NASDAQ$GLBE

Global-E Online Ltd · Q4 2026 earnings

Q4 2026 earnings · · Before market open · Investor relations

Briefing

GLBE Q4 2026 — extraction skipped

Global-E Online Ltd filed Form 6-K (accession 0001178913-26-002016) for Q4 2026, but headline financial numerics could not be extracted automatically: cached document missing (fetch error or PDF). The row is marked as AI-processed so the queue advances; numerics will be filled by Financial Datasets on its next pass.

  • Form 6-K filed; press release body not parseable here.
  • Reason: cached document missing (fetch error or PDF).
  • Numerics rely on the Financial Datasets fallback.

Headline financials

Total Revenue

$337M

No prior period
EPS (adj)

$0.50

No prior period
Free Cash Flow

$216M

No prior period
Net Income

$62.5M

No prior period
Operating Income

$63.3M

No prior period
Gross Profit

$155M

No prior period

Revenue & EPS history

Global-E · Revenue · Quarterly

$337M

Q4 2026
Beat estimate in 8 of 11 quarters(73%)
ActualEstimate

Revenue by segment

Global-E · $252M total across 2 segments · Q1 2026

  • Fulfillment services
    $131M
  • Service fees
    $121M

Forward guidance

For Q1 2026, the company expects revenue between 247000000 and 254000000 and Adjusted EBITDA between 46500000 and 49500000. For full year 2026, revenue is projected between 1211000000 and 1271000000 with Adjusted EBITDA between 259000000 and 284000000.

Tailwinds

  • Revenue growth acceleration expected in 2026.
  • Full year 2026 revenue guidance implies continued strong demand.
  • Adjusted EBITDA expected to expand significantly year over year.
  • Strong free cash flow generation outlook.
  • Momentum from strategic initiatives including AI-led tools and Managed Markets 2.0.

Headwinds

  • Guidance ranges introduce execution risk.
  • Macroeconomic and foreign exchange volatility could impact results.
  • Continued investment may pressure margins if growth slows.
  • Dependence on merchant retention and expansion.
  • Exposure to international regulatory and geopolitical risks.

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

Historical avgQ4 2026

-1.4%

Avg return

Earnings day

-1.7%

Avg return

5 days after

+0.1%

Avg return

30 days after

43%

10 / 23 earnings

Positive

+34.2%

Q2 2022

Best reaction

-23.0%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-8.6%+7.5%
Q4 2026+17.2%-4.2%
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

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