Carvana Co.
CVNA
Jodie situation report
Carvana Co.'s current read is isolated; its market group is not confirming.
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 16 directly disclosed connections are confirming.
- Revenue increased 52.0% versus the comparable filing period.
- Gross margin fell 2.2 percentage points.
- Net interest expense fell materially in Q2 and YTD 2026, attributed to repurchases/redemption of the 2028 Senior Secured Notes and a lower cash interest rate on the 2031 Senior Secured Notes.
Invalidation: The isolated read changes if CVNA's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind CVNA
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
STLAStellantis N.V.supplierFeb 18, 2026 ▾
“Further, in connection with these franchise dealership acquisitions, the Company entered into a Master Loan and Security Agreement (the "Trade Floor Plan Facility") with Stellantis Financial Services, Inc.”
ROOTRoot, Inc.partnerApr 29, 2026 ▾
“We have also partnered with Root, Inc.”
Depended on by
ROOTRoot, Inc.partnerMay 6, 2026 ▾
“Direct Contribution We define direct contribution, a non-GAAP financial measure, as gross profit excluding net investment income, net realized gains on investments, acquisition expenses which include report costs and commission expenses related to our partner…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 18 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
CVNA is currently a Leader in the organic co-movement group Online Used-Car Retail. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for CVNA; it is not active in the latest market snapshot.