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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Global-E Online (GLBE) investor relations material
Global-E Online Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary19 Nov, 2025
Executive summary
Achieved strong Q3 results, exceeding or meeting the top end of guidance for GMV, revenue, and adjusted EBITDA, with robust performance across all key metrics and continued global expansion of the merchant base.
Q3 2025 delivered 33% year-over-year GMV growth, 25–25.5% revenue growth, and 33% adjusted EBITDA growth, driven by both new and existing merchants.
Net profit reached $13.2 million in Q3 2025, reversing a net loss from the prior year.
Raised full-year 2025 guidance for GMV, revenue, and adjusted EBITDA, reflecting confidence in durable growth and profitability targets.
Announced a $200 million share repurchase program, leveraging strong cash generation and balance sheet.
Financial highlights
Q3 GMV reached $1.512 billion, up 33% year-over-year; revenue was $220.8 million, up 25–25.5% year-over-year.
Adjusted gross profit was $102.1 million, up 24% year-over-year; adjusted EBITDA was $41.3 million, up 33%, with an 18.7% margin.
GAAP net profit was $13.2 million, reversing a net loss from the prior year; free cash flow was $73.6 million, up 245–246% year-over-year.
Ended Q3 with $552 million in cash and equivalents.
Service fees were $103.5 million and fulfillment services $117.3 million in Q3 2025.
Outlook and guidance
Full-year 2025 GMV guidance raised to $6.404–$6.524 billion (33% growth); revenue guidance raised to $944.1–$960.1 million (26.5% growth); adjusted EBITDA guidance raised to $185.6–$200 million (37% growth).
Q4 2025 GMV guidance: $2.195–$2.315 billion (32% growth); revenue: $318.5–$334.5 million (24% growth); adjusted EBITDA: $74.3–$88.7 million (25% margin at midpoint).
2025 expected to be first GAAP profitable year as a public company.
Update on Shopify Managed Markets flow beta
New vs. existing merchant growth contribution?
Rationale for $200M share repurchase program?
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Next Global-E Online earnings date
Q4 202518 Feb, 2026
Next Global-E Online earnings date
Q4 202518 Feb, 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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