Earnings Edge

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Vehicle Fire in the Center Lane! Recapping Carvana's Actuals vs. Consensus

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Consensus Media
Feb 18, 2026
∙ Paid

We said in our preview (Are The Wheels About to Fall Off?) to watch closely what happens to margins and cash generation in the wake of the forced disclosure of related party DriveTime’s financials. Well take a look at the major points of pain here for Carvana:

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