Carvana Co Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
17.2%projected annual EPS growth
Analyst Coverage
20analysts covering
FY Revenue (est.)
$28.9Bnext fiscal year
FY EPS (est.)
$1.54next fiscal year
Monitoring Framework
Key Performance Indicators
Retail Units Sold Quarterly187.4KTarget: Sequential increase in Q2 2026
Adjusted EBITDA Quarterly672MTarget: Sequential increase in Q2 2026
Gross Profit per Unit (GPU) Quarterly3.1KTarget: Stabilization and recovery from reconditioning cost pressures
Watch Items
- Reconditioning Cost EscalationTrigger: Elevated hours per unit (HPU) or sequential drop in GPU below $3,000Action: Audit reconditioning center labor efficiency, staffing tools, and facility manager performance trackers.
- Interest Rate and Gain-on-Sale NormalizationTrigger: Compression of loan origination spreads or lower interest rates passed to customersAction: Re-evaluate financing and loan-sale capacity, adjusting pricing models to protect other GPU streams.
Research as of 2 Sep 2026