ACV Auctions (ACVA) Q3 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

ACV Auctions posted a mixed but largely encouraging third quarter, delivering an earnings beat against a modest revenue shortfall as record unit volumes helped drive 16.5% year-over-year top-line growth to $199.56 million, just shy of the $199.90 mil… Read more ACV Auctions posted a mixed but largely encouraging third quarter, delivering an earnings beat against a modest revenue shortfall as record unit volumes helped drive 16.5% year-over-year top-line growth to $199.56 million, just shy of the $199.90 million consensus. On the bottom line, adjusted EPS came in at $0.07, clearing the $0.06 estimate by 16.47%, with non-GAAP net income climbing to $11.18 million and Adjusted EBITDA nearly doubling year-over-year to $18.65 million. The headline GAAP results were weighed down by an $18.71 million charge tied to the Tricolor bankruptcy, a customer of ACV Capital that the company views as a one-time event rather than a signal of broader credit deterioration. Notably, broader used-vehicle market softness, a pressure felt across auto retail, factored into ACV's cautious forward outlook, with Q4 2025 revenue guided to $180 million to $184 million as the dealer wholesale market is expected to decline mid-single digits year-over-year. Full-year 2025 guidance calls for revenue of $756 million to $760 million, representing 19% growth.