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CPCPRT

Copart, Inc.

$CPRT·$28B·Specialty Business Services·Industrials
$27.52-2.9%YTD-27.6%1Y-40.5%
Mentions · last 7 days
2026-07-02: 16 posts2026-07-03: 16 posts2026-07-04: 6 posts2026-07-05: 22 posts2026-07-06: 43 posts2026-07-07: 41 posts2026-07-08: 54 posts198-16%
Price updated 10m ago·X counts updated 2d ago
CPCPRT
$CPRTCopart, Inc.
$27.52-2.88%198 posts-16%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CPRT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-10

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

Copart's founding CEO Jay Adair just returned after Liaw presided over a $50 → $28 decline — the September 3 print has to prove the leadership reset restarts the M&A engine.

Copart is the leading online salvage-vehicle auction platform — a business that dominates its niche with 46% gross margin and 37% operating margin, but has seen the stock drop from $50 to under $30. The recent CEO transition is now the whole story.

Where the setup is:

  • The leadership reset is the reset trigger: A. Jayson (Jay) Adair — Executive Chairman and son-in-law of founder Willis J. Johnson — returns as CEO effective July 31, replacing Jeffrey Liaw who took over in April 2024 and presided over the stock's decline from $50 to under $30.
  • Adair signaled a 10+ year commitment and an M&A pivot: contributors flag Adair as staying 10+ years and flagging an M&A spree focused on returning to organic growth in vehicle remarketing — a specific strategic reset.
  • The balance sheet is a huge cushion: $4B cash on the balance sheet, per contributors — capital to actually execute the M&A spree Adair described.
  • Fundamentals still earn: latest quarterly revenue was $1.24B (+2% YoY) with 46% gross margin, 37% operating margin, and $0.43 EPS — the business is a franchise, and 19x TTM P/E is contributors' described "cheapest valuation in decades."
  • Pomerantz Law Firm investigations are the caveat: multiple Pomerantz investor alerts opened — the specifics aren't detailed but the pattern often follows guidance concerns, and Jane Pocock's July 8 promotion to President could also relate.

September 3 fiscal-Q4 earnings is the confirmation event — a raised full-year revenue guide with visible Adair-strategic-vision commentary and clarity on the Pomerantz investigation restarts the recovery tape toward the 12% EPS growth / 25x P/E / 19% CAGR framing contributors flag; a soft unit-volume print or hesitant M&A comment keeps this pinned near the current $28 level.

Agrees with X sentimentX is bullish on Jay Adair returning as CEO with a 10+ year commitment and M&A spree focus, 12% EPS growth / 25x P/E / 19% CAGR modeling, and the cheapest valuation in decades with $4B cash — I agree the leadership reset is real, but the crowd is discounting the multiple Pomerantz Law Firm investigations opened this week.

What to watch: September 3 fiscal-Q4 earnings — a raised full-year revenue guide with visible Adair-strategic-vision commentary and clarity on the Pomerantz investigation restarts the recovery tape; a soft unit-volume print or hesitant M&A comment keeps this pinned near $28.

On the calendar: 2026-09-03 — Q4 FY26 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment27 posts analyzed · as of 2026-07-09

Copart chatter is dominated by the CEO transition: Jay Adair returned as CEO after Jeff Liaw (who took over April 2024) presided over a stock decline from $50 to under $30. Adair signaled he's staying 10+ years, flagged an M&A spree focused on returning to organic growth in vehicle remarketing, and framed industry headwinds as cyclical. Bulls model 12% EPS growth, 25x P/E multiple, and 19% CAGR over five years — the stock's cheapest valuation in decades with $4B cash on balance sheet. Skeptics note CPRT is losing share and Adair was dismissive of the competitive threat. Overall sentiment is constructive.

Read the AI verdict + X sentiment for $CPRT

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  • X crowd read with bullish/bearish call + post volume
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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 — new Diehl Defence agreement for space-based early warning adds government defense to its maritime, weather, and aviation data streams.

What this means for $CPRT

Direct beneficiary — Copart, Inc.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+16.4%YTD
+20.8%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
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%
Q2 2025Sep 4, 2025$0.41$0.36+13.5%
Next earningsThu, Sep 3·consensus EPS $0.39

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$1.59$1.58 – $1.618
FY27$4.8B$4.7B – $5.1B$1.69$1.64 – $1.718
FY28$5.1B$5.0B – $5.2B$1.81$1.75 – $1.873
FY29$5.3B$5.2B – $5.4B$2.02$1.96 – $2.091
FY30$5.5B$5.4B – $5.6B$2.19$2.13 – $2.261

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.2%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.-10.2%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.-23.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 845.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.

Insider activity

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

Recent transactions

SellApr 15Jeffrey LiawCEO26.2K sh$870KSellJan 15Jeffrey LiawCEO25.1K sh$1.0M
+ 3 other (2 exempts · 1 gift) 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-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.

8-KMaterial agreementJan 268-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 6 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Copart, Inc. - CPRTprnewswire.com·1d agoCopart Announces Promotion of Jane Pocock to Presidentbusinesswire.com·2d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Copart, Inc. - CPRTglobenewswire.com·3d agoCopart, Inc. (CPRT) Discusses Leadership Transition and Strategic Vision from Incoming CEO Transcriptseekingalpha.com·4d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Copart, Inc. - CPRTprnewswire.com·9d ago

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