ACV Auctions' Q4 revenue exceeded expectations but profits fell short

LootboxPhobia · 2026-02-23T21:28:48+00:00

ACV Auctions Announces Q4 Results, Revenue of $184 Million Surpasses Expectations, but Net Loss per Share of -$0.11 Falls Short. The stock price slightly increased, with an estimated Q1 2026 revenue guidance of $200 million to $204 million, and an annual revenue target of $845 million to $855 million, representing an 11% to 13% year-over-year increase.

LootboxPhobia

2026-02-23 21:28:48

Abstract generation in progress

Buffalo, NY - ACV Auctions Inc. (NYSE: ACVA) reported mixed fourth-quarter results, with revenue exceeding expectations but earnings falling short of analyst forecasts. The company’s GAAP net loss was $0.11 per share, compared to the consensus estimate of $0.01 per share.

Revenue for the quarter reached $184 million, up 15% year-over-year, slightly above the analyst consensus of $182.1 million. The company’s marketplace and services revenue increased 11% year-over-year to $160 million, while marketplace GMV grew 2% to $2.3 billion. Adjusted EBITDA was $8 million, surpassing the high end of the company’s guidance range and up from $6 million in the same period last year.

Following the announcement, the stock rose 0.18%.

ACV CEO George Chamoun stated, “We are very pleased with our Q4 performance, with revenue at the high end of guidance, adjusted EBITDA exceeding the high end of guidance, and profit margins continuing to expand.”

For Q1 2026, ACV issued revenue guidance of $200 million to $204 million, representing a 9% to 12% year-over-year increase. The midpoint of $202 million is slightly below the analyst consensus of $203.1 million. The company expects adjusted EBITDA for the quarter to be between $14 million and $16 million.

For the full year 2026, ACV projects revenue of $845 million to $855 million, up 11% to 13% year-over-year. The midpoint of $850 million is slightly below the consensus estimate of $851.7 million. The company anticipates adjusted EBITDA of $73 million to $77 million, representing approximately 28% year-over-year growth at the midpoint.

For 2025, total revenue was $760 million, up 19% year-over-year, with adjusted EBITDA reaching $59 million, compared to $28 million in 2024.

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