The earnings call highlighted Global-E's strong growth in GMV and revenue, sustainable GAAP profitability, and strategic expansions, both through partnerships and acquisitions. Despite uncertainties around duty tariffs and the de minimis exemption, the company remains optimistic about its growth trajectory and strategic initiatives.

Company Guidance -

Q3 2025

During the Global-E Second Quarter 2025 Earnings Conference Call, the company provided guidance for the upcoming third quarter and full year 2025, illustrating a positive outlook driven by strong performance metrics. For Q3 2025, Global-E expects GMV to be between $1.455 billion and $1.495 billion, with revenue ranging from $214 million to $221 million, and an adjusted EBITDA of $37.5 million to $41.5 million, reflecting an 18.2% margin at the midpoint. For the full year, the company anticipates GMV in the range of $6.22 billion to $6.52 billion, revenue from $921.5 million to $971.5 million, and adjusted EBITDA between $180 million and $200 million. These projections indicate a 31% growth in GMV and a 26% increase in revenue at their respective midpoints. Despite potential uncertainties around global trade tariffs, the company remains confident in its ability to achieve GAAP profitability for the year, bolstered by strategic initiatives like the acquisition of ReturnGo and its partnership with Shopify.

Strong GMV and Revenue Growth

Global-E finished Q2 with GMV of $1.45 billion, up 34% year-over-year, and revenues of almost $215 million, up 28% year-over-year.

Sustainable GAAP Profitability

The company achieved GAAP profitability with a net profit of $10.5 million compared to a net loss of $22.4 million in the same quarter last year.

Strategic Partnership Extension with DHL

Global-E extended its long-term strategic partnership with DHL, entering into an additional 3-year agreement.

Acquisition of ReturnGo

Global-E acquired ReturnGo, a leading provider of AI-enabled return and exchange solutions, to enhance post-purchase solutions.

Expansion of Merchant Base

Several new brands were launched with Global-E in Q2, including SteelSeries, GANNI, and Life360, among others.

Increased Cash Flow

The company generated a strong free cash flow of $63.5 million in Q2.

Global-e Online (GLBE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GLBE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 12, 2025	2025 (Q3)	0.07 / -	-0.13	―	―	―
Aug 13, 2025	2025 (Q2)	0.03 / 0.06	-0.13	146.15% (+0.19)	―
May 14, 2025	2025 (Q1)	-0.13 / -0.11	-0.19	42.11% (+0.08)	―
Feb 19, 2025	2024 (Q4)	>-0.01 / 0.01	-0.13	107.69% (+0.14)	―
Nov 20, 2024	2024 (Q3)	-0.14 / -0.13	-0.2	35.00% (+0.07)	―
Aug 14, 2024	2024 (Q2)	-0.15 / -0.13	-0.22	40.91% (+0.09)	―
May 20, 2024	2024 (Q1)	-0.21 / -0.19	-0.26	26.92% (+0.07)	―
Feb 21, 2024	2023 (Q4)	-0.13 / -0.13	-0.18	27.78% (+0.05)	―
Nov 15, 2023	2023 (Q3)	-0.24 / -0.20	-0.41	51.22% (+0.21)	―
Aug 08, 2023	2023 (Q2)	-0.25 / -0.22	-0.31	29.03% (+0.09)	―

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

GLBE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 13, 2025	$33.97	$31.06	-8.57%
May 14, 2025	$42.39	$34.28	-19.13%
Feb 19, 2025	$61.90	$50.90	-17.77%
Nov 20, 2024	$42.74	$47.86	+11.98%

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.