CPRT COPART INC

MIXED Impact: 5/10 8-K
Horizon weeks Filed May 21, 2026 Processed 24d 13h ago SEC 0001193125-26-234447
8-K Item 2.02: Earnings release
Latest settled — T+5d
CPRT ▼ -4.35% at T+5d
NEUTRAL call ✗ call lost -4.35% · α vs SPY -6.01% · entry $33.76 → $32.29
Next anchor: T+20d in 7d
Last close $30.75 (close Jun 12) · -8.93% from $33.76 entry
Entry anchored
May 21, 2026
via day open
T+1d
-1.63%
call -1.63% · α -2.21%
$33.21
settled 24d ago
T+5d
-4.35%
call -4.35% · α -6.01%
$32.29
settled 17d ago
T+20d
call — · α —
in 7d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Copart reported Q3 FY2026 revenue of $1.237B (2.1% YoY growth) and diluted EPS of $0.43, beating consensus estimates of $1.20B and $0.41. However, net income attributable to Copart declined 1.0% YoY to $402.4M, reflecting slower growth and the impact of a $1.63B year-to-date share buyback program that reduced diluted shares by 3.6%.

Key Financial Metrics

Gross Margin
46.3%

Actionable Insight

The beat is modest and net income decline dampens enthusiasm. With the stock near $31.8B market cap and buybacks masking soft operational growth, watch for revenue acceleration or margin expansion in coming quarters to sustain the valuation.

Key Facts

  • Revenue $1.237B vs consensus $1.20B (beat by 3.1%)
  • Diluted EPS $0.43 vs consensus $0.41 (beat by 4.9%)
  • Net income attributable to Copart $402.4M, down 1.0% YoY
  • Diluted weighted average shares fell 3.6% YoY to 942.8M
  • Year-to-date share repurchases of $1.63B
  • U.S. segment revenue declined slightly; international revenue grew 14.1%

Financial Impact

Revenue beat consensus by $37M (3.1%), EPS beat by $0.02 (4.9%), but net income declined $4.2M YoY. Share buyback boosted EPS by ~2.5%.

revenueepsnet incomeshares outstanding

Risk Factors

  • Slowing revenue growth (2.1% vs historical double-digit)
  • Declining net income despite buyback support
  • U.S. service revenue down 0.4% YoY indicates market share or pricing pressure

Market Snapshot

Exchange
Nasdaq
Sector
Retail-Auto Dealers & Gasoline Stations
Analyst Consensus
60% bullish (20 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-234447
Document: cprt-20260521.htm0001193125-26-234447
Document: 0001193125-26-234447-index-headers.html0001193125-26-234447
Document: 0001193125-26-234447-index.html0001193125-26-234447
Document: 0001193125-26-234447.txt0001193125-26-234447
8-K Data (Synthetic)0001193125-26-234447
2 reports for CPRT
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for CPRT — sortable, filterable
Type Now
May 21, 2026
24d ago
8-K
MIXED ★ 5/10
$33.76 $32.29▼ −4.35%▼ −6.01%$30.75 (−8.93%)
Feb 28, 2026
15w ago
Institutional Cluster
BULLISH ★ 8/10
$38.30 $37.57▼ −1.92%▼ −0.71%$30.75 (−19.72%)
Showing 2 of 2

US Market Status

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