TLDR
- GLBE stock surged more than 17% Wednesday after Q4 earnings and guidance topped expectations
- Q4 revenue hit $336.7M, up 28% YoY; adjusted EPS of $0.49 vs $0.30 a year ago
- Q4 GMV reached $2.36B, up 37.8% YoY; company crossed $1B GMV in a single month for the first time
- 2026 revenue guidance of $1.21–$1.27B came in above analyst estimates
- Free cash flow jumped 68% in 2025 to $280.7M; cash on hand ended at $623M
Global-E Online (GLBE) stock climbed more than 17% Wednesday after the company delivered a strong Q4 2025 earnings report and issued 2026 guidance that cleared Wall Street’s bar.
Results:
Adj. EPS: $0.50
Revenue: $336.7M
Net Income: $62.5M
Record Q4 performance with 38% GMV growth and 53% increase in Adjusted EBITDA, driving strong margin expansion and free cash flow generation. pic.twitter.com/sZKYctZ8dc
— EarningsTime (@Earnings_Time) February 18, 2026
Q4 revenue came in at $336.7 million, up 28% from a year ago. Adjusted EPS rose to $0.49 from $0.30 in the year-prior period. Both figures beat analyst estimates.
GMV reached $2.36 billion in Q4, up 37.8% year-over-year. In November, the company crossed $1 billion in GMV in a single month — a first in its history.
Full-year 2025 revenue grew 28% to $962 million. Full-year GMV rose 35% to $6.57 billion.
CEO Amir Schlachet pointed to the company’s pipeline as reason for confidence heading into 2026. “We are excited about the opportunities and the pipeline that we see ahead of us, as is evident from our 2026 outlook,” he said.
Profitability and Cash Flow Hit New Highs
Q4 non-GAAP gross margin improved to 46.8%, up roughly 80 basis points year-over-year. Adjusted EBITDA grew 53% to $87.2 million, with a 25.9% margin.
For the full year, adjusted EBITDA rose 41% to $198.5 million. Global-E also achieved full-year GAAP profitability, reporting GAAP EPS of $0.39.
Free cash flow surged 68% to $280.7 million for the full year. The company ended 2025 with $623 million in cash and bought back $72 million in shares during Q4, retiring 1.8 million shares. Another $128 million remains under the buyback authorization.
Merchant retention stayed strong, with net dollar retention at 122% and gross dollar retention at 96%.
2026 Guidance Tops Estimates
Management guided for full-year 2026 revenue of $1.21–$1.27 billion — the first time Global-E expects to exceed $1 billion in annual sales — along with GMV of $8.45–$8.80 billion and adjusted EBITDA of $259–$284 million.
For Q1 2026, the company guided for revenue of $247–$254 million and GMV of $1.705–$1.745 billion, both above prior consensus.
Management did flag some near-term risks. Tariff changes and the removal of EU de minimis thresholds are creating short-term pressure on volumes. FX tailwinds and strong same-store sales boosted Q4, but the 2026 outlook assumes both normalize. The Shopify Managed Markets v2 rollout is still early-stage and could weigh on near-term growth before turning into a tailwind.
Q1 2026 guidance calls for revenue of $247–$254 million and adjusted EBITDA of $46.5–$49.5 million.
The post Global-E Online (GLBE) Stock: Q4 Earnings Just Sent Shares Flying — Here’s the Breakdown appeared first on Blockonomi.
This articles is written by : Nermeen Nabil Khear Abdelmalak
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