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CPCPRT

Copart, Inc.

$CPRT·$25B·Specialty Business Services·Industrials
$27.48+3.2%YTD-32.0%1Y-39.8%
Price updated 12m ago·X counts updated 4d ago
CPCPRT
$CPRTCopart, Inc.
$27.48+3.23%116 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CPRT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

116X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CPRT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 50% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-09-15

Copart's Thursday earnings anticipation dominates, with bulls citing insurance-premium smoothing, wide moat and CEO Jay Adair's first quarter back. Others frame it as a compressed-multiple bet against LULU/AMZN growth peers — read is measured anticipation, not directional excitement.

Read what X is saying about $CPRT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CPRT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Copart is at 52-week lows despite its wide-moat salvage franchise — Jay Adair's return is the near-term reset.

Copart runs the online salvage-auction business — the dominant platform for insurance totaled-vehicle disposition, with a global footprint and ~37% operating margins that few retailers can match. The stock is near 52-week lows.

  • The business is elite: Q1 revenue +2.1% YoY at a 37% operating margin and ROIC of 15.3% — modest top-line growth is overshadowed by one of the best operating margin profiles in all of industrials.
  • 52-week range position is 3% with volume at 73% of average — this is capitulation territory for a wide-moat compounder, and Jay Adair's first full quarter back as CEO is the operational reset the market has been debating.
  • At 18.5x PE and 6x sales the valuation is finally reasonable for the quality — the market is pricing in insurance-premium smoothing and growth concerns that typically self-correct within a cycle.

Nov 19 Q1 is the gate — any volume uptick plus a reaffirmed fee-per-unit trajectory extends the move off the floor. A continued insurance-premium softness quarter and the stock stays pinned at the 52-week low.

What to watch: Nov 19 Q1 — salvage volume growth, fee-per-unit trajectory, international mix, and any 2027 operating-margin guidance. An insurance-premium softness quarter or margin compression is the invalidator.

On the calendar: 2026-11-19 — Q1 earnings

Read the AI verdict on $CPRT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Runs online total-loss and used-vehicle auctions connecting insurance companies, dealers, and auto recyclers across 11 countries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Business Services sits in its cycle right now — and what that implies for $CPRT.

Specialty Business Services · Industrials

No material change from last week — non-cyclical outsourcing demand underpins steady compounding across facility management, pest control, and vehicle auctions.

What this means for $CPRT

Partial — Runs online total-loss and used-vehicle auctions connecting insurance companies, dealers, and auto recyclers across 11 countries.

Industry benchmark

7-name peer basket
+29.2%YTD
+13.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
18.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
36.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
16.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
45.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 10, 2026$0.35$0.38-8.7%
Q1 2026May 21, 2026$0.43$0.41+5.8%
Q4 2025Feb 19, 2026$0.36$0.39-8.3%
Q3 2025Nov 20, 2025$0.41$0.39+5.2%
Next earningsThu, Nov 19·consensus EPS $0.41

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$1.2B+2.1%46.3%37.5%$0.43$503.3M
Q2 FY26$1.1B-3.6%43.9%34.7%$0.36$57.9M
Q1 FY26$1.2B+0.7%46.5%37.3%$0.42$427.2M
Q4 FY25$1.1B+5.2%45.3%36.7%$0.41$350.8M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.7B$4.6B – $4.7B$1.58$1.57 – $1.608
FY27$4.9B$4.8B – $5.1B$1.63$1.55 – $1.687
FY28$5.2B$5.0B – $5.5B$1.78$1.69 – $1.856
FY29$5.8B$5.7B – $5.8B$1.93$1.86 – $2.012
FY30$5.5B$5.3B – $5.7B$2.19$2.09 – $2.291

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-20.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 845.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.065-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 28Jeffrey LiawCEO27.7K sh$846KSellJul 13Daniel J EnglanderDirector80.0K sh$2.2MSellApr 15Jeffrey LiawCEO26.2K sh$870K
+ 8 other (4 exempts · 3 awards · 1 other) in window

See when $CPRT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 108-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Copart (CPRT) agreed to acquire ACV Auctions at $10.50 per share in cash via tender offer, expected to commence within 5–7 business days and remain open for a minimum of 10 business days, subject to HSR antitrust clearance and a majority tender condition. The deal brings Copart an online used-vehicle auction platform to complement its salvage and remarketing operations. The $10.50 price represents a meaningful premium for ACV shareholders.

