DTC platform Global-e beats Q3 revenue estimates, announces $200 mln buyback

Global-E Online

19/11/2025 11:09

Overview

Global-e Q3 2025 revenue grows 25%, beating analyst expectations

Adjusted EBITDA for Q3 2025 increases 33% year-over-year

Company announces $200 mln share repurchase program

Outlook

Global-e raises FY 2025 GMV guidance to $6.404 bln - $6.524 bln

Company expects Q4 2025 revenue between $318.5 mln and $334.5 mln

Global-e projects FY 2025 adjusted EBITDA of $185.6 mln - $200 mln

Result Drivers

MERCHANT EXPANSION - Growth driven by new and existing merchants leveraging Global-e's platform, per CEO Amir Schlachet

NEW SERVICES - Co cites innovative value-added services and data-driven know-how as key growth drivers

INCREASED ADOPTION - Co reports increased adoption of 3B2C and duty drawback solutions among merchants

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$220.80 mln
$218 mln (11 Analysts)
Q3 Net Income
$13.20 mln
Q3 Adjusted EBITDA
$41.30 mln
Q3 Adjusted Gross Margin
46.30%
Q3 GMV
$1.51 bln
Q3 Gross Profit
$99.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy"

Wall Street's median 12-month price target for Global-E Online Ltd is $47.00, about 21.3% above its November 18 closing price of $37.01

The stock recently traded at 43 times the next 12-month earnings vs. a P/E of 49 three months ago

Press Release: ID:nGNX7gpr0Q

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)