NASDAQ$MELI

MercadoLibre Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

MercadoLibre reported strong revenue and income growth in Q1 2025, driven by gains in Argentina and expanding fintech and commerce operations.

MercadoLibre delivered robust Q1 2025 results with 37% YoY growth in total revenue and 44% YoY growth in net income. Argentina showed exceptional performance across multiple KPIs. Despite strategic investments putting pressure on some margins, the company maintained solid profitability while expanding its user base and product offerings.

Headline financials

Total Revenue

$5.94B

Previous: $4.33B+37.0%
EPS (adj)

$9.74

Previous: $6.78+43.7%
Gross Merchandise Volume

$13.3B

Previous: $11.4B+17.3%
Total Payment Volume

$58.3B

Previous: $40.7B+43.2%
Items Sold

492.0M

Previous: 385.0M+27.8%
Payment Transactions

3.3B

Previous: 2.4B+38.3%
Unique Active Buyers

67.0M

Previous: 53.0M+26.4%
Net Income

$494M

Previous: $344M+43.6%
Operating Income

$763M

Previous: $528M+44.5%
Gross Profit

$2.77B

Previous: $2.02B+36.9%

Revenue & EPS history

MercadoLibre · Revenue · Quarterly

$5.94B

Q1 2025+37%vs Q1 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

MercadoLibre plans to maintain its reinvestment strategy, focusing on long-term sustainable growth through fintech expansion, logistics improvements, and advertising innovation.

Tailwinds

  • Significant GMV and revenue growth in Argentina.
  • Strong increase in fintech MAUs to 64 million.
  • Logistics network improvements reduced fulfillment costs.
  • Launch of Mercado Play expands advertising inventory.
  • Credit portfolio reached $7.8B with healthy asset quality.

Headwinds

  • Free cash flow was negative due to heavy capex and fintech funding.
  • Direct contribution margins declined slightly in Brazil and Mexico.
  • Currency depreciation and higher rates pressured margins in Brazil.
  • Mexico GMV growth slowed in high ASP categories.
  • Seasonal effects led to NIMAL spread contraction.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+4.2%

Avg return

Earnings day

+4.3%

Avg return

5 days after

+4.5%

Avg return

30 days after

63%

44 / 70 earnings

Positive

+26.2%

Q2 2012

Best reaction

-15.1%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-12.7%-16.5%
Q4 2025-4.6%-7.6%-16.8%
Q3 2025+4.5%+0.4%-9.8%
Q2 2025-3.8%-4.8%+0.4%
Q1 2025+6.4%+11.2%+9.7%
Q4 2024+7.1%+4.1%-0.7%
Q3 2024-15.1%-6.2%-6.8%
Q2 2024+6.4%+8.5%+23.5%
Q1 2024+11.9%+15.9%+18.5%
Q4 2023-6.2%-7.5%-9.5%
Q3 2023+6.3%+10.8%+33.1%
Q2 2023+9.3%+12.3%+17.5%
Q1 2023-3.4%+2.3%+1.2%
Q4 2022+3.5%+9.1%+6.2%
Q3 2022+10.3%+10.1%+11.0%
Q2 2022+23.5%+22.3%+2.2%
Q1 2022-9.3%-24.3%-22.9%
Q4 2021-1.8%+18.6%+31.9%
Q3 2021+6.4%+11.6%-31.3%
Q2 2021+13.4%+11.4%+23.5%
Q1 2021-5.3%-9.3%-13.2%
Q4 2020+0.3%-10.2%-10.1%
Q3 2020+16.5%+7.8%+26.2%
Q2 2020-7.9%-3.1%-11.4%
Q1 2020+22.3%+29.2%+38.3%
Q4 2019+0.9%+13.8%-14.8%
Q3 2019-11.1%-12.0%+5.4%
Q2 2019+14.5%+3.8%-0.5%
Q1 2019+19.4%+11.3%+17.7%
Q4 2018+19.1%+20.4%+32.5%
Q3 2018+9.2%+3.6%+8.5%
Q2 2018+10.6%+3.3%-6.0%
Q1 2018-5.0%-10.5%-13.4%
Q4 2017+3.7%+0.6%-7.7%
Q3 2017+11.9%+11.1%+14.2%
Q2 2017-9.1%-12.1%-12.1%
Q1 2017+17.1%+19.9%+19.3%
Q4 2016+3.7%+5.2%+5.2%
Q3 2016+0.2%+4.8%-8.4%
Q2 2016+14.3%+12.5%+23.1%
Q1 2016+3.0%
Q4 2015-5.4%
Q3 2015+11.7%
Q2 2015-6.3%
Q1 2015-2.7%
Q4 2014-1.1%
Q3 2014+19.7%
Q2 2014+13.9%
Q1 2014+0.5%
Q4 2013+10.9%
Q3 2013-11.3%
Q2 2013+9.3%
Q1 2013+17.8%
Q4 2012-1.3%
Q3 2012+2.9%
Q2 2012+26.2%
Q1 2012-0.3%
Q1 2009-5.3%
Q4 2011-5.3%
Q3 2011+5.6%
Q2 2011+7.2%
Q1 2010-0.2%
Q1 2011-0.2%
Q4 2008-2.0%
Q4 2010-2.0%
Q3 2010+5.6%
Q3 2009+5.6%
Q2 2009+6.0%
Q4 2009+6.0%
Q2 2010+6.0%

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