Carvana (CVNA Quick QuoteCVNA - Free Report) reported $8.04 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 42.4%. EPS of $0.39 for the same period compares to $0.21 a year ago.

The reported revenue represents a surprise of +4.87% over the Zacks Consensus Estimate of $7.67 billion. With the consensus EPS estimate being $0.47, the EPS surprise was -17.02%.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Carvana performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Per retail unit gross profit - Retail vehicle: $3,556.00 compared to the $3,399.02 average estimate based on five analysts.
• Per retail unit gross profit - Total: $6,997.00 versus $6,876.35 estimated by four analysts on average.
• Unit sales - Retail vehicle unit sales: 217,385 versus the four-analyst average estimate of 211,078.
• Per retail unit gross profit - Other: $2,733.00 versus the four-analyst average estimate of $2,696.97.
• Per unit revenue - Retail vehicles: $28,263.00 versus $26,616.99 estimated by three analysts on average.
• Per retail unit gross profit - Wholesale: $708.00 versus $803.80 estimated by three analysts on average.
• Unit sales - Wholesale vehicle unit sales: 111,119 compared to the 107,379 average estimate based on three analysts.
• Total gross profit per retail unit, non-GAAP: $7,093.00 versus $6,920.95 estimated by two analysts on average.
• Markets at end of period (metropolitan statistical areas): 316 versus 316 estimated by two analysts on average.
• Sales and operating revenues- Retail vehicle sales, net: $6.14 billion versus the five-analyst average estimate of $5.63 billion. The reported number represents a year-over-year change of +53.8%.
• Sales and operating revenues- Other sales and revenues: $594 million versus the five-analyst average estimate of $590.63 million. The reported number represents a year-over-year change of +25.3%.
• Sales and operating revenues- Wholesale sales and revenues: $1.3 billion versus the five-analyst average estimate of $1.5 billion. The reported number represents a year-over-year change of +10.6%.

View all Key Company Metrics for Carvana here>>>

Shares of Carvana have returned -6.9% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.