Recent 8-K filings for CVNA

• May 6, 2026, 7:59 PM ET other material materiality 0.65 neutral item 5.02item 5.03item 5.07item 9.01 ◈ Governance Changes

  Carvana stockholders approve 5-for-1 stock split, adopt new 2026 incentive plan

  Stockholders approved five-for-one forward stock split effective May 7, 2026 at 9:30 a.m. ET; split-adjusted trading begins May 8.

• April 29, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Carvana Q1 2026: Record revenue $6.43B, net income $405M, adj. EBITDA $672M

  Retail units sold 187,393 (+40% YoY), setting a Q1 record; revenue up 52% to $6.432B.

• February 18, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Carvana Q4/FY2025: record 596.6K units sold (+43% YoY), revenue $20.3B (+49%), Adj EBITDA $2.237B

  Record FY2025 net income of $1.895B (incl. ~$685M non-cash tax benefit); GAAP operating income $1.881B, margin 9.3%.

• October 29, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Carvana reports record Q3: revenue $5.65B (+55% YoY), net income $263M, Adj. EBITDA $637M, guidance raised

  Record units sold 155,941 (+44% YoY); revenue $5.647B (+55% YoY), crossing $20B annual run rate.

• July 30, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Carvana Q2 record: 143k units (+41% YoY), net income $308M, Adj EBITDA $601M

  Retail units sold 143,280 (+41% YoY), revenue $4.84B (+42% YoY).

• May 7, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Carvana Q1 record: 133.9K retail units (+46% YoY), net income $373M, Adj. EBITDA $488M, expects Q2 records

  Retail units sold 133,898 (+46% YoY); revenue $4.23B (+38% YoY); both all-time quarterly records.

• May 6, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Carvana 2025 annual meeting results: directors elected, say-on-pay approved, charter amendment passed

  Dan Quayle (814.9M For) and Gregory Sullivan (809.5M For) elected as Class II directors to three-year terms.

• April 29, 2025, 7:59 PM ET debt materiality 0.50 neutral item 1.01item 9.01

  Carvana renews $1.5B floor plan facility with Ally through April 2027; Ally commits to buy $4B in finance receivables

  Renewed $1.5B credit line for inventory financing (floor plan) with Ally Bank and Ally Financial, maturing April 30, 2027.

• February 19, 2025, 6:59 PM ET other materiality 0.15 neutral item 8.01item 9.01

  Carvana refreshes at-the-market offering program with new distribution agreement

  Entered Second Amended and Restated Distribution Agreement with Barclays, Citigroup, and Virtu Americas LLC.

• February 19, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Carvana reports record FY2024 net income of $404M; retail units +33% YoY

  Full year 2024 revenue $13.67B (+27% YoY); net income $404M (3.0% margin) vs. prior year profit.

• January 6, 2025, 6:59 PM ET other material materiality 0.55 positive item 1.01item 9.01

  Carvana subsidiary and Ally amend receivables pact; Ally commits to purchase up to $4.0B in auto loans through Jan 2026

  Ally commits to purchase up to $4.0B of Carvana auto finance receivables from Jan 3, 2025 to Jan 2, 2026.

• October 30, 2024, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01

  Carvana Q3 net income $148M; record Adj EBITDA $429M; guides FY24 above $1.0-1.2B

  Retail units sold 108,651 (+34% YoY); revenue $3.655B (+32% YoY).

• July 31, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Carvana Q2 net income $48M, record 10.4% Adj. EBITDA margin; retail units +33% YoY

  Retail units sold 101,440 (+33% YoY); revenue $3.41B (+15% YoY).

• June 6, 2024, 7:59 PM ET other material materiality 0.75 positive item 1.02item 3.03item 5.03item 7.01item 9.01

  Carvana repurchases $250M of notes, sells 3M shares for $350M, reaffirms Q2 outlook

  Repurchased $250M face of 9%/12% Senior Secured Notes due 2028 for $259M (~103.4% avg price, or 100.4% incl. PIK benefit).

• May 7, 2024, 7:59 PM ET other material materiality 0.15 neutral item 5.07item 9.01 ◈ Shareholder Votes ×3

  Carvana holds 2024 annual meeting; directors elected, say-on-pay approved

  Ernest Garcia III elected director with 841.3M votes for; Ira Platt elected with 834.8M votes for.

• May 1, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Carvana Q1 net income $49M (1.6% margin), record Adj EBITDA $235M, units +16% YoY

  Retail units sold 91,878 (+16% YoY); revenue $3.061B (+17% YoY).

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.80 · Most common event earnings

11 positive 0 negative 5 neutral

source · CVNA on sec.gov