Global-e posted record results for fourth quarter (Q4) 2025, with GMV of USD 2.36 billion (+37.8% YoY) and revenue of USD 336.7 million (+28% YoY), including service fees revenue of USD 160.9 million and fulfillment services revenue of USD 175.7 million. GAAP gross profit was USD 154.8 million and non-GAAP gross profit was USD 157.5 million (+30% YoY), with non-GAAP gross margin of 46.8% (vs. 46.0% in Q4 2024). Adjusted EBITDA was USD 87.2 million (+53% YoY), net profit was USD 62.5 million, non-GAAP net profit was USD 85.8 million (+62% YoY), and free cash flow was USD 216.2 million (+68% YoY). For full year (FY) 2025, Global-e reported GMV of USD 6.57 billion (+35% YoY) and revenue of USD 962.2 million (+28% YoY), with service fees revenue of USD 451.2 million and fulfillment services revenue of USD 511.0 million. GAAP gross profit was USD 436.2 million and non-GAAP gross profit was USD 445.8 million (+28% YoY); non-GAAP gross margin was 46.3% (vs. 46.4% in 2024). Adjusted EBITDA rose to USD 198.5 million (+41% YoY), net profit was USD 68.3 million, non-GAAP net profit was USD 192.8 million (+47% YoY), and free cash flow was USD 280.7 million (+68% YoY). Recent highlights included the launch of Shopify’s Managed Markets 2.0 for US merchants, development and rollout of AI-led internal and go-to-market tools, enabling agentic commerce workflows, expanded duty drawback and duty recovery capabilities, and USD 72 million of share repurchases in Q4 2025. The company also cited new brand launches across North America, Europe and APAC, and an expanded scope with merchants including Logitech (first to launch on a new TikTok Shop marketplace integration) and Zimmermann (expanding Global-e usage into the EU and the US). Global-e guided for Q1 2026 revenue of USD 247 million to USD 254 million and adjusted EBITDA of USD 46.5 million to USD 49.5 million, and for FY 2026 revenue of USD 1.21 billion to USD 1.27 billion and adjusted EBITDA of USD 259 million to USD 284 million.

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