ACV Auctions (ACVA) Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

ACV Auctions delivered a mixed Q4 2025 report, beating on revenue while posting a deeper-than-expected loss that rattled investors. The digital wholesale auto marketplace posted revenue of $183.65 million, a 15.1% year-over-year gain that edged past … Read more ACV Auctions delivered a mixed Q4 2025 report, beating on revenue while posting a deeper-than-expected loss that rattled investors. The digital wholesale auto marketplace posted revenue of $183.65 million, a 15.1% year-over-year gain that edged past the $181.36 million consensus, yet its GAAP loss per share of $-0.11 fell well short of the $-0.01 estimate, a miss of 1,000%. The outsized loss was driven in part by an $18.71 million charge tied to a bankruptcy at an ACV Capital customer, a one-time hit that weighed heavily on the bottom line. On an adjusted basis, the picture was more constructive, with Adjusted EBITDA exceeding the high end of guidance and full-year non-GAAP net income swinging to $29.85 million from $10.97 million in 2024. Investors in adjacent used-car marketplace names will note ACV's 2026 revenue guidance of $845 million to $855 million, implying 11% to 13% growth, alongside Adjusted EBITDA expected to rise roughly 28% at the midpoint to $73 million to $77 million.