For the quarter ended December 2025, Carvana (CVNA) reported revenue of $5.6 billion, up 58% over the same period last year. EPS came in at $4.22, compared to $0.56 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $5.22 billion, representing a surprise of +7.32%. The company delivered an EPS surprise of +274.35%, with the consensus EPS estimate being $1.13.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Carvana performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Per retail unit gross profit - Total: $6,427.00 compared to the $6,781.18 average estimate based on five analysts.
- Unit sales - Retail vehicle unit sales: 163,522 compared to the 158,132 average estimate based on five analysts.
- Per retail unit gross profit - Retail vehicle: $2,990.00 versus the five-analyst average estimate of $3,198.55.
- Per retail unit gross profit - Other: $2,807.00 versus $2,983.05 estimated by four analysts on average.
- Per unit revenue - Wholesale vehicles: $9,636.00 versus $10,326.34 estimated by four analysts on average.
- Per unit revenue - Retail vehicles: $25,416.00 versus $24,019.17 estimated by four analysts on average.
- Unit sales - Wholesale vehicle unit sales: 81,050 versus the four-analyst average estimate of 67,724.
- Markets at end of period (metropolitan statistical areas): 316 compared to the 316 average estimate based on three analysts.
- Per retail unit gross profit - Wholesale: $630.00 versus the three-analyst average estimate of $587.63.
- Sales and operating revenues- Retail vehicle sales, net: $4.16 billion versus the five-analyst average estimate of $3.82 billion. The reported number represents a year-over-year change of +62.9%.
- Sales and operating revenues- Other sales and revenues: $459 million versus $436.64 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +44.8% change.
- Sales and operating revenues- Wholesale sales and revenues: $988 million versus the five-analyst average estimate of $950.96 million. The reported number represents a year-over-year change of +45.7%.
View all Key Company Metrics for Carvana here>>>
Shares of Carvana have returned -20.7% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.5 Stocks Set to Double
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
