The company's profitability also improved. Its adjusted EBITDA, a measure of operational profit, saw a 59% increase to $50.20 million. This resulted in an adjusted EBITDA margin of nearly 20%, showing that a larger portion of its revenue is turning into profit before certain expenses are considered. Due to this strong performance, Global-e Online raised its full-year financial outlook for 2026. As highlighted by GlobeNewswire, CEO Amir Schlachet noted this was fueled by growth from both existing and new mer ...

Global-e Online (NASDAQ:GLBE) is a leading e-commerce solutions provider that empowers businesses to expand their reach globally. Its innovative platform simplifies the complexities of cross-border e-commerce, including currency conversion, international shipping, and local tax compliance, enabling brands to effortlessly tap into a global customer base. On May 13, 2026, Global-e Online announced its first-quarter financial results. The company reported an earnings per share (EPS) of $0.17. This figure was s ...

2026年第一季度业绩表现 - 第一季度总商品交易额（GMV）为17.4亿美元，同比增长40% [3] - 第一季度收入为2.521亿美元，同比增长33% [3] - 第一季度非美国通用会计准则毛利润为1.185亿美元，同比增长37%，毛利率为47%，同比提升150个基点 [3][6] - 第一季度调整后息税折旧摊销前利润（Adjusted EBITDA）为5020万美元，同比增长59%，利润率接近20% [3] - 第一季度美国通用会计准则净利润为3040万美元，而去年同期为净亏损1790万美元 [7] 业务增长驱动因素 - 增长由大多数地区的健康消费、外汇顺风以及新上线商户的贡献所驱动 [4] - 同店销售额增长远高于历史平均水平 [10] - 服务费收入为1.208亿美元，服务费收取率保持“相当稳定”在6.9% [5] - 履约服务收入为1.313亿美元，履约服务收取率为7.5% [5] 2026年财务指引 - 公司上调了2026年全年GMV、收入和调整后EBITDA指引 [9] - 预计2026年全年GMV在85.3亿至88.8亿美元之间，中点同比增长32.5% [9] - 预计2026年全年收入在12.2亿至12.8亿美元之间，中点同比增长29.9% [9] - 预计2026年全年调整后EBITDA在2.645亿至2.895亿美元之间，中点同比增长39.5%，利润率为22.2% [9] - 预计第二季度GMV在19.45亿至19.85亿美元之间，中点同比增长35.2% [11] - 预计第二季度收入在2.785亿至2.855亿美元之间，中点同比增长31.2% [11] - 预计第二季度调整后EBITDA在5500万至5800万美元之间，中点利润率为20% [11] 地缘政治与外汇影响 - 伊朗冲突影响了中东和海合会地区的贸易，公司约5%的入境GMV流向受冲突直接影响的国家 [2][12] - 第一季度冲突及相关外汇波动的影响略高于1%，近期交易趋势显示第二季度未看到额外影响 [13] - 第一季度外汇顺风贡献了约3%至3.5%的增长，预计下半年外汇顺风将“非常低” [14] 战略举措与产品进展 - Shopify托管市场2.0版本（公司在Shopify上的白标自营商户解决方案）按计划推进，预计近期将在加拿大和英国等更多国家扩展 [15] - 关税退税服务（美国进口关税退税）商户兴趣浓厚，预计贡献将在今年晚些时候更明显 [17] - Borderfree.com的推荐流量和参与商户数量增加，使用该平台的商户销售额中，来自Borderfree.com的份额现已超过6%，并有望逐步向10%迈进 [18] - 人工智能工具广泛应用于研发、数据分析、运营监控、客户支持和合规领域，提升了功能开发能力并缩短了问题解决时间 [19] 商户拓展与运营亮点 - 第一季度在北美、欧洲和亚太地区新增众多商户，包括Gallery Dept、Andie、Coperni、Paraboot、Universal Music Japan品牌等 [20] - 与现有商户（如Alo Yoga、FIGS、Bandai Namco）的业务得到扩展，为Alo Yoga在加拿大、英国及多个欧洲市场启用了线上下单店内提货服务 [21] - 2026年商户渠道进展符合或略高于计划，商户组合更趋近于2025年，更分散于中型商户 [22] - 本季度继续执行股票回购计划，回购近6000万美元股票，自计划启动以来累计回购360万股，耗资1.31亿美元，当前回购计划下剩余额度为6900万美元 [23] 公司背景与业务模式 - 公司是领先的跨境电子商务平台，帮助在线商户拓展国际销售 [24] - 基于云的解决方案与主要电商系统集成，提供本地化结账体验、动态货币转换、进口关税和税费计算、欺诈预防以及本地贸易法规合规服务 [24] - 核心服务包括买家本地语言的可定制结账、超过140种货币的实时价格显示、特定区域支付方式支持以及销售点透明的税费计算 [25]

Global-E Online (NasdaqGS:GLBE) Q1 2026 Earnings call May 13, 2026 08:00 AM ET Company ParticipantsAlan Katz - Head of Investor RelationsAmir Schlachet - Co-founder and CEOBrian Peterson - Managing Director, Application SoftwareCraig Maurer - Director of Research and Managing DirectorJames Faucette - Managing DirectorMatt Bullock - VP, Software Equity ResearchNir Debbi - Co-founder and PresidentOfer Koren - CFOPatrick Walravens - Head of Technology Equity ResearchSamad Samana - Managing DirectorWill Nance - ...

Global-E Online (NasdaqGS:GLBE) Q1 2026 Earnings call May 13, 2026 08:00 AM ET Company ParticipantsAlan Katz - Head of Investor RelationsAmir Schlachet - Co-founder and CEOBrian Peterson - Managing Director, Application SoftwareCraig Maurer - Director of Research and Managing DirectorJames Faucette - Managing DirectorMatt Bullock - VP, Software Equity ResearchNir Debbi - Co-founder and PresidentOfer Koren - CFOPatrick Walravens - Head of Technology Equity ResearchSamad Samana - Managing DirectorWill Nance - ...

Global-E Online (NasdaqGS:GLBE) Q1 2026 Earnings call May 13, 2026 08:00 AM ET Speaker11Welcome to the Global-E 2026 earnings announcement conference call. This call is being simultaneously webcast on the company's website in the investor section under New and Events. For opening remarks and introductions, I will now turn the call over to Alan Katz, Global-E's Head of Investor Relations. Please go ahead.Speaker0Thank you and good morning, everyone. With me on the call today are Amir Schlachet, Co-founder an ...

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GMV Increased 40% YoY and Revenue Increased 33% YoY Adjusted EBITDA Margins Expanded 330 Basis Points YoY to 19.9% Raising FY 2026 Outlook Across All Guidance Metrics PETAH-TIKVA, Israel, May 13, 2026 (GLOBE NEWSWIRE) -- Global-e Online Ltd. (Nasdaq: GLBE) the platform powering global direct-to-consumer e-commerce, today reported financial results for the first quarter of 2026. "The first quarter showed strong momentum, fueled by volume growth from both existing merchants and recently launched brands, trans ...