Analyst Consensus ?
ConsensusBuy22 ratings
Bullish1254.6%
Neutral940.9%
Bearish14.5%
Copart, Inc. · CPRT · FY2026 Q4 · Calendar Q3 2026
Copart pairs international growth with ACV investment amid higher costs
Copart’s current analysis supports a mixed but constructive operating picture: international growth, buyer liquidity, AI initiatives, and the ACV acquisition support expansion, while domestic insurance weakness and higher per-vehicle costs are important counterweights. The supplied analysis does not establish a one-year investment conclusion.
Reported After market closeNASDAQIndustrials
$27.11B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.35
Consensus $0.38
EPS surprise
-8.7%
Reported versus consensus
Reported revenue
$1.15B
Consensus $1.14B
Revenue surprise
+0.8%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-2.6%
Event window
SPY move
+0.9%
Same window
Abnormal move
-3.5%
Stock minus SPY
Volume
2.1×
Versus trailing sessions
Subsequent drift
-2.2%
Up to 20 sessions
CPRTSPY benchmark
Ask FN2 about CPRT FY2026 Q4
Transcript, numbers and history already loaded
Why did CPRT fall 2.6% after missing EPS estimates in FY2026 Q4?What changed in CPRT's guidance and outlook in FY2026 Q4?Give me the bull and bear case for CPRT after FY2026 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current call added the ACV acquisition and a greater emphasis on technology, AI, whole-car services, and dealer liquidity. Compared with the prior analysis, international unit growth strengthened to 10%, while higher per-vehicle costs and declining domestic insurance volumes became more prominent constraints.
Guidance delta
Maintained; the supplied analysis does not identify a change in guidance.
Key takeaways
- Q4 FY2026 revenue rose 2.4% year over year to $1.2 billion, while full-year revenue increased 0.4%.
- International unit sales grew 10% year over year as domestic insurance volumes declined.
- Management is investing in ACV, AI, technology, and whole-car services while focusing on higher per-vehicle costs.
Management priorities
- Integrate ACV’s technology and buyer base while maintaining separate brands.
- Invest in AI, technology, dedicated wholesale facilities, and dealer-oriented products.
- Expand international markets and add TitleExpress and loan-payoff services.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$29.28Current
$18.5Low
$38.42Average
$63High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 20, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| HSBC | Hold | Buy | Downgrade | Sep 17, 2026 |
| Freedom Broker | Buy | Buy | Maintain | Sep 14, 2026 |
| Barrington Research | Outperform | Market Perform | Upgrade | Sep 11, 2026 |
| Baird | Outperform | Outperform | Maintain | Sep 11, 2026 |
| JP Morgan | Overweight | Neutral | Upgrade | Sep 3, 2026 |
| Barclays | Underweight | Underweight | Maintain | Aug 26, 2026 |
| Stephens & Co. | Equal Weight | Equal Weight | Maintain | Aug 20, 2026 |
| HSBC Securities | Buy | Hold | Upgrade | Sep 4, 2025 |
| Argus | Hold | Buy | Downgrade | Mar 14, 2025 |
| Northcoast Research | Neutral | Buy | Downgrade | May 1, 2023 |
| Guggenheim | Buy | Buy | Maintain | Feb 22, 2023 |
| Truist Securities | Buy | Buy | Maintain | May 21, 2021 |
| Jefferies | Buy | Buy | Maintain | May 22, 2020 |
| CFRA | Hold | Hold | Maintain | May 21, 2020 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | May 18, 2020 |
| Gabelli & Co. | Buy | Hold | Upgrade | Sep 20, 2018 |
| Susquehanna | Neutral | Neutral | Maintain | Aug 25, 2016 |
| Bank of America | Neutral | Buy | Downgrade | Mar 21, 2016 |
| B of A Securities | Neutral | Buy | Downgrade | Mar 21, 2016 |
| CL King | Neutral | Sell | Upgrade | Feb 25, 2016 |
| BB&T Capital | Buy | Hold | Upgrade | Nov 26, 2013 |
| CJS Securities | Market Outperform | Market Perform | Upgrade | Sep 26, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $29.28. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| HSBC | Analyst unavailable | $36 | $30.82 | +23.0% | Sep 16, 2026 |
