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Grab (GRAB)
NASDAQ:GRAB
Earnings Data
Report Date
May 14, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.02Last Year’s EPS
0.01Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong and broad‑based operational and financial momentum: double‑digit GMV and revenue growth, record loan book expansion, marked profitability improvement (first full‑year net profit), growing free cash flow, and detailed multi‑year targets (2026 guidance plus 2028 roadmap). Product innovation, AI‑driven operating leverage and Financial Services are presented as the primary engines for future margin expansion. Key risks include dependency on Financial Services execution, regulatory and driver welfare uncertainty in Indonesia, capital intensity of AV/robotics initiatives, and integration/execution risk from the Stash acquisition. Overall, the positives — clear revenue and profitability acceleration, strong cash generation and scalable AI efficiencies — materially outweigh the challenges and risks discussed.Company Guidance
Strong On‑Demand GMV and Transaction Growth
On‑Demand GMV grew 21% year‑over‑year (20% constant currency) in 4Q/2025, with transactions outpacing GMV at 24% YoY, driving top‑line momentum and higher transaction frequency.
Revenue and Profitability Acceleration
Group revenue for the quarter rose 19% YoY (17% cc) to $906 million. Adjusted EBITDA reached $148 million in the quarter and full‑year adjusted EBITDA grew 60% YoY to $500 million. 2025 marked the company's first full year of net profit.
Strong Free Cash Flow Generation
Adjusted free cash flow was $76 million in the quarter and $290 million for the full year 2025, underpinning a commitment to disciplined capital allocation and a new $500 million share repurchase (bringing total repurchases to $1 billion).
Financial Services Momentum
Gross loan portfolio surpassed $1 billion for the first time, ending 2025 at $1.3 billion (net loan portfolio $1.2 billion), well above prior guidance of $1.0 billion. Deposit customers across three banks reached 7.4 million.
Ambitious Multi‑Year Guidance
Management provided 2026 guidance of 20–22% revenue growth to $4.04–$4.10 billion and 40–44% adjusted EBITDA growth to $700–$720 million; 2025–2028 targets include 20% revenue CAGR and adjusted EBITDA tripling to $1.5 billion by 2028.
Improving Operating Leverage and AI Efficiency
Corporate cost as a percentage of revenue improved from ~17% in 2023 to 11% in 2025 (600 bps improvement). Over 90% of Mobility rides are AI‑dispatched, merchant listings 97% available in English/Chinese, and internal AI/segmentation (1,000+ attributes, 200,000 segments) driving conversion and headcount efficiency.
Product Innovation Driving New Growth
New products contributed materially to GMV expansion; new product initiatives accounted for nearly half of GMV growth on a full‑year basis, with an example of GrabMart users increasing 30% YoY in 2025.
GrabMart and Grocery Momentum
GrabMart is growing 1.7x faster than GrabFood, with 30% YoY user growth in 2025; although GrabMart is only ~10% of Deliveries GMV today, management sees substantial upside given low online grocery penetration in the region.
Merchant Performance and Ecosystem Monetization
Active Deliveries merchants rose 9% YoY in 2025 and merchant earnings increased 11% YoY, supported by integrated merchant tools (advertising, POS/payments, lending, insights) that drive sustained earnings growth.
Strategic M&A: Stash Acquisition
Announced acquisition of U.S. digital investing platform Stash (positive EBITDA and free cash flow today), expected to contribute an estimated >$60 million adjusted EBITDA by 2028 and accelerate the wealth roadmap and capabilities.
GRAB 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
GRAB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $4.23 | $4.27 | +0.95% |
Nov 04, 2025 | $5.79 | $5.64 | -2.51% |
Jul 30, 2025 | $5.29 | $4.89 | -7.56% |
Apr 29, 2025 | $4.79 | $4.88 | +1.88% |
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 Grab (GRAB) report earnings?
Grab (GRAB) is schdueled to report earning on May 14, 2026, Before Open (Confirmed).
What is Grab (GRAB) earnings time?
Grab (GRAB) earnings time is at May 14, 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 GRAB EPS forecast?
GRAB EPS forecast for the fiscal quarter 2026 (Q1) is 0.02.