8-K/AOfficer or director change (amended)Aug 198-K/A — Item 5.02: Officer or director change
AI summary

Copart (CPRT) filed an 8-K/A amendment to a July 2, 2026 original 8-K under Item 5.02 (Director/Officer Change). The amendment likely clarifies, corrects, or supplements an earlier executive or director change disclosure — for example, providing additional compensation details, correcting an effective date, or amending a description of the outgoing or incoming executive's terms. Copart is a global vehicle auction and remarketing platform; leadership stability is important given its technology-intensive yard operations and international expansion. Investors should compare this amendment against the original July 2 filing to identify what specifically changed.

8-KOfficer or director changeAug 188-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Copart (CPRT) filed an 8-K under Items 5.02, 7.01, and 9.01, disclosing an executive officer or director change, a Regulation FD disclosure, and related exhibits, with the event occurring August 13, 2026. No specific names or details were available in the excerpt. Copart operates a leading online vehicle auction and remarketing platform.

3New insider — initial holdingsAug 173
AI summary

David Joel Berger filed Form 3 as a newly appointed director of Copart, Inc., with an event date of August 13, 2026. No securities are beneficially owned at the time of the initial filing. Routine initial director ownership disclosure with no financial significance.

3New insider — initial holdingsAug 173
AI summary

Jane Pocock, President of Copart, Inc., filed Form 3 disclosing initial beneficial ownership as of August 1, 2026. She holds 330 shares of common stock directly and 89,767 unvested restricted stock units (RSUs) vesting on a schedule tied to her service. The RSU grant size is meaningful relative to the company's share price and represents alignment of the new president with long-term shareholder interests. Routine officer ownership disclosure.

8-KOfficer or director changeJul 88-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Copart, Inc. announced the appointment of Jane Pocock as President, effective August 1, 2026. Pocock currently serves as CEO of Copart's UK operations and brings deep operational knowledge of the company's international salvage vehicle auction business. The appointment of an internal candidate with international experience as President reflects Copart's succession planning and its emphasis on global expansion. The full scope of Pocock's responsibilities as President was described in exhibits to the filing.

8-KOfficer or director changeJun 298-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Copart, Inc. announced that A. Jayson Adair, the company's Executive Chairman and son-in-law of founder Willis J. Johnson, will succeed Jeffrey Liaw as CEO effective July 31, 2026. Liaw will simultaneously resign from both the CEO role and the Board of Directors. The company disclosed the terms of Liaw's Transition and Separation Agreement and General Release. Adair's return to the CEO seat (he previously served as CEO from 1996 to 2021) reunites day-to-day management with founding family leadership and signals continuity in Copart's disciplined international expansion and insurance salvage auction strategy.

+ 10 other (2 SC TO-T/As · 2 SC TO-Cs · 2 earnings 8-Ks · 1 10-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Copart, Inc. $CPRT Shares Bought by MassMutual Private Wealth & Trust FSBdefenseworld.net·3d agoCopart, Inc. (CPRT) Exceeds Market Returns: Some Facts to Considerzacks.com·3d agoCopart, Inc. $CPRT Stock Bought by Rockland Trust Co.defenseworld.net·3d agoCopart Announces Extension of Tender Offer to Acquire ACVbusinesswire.com·8d agoACV Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of ACV Auctions Inc. - ACVAbusinesswire.com·8d ago

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Voices on X · last 7 days

No standout posts about $CPRT on X in the last 7 days.

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