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Carvana Co (CVNA)
NYSE:CVNA
Earnings Data
Report Date
Feb 19, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
1.02Last Year’s EPS
0.75Same Quarter Last Year
Strong Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Carvana reported strong growth and financial performance, setting new records in revenue and retail units sold. The company expanded its loan sale partnerships and made significant advancements in operational efficiency and customer experience, particularly with its digital auction and same-day delivery capabilities. However, there were some challenges such as decreased non-GAAP retail and wholesale GPU and the impact of the EV tax credit expiration. Overall, the sentiment is positive due to the company's robust growth and strategic advancements.Company Guidance
Record-Breaking Revenue and Growth
Carvana set new records for retail units sold, revenue, adjusted EBITDA, and GAAP operating income. Retail units sold totaled 155,941 in Q3, an increase of 44%. Revenue was $5.647 billion, an increase of 55%.
Significant Financial Milestones
For the first time, Carvana's annual revenue run rate exceeded $20 million, and the net debt to trailing 12-month adjusted EBITDA ratio is now down to just 1.5x, the company's strongest financial position ever.
Expansion of Loan Sale Partnerships
Carvana expanded existing loan sale partnerships with agreements for the sale of up to $14 billion of future loan principal, including upsizing the Ally agreement to $6 billion through October 2027.
Operational Efficiency Improvements
Carvana achieved a $319 reduction in non-GAAP SG&A expense per retail unit sold due to operational efficiency initiatives.
Digital Auction and Same-Day Delivery Innovations
Carvana developed the ADESA Clear digital auction capability and tested same-day delivery in Phoenix, achieving 40% of customers receiving same or next-day delivery.
CVNA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CVNA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 29, 2025 | $353.95 | $305.07 | -13.81% |
Jul 30, 2025 | $333.59 | $390.17 | +16.96% |
May 07, 2025 | $259.17 | $285.53 | +10.17% |
Feb 19, 2025 | $281.82 | $247.72 | -12.10% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Carvana Co (CVNA) report earnings?
Carvana Co (CVNA) is schdueled to report earning on Feb 19, 2026, After Close (Confirmed).
What is Carvana Co (CVNA) earnings time?
Carvana Co (CVNA) earnings time is at Feb 19, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CVNA EPS forecast?
CVNA EPS forecast for the fiscal quarter 2025 (Q4) is 1.02.
