Carvana CO

Market Movers (8-K)

NYSE
Carvana stockholders approved a 5-for-1 forward stock split and the 2026 Omnibus Incentive Plan at the 2026 Annual Meeting.
NYSE
Carvana announced record third-quarter 2025 financial results, driven by 44% year-over-year retail unit growth and industry-leading profitability, while crossing a $20 billion annual revenue run rate.
Better than expected
NYSE
Carvana Co. reported record second-quarter 2025 financial results, achieving industry-leading growth in retail units sold and reaching new highs in Net Income and Adjusted EBITDA.
Better than expected
NYSE
Carvana announces record first quarter results with significant growth in retail units sold, net income, and adjusted EBITDA, setting a new objective to sell 3 million retail units annually within 5-10 years.
Better than expected
NYSE
Carvana Co. held its 2025 annual meeting of stockholders on May 5, 2025, with key proposals including the election of directors, executive compensation, and an amendment to the company's certificate of incorporation being voted upon.
NYSE
Carvana strengthens its financial position by renewing a $1.5 billion credit line and securing a $4 billion commitment for automotive finance receivable purchases.

Quarterly Earnings (10-Q)

NYSE
Carvana Co. announced its second quarter 2026 financial results, showcasing a significant 52.4% increase in total net sales and operating revenues to $7.38 billion, driven by robust retail and wholesale unit sales.
Capital raise
NYSE
Carvana Co. reported significant revenue and profit growth for the third quarter and first nine months of 2025, driven by increased retail vehicle sales and strategic financing initiatives.
Capital raise
Better than expected
NYSE
Carvana Co. announced significant financial improvements for the second quarter and first half of 2025, driven by substantial increases in retail vehicle sales and enhanced gross profit per unit.
Better than expected
Capital raise
NYSE
Carvana Co. amends its distribution agreement for an at-the-market offering and reports a significant increase in retail unit sales and net income for the first quarter of 2025.
Capital raise
Better than expected
NYSE
Carvana's Q3 2024 results show significant growth in retail unit sales and overall revenue, alongside improvements in gross profit per unit.
Better than expected
Capital raise
NYSE
Carvana's Q2 2024 results show a significant increase in retail unit sales and improved gross profit per unit, contributing to overall positive financial performance.
Better than expected
Capital raise

Annual Reports (10-K)

NYSE
Carvana's 2024 10-K filing reveals a year of significant growth in retail unit sales and gross profit, signaling a shift towards long-term profitable expansion.
Capital raise
Better than expected
NYSE
Carvana Co.'s recent SEC filing details the structure of its Class A and Class B common stock, preferred stock, and associated rights, including voting and dividend entitlements.

Insider Trading (Form 4)

NYSE
Carvana Co. reports a Form 4 filing detailing the withholding of shares for tax purposes by insider Paul W. Breaux.
NYSE
Carvana Co. Chief Financial Officer Mark W. Jenkins reported transactions involving Class A Common Stock, including option exercises and sales, executed under a pre-arranged Rule 10b5-1 trading plan.
NYSE
Carvana Co. Chief Product Officer Daniel J. Gill reported a transaction involving the withholding of 7,705 Class A Common Stock shares for tax purposes.
NYSE
Carvana Co. reports a transaction involving Class A Common Stock by Chief Brand Officer Ryan S. Keeton, impacting beneficial ownership.
NYSE
Carvana Co. officer Thomas Taira reported a transaction involving Class A Common Stock, with shares withheld for taxes upon vesting of restricted stock units.
NYSE
Carvana Co. CEO Ernest C. Garcia III reported transactions involving Class A Common Stock, including shares withheld for taxes and holdings in trusts.

Proxy Statements (Def-14A)

NYSE
Carvana Co. announced its 2026 Annual Meeting of Stockholders, featuring proposals for a five-for-one forward stock split, approval of a new incentive plan, and the election of directors, alongside a strong 2025 financial performance.
Capital raise
Better than expected
NYSE
Carvana Co. will hold its annual stockholders meeting on May 5, 2025, to vote on director elections, executive compensation, and other proposals.
NYSE
Carvana Co. is inviting stockholders to its 2025 Annual Meeting to vote on key proposals, including the election of directors, executive compensation, and an amendment to the company's certificate of incorporation.
NYSE
Carvana Co. will hold its annual stockholders meeting on May 6, 2024, and has made proxy materials available online.
NYSE
Carvana Co. will hold its 2024 Annual Meeting of Stockholders virtually on May 6, 2024, to elect directors, consider executive compensation, and ratify the appointment of its independent accounting firm.
Better than expected

Schedule 13D - Activist Investments

NYSE
Ernest C. Garcia II and affiliated entities disclosed a new covered call option transaction involving 4 million Carvana shares.
NYSE
Ernest C. Garcia II and ECG II SPE, LLC have updated their beneficial ownership in Carvana Co. to 23.9%, indicating a long-term investment strategy while reserving the option for future share sales and derivative transactions.
NYSE
Ernest C. Garcia II, a significant beneficial owner of Carvana Co., has disclosed the sale of European-style covered call options on 4,000,000 Class A Shares with an expiration date of April 17, 2026, and a strike price of $400.00 per unit.
NYSE
Carvana Group, LLC, Carvana Co. Sub LLC, and Carvana Co. have updated their beneficial ownership in Root, Inc., now holding an aggregate of 41.5% of Class A common stock, primarily through exercisable warrants and convertible preferred stock.

Schedule 13G - Passive Investments

NYSE
Capital Research Global Investors has reported beneficial ownership of 10,850,975 shares, representing 7.6% of Carvana Co.'s common stock, as of March 31, 2026.
NYSE
FMR LLC and Abigail P. Johnson have reported beneficial ownership of 7,446,815.22 shares, representing 5.2% of Carvana Co.'s Class A Common Stock as of March 31, 2026.
NYSE
Vanguard Capital Management has disclosed a beneficial ownership of 10,377,287 shares, representing 7.25% of Carvana Co's common stock, as of March 31, 2026.
NYSE
The Vanguard Group reported a 0% beneficial ownership in Carvana Co. common stock following an internal realignment on January 12, 2026.
NYSE
T. Rowe Price Associates, Inc. has reported a significant beneficial ownership stake of 12.6% in Carvana Co. common stock.
NYSE
BlackRock, Inc. has filed an amended Schedule 13G, reporting beneficial ownership of 7.6% of Carvana Co.'s Class A Stock as of December 31, 2025.