The earnings call presented a mix of positive revenue growth, successful SKU rationalization, and strategic expansion in Europe. However, these were offset by tariff-related challenges, a decline in U.S. sales, and pressure on service margins. While there are strong growth indicators, the impact of tariffs and related uncertainties pose significant challenges.

Company Guidance

During GigaCloud Technology's Second Quarter 2025 Earnings Conference Call, the company provided guidance for the upcoming third quarter. Total revenue is expected to range between $295 million and $310 million. The company anticipates a gross margin headwind of approximately 2.5% due to recent tariff developments, which affected the cost of products procured during a brief spike in tariffs in April. Despite this, GigaCloud plans to mitigate these cost pressures through targeted price increases, although some temporary impact may persist before the supply chain fully adjusts. The company remains focused on flexibility and maintaining strong supplier relationships to effectively navigate the dynamic tariff environment and optimize sourcing costs.

Revenue and Bottom Line Growth

Revenue increased by 4% year-over-year, exceeding expectations, and bottom line performance grew by 28% year-over-year.

Marketplace GMV Growth

Marketplace GMV grew by 31% on a trailing 12-month basis, with European GMV up 59% year-over-year.

Expansion and Fulfillment in Europe

Opened an additional fulfillment center in Germany, contributing to Europe representing roughly 1/4 of global revenue with a 59% year-over-year growth in the region.

SKU Rationalization Success

Retired 3,800 outdated SKUs and introduced approximately 1,200 new ones, leading to improved margin profile for Noble House portfolio.

Strong Cash Position and Shareholder Returns

Ended the quarter with nearly $300 million in liquidity, executed $46 million in share buybacks, and maintained a steady liquidity position.

GigaCloud Technology, Inc. Class A (GCT) 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

Daily Earnings Calendar >

GCT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 27, 2025	2025 (Q3)	0.72 / -	0.98	―	―	―
Aug 07, 2025	2025 (Q2)	0.41 / 0.91	0.65	40.00% (+0.26)
May 12, 2025	2025 (Q1)	0.48 / 0.68	0.66	3.03% (+0.02)	―
Mar 03, 2025	2024 (Q4)	0.81 / 0.76	0.87	-12.64% (-0.11)	―
Nov 07, 2024	2024 (Q3)	0.67 / 0.98	0.59	66.10% (+0.39)
Aug 06, 2024	2024 (Q2)	0.73 / 0.65	0.45	44.44% (+0.20)
May 09, 2024	2024 (Q1)	0.63 / 0.66	0.39	69.23% (+0.27)
Mar 15, 2024	2023 (Q4)	0.58 / 0.87	0.31	180.65% (+0.56)	―	―
Nov 30, 2023	2023 (Q3)	0.38 / 0.59	0.01	5800.00% (+0.58)		―
Aug 15, 2023	2023 (Q2)	0.37 / 0.45	0.15	200.00% (+0.30)	―	―

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
Aug 07, 2025	$22.15	$28.91	+30.52%
May 12, 2025	$15.90	$17.71	+11.38%
Mar 03, 2025	$16.01	$15.53	-3.00%
Nov 07, 2024	$23.82	$27.93	+17.25%

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 Nov 27, 2025, Before Open (Confirmed).

What is GigaCloud Technology, Inc. Class A (GCT) earnings time?

GigaCloud Technology, Inc. Class A (GCT) earnings time is at Nov 27, 2025, 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 2025 (Q3) is 0.72.

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