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Global-E Online
Global-E Online (GLBE) investor relations material
Global-E Online Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Achieved record-breaking results in 2025, surpassing guidance on all key metrics, including revenue, GMV, and Adjusted EBITDA.
2025 marked the first full year of GAAP profitability and the first year of a multi-year strategic plan, with GAAP EPS of $0.39.
Strong holiday sales, with first-ever $1B GMV month in November and Q4 GMV of $2.36B, up 37.8% year-over-year.
Continued leadership in global e-commerce enablement, driven by innovation, AI-driven efficiencies, and strategic execution.
Expanded value-added services and launched Managed Markets 2.0.
Financial highlights
FY 2025 GMV reached $6.569B, up 35% YoY; revenue was $962.2M, up 28% YoY; Adjusted EBITDA was $198.5M, up 41% (20.6% margin).
Q4 2025 revenue was $336.7M, up 28% YoY; Adjusted EBITDA was $87.2M (25.9% margin), up 53% YoY.
Q4 2025 non-GAAP net profit was $85.8M, up 62% YoY; FY 2025 non-GAAP net profit was $192.8M, up 47% YoY.
Free cash flow for FY 2025 was $280.7M (29% margin), up 68% from 2024.
Ended 2025 with $623M in cash and equivalents.
Outlook and guidance
FY 2026 GMV expected at $8.45B–$8.80B (31%+ growth); revenue at $1.211B–$1.271B (29% growth at midpoint); Adjusted EBITDA at $259M–$294M (21.9% margin at midpoint, nearly 37% growth).
Q1 2026 GMV expected at $1.705B–$1.745B (38.8% growth); revenue at $247M–$254M; Adjusted EBITDA at $46.5M–$49.5M.
2026 outlook anticipates revenue growth acceleration to nearly 30% and significant margin expansion.
Guidance assumes normalization of same-store sales and FX tailwinds after Q1.
What drives 2026 margin expansion and FCF growth?
Impact of Managed Markets 2.0 and AI tools
What caused the drop in commercial agreement amortization?
Quantify AI's impact on sales funnel growth
Impact of EU de minimis removal on 2026 outlook?
Expected 2026 GMV from Managed Markets v2.0?
Partial view of Summaries dataset, powered by Quartr API
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Next Global-E Online earnings date
Q1 202613 May, 2026
Global-E Online
Next Global-E Online earnings date
Q1 202613 May, 2026
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Frequently asked questions
Global-E Online Ltd. provides a platform to enable and accelerate direct to consumer cross-border e-commerce, operating as a technology and service provider which enables international transactions for online retailers and brands. We ensure that international shoppers experience a local online checkout in their local currency including all payment methods, across every continent, in multiple languages and reduced shipping costs while remaining compliant with local regulations. The company was incorporated in 2013 and is headquartered in Petah Tikva, Israel.
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