Overview
Global-e Q3 2025 revenue grows 25%, beating analyst expectations
Adjusted EBITDA for Q3 2025 increases 33% year-over-year
Company announces $200 mln share repurchase program
Outlook
Global-e raises FY 2025 GMV guidance to $6.404 bln - $6.524 bln
Company expects Q4 2025 revenue between $318.5 mln and $334.5 mln
Global-e projects FY 2025 adjusted EBITDA of $185.6 mln - $200 mln
Result Drivers
MERCHANT EXPANSION - Growth driven by new and existing merchants leveraging Global-e's platform, per CEO Amir Schlachet
NEW SERVICES - Co cites innovative value-added services and data-driven know-how as key growth drivers
INCREASED ADOPTION - Co reports increased adoption of 3B2C and duty drawback solutions among merchants
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $220.80 mln | $218 mln (11 Analysts) |
Q3 Net Income | $13.20 mln | ||
Q3 Adjusted EBITDA | $41.30 mln | ||
Q3 Adjusted Gross Margin | 46.30% | ||
Q3 GMV | $1.51 bln | ||
Q3 Gross Profit | $99.60 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for Global-E Online Ltd is $47.00, about 21.3% above its November 18 closing price of $37.01
The stock recently traded at 43 times the next 12-month earnings vs. a P/E of 49 three months ago
Press Release: ID:nGNX7gpr0Q
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)