NASDAQ$GLBE
Global-E Online Ltd · Q4 2026 earnings
Q4 2026 earnings · · Before market open · Investor relations
Briefing
Global-e reported Q4 2025 revenue of $336.7M (+28% YoY) with net profit of $62.5M and GMV of $2.36B.
For the fourth quarter ended December 31, 2025, Global-e generated revenue of $336.7 million (+28% YoY), with service fees $160.9 million and fulfillment $175.7 million. GMV was $2.36 billion (+37.8% YoY). Net profit was $62.5 million; non-GAAP net profit was $85.8 million. Adjusted EBITDA was $87.2 million (+216% YoY). Full-year revenue was $962.2 million (+28%) with net profit $68.3 million.
- Q4 revenue $336.7M; GMV $2.36B (+38% YoY).
- Adjusted EBITDA $87.2M; net profit $62.5M.
- FY2025 revenue $962.2M; adjusted EBITDA $198.5M.
- Repurchased $72M of shares in Q4.
Headline financials
Revenue & EPS history
Global-E · Revenue · Quarterly
$337M
Revenue by segment
Global-E · $252M total across 2 segments · Q1 2026
- Fulfillment services$131M—52.1%
- Service fees$121M—47.9%
Forward guidance
FY2026 guidance: GMV $8.45B–$8.80B, revenue $1.211B–$1.271B (~30% growth), adjusted EBITDA $259M–$284M.
Tailwinds
- Record Q4 across revenue, GMV and adjusted EBITDA.
- Multi-year strategic plan tracking ahead of plan.
Headwinds
- Fulfillment mix and FX can pressure gross margin.
- Competition in cross-border e-commerce remains intense.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 18 quarterly earnings reports · overlaid with Q4 2026
-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 |
|---|---|---|---|---|
| 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 2019 | +11.1% | +7.1% | -25.2% | |
| Q4 2020 | +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 | — | — | — |
Discussion
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