Global-E Online Ltd banner

Global-E Online Ltd
NASDAQ:GLBE

Watchlist Manager
Global-E Online Ltd Logo
Global-E Online Ltd
NASDAQ:GLBE
Watchlist
Price: 30.9 USD -3.86% Market Closed
Market Cap: $5.2B

Global-E Online Ltd
Investor Relations

In the bustling arena of cross-border e-commerce, Global-E Online Ltd. emerges as a pivotal player, bridging the gap between ambitious retailers and international customers. Founded in Israel, Global-E distinguishes itself through a comprehensive platform that enables retailers to effortlessly expand their reach beyond domestic borders. The company offers end-to-end localized solutions that tackle the often-complex logistics of shipping, customs duties calculations, and language barriers—nuances many businesses stumble over when going global. By integrating seamlessly with retailers' existing storefronts, Global-E eliminates the daunting barriers of international selling, transforming the intricate web of global commerce into a fluid and manageable experience.

The monetization model of Global-E is as strategic as its operational framework. The company primarily earns its revenue through a combination of service fees and transaction-based pricing. Retailers pay Global-E a percentage of each transaction, aligning incentives as both parties benefit from increased sales volume. This model not only incentivizes Global-E to optimize their services continuously but also ensures that retailers see tangible value from their investment in cross-border capabilities. By leveraging its deep expertise in logistics, compliance, and local consumer preferences, Global-E allows retailers to focus on product and brand development, all while confidently navigating the complexities of international markets. Such a symbiotic relationship underscores Global-E's vital role in the evolving landscape of global e-commerce.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 18, 2026
AI Summary
Q4 2025

Record Year: Global-E delivered a record-breaking 2025, beating guidance on all key metrics including revenue, GMV, and adjusted EBITDA.

Accelerating Growth: Revenue growth accelerated in Q4 to 28% year-over-year, with guidance suggesting further acceleration to nearly 30% in 2026.

Profitability Milestone: The company achieved its first full year of GAAP profitability in 2025, posting GAAP EPS of $0.39, and expects continued profitability.

AI-Driven Efficiency: AI investments drove operational efficiencies, especially in R&D and sales, contributing to margin expansion and enabling growth without adding significant headcount.

Strong Cash Generation: Free cash flow reached $281 million for the year, and $72 million in shares were repurchased in Q4.

2026 Guidance Raised: Guidance for 2026 calls for $1.21–$1.27 billion in revenue, over $8.45 billion GMV, and continued margin expansion, keeping the company ahead of its multiyear plan.

Tariff Landscape: Ongoing changes in global tariffs are driving demand for Global-E's compliance and duty drawback services, supporting future growth.

Key Financials
Revenue
$337 million
Revenue (Full Year)
$962 million
GMV
$2.36 billion
GMV (Full Year)
$6.57 billion
Adjusted EBITDA
$87.2 million
Adjusted EBITDA (Full Year)
$198.5 million
Adjusted EBITDA Margin
25.9%
Adjusted EBITDA Margin (Full Year)
20.6%
Free Cash Flow
$281 million
Free Cash Flow Margin
29%
GAAP EPS
$0.39
GAAP EPS (Q4)
$0.35
Net Profit (Q4)
$62.5 million
Operating Cash Flow (Q4)
$216 million
Operating Cash Flow (Full Year)
$283.8 million
Cash and Equivalents (Year End)
$623 million
Share Repurchases (Q4)
$72 million
NDR (Net Dollar Retention)
122%
DDR (Dollar-based Gross Retention)
96%
Non-GAAP Gross Margin (Q4)
46.8%
Non-GAAP Gross Margin (Full Year)
46.3%
Service Fee Revenue (Q4)
$160.9 million
Fulfillment Services Revenue (Q4)
$175.7 million
Service Fee Take Rate
6.82%
Fulfillment Take Rate
7.44%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Amir Schlachet
Co-Founder, CEO & Chairman of the Board
No Bio Available
Mr. Nir Debbi
Co-Founder, President & Director
No Bio Available
Mr. Shahar Tamari
Co-Founder, COO & Director
No Bio Available
Mr. Ofer Koren
Chief Financial Officer
No Bio Available
Mr. Ran Fridman
Chief Revenue Officer
No Bio Available
Mr. Yehiam Shinder
Chief Technology Officer
No Bio Available
Mr. Oded Griffel
General Counsel
No Bio Available
Ms. Yael Geffen
Vice President of Human Resource
No Bio Available
Mr. Eden Zaharoni
Chief Innovation Officer
No Bio Available
Mr. Matthew Merrilees
Chief Executive Officer of North America
No Bio Available

Contacts

Address
Petah Tikva
25 Basel Street
Contacts
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett