{"filings":[{"id":94719,"accession_number":"0001690820-26-000039","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["5.02","5.03","5.07","9.01"],"status":"ready","headline":"Carvana stockholders approve 5-for-1 stock split, adopt new 2026 incentive plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved five-for-one forward stock split effective May 7, 2026 at 9:30 a.m. ET; split-adjusted trading begins May 8.","Amendment increases authorized shares of Class A and Class B common stock proportionately.","Stockholders also approved the Carvana Co. 2026 Omnibus Incentive Plan, replacing the 2017 plan.","Michael Maroone and Neha Parikh elected as Class III directors for terms expiring at 2029 annual meeting.","Say-on-pay proposal and ratification of Grant Thornton as auditor for 2026 passed; stockholder proposal defeated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94718,"accession_number":"0001690820-26-000034","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carvana Q1 2026: Record revenue $6.43B, net income $405M, adj. EBITDA $672M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Retail units sold 187,393 (+40% YoY), setting a Q1 record; revenue up 52% to $6.432B.","GAAP net income $405M (6.3% margin); adjusted EBITDA $672M (10.4% margin); both all-time Q1 records.","GAAP operating income $581M, up $187M YoY; diluted EPS $1.69 on 148M shares.","Net income includes $42M negative impact from warrant fair value changes.","Outlook: Expects sequential Q2 records in both retail units and adjusted EBITDA; FY 2026 growth on track."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":6432000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107305,"accession_number":"0001690820-26-000008","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carvana Q4/FY2025: record 596.6K units sold (+43% YoY), revenue $20.3B (+49%), Adj EBITDA $2.237B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record FY2025 net income of $1.895B (incl. ~$685M non-cash tax benefit); GAAP operating income $1.881B, margin 9.3%.","Q4 retail units 163,522 (+43% YoY), revenue $5.603B (+58%), Adj EBITDA $511M (margin 9.1%).","FY2025 retail units 596,641 (+43% YoY), revenue $20.322B (+49%), Adj EBITDA $2.237B (margin 11.0%).","Guidance expects significant growth in retail units and Adj EBITDA in FY2026; sequential increase in Q1 2026.","Long-term target: 3M retail units/year at 13.5% Adj EBITDA margin by 2030-2035."],"consensus_eps_estimate":null,"consensus_eps_actual":8.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":20322000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123664,"accession_number":"0001690820-25-000352","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carvana reports record Q3: revenue $5.65B (+55% YoY), net income $263M, Adj. EBITDA $637M, guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record units sold 155,941 (+44% YoY); revenue $5.647B (+55% YoY), crossing $20B annual run rate.","Net income $263M (margin 4.7%); GAAP operating income $552M (margin 9.8%), both all-time records.","Adjusted EBITDA $637M (margin 11.3%); Q4 units >150k; FY25 Adj. EBITDA at/above $2.0-2.2B guidance.","Net income includes -$120M impact from decline in Root warrants fair value."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":14719000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140347,"accession_number":"0001690820-25-000310","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carvana Q2 record: 143k units (+41% YoY), net income $308M, Adj EBITDA $601M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Retail units sold 143,280 (+41% YoY), revenue $4.84B (+42% YoY).","Net income $308M (margin 6.4%) vs $48M a year ago; GAAP op income $511M.","Adjusted EBITDA $601M (12.4% margin), +70% YoY.","Full year 2025 Adj EBITDA guidance raised to $2.0-2.2B from $1.38B in 2024.","Expects sequential increase in retail units in Q3 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":9072000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157996,"accession_number":"0001690820-25-000160","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carvana Q1 record: 133.9K retail units (+46% YoY), net income $373M, Adj. EBITDA $488M, expects Q2 records","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Retail units sold 133,898 (+46% YoY); revenue $4.23B (+38% YoY); both all-time quarterly records.","Net income $373M (margin 8.8%) vs $49M a year ago; Adjusted EBITDA $488M (margin 11.5%).","GAAP Operating income $394M (9.3% margin), a new record; EPS $1.51 diluted.","Expects sequential increases in Q2 to all-time records for both units and Adjusted EBITDA.","New long-term objective: 3M retail units/year at 13.5% Adj. EBITDA margin within 5-10 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":4232000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157995,"accession_number":"0001690820-25-000156","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Carvana 2025 annual meeting results: directors elected, say-on-pay approved, charter amendment passed","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Dan Quayle (814.9M For) and Gregory Sullivan (809.5M For) elected as Class II directors to three-year terms.","Say-on-pay advisory vote approved: 830.4M For, 3.8M Against, 15.4M broker non-votes.","Board adopted annual say-on-pay frequency based on stockholder preference (833.4M votes for 1 year).","Amendment to charter for officer exculpation under Delaware law approved: 809.3M For, 24.9M Against.","Grant Thornton LLP ratified as auditor for FY2025 (849.3M For); shareholder simple majority proposal rejected (39.7M For)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157994,"accession_number":"0001690820-25-000134","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Carvana renews $1.5B floor plan facility with Ally through April 2027; Ally commits to buy $4B in finance receivables","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Renewed $1.5B credit line for inventory financing (floor plan) with Ally Bank and Ally Financial, maturing April 30, 2027.","Ally Parties reestablish commitment to purchase up to $4.0B of automotive finance receivables from April 2025 to April 2026.","Interest rate based on Prime Rate minus 70bps/50bps or plus 10bps