Zacks Investment Research
23 Feb 2026, 15:50 UTC · 34w ago
Impact · against what's priced in
Copart faces immediate negative pressure following a miss on both top and bottom-line consensus estimates and a year-over-year decline in net income. While a beat in vehicle sales and strong cash reserves provide some support, they do not offset the broader operational weakening.
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What the story claims
4 claims · scored −1 bearish … +1 bullish
Copart, Inc. reported second-quarter fiscal 2026 adjusted EPS of 36 cents, missing the Zacks Consensus Estimate of 40 cents.
So whatAn earnings miss, combined with a 10% year-over-year decline in the bottom line, typically triggers immediate negative price pressure.
More negative than 94% of claims this week
Copart's second-quarter revenue of $1.12 billion lagged the Zacks Consensus Estimate of $1.18 billion and decreased 3.6% year-over-year.
So whatRevenue misses and declining top-line growth suggest weakening demand or pricing power in the online auto auction market.
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5 related stories
The company missed consensus estimates for EPS (36 cents vs 40 cents) and revenue ($1.12 billion vs $1.18 billion), with net income falling 10% year-over-year.
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The article mentions Ford only as a better-ranked stock in the same sector; Copart's specific quarterly miss provides no material data for Ford.
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The article mentions ModivCare only as a better-ranked stock in the same sector; Copart's specific quarterly miss provides no material data for ModivCare.
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Scored by the NIS engine · methodology.
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More negative than 90% of claims this week
Copart's cash, cash equivalents, and restricted cash increased significantly to $5.1 billion as of January 31, 2026, from $2.78 billion six months prior.
More positive than 68% of claims this week
Vehicle sales totaled $169.6 million for the quarter, beating the Zacks Consensus Estimate of $158 million.
More positive than 56% of claims this week
Which stocks this story touches
More negative than 80% of ticker scores this week
The company missed consensus estimates for both earnings and revenue, with a decline in net income year-over-year.
More positive than 72% of ticker scores this week
The company is identified as a better-ranked stock in the auto space with a Zacks Rank #1 (Strong Buy).
More positive than 72% of ticker scores this week
The company is identified as a better-ranked stock in the auto space with a Zacks Rank #1 (Strong Buy).
More positive than 72% of ticker scores this week
The company is identified as a better-ranked stock in the auto space with a Zacks Rank #1 (Strong Buy).
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Zacks Investment Research
1h ago
More positive than 6% of relationship scores this week
[mutual] The article lists both companies as being in the same auto space.
More positive than 6% of relationship scores this week
[mutual] The article lists both companies as being in the same auto space.
−24.4%
Price agrees with the score
$27.59 vs $36.48 close before publication (Feb 20) · not market-adjusted
CPRT chart →−33.8%
$149.78 vs $226.36 close before publication (Feb 20) · not market-adjusted
MOD chart →−15.1%
$11.90 vs $14.01 close before publication (Feb 20) · not market-adjusted
F chart →
