Carvana (US:CVNA) ZACKS·2026-02-12 15:15Core Viewpoint - Analysts project that Carvana (CVNA) will report quarterly earnings of $1.10 per share, reflecting a 96.4% year-over-year increase, with revenues expected to reach $5.19 billion, a 46.3% increase from the same quarter last year [1]. Earnings Projections - The consensus EPS estimate has been adjusted upward by 0.6% over the past 30 days, indicating a reassessment by analysts [1][2]. - Changes in earnings projections are crucial for predicting investor reactions and short-term stock price movements [2]. Revenue Estimates - Analysts estimate 'Sales and operating revenues - Retail vehicle sales, net' to be $3.80 billion, a 48.9% increase from the prior-year quarter [4]. - 'Sales and operating revenues - Other sales and revenues' is projected at $434.07 million, reflecting a 36.9% increase from the previous year [4]. - 'Sales and operating revenues - Wholesale sales and revenues' is expected to reach $945.49 million, a 39.5% increase year-over-year [5]. Unit Sales and Profit Metrics - 'Unit sales - Retail vehicle unit sales' are forecasted to be 157,216, compared to 114,379 in the same quarter last year [6]. - 'Per retail unit gross profit - Total' is expected to be $6,780.51, up from $6,671.00 in the same quarter last year [5]. - 'Per retail unit gross profit - Retail vehicle' is projected at $3,198.55, slightly down from $3,226.00 year-over-year [6]. Additional Revenue Insights - 'Per unit revenue - Wholesale vehicles' is estimated at $10,326.34, compared to $9,371.00 in the same quarter last year [7]. - 'Per unit revenue - Retail vehicles' is expected to reach $24,019.17, up from $22,312.00 in the previous year [8]. - 'Unit sales - Wholesale vehicle unit sales' are projected at 67,233, compared to 48,770 in the same quarter last year [8]. Market Metrics - The estimated 'Markets at end of period (metropolitan statistical areas)' remains at 316, unchanged from the previous year [9]. - The average prediction for 'Per retail unit gross profit - Wholesale' is $586.51, down from $674.00 year-over-year [9]. - Carvana shares have decreased by 20.6% in the past month, contrasting with a -0.3% change in the Zacks S&P 500 composite [9].