA hit record $769M; $3B annualized run rate. Inventory growth lagged sales but rebounded mid-Q2. Guidance: $2.7–3.0B full-year EBITDA, up from $2.24B. Q2 2026 Production capacity investment directly correlates with local inventory and sales growth. Northeast heavily benefited from ADESA footprint expansion. Mid-regions validated feedback loop pattern. Analysts pressed GPU headwinds (tariffs, gas, rates), reconditioning ops progress, and inventory constraints. Management framed as expected macro + execution noise; stressed long-term machine-building priority and fundamental financing gains offsetting customer rate investments. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| T. Rowe Price Associates, Inc. | 7.68% |
| Capital Research Global Investors | 5.75% |
| BlackRock Inc | 4.40% |
| Vanguard Capital Management, LLC | 4.13% |
| FMR Inc | 3.05% |
| Vanguard Portfolio Management, LLC | 2.91% |
| State Street Corp | 2.67% |
| Capital Research & Mgmt Co - Division 3 | 2.11% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 2026 net sales and operating revenues were $8,040 million, up from $5,647 million in Q3 2025. • Q3 gross profit was $1,521 mil | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 retail units sold reached 217,385, up 39.4% year over year; the broader industry was approximately flat. • Revenue was $8 | 2026-10-28 |
| Material agreement · Q3 2026 CARVANA CO. - FORM 8-K SUMMARY August 14, 2026 --- HEADLINE NUMBERS • $1.66 billion senior secured term loan B facility entered into on August 14, | 2026-08-14 |
| Quarterly report · Q2 2026 CARVANA CO. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales and operating revenues (6 months ended June 30, 2026): $13,808 million vs. $9,072 mi | 2026-07-29 |
| Results announced · Q3 2026 CARVANA CO. - Q2 2026 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • Retail units sold: 197,325 units, +38% year-over-year (nearly doubled over two y | 2026-07-29 |
| Board / officer change · Q2 2026 CARVANA CO. (CVNA) - FORM 8-K SUMMARY May 5, 2026 Annual Meeting of Stockholders --- HEADLINE NUMBERS • Stock Split Ratio: 5-for-1 forward split on | 2026-05-06 |
| Quarterly report · Q1 2026 CARVANA CO. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (Q1 2026): $6,432 million, up 52% from $4,232 million in Q1 2025 • Retail vehicle sale | 2026-04-29 |
| Results announced · Q2 2026 CARVANA CO. – Q1 2026 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • Retail units sold: 187,393 units, up 40% year-over-year (6th consecutive quarter | 2026-04-29 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Split | 5 : 1 effective May 8, 2026 | 2026-05-08 |
| Announcement | Date |
|---|---|
| Q2 results exceed expectations; reaffirms path to 3M cars/year by 2030-2035 Carvana reported strong Q2 2026 results with 38% unit sales growth to 197,325 vehicles, nearly doubling sales from two years prior. The company achieved record revenue of $7.376 billion (up | 2026-07-29 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Carvana Co — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.