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ACV Auctions (ACVA)
NYSE:ACVA
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.03Last Year’s EPS
0.04Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong top-line growth, meaningful adjusted EBITDA expansion, product traction (ClearCar, ACV Max, ACV Guarantee), geographic and network expansion, and a solid cash position — all supporting a credible profitable growth outlook and upbeat 2026 guidance. Notable near-term headwinds include elevated arbitration-related cost of revenue, some deceleration in unit growth versus tough comparables, market uncertainty (seasonality and weather), and deliberate 2026 investments (go-to-market and Viper) that will temporarily weigh on incremental margins. Management articulated remediation steps for arbitration and conservative guidance that assumes investments will drive more growth later in the year.Company Guidance
Q4 and Full-Year Revenue Growth
Q4 revenue of $184 million, up 15% year-over-year; full-year 2025 revenue grew 19% year-over-year.
Unit Growth and Scale
Sold 193,000 vehicles in Q4; full-year units increased by 86,000 (12% year-over-year), demonstrating scale in volume.
Adjusted EBITDA and Profitability Trajectory
Q4 adjusted EBITDA of $8 million, up 36% year-over-year; full-year adjusted EBITDA grew over 100% year-over-year. 2026 adjusted EBITDA guidance of $73M–$77M (≈28% growth).
2026 Revenue and Q1 Guidance
2026 revenue guidance of $845M–$855M (11%–13% growth). Q1 2026 revenue guidance $200M–$204M (9%–12% growth) and adjusted EBITDA $14M–$16M (7%–8% margin).
Strong Cash Position and Capital Structure
Ended Q4 with $270 million in cash and cash equivalents and $190 million of debt; cash includes $171 million of marketplace flow; solid operating cash flow supported by adj. EBITDA growth.
Marketplace and Network Expansion
Expanded network to 15,000 unique sellers and over 22,000 unique buyers; franchise rooftop penetration reached 35% for the year with a 300 basis point increase from major accounts.
Product Traction — ClearCar, ACV Max and Guarantee
ClearCar dealers increased wholesale volumes >50% after launch; a cohort of new ACV Max dealers increased wholesale vehicle sales by ~40% within one quarter; ACV Guarantee (no-reserve) mix rose to 19% in Q4 and is the fastest-growing channel.
Transport and Capital Business Strength
ACV Transportation revenue grew 20% in Q4 with 110,000 transports delivered and revenue margin already at the midterm target in the low-20s; ACV Capital revenue grew 48% year-over-year in Q4 while lowering exposure to higher-risk segments.
Improving Operating Leverage
Non-GAAP operating expense (excluding cost of revenue) as a percentage of revenue decreased ~400 basis points year-over-year; management expects adjusted EBITDA margin to increase ~100 basis points in 2026 despite go-to-market investments.
ACVA 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
ACVA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 23, 2026 | $5.68 | $4.75 | -16.37% |
Nov 05, 2025 | $8.15 | $5.09 | -37.55% |
Aug 11, 2025 | $13.35 | $11.17 | -16.33% |
May 07, 2025 | $15.71 | $16.38 | +4.26% |
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 ACV Auctions (ACVA) report earnings?
ACV Auctions (ACVA) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is ACV Auctions (ACVA) earnings time?
ACV Auctions (ACVA) earnings time is at May 13, 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 ACVA EPS forecast?
ACVA EPS forecast for the fiscal quarter 2026 (Q1) is 0.03.