Compared to Estimates, Carvana (CVNA) Q4 Earnings: A Look at Key Metrics

Core Insights - Carvana reported a revenue of $5.6 billion for the quarter ended December 2025, marking a 58% increase year-over-year, with an EPS of $4.22 compared to $0.56 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $5.22 billion by 7.32%, and the EPS surpassed the consensus estimate of $1.13 by 274.35% [1] Financial Performance Metrics - Retail vehicle unit sales reached 163,522, slightly above the average estimate of 158,132 [4] - Per retail unit gross profit for total sales was $6,427, lower than the average estimate of $6,781.18 [4] - Per retail unit gross profit for retail vehicles was $2,990, compared to the estimated $3,198.55 [4] - Sales and operating revenues from retail vehicle sales were $4.16 billion, exceeding the average estimate of $3.82 billion, reflecting a year-over-year increase of 62.9% [4] - Wholesale sales and revenues amounted to $988 million, surpassing the average estimate of $950.96 million, with a year-over-year change of 45.7% [4] Market Performance - Carvana's shares have declined by 20.7% over the past month, while the Zacks S&P 500 composite decreased by 1.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]