Carvana reports surging fourth quarter profit on strong used vehicle demand

The online retailer saw net income jump to 951 million dollars today as used car demand rose. Revenue hit 5.6 billion dollars and beat analyst expectations.

Insights:
Carvana Co. reported significantly higher fourth-quarter 2025 profit and revenue on February 18, 2026, driven by strong demand for preowned vehicles in the US USUS amid a higher consumer cost of living and the trickle-down effects of tariffs. The company announced that its revenue rose about 58% to $5.6 billion, while quarterly net income increased to $951 million. These finalized results materially improved the company's financial results and market standing, exceeding the average revenue expectation of $5.26 billion previously set by analysts according to LSEG.
Vehicles are displayed at a Carvana dealership in Austin, Texas, U.S., on March 9, 2017. REUTERS/Brian Snyder
Vehicles are displayed at a Carvana dealership in Austin, Texas, U.S., on March 9, 2017. REUTERS/Brian Snyder
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