CVNA News
R40 coverage and dated third-party headlines for Carvana Co. (CVNA).
R40 Coverage
Carvana Q2 2026: Record Everything — Revenue, Profit, Units — and the Stock Still Fell 20%
Carvana posted its most profitable quarter ever with revenue up 52% and record retail units sold, then fell more than 20% after hours because full-year EBITDA guidance and vague Q3 unit guidance missed the bar. We break down why a record quarter still spooked the market.
Carvana Reports Tonight With a $1B Accounting Cloud Hanging Over It
Carvana reports Q4 earnings today down 27% from January highs. Gotham City Research alleges $1B in inflated earnings through related-party deals with DriveTime. The SEC is sniffing around. Wall Street still sees upside.
February 2026
Q4 2025 earnings scheduled for Feb 18 after market close
Carvana to report Q4 2025 results next Wednesday. Analysts expecting continued growth momentum after record Q3.
Stock down 7% amid broader market selloff
CVNA dropped alongside growth stocks in market-wide risk-off day. No company-specific news.
October 2025
Record Q3 2025: Revenue $5.6B (+55% YoY), EPS $1.03
Carvana delivered blowout quarter with record revenue and fourth consecutive profitable quarter. Gross margins expanded to 20.3%.
July 2025
Q2 2025: Revenue $4.8B (+42% YoY), ninth consecutive profitable quarter
Strong momentum continues with revenue acceleration. Management raised full-year guidance again.