ACV Auctions
Runs digital and physical auction channels for wholesale used vehicles.
Something off on this page? Send us feedback.
Profile
Connects dealers and commercial consignors through wholesale vehicle auctions, remarketing centers, transportation, floorplan financing, assurance, and data services. Revenue is concentrated in North America, with one ACV segment built around marketplace participation and adjacent services.
Provides a marketplace platform for wholesale used-vehicle transactions, pairing dealer and commercial sellers with buyers through digital auctions and remarketing centers. The digital marketplace includes auctions, Run List, ACV Transportation, ACV Capital, and customer assurance products such as Go Green.
Data services add True360 Reports, ACV Market Report, ACV MAX, ClearCar, private marketplaces, operations automation, and programmatic buying. Revenue is primarily from North America and is reported in one ACV segment rather than separate management segments.
The model depends on buyer and seller engagement, adoption of transportation, financing, assurance, and data tools, accurate condition inspections, arbitration outcomes, credit and fraud controls for floorplan borrowers, and integration of acquired auction operations.
Company facts
Categories
Key statistics
Year to date −13.7% · Average volume (30d) 4.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 11, 2026 | Stephens | Upgrade | Overweight | $11.50 | $10.50 | |
| Aug 11, 2026 | Citigroup | Downgrade | Underweight | Market Perform | ||
| Aug 11, 2026 | Barclays | Downgrade | Neutral | Underweight | ||
| Aug 11, 2026 | B.Riley Financial | Target | $13 | |||
| Jun 1, 2026 | Barrington | Target | $7 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q2 FY26 | $0.05 | $0.06 | +13.4% | $214.9M | $213.9M | −0.5% | 0.00% |
| May 6, 2026Q1 FY26 | $0.03 | $0.05 | +66.7% | $201.6M | $204.2M | +1.3% | +24.52% |
| Feb 23, 2026Q4 FY25 | −$0.01 | −$0.08 | −700.0% | $182.2M | $183.6M | +0.8% | −16.37% |
| Nov 5, 2025Q3 FY25 | $0.07 | $0.07 | 0.0% | $182.0M | $199.6M | +9.7% | −37.55% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $182.7M | $193.7M | $199.6M | $183.6M | $204.2M | $213.9M | |
| Gross profit | $99.3M | $102.5M | $128.7M | $141.0M | $124.4M | $106.7M | |
| Operating income | −$14.4M | −$7.2M | −$23.7M | −$17.8M | −$9.2M | −$6.0M | |
| Net income | −$14.8M | −$7.3M | −$24.5M | −$19.6M | −$10.9M | −$8.2M | |
| Diluted EPS | −$0.09 | −$0.04 | −$0.14 | −$0.11 | −$0.06 | −$0.05 | |
| Gross margin | 54.4% | 52.9% | 64.5% | 76.8% | 60.9% | 49.9% | |
| Operating margin | -7.9% | -3.7% | -11.9% | -9.7% | -4.5% | -2.8% |
Fiscal years (4-quarter sums)FY21 $358.4M · FY22 $421.5M · FY23 $481.2M · FY24 $637.2M · FY25 $759.6M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $242.3M · Total debt $205.0M · Total assets $1.08B · Shareholders' equity $389.9M
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 174.58M · Float 163.78M · 93.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 14.07M | 8.06% | 13F | Aug 7, 2026 |
| Atreides Management, LP | 9.90M | 5.67% | 13F | Aug 14, 2026 |
| Vanguard Capital Management | 8.76M | 5.02% | 13G | Jul 31, 2026 |
| Massachusetts Financial Services Company ("MFS") | 8.66M | 5.50% | 13G | Nov 12, 2024 |
| Vanguard Portfolio Management LLC | 7.38M | 4.23% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 9, 2026 | George Chamoun | director, officer: Chief Executive Officer | +24,272 | $5.05 |
| Feb 26, 2026 | Michael Waterman | officer: Chief Sales Officer | +214,600 | $4.66 |
| Feb 9, 2026 | George Chamoun | director, officer: Chief Executive Officer | +16,892 | $7.30 |
| Jan 15, 2026 | Andrew Peer | officer: VP, Corporate Controller & CAO | −1,750 | $8.85 |
| Jan 12, 2026 | George Chamoun | director, officer: Chief Executive Officer | +14,286 | $8.81 |
Peers
- OPENLANE
Digital wholesale marketplace for dealer and commercial used vehicles
- Carvana
ADESA physical and digital auctions plus online used-car retail
- CarMax
Wholesale auctions and used-car sourcing at national scale
- Copart
Online vehicle auctions and remarketing with salvage focus
