CVNA Carvana

company

SEC Filings & Insider Trading Activity 2026

Management Discussion & Analysis

• • Revenue $20.3B in 2025 vs $13.7B in 2024 (+48.2%), driven by retail vehicle sales growth to $14.5B from $9.7B
• • Total gross profit per unit $7,026 in 2025 vs $6,908 in 2024; non-GAAP gross profit per unit $7,182 vs $7,196
• • Best performing: retail vehicle sales $14.5B (+49% YoY); worst: wholesale sales $4.1B, though up 46% YoY from $2.8B
• • No explicit cash flow details in excerpt; investments prioritized in technology, infrastructure, logistics, and product development
• • Management expects continued growth in retail units sold absent material macroeconomic changes; monitors tariffs and seasonality as risks

Business Overview

• • Core business: Online used vehicle sales platform with vehicle sourcing, financing, and delivery services
• • New emphasis on AI integration for customer support, marketing, recruiting, and operational efficiencies, with associated legal and compliance risks
• • Heightened focus on expanding complementary products like insurance, leasing, and subscription services to diversify revenue streams
• • Notable risk from SEC subpoena in June 2025 linked to short-seller allegations, outcome currently unpredictable
• • Logistics dependence on both internal and external transport network amidst rising costs, labor shortages, and regulatory challenges

Risk Factors

• • Legal risk from increased regulatory scrutiny on selling used vehicles with open safety recalls, causing potential losses, costs, and litigation exposure
• • Geopolitical threat from military conflicts in Ukraine, Middle East, and US-China-Taiwan tensions impacting vehicle supply and consumer behavior
• • Supply chain vulnerabilities due to global supply chain challenges, including impacts from tariffs and trade restrictions on vehicle parts and components
• • Market disruption risk from new technologies like autonomous driving and electric vehicles altering vehicle ownership dynamics and used vehicle desirability
• • Financial risk from substantial indebtedness and restrictive covenants on Senior Secured Notes limiting capital raising and strategic flexibility

What are the latest CVNA SEC filings in 2026?

Carvana (CVNA) has filed a 10-K annual report on February 18, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on July 29, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did CVNA file its most recent 10-K annual report?

Carvana (CVNA) filed its most recent 10-K annual report on February 18, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view CVNA 10-Q quarterly reports?

Carvana (CVNA)'s most recent 10-Q quarterly report was filed on April 29, 2026. SignalX displays every CVNA 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has CVNA filed recently?

Carvana (CVNA)'s most recent 8-K was filed on July 29, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find CVNA insider trading activity (Form 4)?

SignalX aggregates every CVNA Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does CVNA file with the SEC?

Carvana (CVNA) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CVNA filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Carvana (CVNA).

What is CVNA's SEC CIK number?

Carvana (CVNA)'s SEC CIK (Central Index Key) number is 1690820. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1690820 to look up all CVNA filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find CVNA return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Carvana (CVNA) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.