| CVNA |
Report |
Retail units sold |
IN-LINE |
pred ~205,000 vs. cons 203,500 |
MEDIUM |
| CVNA |
Report |
Adjusted EBITDA |
BEAT |
pred ~$735 million vs. cons $713 million |
MEDIUM |
| CVNA |
Report |
Non-GAAP retail GPU |
BEAT |
pred ~$3,235 vs. cons $3,180 |
MEDIUM |
| CVNA |
Guide |
FY2026 retail-unit-growth outlook |
BETTER |
guide ~825,000 retail units vs. cons 808,000 (FY2026) |
MEDIUM |
| CVNA |
Guide |
FY2026 Adjusted EBITDA outlook |
BETTER |
guide ~$3.00 billion vs. cons $2.84 billion (FY2026) |
MEDIUM |
| CVNA |
Guide |
Q3 retail units / Adjusted EBITDA record commentary |
BETTER |
guide ~215,000 retail units and ~$775 million Adjusted EBITDA vs. cons 211,000 and $748 million (Q3 2026) |
LOW |
| CVNA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+7.0% |
— |
MEDIUM |
| CVNA |
Return |
5-day cumulative residual |
+10.0% (FOLLOW-THROUGH) |
~3% FY2026 EBITDA upside versus consensus and ~2% FY2026 retail-unit upside should drive positive out-period revisions; a ~$22 million Q2 EBITDA beat is supported by sequential retail-GPU recovery rather than only volume. |
MEDIUM |