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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jash Patwa | JPMorgan | 17 questions · 6% challenging |
| Bob Labick | CJS Securities | 16 questions · 6% challenging |
| Craig Kennison | Robert W. Baird | 13 questions · 8% challenging |
| Bret Jordan | Jefferies | 12 questions · 8% challenging |
| Chris Bottiglieri | BNP Paribas | 11 questions · 18% challenging |
| John Healy | Northcoast Research | 9 questions · 11% challenging |
| Jeff Lick | Stephens | 8 questions · 0% challenging |
| John Babcock | Barclays | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 analyst | 17 questions · 6% challenging |
| CJS Securities | 1 analyst | 16 questions · 6% challenging |
| Robert W. Baird | 2 analysts | 14 questions · 7% challenging |
| Jefferies | 1 analyst | 12 questions · 8% challenging |
| BNP Paribas | 1 analyst | 11 questions · 18% challenging |
| Northcoast Research | 1 analyst | 9 questions · 11% challenging |
| Stephens | 1 analyst | 8 questions · 0% challenging |
| Barclays | 1 analyst | 2 questions · 0% challenging |
On September 10, 2026, Copart entered into an Agreement and Plan of Merger with ACV Auctions Inc. and Apple Merger Sub, Inc., a Copart subsidiary, to acquire ACV Auctions through a tender offer. The tender offer has not yet commenced; a joint press release and investor presentation were issued the same day.
What each event means for CPRT’s sentiment score is part of Tellvest Pro.
Revenue grew 2.1% to $1.24 billion as 4.6% ASP expansion more than offset a 2.4% decline in global unit volumes, reflecting ongoing consumer pullback on insurance coverage amid rising premiums. Total loss frequency continued its long-term ascent to 23.6% in calendar Q1 2026, while U.S. insurance ASPs hit a seasonally adjusted all-time record with international buyers contributing nearly half of auction proceeds. The international segment delivered 14.1% revenue growth led by the U.K., Germany, and Canada, and the company maintained exceptional financial strength with $5.5 billion in liquidity and no debt.
Demand | Competitive Dynamics | Innovation & R&D | Pricing | Macroeconomic | Capex Investment | Revenue Growth | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 5 | 6 | 1 | 1 | 1 | 2 | 1 | |
| 2025Q2 | 2 | 5 | 2 | 1 | 2 | 2 | 4 | |
| 2025Q3 | 5 | 3 | 1 | 1 | 2 | |||
| 2025Q4 | 8 | 4 | 4 | 1 | 2 | |||
| 2026Q1 | 8 | 5 | 1 | 3 | 2 | 1 | 1 | |
| 2026Q2 | 6 | 5 | 2 | 1 | 2 | 1 | 1 | |
| 2026Q3 | 4 | 3 | 1 | 2 | 2 | 4 | 2 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 5 | 2 | 5 | 8 | 8 | 6 | 4 |
| Competitive Dynamics | 6 | 5 | 3 | 4 | 5 | 5 | 3 |
| Innovation & R&D | 1 | 2 | 4 | 1 | 2 | 1 | |
| Pricing | 1 | 1 | 1 | 1 | 3 | 1 | 2 |
| Macroeconomic | 1 | 1 | 2 | 2 | 2 | 2 | |
| Capex Investment | 2 | 2 | 2 | 1 | 1 | ||
| Revenue Growth | 2 | 1 | 1 | 4 | |||
| Geographic Expansion | 1 | 4 | 2 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $1.15B | +12.4% | $0.37 | +8.8% | 44.7% | 35.4% | 31.6% | $246M |
| FY2025 Q2 | $1.16B | +14.0% | $0.40 | +21.2% | 45.2% | 36.6% | 33.3% | $61M |
| FY2025 Q3 | $1.21B | +7.5% | $0.42 | +7.7% | 45.6% | 37.3% | 33.6% | $573M |
| FY2025 Q4 | $1.13B | +5.2% | $0.41 | +24.2% | 45.3% | 36.7% | 35.2% | $351M |
| FY2026 Q1 | $1.16B | +0.7% | $0.41 | +10.8% | 46.5% | 37.3% | 35.0% | $427M |
| FY2026 Q2 | $1.12B | -3.6% | $0.36 | -10.0% | 43.9% | 34.7% | 31.3% | $58M |
| FY2026 Q3Selected | $1.24B | +2.1% | $0.43 | +2.4% | 46.3% | 37.5% | 32.5% | $503M |
| FY2026 Q4 | $1.15B | +2.4% | $0.35 | -14.6% | 41.8% | 32.0% | 28.4% | $279M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q2 2026Earnings call May 21, 2026
FY2026 Q3 in brief
Revenue grew 2.1% to $1.24 billion as 4.6% ASP expansion more than offset a 2.4% decline in global unit volumes, reflecting ongoing consumer pullback on insurance coverage amid rising premiums.
Newest quarter FY2026 Q4 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Copart (CPRT), FY2026 Q3: 5/10. Scores: Copart’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: CPRT daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What CPRT and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“the team is about 2.5 to 3x the size it was when we acquired Purple Wave. And we still have some ways to go in terms of achieving full nationwide coverage”
Copart's acquired industrial-auction platform Purple Wave has scaled its territory sales force 2.5-3x and grown GTV over 25% year-over-year.
“CCC has published data indicating that 25% of repairs are now self-pay and that in response, they've actually created a Buy Now, Pay Later product to support those consumers.”
GAAP revenue YoY +2.09% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Copart cites claims-software firm CCC's data on self-pay repairs and its new Buy Now Pay Later product, a signal on CCC's consumer-financing expansion in the auto claims ecosystem.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CPRT Copart | 5 | +2.1% | |
| CVNA Carvana Co. | Newest quarter — available with Pro | Newest quarter — available with Pro |
Newest-quarter details for 1 peer (score, revenue, headline, themes and macro signals) are available with Pro.