Carvana (CVNA) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Carvana (CVNA) reported $5.65 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 54.5%. EPS of $1.03 for the same period compares to $0.64 a year ago.The reported revenue represents a surprise of +11.8% over the Zacks Consensus Estimate of $5.05 billion. With the consensus EPS estimate being $1.33, the EPS surprise was -22.56%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Carvana performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Unit sales - Retail vehicle unit sales: 155,941 compared to the 152,107 average estimate based on six analysts.Per retail unit gross profit - Total: $7,362.00 versus the five-analyst average estimate of $7,360.30.Per retail unit gross profit - Retail vehicle: $3,456.00 compared to the $3,555.47 average estimate based on five analysts.Per unit revenue - Wholesale vehicles: $11,721.00 versus the four-analyst average estimate of $10,211.53.Per retail unit gross profit - Other: $3,040.00 compared to the $2,991.05 average estimate based on four analysts.Per unit revenue - Retail vehicles: $25,625.00 versus $24,024.29 estimated by four analysts on average.Unit sales - Wholesale vehicle unit sales: 80,369 versus the four-analyst average estimate of 72,150.Markets at end of period (metropolitan statistical areas): 316 versus the three-analyst average estimate of 316.Per retail unit gross profit - Wholesale: $866.00 versus the three-analyst average estimate of $923.12.Sales and operating revenues- Retail vehicle sales, net: $4 billion compared to the $3.67 billion average estimate based on five analysts. The reported number represents a change of +57.1% year over year.Sales and operating revenues- Other sales and revenues: $474 million versus $421.03 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +45.4% change.Sales and operating revenues- Wholesale sales and revenues: $1.18 billion compared to the $990.65 million average estimate based on five analysts. The reported number represents a change of +49.8% year over year.View all Key Company Metrics for Carvana here>>>Shares of Carvana have returned -4% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Carvana Co. (CVNA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks