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ACV Auctions Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0500 |
| EPS Surprise | 66.67% |
| Revenue estimate | 201.605M |
| Revenue actual | 204.192M |
| Revenue Surprise | 1.28% |
| Release date | Feb 23, 2026 |
| EPS estimate | -$0.0100 |
| EPS actual | -$0.0800 |
| EPS Surprise | -700.00% |
| Revenue estimate | 182.203M |
| Revenue actual | 183.645M |
| Revenue Surprise | 0.792% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.0700 |
| EPS actual | $0.0700 |
| Revenue estimate | 181.957M |
| Revenue actual | 199.561M |
| Revenue Surprise | 9.67% |
| Release date | Aug 11, 2025 |
| EPS estimate | $0.0700 |
| EPS actual | $0.0700 |
| Revenue estimate | 204.114M |
| Revenue actual | 193.703M |
| Revenue Surprise | -5.10% |
Last 4 Quarters for ACV Auctions
Below you can see how ACVA performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 11, 2025 |
| Price on release | $13.35 |
| EPS estimate | $0.0700 |
| EPS actual | $0.0700 |
| Date | Price |
|---|---|
| Aug 05, 2025 | $14.15 |
| Aug 06, 2025 | $14.33 |
| Aug 07, 2025 | $14.05 |
| Aug 08, 2025 | $13.62 |
| Aug 11, 2025 | $13.35 |
| Aug 12, 2025 | $11.17 |
| Aug 13, 2025 | $11.57 |
| Aug 14, 2025 | $11.29 |
| Aug 15, 2025 | $11.71 |
| 4 days before | -5.65% |
| 4 days after | -12.28% |
| On release day | -16.33% |
| Change in period | -17.24% |
| Release date | Nov 05, 2025 |
| Price on release | $8.15 |
| EPS estimate | $0.0700 |
| EPS actual | $0.0700 |
| Date | Price |
|---|---|
| Oct 30, 2025 | $8.90 |
| Oct 31, 2025 | $9.07 |
| Nov 03, 2025 | $9.39 |
| Nov 04, 2025 | $8.95 |
| Nov 05, 2025 | $8.15 |
| Nov 06, 2025 | $5.09 |
| Nov 07, 2025 | $5.40 |
| Nov 10, 2025 | $5.58 |
| Nov 11, 2025 | $5.49 |
| 4 days before | -8.43% |
| 4 days after | -32.64% |
| On release day | -37.55% |
| Change in period | -38.31% |
| Release date | Feb 23, 2026 |
| Price on release | $5.68 |
| EPS estimate | -$0.0100 |
| EPS actual | -$0.0800 |
| EPS surprise | -700.00% |
| Date | Price |
|---|---|
| Feb 17, 2026 | $6.43 |
| Feb 18, 2026 | $6.68 |
| Feb 19, 2026 | $6.75 |
| Feb 20, 2026 | $6.66 |
| Feb 23, 2026 | $5.68 |
| Feb 24, 2026 | $4.75 |
| Feb 25, 2026 | $4.51 |
| Feb 26, 2026 | $4.69 |
| Feb 27, 2026 | $4.86 |
| 4 days before | -11.66% |
| 4 days after | -14.44% |
| On release day | -16.37% |
| Change in period | -24.42% |
| Release date | May 06, 2026 |
| Price on release | $5.22 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0500 |
| EPS surprise | 66.67% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $5.19 |
| May 01, 2026 | $5.28 |
| May 04, 2026 | $5.30 |
| May 05, 2026 | $5.40 |
| May 06, 2026 | $5.22 |
| May 07, 2026 | $6.50 |
| May 08, 2026 | $6.41 |
| May 11, 2026 | $6.09 |
| May 12, 2026 | $5.84 |
| 4 days before | 0.578% |
| 4 days after | 11.88% |
| On release day | 24.52% |
| Change in period | 12.52% |
ACV Auctions Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Strong Q1 2026 results: revenue $204M (up 12% YoY) and adjusted EBITDA $17M (up 23% YoY), both at or above high end of guidance. Non-GAAP net income $7M at high end of guidance.
- Guidance reaffirmed for 2026: revenue $845M–$855M (up ~11–13%) and adjusted EBITDA $73M–$77M (up ~28% YoY); Q2 revenue guide $213M–$217M and adj. EBITDA $18M–$20M.
- Market context and unit/mix: company expects dealer wholesale market to decline mid-single digits for the year (weather and regional variation impacted Q1). Auction insurance ARPU $542 (+6% YoY). No-reserve/guarantee sales more than doubled, raising cost of revenue percentage but increasing conversion and being accretive to adjusted EBITDA; adjusted EBITDA per unit increased ~20% YoY in Q1.
- Growth drivers and product roadmap: continued market-share gains via expanded field capacity and no-reserve guarantees; strong performance in ACV Transport (+18% revenue growth, >120k transports) and ACV Capital (+30% revenue growth). AI-driven products (ClearCar, ACV MAX, VIPER) are gaining early traction; VIPER early access showing positive dealer feedback (18 live units, ~75 dealers waiting, ~150 planned installs this year) with scale targeted next year.
- Commercial wholesale progress: engaging > a dozen large commercial consignors (rental fleets, fleet companies, captives/banks) with upstream digital and downstream greenfield pilots; some rental and fleet pilots already live or moving to regional deployments.
- Capital allocation and balance sheet: cash and equivalents $341M (including $230M marketplace float), debt $200M. Board authorized $100M buyback; company entering $50M accelerated share repurchase (ASR). Management expects continued free cash flow generation.
- Investments and margins: 2026 OpEx expected to grow ~8% (including ~$11M additional go-to-market spend); adjusted EBITDA margin expected to expand about 100 bps YoY despite modestly higher cost of revenue mix from guarantees.
- Execution risks: macro uncertainty (dealer wholesale headwinds, weather), scaling hardware (VIPER) and integrations, and the timing of commercial wins are key execution items to monitor.
