CAR AVIS BUDGET GROUP, INC.

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)
Horizon weeks Filed Apr 23, 2026 Processed 1mo ago
Insider cluster: 2 insiders, $1.3M total
Latest settled — T+20d ⚠ clustered
CAR ▼ -33.32% at T+20d
NEUTRAL call ✗ call lost -33.32% · α vs SPY -37.95% · entry $229.14 → $152.80
Next anchor: T+60d in 5w
Currently $187.12 · -18.34% from $229.14 entry
Entry anchored
Apr 22, 07:36 PM ET
via Databento tick
T+1d
-10.97%
call -10.97% · α -11.76%
$204.00
settled 7w ago
T+5d
-21.15%
call -21.15% · α -22.63%
$180.67
settled 6w ago
T+20d
-33.32%
call -33.32% · α -37.95%
$152.80
settled 24d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

Avis Budget Group reported Q1 2026 results with revenue of $2.5B but a net loss of $234M and negative Adjusted EBITDA of $113M. An EVP sold $1.29M in stock the day after earnings, while a 10% owner sold a trivial amount earlier in the week. The cluster is small relative to the $6.4B market cap (0.02%) and the insider sale is routine for an executive following a quarterly earnings release.

Key Financial Metrics

Direction
selling
Total Value
$1.3M
Insiders
2

Actionable Insight

The Q1 results show a net loss and negative EBITDA, but operational metrics (revenue per day, utilization, free cash flow) improved. The insider sale is routine post-earnings and tiny relative to market cap. Monitor Q2 for sustained utilization and pricing momentum; the stock may react more to fleet cost trends and travel demand than to this cluster.

Key Facts

  • Q1 2026 revenue of $2.5B, net loss of $234M, Adjusted EBITDA loss of $113M
  • Revenue per day up 3% YoY in both Americas and International
  • Vehicle utilization reached 70% in both segments, a 15-year Q1 record
  • Adjusted free cash flow of $80M, improvement of $570M+ YoY
  • EVP Linnen sold 7,083 shares at $182.05 for $1.29M on April 30
  • 10% owner Pentwater sold 5 shares at $31.47 for $157 on April 23
  • Total cluster value of $1.29M represents 0.02% of $6.4B market cap
  • Prior 30-day insider activity: 10 sells totaling $227.8M

Financial Impact

Q1 net loss of $234M and negative Adjusted EBITDA of $113M on $2.5B revenue; insider sale of $1.29M is immaterial relative to market cap

revenuenet incomeadjusted EBITDAfree cash flow

Risk Factors

  • Continued net losses and negative EBITDA could pressure liquidity if not reversed
  • High competition and potential tariff/fleet cost inflation may weigh on margins
  • Insider selling pattern (10 sells in 30d for $227.8M) suggests ongoing distribution by large holders

Market Snapshot

Exchange
Nasdaq
Sector
Services-Auto Rental & Leasing (No Drivers)
Analyst Consensus
42% bullish (12 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-CAR-1777594608189
7 reports for CAR
Performance horizon
33% Hit rate 1 of 3 directional calls best @ T+60▲ +51.63%Feb 20, 2026
Filters
Rows
Reports for CAR — sortable, filterable
Type Now
May 29, 2026
14d ago
8-K
NEUTRAL ★ 2/10
$169.36 $176.79▲ +4.39%▲ +7.14%$187.12 (+10.49%)
Apr 23, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$229.14 $180.67▼ −21.15%▼ −22.63%$187.12 (−18.34%)
Apr 22, 2026
7w ago
Press Release
BULLISH ★ 7/10
$229.14 $181.15▼ −20.94%▼ −22.42%$187.12 (−18.34%)
Mar 27, 2026
11w ago
424B5
BEARISH ★ 6/10
$135.56 $255.15▼ −88.22%▼ −83.92%$187.12 (−38.03%)
Mar 27, 2026
11w ago
S-3ASR
NEUTRAL ★ 3/10
$135.56 $255.15▲ +88.22%▲ +83.92%$187.12 (+38.03%)
Feb 20, 2026
16w ago
Insider Cluster
NEUTRAL ★ 4/10
$96.47 $97.41▲ +0.97%▲ +1.43%$187.12 (+93.97%)
Feb 20, 2026
16w ago
Insider Cluster
BULLISH ★ 8/10
$96.47 $97.41▲ +0.97%▲ +1.43%$187.12 (+93.97%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (49h 10m)

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