NASDAQ$GCT

GigaCloud Technology Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

GigaCloud Technology reported Q1 2026 revenue of $359.5M and net income of $38.1M.

GigaCloud Technology reported Q1 2026 total revenues of $359.5 million versus $271.9 million, with product revenue of $242.9 million and service revenue of $116.5 million. Net income was $38.1 million compared with $27.1 million as cross-border B2B marketplace volumes grew.

  • Revenue $359.5M (+32% YoY).
  • Operating income $42.5M; net income $38.1M.
  • Large-format e-commerce logistics and marketplace model.
  • US long-lived assets over $412M.
  • Tariff and trade policy risks noted.

Headline financials

Total Revenue

$359M

Previous: $272M+32.2%
EPS (adj)

$1.04

Previous: $0.68+52.9%
Capital Expenditures

-$4.47M

Previous: -$2.4M-86.6%
Net Income

$38.1M

Previous: $27.1M+40.4%
Operating Income

$42.5M

Previous: $28.3M+50.0%
Gross Profit

$85.8M

Previous: $63.7M+34.7%

Revenue & EPS history

GigaCloud · Revenue · Quarterly

$359M

Q1 2026+32.2%vs Q1 2025
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

GigaCloud · $178M total across 2 segments · Q3 2023

  • Product Revenues
    $127M
  • Service Revenues
    $51.5M

Forward guidance

Management discusses GMV, seller growth, and logistics capacity on calls; macro trade policy flagged in risk factors.

Tailwinds

  • Strong revenue and profit growth.
  • Operating leverage on marketplace scale.
  • US warehouse footprint expansion.

Headwinds

  • Trade/tariff uncertainty.
  • Customer concentration on large items.
  • Competition in cross-border ecommerce.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+3.9%

Avg return

Earnings day

+2.6%

Avg return

5 days after

+6.8%

Avg return

30 days after

53%

9 / 17 earnings

Positive

+32.8%

Q4 2025

Best reaction

-28.1%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.9%-15.0%-30.0%
Q4 2025+32.8%+20.6%+17.8%
Q3 2025+30.0%+26.2%+57.3%
Q1 2025+11.5%+18.7%+16.5%
Q4 2024-5.4%-7.3%-13.0%
Q3 2024+28.4%+7.7%+2.0%
Q2 2024-6.6%-9.3%-25.4%
Q1 2024-4.6%-5.5%-21.8%
Q4 2023-2.2%-17.5%-9.3%
Q3 2023+21.0%+37.9%+87.6%
Q2 2023+12.3%+11.8%+15.6%
Q1 2023+2.3%+14.0%+37.6%
Q4 2020+0.8%+5.1%+36.1%
Q4 2021+0.8%+5.1%+36.1%
Q4 2022-14.4%-13.6%-5.6%
Q3 2022-7.8%-1.5%-28.2%
Q2 2022-28.1%-33.1%-57.6%
Q1 2022
Q3 2021
Q2 2021
Q1 2021
Q3 2020
Q2 2020
Q1 2020

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