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Dec 31, 2025
Global-E Q4 2025 Earnings Report
Global-e reported record fourth quarter 2025 results with strong GMV growth, revenue expansion, and significant profitability improvement year over year.
Key Takeaways
Global-e delivered record Q4 2025 results with revenue of 336657000 and net profit of 62452000, driven by 37.8% GMV growth and strong operating leverage, leading to substantial expansion in operating profit and free cash flow.
Q4 GMV increased 37.8% year over year to 2360577000.
Revenue grew 28% year over year to 336657000, led by both service fees and fulfillment services.
Net profit reached 62452000 compared to 1509000 in the prior year period.
Adjusted EBITDA rose 53% year over year to 87234000 with strong free cash flow generation.
Revenue by Segment
Revenue by Geographic Location
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.
Positive Outlook
- 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.
Challenges Ahead
- 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.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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