NYSE$ACVA

ACV Auctions Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

ACV Auctions reported Q1 2026 revenue of $204.2M with a net loss of $10.9M ($0.06 per share).

ACV Auctions delivered $204.2 million of revenue for the quarter ended March 31, 2026, up from $182.7 million, on marketplace and assurance fees. Net loss was $10.9 million, or $0.06 per share, versus a $14.8 million loss a year ago as gross profit improved but SG&A remained high. Marketplace unit volume grew year over year.

  • ACV Auctions reported Q1 2026 revenue of $204.
  • Quarter ended 2026-03-31; filing date 2026-05-06.
  • Revenue of about $204.2M in the quarter.
  • Diluted EPS ($0.06).
  • MD&A discusses marketplace liquidity, dealer adoption, and path to profitability; no EPS guide.…

Headline financials

Total Revenue

$204M

Previous: $183M+11.8%
EPS (adj)

-$0.06

Previous: -$0.09+33.3%
Capital Expenditures

-$1.77M

Previous: -$1.35M-31.6%
Net Income

-$10.9M

Previous: -$15M+27.4%
Operating Income

-$9.24M

Previous: -$14.4M+36.0%

Revenue & EPS history

ACV Auctions · Revenue · Quarterly

$204M

Q1 2026+11.8%vs Q1 2025
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

ACV Auctions · $119M total across 2 segments · Q3 2023

  • Marketplace and Service
    $105M+15.1%
  • Customer Assurance
    $14.5M-0.6%

Forward guidance

MD&A discusses marketplace liquidity, dealer adoption, and path to profitability; no EPS guide.

Tailwinds

  • Revenue growth and narrower loss.
  • Marketplace and assurance revenue up.
  • Cash balance over $340M.

Headwinds

  • Still GAAP loss-making.
  • Sales and marketing spend elevated.
  • Used-vehicle cycle sensitivity.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+3.7%

Avg return

Earnings day

+4.4%

Avg return

5 days after

+7.2%

Avg return

30 days after

50%

11 / 22 earnings

Positive

+23.9%

Q2 2022

Best reaction

-14.9%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.3%+13.0%+4.8%
Q4 2025-14.9%-14.4%-23.8%
Q3 2025+6.7%+7.9%+60.1%
Q1 2025+4.4%+7.7%+5.3%
Q4 2024-10.0%-20.3%-25.9%
Q3 2024+5.2%+8.2%+16.7%
Q2 2024+19.6%+17.4%+20.3%
Q1 2024-1.6%-2.0%+0.4%
Q4 2023+16.9%+16.7%+36.4%
Q3 2023-3.7%-4.6%-1.7%
Q2 2023+0.7%-4.0%+0.4%
Q1 2023+22.5%+26.5%+31.0%
Q4 2022+20.5%+15.9%+18.5%
Q3 2022+19.1%+23.2%+26.5%
Q2 2022+23.9%+23.8%+35.2%
Q1 2022-7.1%-4.5%-18.1%
Q4 2021+11.6%+12.7%+27.8%
Q3 2020-4.2%+3.3%-0.7%
Q3 2021-4.2%+3.3%-0.7%
Q2 2021-8.6%-11.9%-16.9%
Q4 2020-5.5%-10.3%-19.3%
Q1 2021-5.5%-10.3%-19.3%
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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