ACV Auctions Reports 15.1% Revenue Growth to $183.6M, Guidance Falls Short
ACV Auctions delivered Q4 CY2025 revenue of $183.6 million, up 15.1% year-on-year and 0.9% above estimates, while adjusted EBITDA reached $7.62 million, a 29.7% beat. Management guided Q1 CY2026 revenue to $202 million and FY2026 EBITDA to $75 million, both slightly below analysts’ forecasts.
1. Q4 CY2025 Performance
ACV Auctions posted Q4 CY2025 revenue of $183.6 million, up 15.1% year-on-year and 0.9% above consensus. The company reported a GAAP loss of $0.11 per share inline with estimates and generated adjusted EBITDA of $7.62 million, exceeding forecasts by 29.7% on a 4.1% margin.
2. Q1 CY2026 and FY2026 Guidance
Management issued Q1 CY2026 revenue guidance of $202 million at the midpoint, about 0.9% below analyst projections, and set FY2026 EBITDA guidance at $75 million, compared with Street estimates around $78.1 million.
3. Cash Flow and Profitability
Free cash flow was negative $23.4 million, marking a 12.7% margin decline compared with last year’s figure, while the operating margin improved to -9.7% from -16.2% a year earlier, reflecting ongoing cost control measures.
4. Market Reaction and Outlook
Shares rallied about 9% post-report, driven by the EBITDA beat, while investors weighed the modest guidance shortfalls against signs of margin improvement and decelerating sales growth.