Stock AnalizCarvana (CVNA) earnings for the quarter ended September 2026: EPS misses estimates
Carvana reported results for the quarter ended September 2026 on October 28, 2026. Adjusted earnings per share came in at $0.39 against the analysts’ average forecast of $0.44, a miss of 12.2%.
Revenue for the quarter was $8.04 billion, up 42.4% from $5.65 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 15.3% on the first trading day after the report.
The last four quarters
Carvana has beaten the analysts’ EPS forecast in 3 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $0.39 | $0.44 | −12.2% | +42% | +15.3% |
| Jun 2026 | $0.42 | $0.38 | +10.1% | +52% | −7.0% |
| Mar 2026 | $0.34 | $0.30 | +11.7% | +52% | −2.6% |
| Dec 2025 | $0.84 | $0.24 | +259.0% | +58% | −5.2% |
What comes next
Analysts expect EPS of $0.39 for the next quarter on average and $1.62 for the fiscal year ending December 31, 2026.
The average analyst price target is $81.14, 12% above the current price of $72.37.
Valuation and score
Carvana scores 1.6 out of 5 overall on Stock Analiz (weak), trades at a trailing P/E of about 34.8, and its intrinsic value under moderate assumptions is about 59% below the current market value. Full Carvana analysis with 10 years of financials
Frequently asked questions
What was Carvana’s EPS for the quarter ended September 2026?
$0.39 adjusted per share, against an analyst consensus of $0.44.
How much revenue did Carvana report?
$8.04 billion, up 42.4% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.