ACV Auctions Inc. manages a sophisticated digital exchange where buyers and sellers converge for the online auctioning of wholesale vehicles. Beyond this ...
예상 EPS $0.08 · 매출 $222.51M · 8 명의 애널리스트
예상 EPS $0.02 · 매출 $207.61M · 7 명의 애널리스트
예상 EPS $0.21 · 매출 $848.17M · 7 명의 애널리스트
예상 EPS $0.08 · 매출 $228.78M · 2 명의 애널리스트
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $759.6M | +19.2% | +4.8% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $-66.1M | +17.0% | +24.5% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +62.1% | +1.7% | -18.1% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | -8.1% | +38.5% | +37.5% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | -8.7% | +30.4% | +27.9% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $69.1M | +13.6% | -159.1% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +9.1% | -4.7% | -156.4% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 44.2% | +58.2% | +13.3% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.60x | +2.8% | +3.1% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $1.1B | +10.3% | -12.6% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | -0.39 vs 0.17 | -332.0% | -0.05 vs 0.05 | -194.5% |
| 매출 서프라이즈 | $759.6M vs $757.6M | +0.3% | $213.9M vs $214.9M | -0.5% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 11, 2026 | Fox Timothy | officer: Chief Financial Officer | Common Stock | — | 0 | — |
| Aug 11, 2026 | Peer Andrew | officer: VP, Corporate Controller & CAO | Common Stock | A | 100,672 | — |
| Jul 1, 2026 | Anderson Craig Eric | officer: CCDSO | Common Stock | D | 5,185 | $7.29 |
| Jul 1, 2026 | Anderson Craig Eric | officer: CCDSO | Common Stock | D | 3,645 | $7.29 |
| Jul 1, 2026 | Anderson Craig Eric | officer: CCDSO | Common Stock | D | 4,430 | $7.29 |
Operator: Greetings. Welcome to the ACV Q2 2026 earnings conference call. [Operator Instructions] Please note this conference is being recorded. I will now turn the conference over to Tim Fox, Vice President of Investor Relations. Thank you, Tim. You may begin. Timothy Fox: Good afternoon, and thank you for joining ACV's conference call to discuss our second quarter 2026 financial results. With me on the call today are George Chamoun, Chief Executive Officer, and Bill Zerella, Chief Financial Officer. Before we get started, please note that today's comments include forward-looking statements, including statements regarding future financial guidance. These forward-looking statements are subject to risks and uncertainties and involve factors that could cause actual results to differ materially from those expressed or implied by such statements. A discussion of the risks and uncertainties related to our business can be found in our SEC filings and in today's press release, both of which can be found on our Investor Relations website. During this call, we will discuss both GAAP and non-GAAP financial measures. A reconciliation of GAAP to non-GAAP financial measures is provided in today's earnings materials, which can also be found on our Investor Relations website. With that, let me turn the call over to George. George Chamoun: Thanks, Tim. Good afternoon, everyone, and thank you for joining us. We are very pleased with our second quarter performance and execution while facing a challenging market environment. We delivered record revenue with adjusted EBITDA exceeding the high end of guidance. In addition to solid financial results, we made significant progress on our 3 key objectives. First, we continue to gain market share and expand our dealer partner network to a new record. The combination of increasing our field capacity and penetration of our no-reserve offering contributed to our growth. Second, we had another strong quarter of performance in ACV Transport and ACV Capital, along with growing adoption of our value-added dealer solutions. And third, we are gaining traction with our emerging growth initiatives, including very strong demand for ViPR and momentum in the commercial wholesale segment. While macro headwinds caused conversion rates to compress below expectations in June and July, we believe conditions will begin to stabilize and remain committed to delivering double-digit revenue growth and increased adjusted EBITDA while investing in our exciting growth objectives. We're confident that executing on this profitable growth strategy will create significant long-term shareholder value. With that, let's turn to a recap of our results on slide 4. We delivered another record revenue quarter with growth of 10% despite continuing headwinds in the dealer wholesale market with volumes contracting approximately 6% year over year. And we continue to gain market share, selling 211,000 vehicles in the quarter. Next, on slide 5, we focus on the …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Craig Eric Anderson | Chief Corporate Development & Strategy Officer | USD 819,298 | Male | 1978 | Active |
George G. Chamoun | Chief Executive Officer & Director | USD 486,885 | Male | 1976 | Active |
William R. Zerella | Chief Financial Officer | USD 454,553 | Male | 1958 | Active |
Vikas Mehta | Chief Operating Officer | USD 453,137 | Male | 1977 | Active |
Michael Waterman | Chief Sales Officer | USD 409,116 | Male | 1970 | Active |
Leanne Fitzgerald | Chief Legal Officer & Secretary | USD 398,886 | Female | 1967 | Active |
Maura Duggan | Associate Director of Communications | — | Female | — | Active |
Timothy Fox | Vice President of Investor Relations | — | Male | — | Active |
Sallie Reid | Chief People Officer | — | Female | — | Active |
Andrew Peer | Principal Accounting Officer | — | Male | 1985 | Active |
Fifth Third Bancorp raised its position in ACV Auctions Inc. (NYSE: ACVA) by 3,753.7% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 130,370 shares of the company's stock after buying an additional 126,987 shares during the period. Fifth Third Bancorp owned about
BUFFALO, N.Y.--(BUSINESS WIRE)--ACV Auctions (NYSE: ACVA), the leading digital automotive marketplace and data services partner for dealers and commercial partners, today announced an integrated set of enhancements across the ACV Marketplace designed to help dealers buy and sell vehicles with greater speed, confidence, and efficiency. Built on data from millions of vehicle inspections, marketplace transactions, and years of dealer feedback, ACV's latest Marketplace updates simplify the wholesale.
BUFFALO, N.Y.--(BUSINESS WIRE)--ACV (NYSE: ACVA), a leading digital automotive marketplace and data services partner for dealers and commercial clients, announced today that the Company will report second quarter 2026 financial results after market close and host a conference call at 5:00 p.m. ET on Monday, August 10, 2026. Investors and analysts interested in participating in the call are invited to dial 877-704-4453 (international callers please dial 1-201-389-0920) approximately 10 minutes p.
ACV Auctions Inc. (ACVA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
BUFFALO, N.Y.--(BUSINESS WIRE)--ACV (NYSE: ACVA), a leading digital automotive marketplace and data services partner for dealers and commercial clients, announced today that members of its management team will present at the 2026 J.P. Morgan Global Technology, Media and Communications Conference on Wednesday, May 20, 2026 at 9:20 a.m. ET. A live webcast will be available on the Company's investor relations website at https://investors.acvauto.com/, and an archived replay will be available follo.
