Copart, Inc.

Strong Growth in Insurance Volume: Copart reported an 8% increase in global insurance volume for Q2 2025, with U.S. insurance unit volume growth at approximately 9%. This growth is supported by increasing total loss frequency, reaching 23.8% in the U.S., an all-time high. The overall trend suggests continued demand for Copart's services as the total loss environment remains robust.

Innovative Technology and Services Enhancement: The company is enhancing its offerings with AI-enabled image recognition tools to facilitate accurate total losses and expanding its Title Express platform, processing over 1 million titles annually. This positions Copart to capture greater market share in the insurance space, emphasizing ongoing investments in technology to drive future growth.

International Market Expansion: International operations saw a unit sales increase of over 8%. The transition to consignment models in key markets like Germany has proven beneficial, allowing Copart to align interests with insurance carriers and possibly accelerate sales growth, although structural market challenges remain.