Q1 25 EPS
$-0.09
MISS 522.54%
Est. $0.02
Q1 25 Revenue
$182.7M
BEAT +0.33%
Est. $182.1M
vs S&P Since Q1 25
-89.1%
TRAILING MARKET
ACVA -57.1% vs S&P +32.0%
Market Reaction
Did ACVA Beat Earnings? Q1 2025 Results
ACV Auctions posted a mixed first quarter for 2025, delivering a notable earnings miss while holding its revenue line with quiet consistency. The digital wholesale auctioneer reported a loss of $0.09 per share, falling well short of the $0.02 consens… Read more ACV Auctions posted a mixed first quarter for 2025, delivering a notable earnings miss while holding its revenue line with quiet consistency. The digital wholesale auctioneer reported a loss of $0.09 per share, falling well short of the $0.02 consensus estimate, a gap of 522.54%, even as revenue of $182.70 million edged just past the $182.10 million forecast and climbed 25.4% year over year. The real story beneath the headline numbers was operational momentum, with Adjusted EBITDA more than tripling to $13.91 million and non-GAAP net income rising sharply to $7.50 million, fueled by 208,025 units transacted and a 28% jump in Marketplace and Service Revenue. A modest dealer wholesale market hampered by used vehicle inventory shortages added a note of caution, but management reiterated full-year 2025 guidance of $765 million to $785 million in revenue and $65 million to $75 million in Adjusted EBITDA, with second-quarter revenue expected between $193 million and $198 million, signaling confidence in sustained growth despite macro headwinds.
Key Takeaways
- • Market share gains in dealer wholesale driven by leading digital marketplace position
- • 28% YoY growth in Marketplace and Service Revenue
- • Marketplace units grew 19% YoY to 208,025
- • Marketplace GMV grew 13% YoY to $2.6 billion
- • Suite of dealer solutions gained further market traction
- • Adjusted EBITDA exceeded high-end of guidance range with continued margin expansion
ACVA YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
ACVA Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are very pleased with our first quarter results. We delivered strong revenue growth and Adjusted EBITDA above the high-end of our guidance range, along with continued margin expansion. ACV's leading market position resulted in additional share gains, our suite of dealer solutions gained further market traction, and we executed on initiatives to support our commercial wholesale strategy.”
— George Chamoun, Q1 2025 Earnings Press Release
ACVA Earnings Trends
ACVA vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ACVA EPS Trend
Earnings per share: estimate vs actual
ACVA Revenue Trend
Quarterly revenue: estimate vs actual
ACVA Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.03 | $0.04 | +25.39% | $204.2M | +1.24% |
| Q4 25 MISS FY | $-0.01 | $-0.11 | -787.10% | $183.6M | +0.93% |
| FY Full Year | $0.17 | $-0.39 | -332.00% | $759.6M | +0.30% |
| Q3 25 BEAT | $0.06 | $0.07 | +16.47% | $199.6M | -0.17% |
| Q2 25 MISS | $0.07 | $-0.04 | -155.17% | $193.7M | -1.16% |
| Q1 25 MISS | $0.02 | $-0.09 | -522.54% | $182.7M | +0.33% |