earnings
confidence high
sentiment positive
materiality 0.70
ACV Q4 rev $184M (+15% YoY), Adj. EBITDA $8M beats guidance; FY 2026 guide rev $845-855M
ACV Auctions Inc.
2025-FY EPS
reported -$0.39
vs consensus -$0.12
▼ miss
(-218.6%)
- Q4 2025 revenue $184M (+15% YoY); Marketplace & Service revenue $160M (+11%); Marketplace units 192,757 (+5%).
- Q4 GAAP net loss $20M (vs $26M loss in Q4 2024); Adj. EBITDA $8M (vs $6M), above high-end of guidance.
- Full-year 2025 revenue $760M (+19% YoY); GAAP net loss $66M; Adj. EBITDA $59M (vs $28M in 2024).
- FY 2026 revenue guidance $845-855M (+11-13% YoY); Adj. EBITDA guidance $73-77M (+24-31% at midpoint).
- Q1 2026 revenue guidance $200-204M (+9-12% YoY); Adj. EBITDA guidance $14-16M.