"Analysts are looking for over 150,000 retail units sold in Q4, based on management's guidance from the Q3 call. The company also guided to full-year 2025 adjusted EBITDA at or above the high end of the $2.0 to $2.2 billion range. Prediction markets show 56.5% probability of beating the $1.08 consensus EPS estimate, suggesting modest optimism despite last quarter's miss."
"The headline figures to watch are Wall Street consensus for revenues of $5.27 billion and EPS of $1.12. The key metric I'll be watching is gross profit per unit. In Q3, non-GAAP retail GPU decreased by $77 driven by higher depreciation rates, while wholesale GPU fell $168. Management warned on the Q3 call that Q4 typically sees higher depreciation and lower demand, so sequential GPU compression is expected. The question is whether it stays manageable or accelerates."
Carvana reports Q4 2025 earnings after the bell following an 18.7% one-month share decline. The stock weakness followed fraud allegations from short seller Gotham City Research on January 28 that caused a 14% intraday drop. Analysts expect over 150,000 retail units sold in Q4 and guidance for full-year 2025 adjusted EBITDA at or above the high end of the $2.0 to $2.2 billion range. Wall Street consensus targets $5.27 billion in revenue and $1.12 in EPS, while prediction markets show a 56.5% chance to beat a $1.08 EPS consensus. The key metric is gross profit per unit, which fell notably in Q3 and may compress further in Q4. Q3 results showed a revenue beat of $5.647 billion but an EPS miss of $1.03, with 155,941 retail units sold and record operating income and adjusted EBITDA.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]