8-K current report · filed Jul 29, 2026

Carvana (CVNA) 8-K Current Report: July 29, 2026

Item 2.02Item EX-99.1CVNA overview

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Carvana (CVNA) filed an 8-K current report with the SEC on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Q2 2026 results for quarter ended June 30, 2026, released July 29, 2026.

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Item 2.02 · Results of Operations and Financial Condition

  • Q2 2026 results for quarter ended June 30, 2026, released July 29, 2026
  • Shareholder letter and press release furnished as Exhibits 99.1 and 99.2
  • Conference call scheduled July 29, 2026 for management’s results discussion

Item EX-99.1 · Exhibit EX-99.1

  • Q2 revenue rose 52% to $7.376B and retail units 38% to 197,325, confirming continued high-volume expansion
  • Net income reached $513M, with margin improving to 7.0% from 6.4%; GAAP operating income increased $169M to $680M
  • Adjusted EBITDA totaled $769M, but margin declined to 10.4% from 12.4%, signaling profitability pressure despite strong growth
  • Total GPU fell 5.5% to $7,014, while higher benchmark rates reduced Other GPU and increased financing-related sensitivity
  • 2026 outlook calls for $2.7B-$3.0B Adjusted EBITDA and sequentially higher Q3 retail units, supporting continued execution momentum

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