NASDAQ$GCT

GigaCloud Technology Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

GigaCloud reported Q4 2025 revenue of $362.7M, net income of $38.5M, and diluted EPS of $1.04.

Q4 2025 revenue was $362.7 million with net income of $38.5 million and diluted EPS of $1.04. The B2B marketplace and logistics platform continued gaining share in large-parcel e-commerce fulfillment.

  • Revenue $362.7M in Q4.
  • Net income $38.5M; diluted EPS $1.04.
  • Marketplace GMV and 3P seller growth.
  • Logistics network utilization improving.

Headline financials

Total Revenue

$363M

Previous: $296M+22.6%
EPS (adj)

$1.04

Previous: $0.75+38.7%
Gross Margin

22.9%

Previous: 22.0%+4.1%
Net Income Margin

10.6%

Previous: 10.5%+1.0%
Adjusted EBITDA

$43M

Previous: $30.9M+39.1%
GigaCloud Marketplace GMV

$1.58B

No prior period
3P Seller Marketplace GMV

$851M

No prior period
Active 3P Sellers

1.3K

No prior period
Active Buyers

12.1K

No prior period
Spend per Active Buyer

$130K

No prior period
Net Income

$38.5M

Previous: $31M+24.4%
Operating Income

$40.3M

Previous: $27.6M+45.8%
Gross Profit

$82.9M

Previous: $65M+27.6%

Revenue & EPS history

GigaCloud · Revenue · Quarterly

$363M

Q4 2025+22.6%vs Q4 2024
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 emphasizes marketplace expansion and cross-border logistics capacity.

Tailwinds

  • Profitable growth at scale.
  • Asset-light marketplace model.

Headwinds

  • Freight rates and inventory destocking risk.
  • Competition in large-item e-commerce.

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 Q4 2025

Historical avgQ4 2025

+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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