Education
About Us
Working with TipRanks
Follow Us
GigaCloud Technology, Inc. Class A (GCT)
NASDAQ:GCT
Earnings Data
Report Date
May 27, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.77Last Year’s EPS
0.68Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong, broad-based operational and financial progress: record revenue and EPS, double-digit full-year growth, marketplace GMV expansion, successful M&A (Noble House stabilization and New Classic acquisition), robust Europe performance, solid product revenue growth, healthy cash/liquidity and active buybacks. Key near-term challenges center on service-margin pressure driven by lower ocean spot rates and peak-season last-mile costs, increased sales & marketing spend for expansion, and the transitory disruptions from portfolio rationalizations. Management expects some sequential recovery in service margins but flagged uncertainty around ocean freight rates and that Europe’s exceptional growth will moderate. Overall, positive operational momentum and capital strength outweigh the identifiable margin and macro-related risks.Company Guidance
Record Revenue and EPS
Full year 2025 revenue rose 11% to $1.3 billion and quarterly revenue in Q4 was $363 million, up 23% year-over-year. Quarterly diluted EPS grew 37% to $1.04 and full year diluted EPS increased 18% to $3.59.
Marketplace GMV and Seller/Buyer Growth
Trailing 12-month marketplace GMV increased approximately 18% to nearly $1.6 billion. The 3P seller base expanded 17% year-over-year to 1,299 sellers; GMV from that seller base grew 23% to $851 million. The buyer base grew by nearly 2,800 net new buyers in 2025 to 12,089 total buyers.
Strong Product Revenue Performance
Product revenue increased 24% year-over-year in Q4 to $234 million. U.S. product revenue was $121 million, up 3% year-over-year despite a challenging backdrop. Noble House portfolio delivered over 40% year-over-year quarterly growth in Q4 following SKU rationalization.
Europe Expansion Driving Growth
Europe was a major growth vector with 68% revenue growth from 2024 to 2025. Europe product revenue rose 64% year-over-year to $98 million and Europe product margins expanded 220 basis points sequentially to 32.1%. Company expanded to seven facilities in Europe.
Successful M&A and Integration Playbook
Noble House acquisition (Q4 2023) turned from a company losing ~$40 million/year into profitability and growth, stabilized ahead of plan (stabilized in Q4 2025 vs original goal Q2 2026). New Classic was acquired on Jan 1 for $18 million cash and is being integrated with a six-quarter target; management expects initial revenue contribution in Q1 to be in the mid-teens (as stated).
Strong Profitability and Margins
Total gross margin for the quarter was 22.9%. Net income for Q4 was $38.5 million, a 24% increase year-over-year, with net income margin of 10.6%.
Cash Generation, Liquidity and Capital Allocation
Operating cash flow in Q4 was $64 million. The company ended the quarter with total liquidity of $417 million and is debt-free. Share repurchase activity: $33 million executed against a $111 million program (30% of the plan) at a weighted average price of $31.60 per share.
Service Revenue Growth
Service revenue increased 21% year-over-year to $129 million in Q4, driven by higher last-mile activity, packaging service revenue, and commissions reflecting larger transaction volumes and increased use of fulfillment services.
GigaCloud Technology, Inc. Class A (GCT) Earnings, Revenues Date & History
GCT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GCT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $35.31 | $46.98 | +33.05% |
Nov 06, 2025 | $25.46 | $33.11 | +30.05% |
Aug 07, 2025 | $22.15 | $28.91 | +30.52% |
May 12, 2025 | $15.90 | $17.71 | +11.38% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does GigaCloud Technology, Inc. Class A (GCT) report earnings?
GigaCloud Technology, Inc. Class A (GCT) is schdueled to report earning on May 27, 2026, Before Open (Confirmed).
What is GigaCloud Technology, Inc. Class A (GCT) earnings time?
GigaCloud Technology, Inc. Class A (GCT) earnings time is at May 27, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GCT EPS forecast?
GCT EPS forecast for the fiscal quarter 2026 (Q1) is 0.77.