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Carvana SEC Filings

CVNA NYSE

Welcome to our dedicated page for Carvana SEC filings (Ticker: CVNA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

This page provides access to U.S. Securities and Exchange Commission filings for Carvana Co. (NYSE: CVNA), an e-commerce platform for buying and selling used cars. As a public company, Carvana files a range of documents with the SEC that detail its financial condition, operating results, risk factors, and significant corporate events.

Among the most closely followed filings are Carvana’s quarterly reports on Form 10-Q and annual reports on Form 10-K, which present financial statements, management’s discussion and analysis, and information about its business model. These reports explain how Carvana generates revenue from used vehicle sales, wholesale vehicle sales, and other sales and revenues, including sales of loans to financing partners, commissions on vehicle service contracts, and sales of GAP waiver coverage.

Carvana also files current reports on Form 8-K to disclose material events. Recent Form 8-K filings have reported the announcement of quarterly financial results, referencing shareholder letters and press releases that provide additional detail on metrics such as net income, Adjusted EBITDA, and operating performance. These filings help investors track developments between periodic reports.

In addition, Carvana’s filings may include information on capital structure, risk factors, and relationships with subsidiaries such as ADESA, as well as discussions of macroeconomic and industry-related risks that could affect its operations. Disclosures about non-GAAP measures, including Adjusted EBITDA and Adjusted EBITDA margin, explain how management evaluates the business beyond traditional GAAP metrics.

On Stock Titan, Carvana’s SEC filings are updated as new documents are made available through the EDGAR system. AI-powered summaries and highlights can help readers quickly understand the key points of lengthy filings, including quarterly and annual reports and current reports on Form 8-K, while links to Form 4 and other ownership-related filings support research into insider transactions and equity holdings.

Rhea-AI Summary

Carvana Co. details its business, risks, and strategy in its Annual Report for the year ended December 31, 2025. The company operates a vertically integrated e-commerce platform for buying and selling used cars, combining online shopping, in-house reconditioning, proprietary logistics, and integrated financing.

Carvana reports having sold 2.8 million retail vehicles since 2012, generating $84.1 billion in total revenue over that period. As of December 31, 2025, it offered over 75,000 vehicles online, operated reconditioning capacity for approximately 1.5 million cars per year, and served 316 metropolitan areas covering more than 80% of the U.S. population.

The company highlights competitive advantages in technology, proprietary financing, and a nationwide logistics network including car vending machines. It notes key risks from macroeconomic pressures, auto industry cyclicality, regulation, data privacy and cybersecurity, reliance on capital markets, substantial indebtedness, and intense competition across both traditional and online auto retail channels.

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Carvana Co. reported record results for 2025 and the fourth quarter, combining rapid growth with strong profitability. For the full year, retail units sold rose 43% to 596,641 and revenue reached $20.322 billion, up 49%. Net income was $1.895 billion, a 9.3% margin, including a roughly $685 million benefit from releasing a valuation allowance on deferred tax assets and recording a tax receivable agreement liability. Adjusted EBITDA grew to $2.237 billion with an 11.0% margin, and GAAP operating income was $1.881 billion.

In Q4 2025, Carvana sold 163,522 retail units, also up 43%, and generated $5.603 billion of revenue. Net income was $951 million with a 17.0% margin, and Adjusted EBITDA was $511 million with a 9.1% margin. The company highlighted cost efficiencies, faster delivery, broader selection, and growing use of its AI-enabled customer tools as key drivers, and reiterated its long-term goal of selling 3 million cars annually at a 13.5% Adjusted EBITDA margin between 2030 and 2035, while expecting significant growth in units and Adjusted EBITDA in 2026.

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T. Rowe Price Associates, Inc. filed an amended Schedule 13G reporting a significant ownership position in Carvana Co. common stock. As of December 31, 2025, it reported beneficial ownership of 17,787,942 shares, representing 12.6% of Carvana’s common stock.

T. Rowe Price reported sole power to vote 17,482,430 shares and sole power to dispose of 17,726,838 shares, with no shared voting or dispositive power. The firm states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Carvana, and it expressly denies being the beneficial owner of the securities.

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Carvana Co. officer Thomas Taira, President, Special Projects, sold 1,047 shares of Class A common stock in an open-market transaction on February 9, 2026, at $398.54 per share. After this planned sale under a Rule 10b5-1 trading plan, he directly holds 66,625 shares.

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Carvana affiliate Thomas Taira filed a Rule 144 notice to sell 1,047 shares of common stock through Morgan Stanley Smith Barney, with an aggregate market value of $422,642.49. The filing lists 141,423,193 common shares outstanding and targets an approximate sale date of 02/09/2026 on the NYSE.

The 1,047 shares come from restricted stock units acquired on 02/01/2026. The notice also details prior 10b5-1 plan sales over the past three months, including 30,952 shares sold on 12/08/2025 for $13,493,901.04 and 25,000 shares sold on 12/03/2025 for $10,000,000.00.

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Carvana Co. Chief Brand Officer Ryan S. Keeton reported a routine tax-related share withholding. On 02/01/2026, 335 shares of Class A Common Stock were withheld at $401.11 per share to cover taxes upon vesting of restricted stock units from various awards.

After this transaction, Keeton directly owned 73,784 shares of Carvana Class A Common Stock. The filing reflects administrative tax withholding rather than an open-market purchase or sale.

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Carvana Co.’s Chief Product Officer, Daniel J. Gill, reported a routine insider transaction involving company stock. On 02/01/2026, 1,339 shares of Class A Common Stock were withheld at $401.11 per share to cover taxes upon vesting of restricted stock units from various awards. After this tax withholding, Gill directly beneficially owned 188,759 shares of Carvana Class A Common Stock.

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Carvana Co. executive Thomas Taira, President, Special Projects, had 580 shares of Class A Common Stock withheld on February 1, 2026 to cover taxes on vesting restricted stock units. The shares were valued at $401.11 each for reporting purposes, and Taira now directly holds 67,672 Class A shares.

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Carvana Co. executive Paul W. Breaux reported an automatic tax withholding related to equity compensation. On 02/01/2026, 710 shares of Carvana Class A common stock were withheld at $401.11 per share to cover taxes upon vesting of restricted stock units from various awards. After this non-market transaction, Breaux directly beneficially owned 68,062 Class A shares.

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Carvana Co. Chief Financial Officer Mark W. Jenkins reported multiple equity transactions in Class A Common Stock. On February 1, 2026, 1,219 shares were withheld at $401.11 to cover taxes upon vesting of restricted stock units, leaving him with 202,817 directly held shares.

On February 2, 2026, Jenkins exercised stock options for 10,000 shares at $10.07, 2,000 shares at $42.03, and 750 shares at $51.97. The same day, he made numerous open-market sales of Class A shares at prices generally between about $393.04 and $418.58, under a Rule 10b5-1 trading plan adopted on August 5, 2024, and ended with 202,817 Class A shares held directly.

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FAQ

What is the current stock price of Carvana (CVNA)?

The current stock price of Carvana (CVNA) is $318.75 as of March 3, 2026.

What is the market cap of Carvana (CVNA)?

The market cap of Carvana (CVNA) is approximately 46.1B.

CVNA Rankings

CVNA Stock Data

46.12B
138.44M
Auto & Truck Dealerships
Retail-auto Dealers & Gasoline Stations
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United States
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