$37.350
-2.431 (-6.51%)收盘时
GLBE 资讯
GLBE 事件
Global-e Reports Q2 Revenue of $299.0M, Beating Expectations
Reports Q2 revenue $299.0M, consensus $283.09M. "The Q2 continued to show great top-line momentum, fueled by very strong volumes from existing merchants and the 2025 cohort of launched merchants, as well as strong initial performance from recently onboarded merchants. Given our operating leverage and the efficiency gains we are driving throughout the business using AI, our Adjusted EBITDA margin showed a significant step up of 300 basis points compared with last year, reaching over 20%," said Amir Schlachet, Founder and CEO of Global-e. "Given the strong results through the first half of 2026 and the trends that we are seeing in the market today, we expect 2026 revenue growth to show meaningful year-on-year acceleration, and we remain ahead of our long-term growth targets."
FY26 Revenue Consensus at $1.28B, Adjusted EBITDA Raised to $278M-$300M
Consensus is for FY26 revenue $1.28B. Raises FY26 adjusted EBITDA view to $278M-$300M from $264.5M-$289.5M.
Passport Sees Q3 Adjusted EBITDA of $58.5M-$62.5M
Sees Q3 Adjusted EBITDA $58.5M-$62.5M. Included within the guidance ranges, Passport is expected to contribute GMV: $20M of Merchant of Record business; Revenue $24M-$26M; and Adjusted EBITDA under $1M.
Global-e Online Approves $500M Share Repurchase Program
Global-e Online announced that its board of directors has approved a "distribution", as defined in the Israeli Companies Law, 5759-1999 by way of a share repurchase program, pursuant to which the company may repurchase an aggregate amount of up to $500M of its ordinary shares, subject to the completion of required Israeli regulatory procedures.
Jefferies Reiterates Buy Rating on Global-e with $40 Price Target
Jefferies reiterated a Buy rating and $40 price target on Global-e after the company agreed to acquire Passport, a U.S. cross-border ecommerce logistics and solutions company. Passport will bring advanced shipping solutions to Global-e's platform and strengthen return capabilities while also expanding the total addressable market, the analyst tells investors in a research note. The firm added that the strategic rationale for the deal makes sense and improves Global-e's competitive positioning.
本页仅供研究参考，不构成投资建议。模型可能出错。过往表现不代表未来结果。