NYSE$CVNA

Carvana Co · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Carvana reported Q3 2025 net sales and operating revenues of $5.65B with net income of $263M.

Net sales and operating revenues rose to $5.65 billion with net income of $263 million as retail units, GPU expansion, and finance penetration improved year over year. The company continued to emphasize logistics efficiency and customer experience.

  • Q3 net sales and operating revenues $5.65B.
  • Net income $263M on higher unit volumes and GPU.
  • E-commerce used-auto model scales with logistics investments.
  • Finance and other adjacent products support unit economics.

Headline financials

Total Revenue

$5.65B

Previous: $3.66B+54.5%
EPS (adj)

$1.03

Previous: $0.64+60.9%
Retail Units Sold

155.9K

Previous: 108.7K+43.5%
Adjusted EBITDA

$637M

Previous: $429M+48.5%
Adjusted EBITDA Margin

11.3%

Previous: 11.7%-3.4%
Net Income Margin

4.7%

Previous: 4.0%+17.5%
Capital Expenditures

-$96M

Previous: -$67M-43.3%
Free Cash Flow

$55M

Previous: $18M+205.6%
Net Income

$151M

Previous: $85M+77.6%
Operating Income

$552M

Previous: $337M+63.8%
Gross Profit

$1.15B

Previous: $807M+42.3%
Cash & Equivalents

$2.14B

Previous: $871M+145.9%
Total Assets

$9.85B

Previous: $7.37B+33.7%

Revenue & EPS history

Carvana · Revenue · Quarterly

$5.65B

Q3 2025+54.5%vs Q3 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The release discusses Carvana's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • Management discussed operating priorities and capital allocation for upcoming quarters.
  • Carvana cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.

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 Q3 2025

Historical avgQ3 2025

+8.0%

Avg return

Earnings day

+6.8%

Avg return

5 days after

+12.7%

Avg return

30 days after

62%

23 / 37 earnings

Positive

+40.7%

Q1 2017

Best reaction

-35.0%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.3%-4.4%-8.1%
Q4 2025+16.3%-10.1%-22.2%
Q3 2025-8.4%-12.5%+5.8%
Q2 2025+17.0%+5.1%+11.5%
Q1 2025+10.2%+13.1%+31.8%
Q4 2024-12.1%-21.3%-32.2%
Q3 2024+18.5%+8.3%+24.8%
Q2 2024+15.6%+6.8%+18.8%
Q1 2024+40.5%+48.3%+20.6%
Q4 2023+40.1%+62.8%+74.0%
Q3 2023+24.2%+31.5%+35.4%
Q2 2023+17.4%+16.2%-1.5%
Q1 2023+26.7%+67.6%+121.8%
Q4 2022-20.5%-6.5%-18.7%
Q3 2022-35.0%-45.4%-40.1%
Q2 2022+34.6%+18.7%-9.5%
Q1 2022-18.3%-20.2%-67.0%
Q4 2021+34.2%+27.6%+13.1%
Q3 2021-1.2%-1.8%-13.3%
Q2 2021+4.5%+11.8%-0.7%
Q1 2021-11.7%-14.8%-0.3%
Q4 2020-0.5%+10.5%-9.1%
Q3 2020-8.7%-5.9%+22.7%
Q2 2020+33.8%+14.1%+12.2%
Q1 2020+13.6%+17.1%+34.7%
Q4 2019-14.7%-20.8%-52.9%
Q3 2019-10.3%-4.9%+6.0%
Q2 2019+21.2%+31.1%+39.9%
Q1 2019+5.9%-12.4%-11.0%
Q4 2018+10.8%+3.9%+43.4%
Q3 2018+14.3%-2.3%-20.7%
Q2 2018+8.4%+13.8%+30.4%
Q1 2018+7.2%+8.9%+44.3%
Q4 2017-6.3%-3.2%+25.2%
Q3 2017-10.4%-13.3%+34.6%
Q2 2017-2.6%-12.1%+1.0%
Q1 2017+40.7%+47.8%+124.2%
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015

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