secwatch.observer — SEC 8-K summary
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Issuer:     CARVANA CO. (CVNA)
CIK:        0001690820
Form:       8-K
Filed at:   2026-07-29T20:05:47+00:00
Accession:  0001690820-26-000054
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Carvana Q2 2026: record 197k units sold, net income $513M, raises FY EBITDA guidance to $2.7-3.0B
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- Retail units sold 197,325 (+38% YoY); revenue $7.376B (+52% YoY); both all-time quarterly records.
- Net income $513M (margin 7.0%); Adjusted EBITDA $769M (margin 10.4%); both records.
- GAAP operating income $680M (+$169M YoY); EPS diluted $0.42 (assuming full conversion 1.127B shares).
- FY2026 Adjusted EBITDA guidance raised to $2.7-3.0B (from $2.24B in 2025); expects sequential Q3 unit increase.
- 10th consecutive quarter of industry-leading growth and profitability; market share 1.5% of US auto retail.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1690820/000169082026000054/0001690820-26-000054-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1690820/000169082026000054/cvna-20260729.htm
  HTML page:      https://secwatch.observer/filing/0001690820-26-000054

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer