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Dlocal Limited (DLO)
NASDAQ:DLO
Earnings Data
Report Date
May 19, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.17Last Year’s EPS
0.18Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial story: exceptional TPV growth, a first-time $1B+ revenue milestone, robust cash generation, expanding product capabilities and disciplined capital returns. The company also acknowledged short-term headwinds — FX volatility in Argentina, margin pressure from rapid scale and a temporary OpEx overhang from recent hiring — and noted that new products (stablecoins, BNPL, card-present) are early-stage and not yet material. Management provided confident 2026 guidance with operating leverage expected in H2 and emphasized execution and macro/FX as primary risks.Company Guidance
Record TPV and Strong Volume Growth
Total Payment Volume (TPV) reached $41.0B for FY2025, up 60% year-over-year; Q4 TPV was $13.0B, up 70% YoY and 26% QoQ. TPV CAGR from 2020–2025 was 82%.
Revenue Milestone and Q4 Top-Line Momentum
Full-year revenue surpassed $1.0B for the first time. Q4 revenue was $338M, up 65% YoY and 20% QoQ, the highest quarterly revenue in company history.
Profitability and Cash Generation
FY net income reached $197M, up 63% YoY. Adjusted free cash flow for the year was $191M, up 110% YoY with a ~97% conversion ratio; Q4 adjusted FCF was $65M (2x YoY) with a 117% quarterly conversion to net income.
Gross Profit and Operating Performance
FY gross profit grew 37% YoY; Q4 gross profit was $116M, up 38% YoY and 12% QoQ. Adjusted EBITDA for Q4 was $78M, up 38% YoY and 9% QoQ. Adjusted EBITDA as a percentage of gross profit expanded by 5 percentage points in 2025.
Exceptional Retention and Merchant Economics
TPV retention reached 158% and net revenue retention was 145%, indicating strong stickiness and share-of-wallet expansion with existing merchants.
Scale, Footprint and Operational Reach
Platform now operates in 44 markets, nearly doubled footprint over five years. Processed ~3.5 billion pay-in transactions in 2025 and paid out to over 100M individuals; company holds 37 licenses across 26 markets (4 added in 2025) with 16 additional license applications in process.
Product and Innovation Progress
Launched full-service stablecoin suite with partners (Circle, BVNK, Fireblocks, Felix); BNPL (Fuse) live in 6 countries and grew 88% QoQ in Q4; continued expansion of APMs and SmartAPM capabilities that already account for a significant portion of quarterly TPV.
Capital Allocation and Shareholder Returns
Board confirmed dividend policy of 30% of prior-year free cash flow (2025 dividend = $57M) and approved a new share repurchase program of up to $300M. Returned 64% of adjusted FCF generated since 2022.
Efficiency and AI-Driven Productivity
Gross profit per employee improved despite investments; AI-driven automation delivered productivity equivalent to ~7% of headcount, supporting operating leverage.
Confident 2026 Guidance
Management guided 2026 TPV growth of 50–60% YoY, gross profit growth of 22.5–27.5% YoY (midpoint implying ~$0.5B gross profit dollars), and operating profit growth of 27.5–32.5% YoY, with operating leverage expected to accelerate in H2 2026.
DLO 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
DLO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 18, 2026 | $11.45 | $12.53 | +9.43% |
Nov 12, 2025 | $14.86 | $13.85 | -6.80% |
Aug 13, 2025 | $11.69 | $15.35 | +31.31% |
May 14, 2025 | $9.71 | $10.72 | +10.40% |
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 Dlocal Limited (DLO) report earnings?
Dlocal Limited (DLO) is schdueled to report earning on May 19, 2026, TBA (Confirmed).
What is Dlocal Limited (DLO) earnings time?
Dlocal Limited (DLO) earnings time is at May 19, 2026, TBA (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 DLO EPS forecast?
DLO EPS forecast for the fiscal quarter 2026 (Q1) is 0.17.
