E-commerce firm Global-e beats Q2 revenue expectations, raises FY 25 guidance
Overview
Global-e Q2 2025 revenue rises 28% yr/yr, beating analyst expectations
Company achieves GAAP profitability with net profit of $10.5 mln
Co raises full-year guidance, reflecting confidence in continued growth
Outlook
Global-e expects Q3 2025 GMV between $1,455 mln and $1,495 mln
Company raises FY 2025 GMV guidance to $6,220 mln - $6,520 mln
Global-e projects Q3 2025 revenue between $214 mln and $221 mln
Company anticipates FY 2025 revenue of $921.5 mln - $971.5 mln
Result Drivers
MERCHANT ONBOARDING - Co attributes revenue growth to onboarding new merchants across diverse geographies and verticals
STRATEGIC PARTNERSHIPS - Extended partnership with DHL and acquisition of ReturnGo contributed to operational efficiency
GMV GROWTH - 34% yr/yr increase in GMV reflects strong demand for global e-commerce solutions
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $214.90 mln | $208 mln (11 Analysts) |
Q2 Net Income |
| $10.50 mln |
|
Q2 Adjusted EBITDA |
| $38.50 mln |
|
Q2 Adjusted Gross Margin |
| 46.5% |
|
Q2 GMV |
| $1.45 bln |
|
Q2 Gross Profit |
| $97.70 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 27.7% above its August 12 closing price of $33.97
The stock recently traded at 50 times the next 12-month earnings vs. a P/E of 78 three months ago
Press Release: ID:nGNX3C1CwH
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