Q2 25 EPS
$-0.04
MISS 155.17%
Est. $0.07
Q2 25 Revenue
$193.7M
MISS 1.16%
Est. $196.0M
vs S&P Since Q2 25
-54.8%
TRAILING MARKET
ACVA -38.7% vs S&P +16.0%
Market Reaction
Did ACVA Beat Earnings? Q2 2025 Results
ACV Auctions posted a mixed second quarter for 2025, delivering 20.6% revenue growth to $193.70 million while falling short of Wall Street's expectations on both top and bottom lines. The company reported a GAAP loss per share of $0.04, a significant… Read more ACV Auctions posted a mixed second quarter for 2025, delivering 20.6% revenue growth to $193.70 million while falling short of Wall Street's expectations on both top and bottom lines. The company reported a GAAP loss per share of $0.04, a significant miss against the $0.07 consensus estimate, as revenue also came in $2.27 million below forecasts. The most material drag was a softening dealer wholesale market in the back half of the quarter, with weakening retail demand and elevated trade retention rates at dealerships weighing on volumes despite 210,429 units transacted and $2.70 billion in marketplace GMV. Profitability momentum was nonetheless real, with Adjusted EBITDA more than doubling to $18.58 million from $7.08 million a year ago and the GAAP net loss narrowing sharply to $7.30 million. The company recently expanded its No Reserve Sale to four days a week, signaling continued investment in dealer engagement. Looking ahead, ACV trimmed its full-year revenue guidance to $765 million to $775 million, citing macroeconomic crosscurrents, while keeping Adjusted EBITDA guidance steady, a trend worth watching alongside broader used vehicle marketplace results this earnings season.
Key Takeaways
- • Continued market share gains in dealer wholesale
- • Strong adoption of Marketplace Services
- • Suite of dealer solutions gained further market traction
- • Marketplace GMV of $2.7 billion, up 12% YoY
- • Marketplace Units of 210,429, up 13% YoY
- • Execution on commercial wholesale strategy initiatives
ACVA YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
ACVA Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are pleased with our second quarter results, delivering record revenue and Adjusted EBITDA, despite challenging market conditions in the back half of the quarter. Results were driven by continued market share gains and strong adoption of our Marketplace Services. Our suite of dealer solutions gained further market traction, and we executed on initiatives to support our commercial wholesale strategy.”
— George Chamoun, Q2 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% |