ACVA · ACV Auctions Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 10, 2026TL;DR. ACV delivered record Q2 revenue of $214M (up 10% YoY) and adjusted EBITDA of $21M exceeding the high end of guidance, while reaffirming full-year 2026 guidance amid a 6% YoY decline in the dealer wholesale market and compressed June/July conversion rates. Growth initiatives accelerated, including commercial availability launch of Viper, expanding commercial consignor wins, and no-reserve sales reaching the mid-20% mix. The CFO transition from Bill Zerella to Tim Fox was announced.
- + Q2 adjusted EBITDA of $21M exceeded the high end of guidance.
- + Record adjusted EBITDA per unit, up 11% YoY.
- + Viper commercial availability launched today with strong dealer-group demand.
- + Full-year 2026 revenue and adjusted EBITDA guidance reaffirmed despite macro uncertainty.
- − Full-year GAAP net loss guidance of ($49M) to ($44M).
- − Non-GAAP cost of revenue as a percentage of revenue increased ~300 bps YoY in Q2 due to higher no-reserve mix.
- − Year-to-date operating cash flow declined year-over-year, primarily due to a change in marketplace flow.
- − CFO transition announced, with Bill Zerella departing to become CFO elsewhere.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $21M | the second quarter | — |
GAAP → non-GAAP reconciliationGAAP Net loss -8.23M
+12.04M Depreciation and amortization
+14.81M Stock-based compensation
+1.63M Net interest expense
+551K Provision for income taxes
+0K Acquisition-related costs
+0K Litigation-related costs
-33K Other
= Adjusted EBITDA 20.77M
|
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| Marketplace GMV | 2.7B | the second quarter | — |
| Marketplace Units | 211,472 | the second quarter | — |
| Non-GAAP net income non-GAAP | $10M | the second quarter | — |
GAAP → non-GAAP reconciliationGAAP Net loss -8.23M
+14.81M Stock-based compensation
+2.59M Amortization of acquired intangible assets
+1.49M Amortization of capitalized stock based compensation
+0K Acquisition-related costs
+0K Litigation-related costs
-284K Other
= Non-GAAP Net income 10.38M
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Auto & Truck Dealerships — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ACVA
this stock
ACV Auctions Inc.
|
$1.78B | +30.3% | +19.2% | — | 9.0% |
|
CVNA
Carvana Co.
|
$69.42B | — | +48.6% | 44.3 | 5.7% |
|
PAG
Penske Automotive Group, Inc.
|
$13.76B | +28.1% | -0.2% | 15.2 | 3.1% |
|
RUSHA
Rush Enterprises Inc \Tx\
|
$8.40B | — | -4.7% | 32.5 | 3.7% |
|
KMX
Carmax Inc
|
$8.12B | +44.6% | -1.8% | — | 6.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ACVA | -0.1% | +54.4% | +141.3% | +0.2% | +30.3% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | +0.3% | +54.5% | +128.9% | +0.0% | +18.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.