Carvana (CVNA) Reports Earnings Tomorrow: What To Expect

Carvana (CVNA) Reports Earnings Tomorrow: What To Expect

Anthony Lee

Tue, February 17, 2026 at 12:03 PM GMT+9 2 min read

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Online used car dealer Carvana (NYSE: CVNA) will be announcing earnings results this Wednesday after market hours. Here’s what to expect.

Carvana beat analysts’ revenue expectations by 11.1% last quarter, reporting revenues of $5.65 billion, up 54.5% year on year. It was a stunning quarter for the company, with a solid beat of analysts’ revenue estimates and an impressive beat of analysts’ EBITDA estimates.

Is Carvana a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Carvana’s revenue to grow 47.9% year on year to $5.25 billion, improving from the 46.3% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.16 per share.

Carvana Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Carvana has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 5.8% on average.

Looking at Carvana’s peers in the consumer internet segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Amazon delivered year-on-year revenue growth of 13.6%, beating analysts’ expectations by 0.9%, and Reddit reported revenues up 69.7%, topping estimates by 8.7%. Amazon traded down 5.6% following the results while Reddit was also down 7.4%.

Read our full analysis of Amazon’s results here and Reddit’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. Investors in consumer internet stocks have been spared in this environment as share prices are down 18.1% on average over the last month. Carvana is down 22.3% during the same time and is heading into earnings with an average analyst price target of $481.05 (compared to the current share price of $343.50).

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