Welcome to our dedicated page for CARVANA CO. 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.
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Carvana Co. Chief Brand Officer Ryan S. Keeton reported equity compensation and related tax withholding in Class A Common Stock. He received 56,742 shares underlying restricted stock units that vest 25% on April 1, 2027 and monthly over three years, while 2,881 shares at $62.36 per share were withheld to cover taxes on earlier RSU vesting.
Carvana chief product officer Daniel J. Gill reported equity compensation activity in Class A common stock. He received an award of 119,883 restricted stock units, representing underlying shares that vest 25% on April 1, 2027 and monthly over the following three years, subject to continued service. Separately, 7,707 shares were withheld at $62.36 per share to satisfy tax obligations arising from restricted stock unit vesting.
Carvana Co. director Michael E. Maroone reported purchases of 25,000 Class A common shares on July 31, 2026, buying 21,153 shares at a volume-weighted average price of $61.69 and 3,847 shares at $62.40. A prior 5-share sale within six months created Section 16(b) short-swing profits, and he has already paid Carvana $64.87 in disgorgeable profits. Reported indirect holdings include 45,000 shares through Michael Maroone Family Partnership, LP and 264 shares through a Family Trust.
Carvana Co. Chief Executive Officer Ernest C. Garcia III reported an equity compensation award and related tax withholding in Class A Common Stock. He acquired 134,707 shares on August 3, 2026 through restricted stock units that vest 25% on April 1, 2027 and monthly over the following three years, conditioned on continued service. On August 1, 2026, 7,069 shares were withheld at $62.36 per share to satisfy tax obligations upon vesting of prior restricted stock units. Garcia is also reported as indirect owner of 2,250,000 shares through the Ernest C. Garcia III Multi-Generational Trust III and 1,750,000 shares through the Ernest Irrevocable 2004 Trust III, where he serves as Investment Trustee and Co-Administrative Trustee.
CARVANA CO. reported that President, Special Projects Taira Thomas acquired 80,547 shares of Class A Common Stock on August 3, 2026, representing shares underlying restricted stock units that vest 25% on April 1, 2027 and monthly thereafter for three years, subject to continued service. On August 1, 2026, 3,948 shares of Class A Common Stock were withheld at $62.36 per share to satisfy tax obligations upon vesting of restricted stock units. The filing indicates these transactions were not made under a Rule 10b5-1 trading plan.
Carvana Co. Chief Operating Officer Benjamin E. Huston was granted 133,972 shares of Class A Common Stock underlying restricted stock units on August 3, 2026, vesting 25% on April 1, 2027 and monthly thereafter for three years. On August 1, 2026, 7,018 shares were withheld to cover taxes upon restricted stock unit vesting. On August 3, 2026, he sold 50,000 shares of Class A Common Stock in open-market transactions under a Rule 10b5-1 trading plan at volume-weighted average prices of $63.18, $64.14, $65.06 and $65.81 per share.
Carvana Co. insider plans to sell common stock under a Rule 144 notice. The filing covers a proposed sale of 50,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate value of $3,118,000.00 and a stated date of August 3, 2026.
The seller reports underlying equity awards including 15,880 Restricted Stock Units dated October 1, 2025 and 34,120 Performance Stock Units dated April 29, 2026. Over the past three months, a BHJC Trust 10b5-1 sales plan sold 50,000 shares on July 1, 2026 for $3,427,290.00 and 50,000 shares on June 1, 2026 for $3,519,700.00.
CVNA reporting person Mark Jenkins plans to sell up to 63,750 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with a proposed sale date of August 3, 2026 and an aggregate market value of $3,975,450.00. Shares outstanding are listed as 719,916,415 as context.
The planned sale is tied to an exercise of stock options, with cash as the payment method. Jenkins also reports prior 10b5-1 sales of 63,750 shares on June 1, 2026 for $4,487,801.88 and on July 1, 2026 for $4,356,938.50.
Carvana Co. reported higher revenue and earnings for the quarter ended June 30, 2026. Net sales and operating revenues were $7,376 million, up from $4,840 million a year earlier, with gross profit of $1,384 million. Net income attributable to Carvana Co. rose to $310 million from $183 million, and diluted earnings per Class A share increased to $0.42 from $0.26. For the first six months, revenues reached $13,808 million and net income attributable to Carvana Co. was $560 million.
Total assets were $14,552 million, including cash and cash equivalents of $2,630 million and vehicle inventory of $3,263 million. Total liabilities were $9,414 million, with total debt of $5,133 million and a tax receivable agreement liability of $2,130 million. Retained earnings turned positive at $551 million, lifting total stockholders’ equity to $5,138 million. Operating activities provided $345 million of cash in the first half of 2026.
The company executed a five-for-one forward stock split in May 2026 and continues to finance its operations and loan originations through asset-based facilities, securitizations and loan sale agreements. Ally’s committed forward flow purchase capacity was expanded to $8.0 billion of finance receivables between July 27, 2026 and July 26, 2027, and fixed-pool loan sale agreements provide up to $12 billion of additional capacity through 2027.
Carvana Co. reported strong Q2 2026 results, selling 197,325 retail vehicles, up 38% year-over-year. Total revenue reached $7.376 billion, a 52% increase, and total gross profit was $1.384 billion, up 30%. Net income was $513 million for a 7.0% margin, while Adjusted EBITDA was $769 million with a 10.4% margin. GAAP operating income rose to $680 million.
Total gross profit per retail unit declined to $7,014, though SG&A efficiency improved as total SG&A expenses per retail unit fell to $3,568. Liquidity remained substantial, with cash and cash equivalents of $2.630 billion and total liquidity resources of $7.024 billion as of June 30, 2026.
Looking ahead, Carvana expects a sequential increase in retail units sold in Q3 2026 and projects full‑year 2026 Adjusted EBITDA of $2.7–$3.0 billion, above $2.24 billion in 2025, assuming a stable operating environment.