DLocal (DLO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 19, 2026

TBA (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.19

Last Year’s EPS

0.17

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 4 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 14, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a robust growth narrative with multiple record metrics—TPV up 73% YoY and record gross profit—broad geographic and vertical expansion, improving diversification (Africa & Asia growth) and strong underlying cash generation. Negative items were mostly temporary or one‑off: a $9.7 million prior‑period tax adjustment, elevated operating expenses from a recent investment cycle and short‑term working capital headwinds. Management reiterated unchanged full‑year guidance and outlined corrective measures (hiring freeze, automation, moderation of investments) to restore operating leverage in H2. Overall, positive operational momentum and scalable foundations outweigh the transitory financial headwinds.

Company Guidance

dLocal reiterated that its full‑year 2026 guidance is unchanged while highlighting strong Q1 momentum: TPV of $14.1 billion (up 73% year‑over‑year and 7% quarter‑over‑quarter, the sixth consecutive quarter above 50% growth) and record gross profit of $119 million (+40% YoY, +2% QoQ). Reported operating profit was $53 million (or $57 million excluding a $9.7 million prior‑period tax adjustment — ~$5.3M in corporate tax and ~$4.4M booked to OpEx), which represents ~25% YoY growth and a 48% operating‑profit‑to‑gross‑profit ratio on an adjusted basis; reported net income was $42 million ($52 million excl. the one‑off, ≈11% YoY). Operating expenses were $62 million excluding the out‑of‑period item (+58% YoY, +16% QoQ), and management reiterated that elevated OpEx from the 2024–25 investment cycle is most visible in H1 and should moderate with operating leverage improving in H2. Cash flow from operations before working capital changes was $69.3 million (≈+10% YoY), adjusted free cash flow was temporarily affected by working capital timing (expected to reverse over coming quarters), and the company does not expect material additional prior‑period adjustments while continuing to update guidance only twice yearly.

Record TPV and Sustained High Growth

Total payment volume (TPV) reached $14.1 billion in Q1 FY2026, up 73% year‑over‑year and 7% quarter‑over‑quarter; this was the sixth consecutive quarter with TPV growth above 50% and the company reported LTM TPV of ~$47 billion.

Record Gross Profit

Gross profit hit a new record of $119 million, up 40% year‑over‑year and 2% quarter‑over‑quarter, driven by recovery in Argentina and growth in Africa and Asia.

Strong Merchant Retention and Large‑Account Growth

Revenue retention exceeded 140% for four consecutive quarters; several top 10 TPV merchants grew TPV north of 70% year‑over‑year in Q1, and long‑standing merchant relationships expanded across many countries.

Geographic and Vertical Diversification

dLocal now operates in more than 60 countries, holds 38 licenses across 26 markets, and sees notable contributions from Mexico, Brazil, Argentina, Chile, Nigeria, Colombia and Vietnam; Africa & Asia represent ~29% of gross profit and grew 16% quarter‑over‑quarter. Travel grew 38% QoQ and on‑demand delivery grew 24% QoQ.

Strong Cash Generation

Cash flow from operations before working capital changes was $69.3 million, growing close to 10% year‑over‑year, and management expects temporary working capital effects to reverse over coming quarters.

Strategic Investments and Product Progress

Launched a full stablecoin settlement solution recently; Card‑Present product being developed for a large client with initial commercial rollout targeted in H2; an Africa asset acquisition closed bringing customer relationships, IP, licenses and talent to accelerate regional expansion.

Underlying Profitability (Excluding One‑Off)

Reported operating profit was $53 million, and excluding a nonrecurring prior‑period tax adjustment operating profit would be $57 million, representing 25% year‑over‑year growth; adjusted operating profit to gross profit ratio was ~48% excluding the one‑off.

DLocal (DLO) 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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DLO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 19, 2026	2026 (Q2)	0.19 / -	0.172	―	―	―
May 14, 2026	2026 (Q1)	0.17 / 0.17	0.175	-2.86% (>-0.01)
Mar 18, 2026	2025 (Q4)	0.18 / 0.20	0.1	105.00% (+0.10)
Nov 12, 2025	2025 (Q3)	0.17 / 0.20	0.09	116.67% (+0.11)
Aug 13, 2025	2025 (Q2)	0.13 / 0.17	0.15	14.67% (+0.02)
May 14, 2025	2025 (Q1)	0.12 / 0.17	0.06	191.67% (+0.11)
Feb 27, 2025	2024 (Q4)	0.15 / 0.10	0.1	0.00% (0.00)
Nov 13, 2024	2024 (Q3)	0.11 / 0.09	0.13	-30.77% (-0.04)
Aug 14, 2024	2024 (Q2)	0.09 / 0.15	0.15	0.00% (0.00)
May 14, 2024	2024 (Q1)	0.12 / 0.06	0.11	-45.45% (-0.05)

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
May 14, 2026	$12.66	$11.01	-13.03%
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%

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.