ACV Auctions Inc. manages a sophisticated digital exchange where buyers and sellers converge for the online auctioning of wholesale vehicles. Beyond this ...
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Est. EPS $0.08 · Revenue $222.51M · 8 analysts
Est. EPS $0.02 · Revenue $207.61M · 7 analysts
Est. EPS $0.21 · Revenue $848.17M · 7 analysts
Est. EPS $0.08 · Revenue $228.78M · 2 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $759.6M | +19.2% | +4.8% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-66.1M | +17.0% | +24.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +62.1% | +1.7% | -18.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -8.1% | +38.5% | +37.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -8.7% | +30.4% | +27.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $69.1M | +13.6% | -159.1% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +9.1% | -4.7% | -156.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 44.2% | +58.2% | +13.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.60x | +2.8% | +3.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.1B | +10.3% | -12.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.39 vs 0.17 | -332.0% | -0.05 vs 0.05 | -194.5% |
| Revenue Surprise | $759.6M vs $757.6M | +0.3% | $213.9M vs $214.9M | -0.5% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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.