| Barrington | Gary Prestopino | $40 | $30.75 | +36.6% | Sep 11, 2026 |
| Robert W. Baird | Analyst unavailable | $38 | $30.75 | +29.8% | Sep 11, 2026 |
| Deutsche Bank | Analyst unavailable | $40 | $32.16 | +36.6% | Sep 3, 2026 |
| Barclays | Analyst unavailable | $25 | $33.33 | -14.6% | Aug 26, 2026 |
| Barclays | Analyst unavailable | $26 | $27.04 | -11.2% | Jul 21, 2026 |
| Jefferies | Analyst unavailable | $45 | $33.79 | +53.7% | May 22, 2026 |
| Robert W. Baird | Analyst unavailable | $48 | $37.65 | +63.9% | Feb 20, 2026 |
| Robert W. Baird | Analyst unavailable | $52 | $40.06 | +77.6% | Nov 21, 2025 |
| Barclays | John Babcock | $33 | $41.02 | +12.7% | Nov 21, 2025 |
| Barclays | Analyst unavailable | $32 | $41.34 | +9.3% | Nov 11, 2025 |
| HSBC | Wesley Brooks | $62 | $48.12 | +111.7% | Sep 4, 2025 |
| Jefferies | Bret Jordan | $63 | $54.58 | +115.2% | May 17, 2024 |
| J.P. Morgan | Analyst unavailable | $33 | $15.64 | +12.7% | Jan 13, 2023 |
| Stephens | Analyst unavailable | $18.5 | $16.04 | -36.8% | Nov 18, 2022 |
| Raymond James | Savanthi Syth | $27.5 | $30.35 | -6.1% | Apr 13, 2022 |
Track every rating change on CPRT the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationCopart, Inc. stands as a prominent global provider of online vehicle auctions and comprehensive vehicle remarketing services. The company extends its operations across numerous international markets, including the United States, the United Kingdom, Germany, Brazil, Canada, the United Arab Emirates, Spain, Finland, Oman, the Republic of Ireland, and Bahrain. At its core, Copart enables the buying and selling of vehicles over the internet through its sophisticated "virtual bidding" online auction platform. Its extensive range of services supports the entire vehicle disposition process, encompassing aspects such as direct online access for sellers, expert salvage and general vehicle valuation, end-of-life vehicle handling, logistics and transportation management, and dedicated vehicle inspection facilities.…
Historical context
All CPRT earningsIndustrials peers this season
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|---|---|---|---|---|
| FPS Forgent Power Solutions, Inc. | FY2026 Q4 · Calendar Q3 2026 | +4.3% | +9.5% | Forgent Power Solutions pairs record results with an aggressive FY27 buildout |
| POOL Pool Corporation | FY2026 Q2 · Calendar Q3 2026 | +0.9% | -6.6% | Pool Corp Q2: Maintenance Demand Holds, Freight Costs Weigh on Margins |
| ALLE Allegion plc | FY2026 Q2 · Calendar Q3 2026 | +8.1% | +10.4% | Allegion Beats on Q2 Revenue and EPS, Raises Full-Year Outlook as Americas Demand Accelerates |
| ROL Rollins, Inc. | FY2026 Q2 · Calendar Q3 2026 | -4.7% | -9.3% | Rollins Q2 2026: Revenue Misses as Digital Lead Slowdown Hits Orkin |
| LUV Southwest Airlines Co. | FY2026 Q2 · Calendar Q3 2026 | +84.3% | -6.2% | Southwest Airlines Q2 2026: EPS Beats by 84%, Unit Revenue Up 20%, Guidance Cut on Fuel |
| DOV Dover Corporation | FY2026 Q2 · Calendar Q3 2026 | +0.7% | -7.8% | Dover Raises EPS Guidance but Shares Fall 8% on Revenue Miss and Refrigeration Issues |
Latest beats and misses
Who reports nextBeat on EPS
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
- KRFY2026 Q2 · September 11, 2026+2.8% EPS+2.7% move
- ADBEFY2026 Q3 · September 10, 2026+0.8% EPS+1.4% move
- ORCLFY2027 Q1 · September 10, 2026+10.3% EPS-1.7% move
- BKRFY2026 Q2 · July 26, 2026+25.2% EPS-3.5% move
Missed on EPS
Get the CPRT recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-09-11T14:16:32.734589+00:00
- FN2 earnings calendar · 2026-09-20T01:23:12.707946+00:00
- Polygon adjusted daily market bars · 2026-09-20T22:30:45.599510+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-20T22:30:45.596621+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated . For educational purposes only; not investment advice.