depending on wholesale outstandings to inventory ratio.","Monthly principal reduction of 10% for vehicles on floorplan over 120 days; advances up to 10% of credit line for lien-free title accommodation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176387,"accession_number":"0001690820-25-000073","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carvana reports record FY2024 net income of $404M; retail units +33% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year 2024 revenue $13.67B (+27% YoY); net income $404M (3.0% margin) vs. prior year profit.","Q4 2024 retail units sold 114,379 (+50% YoY); revenue $3.55B (+46%).","Adjusted EBITDA for FY2024 $1.378B (10.1% margin) – claims industry-leading profitability.","Q4 GAAP operating income $260M; diluted EPS $0.56 (Class A).","Expects significant growth in retail units and Adjusted EBITDA in FY2025 including sequential Q1 increase."],"consensus_eps_estimate":null,"consensus_eps_actual":1.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":13673000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176386,"accession_number":"0001104659-25-015242","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Carvana refreshes at-the-market offering program with new distribution agreement","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Entered Second Amended and Restated Distribution Agreement with Barclays, Citigroup, and Virtu Americas LLC.","ATM program permits sale of Class A Common Stock from time to time under existing shelf registration (333-285061).","Reflects refresh of prior program; no specific offering size, price, or terms disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176385,"accession_number":"0001690820-25-000019","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2025-01-06T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Carvana subsidiary and Ally amend receivables pact; Ally commits to purchase up to $4.0B in auto loans through Jan 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Ally commits to purchase up to $4.0B of Carvana auto finance receivables from Jan 3, 2025 to Jan 2, 2026.","Maximum original term extended to 84 months for receivables with cutoff dates on/after Jan 1, 2025 (previously up to 78 months).","LTV and amount financed eligibility thresholds adjusted for various FICO and term buckets (specifics redacted).","The amendment reestablishes and extends the purchase facility; Scheduled Commitment Termination Date is now January 2, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193243,"accession_number":"0001690820-24-000344","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carvana Q3 net income $148M; record Adj EBITDA $429M; guides FY24 above $1.0-1.2B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Retail units sold 108,651 (+34% YoY); revenue $3.655B (+32% YoY).","Record GAAP operating income $337M (+$289M YoY); net income margin 4.0%.","Adjusted EBITDA $429M (record 11.7% margin); FY24 guidance raised significantly above prior $1.0-1.2B.","GPU $7,427 (GAAP) and $7,685 (non-GAAP) both company records; SG&A per unit down $1,030 YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":10126000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209608,"accession_number":"0001690820-24-000270","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carvana Q2 net income $48M, record 10.4% Adj. EBITDA margin; retail units +33% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Retail units sold 101,440 (+33% YoY); revenue $3.41B (+15% YoY).","Net income $48M (1.4% margin); GAAP operating income $259M.","Record Adj. EBITDA $355M (10.4% margin); non-GAAP GPU $7,344.","FY 2024 Adj. EBITDA guidance raised to $1.0-1.2B (from $339M in 2023).","Company expects sequential unit growth in Q3; cites early stage of profitable growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":6471000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227712,"accession_number":"0001690820-24-000232","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2024-06-06T23:59:59+00:00","items":["1.02","3.03","5.03","7.01","9.01"],"status":"ready","headline":"Carvana repurchases $250M of notes, sells 3M shares for $350M, reaffirms Q2 outlook","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchased $250M face of 9%/12% Senior Secured Notes due 2028 for $259M (~103.4% avg price, or 100.4% incl. PIK benefit).","Sold ~3M Class A shares via ATM at avg $114.85, gross proceeds ~$350M.","Reaffirms Q2 outlook: sequential increase in YoY retail unit growth and sequential increase in Adj. EBITDA.","Terminated Tax Asset Preservation Plan and eliminated Series B Preferred Stock as of June 4-5, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227711,"accession_number":"0001690820-24-000200","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Carvana holds 2024 annual meeting; directors elected, say-on-pay approved","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Ernest Garcia III elected director with 841.3M votes for; Ira Platt elected with 834.8M votes for.","Advisory say-on-pay approved: 856.7M for, 1.77M against, 110k abstain.","Ratification of Grant Thornton LLP as independent auditor for FY2024: 874.9M for, 325k against.","Quorum of 875.3M votes out of 896.1M total votes present at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227710,"accession_number":"0001690820-24-000164","cik":1690820,"company_name":"CARVANA CO.","ticker":"CVNA","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Carvana Q1 net income $49M (1.6% margin), record Adj EBITDA $235M, units +16% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Retail units sold 91,878 (+16% YoY); revenue $3.061B (+17% YoY).","Net income $49M (1.6% margin) vs. -11% margin a year ago; GAAP operating income $134M record.","Adjusted EBITDA $235M (7.7% margin), record; now exceeds capex and interest expense.","Total GPU $6,432 (+$2,129 YoY); Non-GAAP GPU $6,802 (+$2,006 YoY); record.","Expects sequential increases in YoY unit growth and Adj EBITDA in Q2; reaffirms FY2024 outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":0.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":3061000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":81917177698.19467,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}