CVNA · Carvana Co.
$62.36
+0.92 (+1.50%)
At close · Jul 31
Market Cap
$68.29B
Shares
1.10B
Carvana Co. Earnings Call Transcripts
Every quarterly earnings call for Carvana Co. (CVNA) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼2.7%
$3.39B
−$283.00M
'22 Q3
22-11-03
▼24.4%
$2.84B
−$806.00M
'22 Q4
23-02-23
▼25.5%
$2.61B
−$160.00M
'23 Q1
23-05-04
▼23.6%
$2.97B
−$58.00M
'23 Q2
23-07-19
▼18.1%
$2.77B
$782.00M
'23 Q3
23-11-02
▼14.6%
$2.42B
−$114.00M
'23 Q4
24-02-22
▲17.5%
$3.06B
$28.00M
'24 Q1
24-05-01
▲14.9%
$3.41B
$18.00M
'24 Q2
24-07-31
▲31.8%
$3.65B
$85.00M
'24 Q3
24-10-30
▲46.3%
$3.55B
$79.00M
'24 Q4
25-02-19
▲38.3%
$4.23B
$216.00M
'25 Q1
25-05-07
▲41.9%
$4.84B
$183.00M
'25 Q2
25-07-30
▲54.5%
$5.65B
$151.00M
'25 Q3
25-10-29
▲58%
$5.60B
$857.00M
'25 Q4
26-02-18
▲52%
$6.43B
$250.00M
'26 Q1
26-04-29
LATEST
▲52.4%
$7.38B
$310.00M
'26 Q2
26-07-29
Earnings call
FY26 · Q2
2026-07-29
Carvana Second Quarter 2026 Financial Results Conference Call
Confident tone
Positive feedback loop / machine
Profitability and adjusted EBITDA
New car business and NPS
Revenue
$7.38B
▲ 52.4% YoY Gross margin
18.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-29
Carvana Co. Q1 FY2026 Earnings Call
Confident tone
Reconditioning operational turnaround
SG&A leverage
Records and growth
Revenue
$6.43B
▲ 52% YoY Gross margin
19.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-02
Morgan Stanley Technology, Media & Telecom Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-18
Carvana Co. Q4 FY2025 Earnings Call
Confident tone
Growth and Market Opportunity
Financing and Loan Sales
Competitive Dynamics and Market Structure
Revenue
$5.60B*
▲ 58% YoY Gross margin
18.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Carvana Co. Q3 FY2025 Earnings Call
Confident tone
GPU and seasonal cost trends
Profitability and EBITDA margins
Same/next-day delivery (SAMR)
Revenue
$5.65B
▲ 54.5% YoY Gross margin
20.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Carvana Co. Q2 FY2025 Earnings Call
Confident tone
Growth and Market Share
GPU and Cost Improvements
Profitability Records
Revenue
$4.84B
▲ 41.9% YoY Gross margin
22.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Carvana Co. Q1 FY2025 Earnings Call
Confident tone
Profitability and margin expansion
Record financial results
Long-term growth target (3 million units)
Revenue
$4.23B
▲ 38.3% YoY Gross margin
22.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-19
Carvana Co. Q4 FY2024 Earnings Call
Confident tone
Long-Term Scale Opportunity
Profitable Growth and Financial Records
Vertical Integration and Foundational Capabilities
Revenue
$3.55B*
▲ 46.3% YoY Gross margin
21.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Carvana Co. Q3 FY2024 Earnings Call
Confident tone
Marketplace / ADESA Integration
Record Q3 Financial Performance
Infrastructure & Scaling
Revenue
$3.65B
▲ 31.8% YoY Gross margin
22.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Carvana Co. Q2 FY2024 Earnings Call
Confident tone
Seasonality and guidance discipline
ADESA acquisition and reconditioning capacity
Profitable growth and records
Revenue
$3.41B
▲ 14.9% YoY Gross margin
21.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-01
Carvana Co. Q1 FY2024 Earnings Call
Confident tone
ADESA reconditioning capacity expansion
Record profitability and industry-leading margins
Unit and revenue growth
Revenue
$3.06B
▲ 17.5% YoY Diluted EPS
$0.05
Gross margin
19.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Carvana Co. Q4 FY2023 Earnings Call
Confident tone
Record profitability and GPU
AI and technology leverage
Same-day delivery rollout
Revenue
$2.42B*
▼ 14.6% YoY Gross margin
16.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Carvana Co. Q3 FY2023 Earnings Call
Revenue
$2.77B
▼ 18.1% YoY Diluted EPS
$1.41
Gross margin
17.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-19
Carvana Co. Q2 FY2023 Earnings Call
Revenue
$2.97B
▼ 23.6% YoY Diluted EPS
$-0.11
Gross margin
16.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
Carvana Co. Q1 FY2023 Earnings Call
Revenue
$2.61B
▼ 25.5% YoY Diluted EPS
$-0.30
Gross margin
13.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-23
Carvana Co. Q4 FY2022 Earnings Call
Revenue
$2.84B*
▼ 24.4% YoY Gross margin
6.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Carvana Co. Q3 FY2022 Earnings Call
Revenue
$3.39B
▼ 2.7% YoY Diluted EPS
$-0.53
Gross margin
10.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Carvana Co. Q2 FY2022 Earnings Call
Revenue
$3.88B
▲ 16.4% YoY Diluted EPS
$-0.47
Gross margin
10.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-20
Carvana Co. Q1 FY2022 Earnings Call
Revenue
$3.50B
▲ 55.8% YoY Gross margin
8.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Carvana Co. Q4 FY2021 Earnings Call
Revenue
$3.75B*
▲ 105.5% YoY Gross margin
13.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-12-01
Carvana Co. Q3 FY2021 Earnings Call
Revenue
$3.48B
▲ 125.4% YoY Gross margin
15.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Carvana Co. Q2 FY2021 Earnings Call
Revenue
$3.34B
▲ 198.4% YoY Gross margin
16.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Carvana Co. Q1 FY2021 Earnings Call
Revenue
$2.25B
▲ 104.5% YoY Diluted EPS
$-0.09
Gross margin
15.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-25
Carvana Co. Q4 FY2020 Earnings Call
Revenue
$1.83B
▲ 65.5% YoY Gross margin
13.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Carvana Co. Q3 FY2020 Earnings Call
Revenue
$1.54B
▲ 41% YoY Gross margin
17.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
Carvana Co. Q2 FY2020 Earnings Call
Revenue
$1.12B
▲ 13.4% YoY Gross margin
13.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
Carvana Co. Q1 FY2020 Earnings Call
Revenue
$1.10B
▲ 45.4% YoY Diluted EPS
$-0.24
Gross margin
12.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-26
Carvana Co. Q4 FY2019 Earnings Call
Revenue
$1.10B
▲ 88.7% YoY Gross margin
12.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
1690820
CUSIP
146869102
13F (30d)
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243 filers
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