NASDAQ$GLBE
Global-E Online Ltd · Q2 2026 earnings
Q2 2026 earnings · · Before market open · Investor relations
Briefing
Global-e reported strong Q2 2026 results with significant growth in GMV, revenue, and profitability, raising full-year outlook.
Global-e Online Ltd delivered robust second quarter 2026 financial results, with GMV rising 44% year-over-year to $2.089 billion and revenue increasing 39% to $299.0 million. Adjusted EBITDA grew 62% to $62.4 million, expanding margins by 300 basis points to 20.9%, while the company generated $73.2 million in free cash flow and raised its full-year guidance across all metrics.
- GMV reached $2.089 billion, up 44% YoY; revenue $299.0 million, up 39% YoY driven by service fees of $139.4 million and fulfillment of $159.6 million.
- Adjusted EBITDA of $62.4 million (20.9% margin), up 62% YoY; GAAP net profit $47.7 million and non-GAAP net profit $64.9 million.
- Non-GAAP gross profit $135.4 million (45.3% margin); free cash flow $73.2 million.
- Raised FY 2026 outlook: GMV $8.81-9.11B, revenue $1.305-1.355B, Adjusted EBITDA $278-300M; Q3 guidance also provided.
Headline financials
Revenue & EPS history
Global-E · Revenue · Quarterly
$299M
Revenue by segment
Global-E · $299M total across 2 segments · Q2 2026
- Fulfillment services$160M—53.4%
- Service fees$139M—46.6%
Forward guidance
Company raised FY 2026 guidance and provided Q3 2026 outlook following strong Q2 results.
Tailwinds
- FY 2026 GMV guidance raised to $8.81-9.11 billion
- FY 2026 revenue guidance raised to $1.305-1.355 billion
- FY 2026 Adjusted EBITDA guidance raised to $278-300 million
- Q3 2026 GMV expected $1.995-2.045 billion; revenue $308.5-315.5 million
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 17 quarterly earnings reports
-1.4%
Avg return
Earnings day
-1.7%
Avg return
5 days after
+1.2%
Avg return
30 days after
43%
10 / 23 earnings
Positive
+34.2%
Q2 2022
Best reaction
-23.0%
Q3 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q1 2026 | -8.6% | +7.5% | +17.2% | |
| Q4 2026 | +17.2% | -4.2% | +8.6% | |
| Q3 2025 | -4.4% | +4.0% | +8.6% | |
| Q2 2025 | -8.5% | -4.2% | +5.0% | |
| Q1 2025 | -19.2% | -22.9% | -24.6% | |
| Q4 2024 | -17.8% | -28.8% | -38.8% | |
| Q3 2024 | +16.7% | +21.7% | +28.2% | |
| Q2 2024 | -3.3% | +4.2% | +9.8% | |
| Q1 2024 | +3.1% | +1.0% | +5.9% | |
| Q4 2023 | -19.6% | -17.0% | -8.9% | |
| Q3 2023 | -23.0% | -19.1% | -0.4% | |
| Q2 2023 | -10.0% | -9.7% | +2.3% | |
| Q1 2023 | -8.7% | -10.4% | +4.7% | |
| Q4 2022 | +14.0% | +11.5% | +11.8% | |
| Q3 2022 | -20.2% | -26.4% | -22.4% | |
| Q2 2022 | +34.2% | +25.5% | +27.1% | |
| Q1 2022 | +10.3% | -4.8% | -8.9% | |
| Q4 2020 | +11.1% | +7.1% | -25.2% | |
| Q4 2019 | +11.1% | +7.1% | -25.2% | |
| Q4 2021 | +7.4% | +0.7% | -8.0% | |
| Q3 2021 | -15.6% | -3.7% | +8.6% | |
| Q2 2021 | -1.4% | +2.4% | -3.8% | |
| Q1 2021 | +2.1% | +19.7% | +55.8% | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — | |
| Q1 2019 | — | — | — |
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