Feed / OPLN

OPENLANE, Inc.

OPLN

Consumer Cyclical · 35.30 +1.5% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

OPENLANE, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Company+1.5% todayVolume comparison unavailable
Market group0 of 1 activeWholesale Auto Marketplaces · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • Higher auction and service volumes supported results, while increased purchased vehicle sales contributed to lower gross-profit percentage.

Invalidation: The isolated read changes if OPLN's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Auto & Truck Dealerships

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Higher auction and service volumes supported results, while increased purchased vehicle sales contributed to lower gross-profit percentage.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements187
Verified relationships3
Evidence supporting the case
  • Latest annual revenue changed +8.2% year over year.
  • Net margin changed +3.0 percentage points in the latest annual period.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 5 filings.
Questions before a position
  • P/E is 61% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 143% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

35.30
6m+28.0%12m+20.4%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.5B+9.3%$0.16-4.9%
2022-12-31$1.5B+5.4%$1.30-5.4%
2023-12-31$1.7B+10.9%$-1.82-6.2%
2024-12-31$1.8B+5.5%$0.45+0.1%
2025-12-31$1.9B+8.2%$-0.96-2.1%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 5 filings
The decrease in finance interest expense was attributable to an approximately 0.7% decrease in the average interest rate on the securitization obligations, partially offset by an increase in the average balance on the AFC securitization obligations.
10-Q · Aug 4, 2026
Foreign exchangenegative · 5 filings
The change in revenue included the impact of an increase in revenue of $15.2 million due to fluctuations in the euro and Canadian dollar exchange rates.
10-Q · Aug 4, 2026
Restructuring and cost reductionsmixed · 4 filings
Selling, General and Administrative Selling, general and administrative expenses from the Marketplace segment increased $10.0 million, or 10%, to $109.9 million for the three months ended June 30, 2026, compared with $99.9 million for the three months ended J…
10-Q · Aug 4, 2026
Energy and commodity pricesmixed · 1 filings
Gross profit as a percentage of revenue increased for the six months ended June 30, 2026 as compared with the six months ended June 30, 2025, primarily due to the reversal of the Canadian digital services tax, higher pricing and increased auction and service…
10-Q · Aug 4, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.0× · EV/sales 2.2×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

35.30+1.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for OPLN. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for OPLN. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind OPLN

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ACVAACV Auctions Inc.competitorFeb 18, 2026

Our principal sources of competition primarily come from: (i) large, established competitors (e.g., Manheim, ADESA U.S.

CVNACarvana Co.competitorFeb 18, 2026

Our principal sources of competition primarily come from: (i) large, established competitors (e.g., Manheim, ADESA U.S.

Depended on by

ACVAACV Auctions Inc.competitorFeb 23, 2026

We mainly compete with large, national vehicle auction companies, such as Manheim, a subsidiary of Cox Enterprises, Inc., Adesa, a subsidiary of Carvana, and OPENLANE.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

OPLN is currently a Leader in the organic co-movement group Wholesale Auto Marketplaces. 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 OPLN; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.