Carvana Co. · CVNA · Next earnings

Carvana Co. reports Wednesday, Feb 17, 2027

CVNA reports after market close with consensus EPS at $0.38 and revenue at $7.84B. Last quarter: Carvana scales past 200,000 Q3 sales while maintaining EBITDA guidance

Reports After market close104 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $0.38 Calendar consensus
Consensus revenue $7.84B Calendar consensus
Report date Feb 17, 2027 Wednesday, date estimated
Session After market close 104 days away

Where CVNA left off: FY2026 Q3

Full report

Carvana scales past 200,000 Q3 sales while maintaining EBITDA guidance

EPS surprise -11.6% Reported $0.39 vs $0.44
Revenue surprise +4.3% Reported $8.04B vs $7.71B
Stock move -0.3% Event window
Subsequent drift 0.0% Up to 20 sessions

FY 2026 adjusted EBITDA guidance was maintained at $2.7-$3.0 billion, with management targeting the high end of the range.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher interest rates could raise borrowing costs and customer financing rates.
  • Fuel, logistics, and reconditioning costs could pressure margins.
  • Inventory build-out and reconditioning capacity may constrain growth.
  • Agentic AI adoption and competitive dynamics remain uncertain.
  • FTC disclosure and pricing-transparency rules could affect fees and pricing.

Questions analysts left open

  • Performance drivers for other GPU and retail GPU.
  • Whether SG&A leverage can offset advertising expense per unit.
  • The effect of higher benchmark rates on customer financing rates.
  • The future size and frequency of ABS or debt-financing deals.
  • The impact of FTC changes affecting pricing and fees.

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Recent CVNA quarters

All CVNA earnings
-0.3%FY2026 Q3-7.4%FY2026 Q2-0.2%FY2026 Q1-8.0%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.