Man GLG holds $28.29 million worth of MercadoLibre, Inc. (NASDAQ:MELI) shares, representing 0.05% of its 13-F portfolio as of Q2 2025. The company is included in Man GLG’s list of 10 stock picks with the highest upside potential. UBS Remains Bullish on MercadoLibre (MELI), Cites Continued Momentum in Fintech Arm On October 22, 2025, UBS reaffirmed its “Buy” rating on MercadoLibre, Inc. (NASDAQ:MELI) with a $3,000 price target. The investment firm’s bullish stance comes despite MercadoLibre, Inc. (NASDAQ ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 -OR- ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission file number 001-33647 ______________________________________________________________________________ ...

核心财务表现 - 第三季度每股收益为8.32美元，同比增长6.26%，但低于市场预期11.77% [1] - 总收入为74.1亿美元，同比增长39.5%（按固定汇率计算增长49%），超出市场预期2.15% [1] - 总支付额同比增长41%（按固定汇率计算增长54%）至712亿美元 [8] - 毛利润率收缩260个基点至43.3%，营业利润率收缩70个基点至9.8% [9][11] 业务分部表现 - 商业业务收入增长33%至41.7亿美元，金融科技业务收入增长49%至32.4亿美元 [2] - 巴西市场收入增长37.6%至40.1亿美元，占总收入的54.1% [5] - 墨西哥市场收入增长44.2%至16.5亿美元，占总收入的22.3% [5] - 阿根廷市场收入增长39.5%至14.4亿美元，占总收入的19.4% [5] 运营与用户指标 - 商品交易总额为165亿美元，同比增长28%（按固定汇率计算增长35%） [7] - 售出商品数量达6.352亿件，同比增长39.3%，为2021年第一季度以来最高增速 [3][7] - 独立买家数量增长26%至7680万 [3] - 金融科技月度活跃用户增长29%至7220万 [3] 金融科技业务深化 - 管理资产增长89%至151亿美元 [3] - 信贷组合扩张83.2%至110.2亿美元，总信贷用户超过2700万 [3][10] - 净利息损失后利润率下降320个基点至21%，15-90天不良贷款率为6.8% [12] 市场表现与广告业务 - 公司股价年内上涨35%，同期行业回报率为12.1% [4] - 广告服务收入按报告基础增长56%，按固定汇率计算增长63% [4] 财务状况 - 截至2025年9月30日，现金及现金等价物为25.8亿美元，较上季度末的30.1亿美元下降 [13] - 短期投资为37.2亿美元，净债务增加至46亿美元 [13]

MercadoLibre (MELI) reported $7.41 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 39.5%. EPS of $8.32 for the same period compares to $7.83 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $7.25 billion, representing a surprise of +2.15%. The company delivered an EPS surprise of -11.77%, with the consensus EPS estimate being $9.43.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wal ...

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MercadoLibre (MELI) came out with quarterly earnings of $8.32 per share, missing the Zacks Consensus Estimate of $9.43 per share. This compares to earnings of $7.83 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -11.77%. A quarter ago, it was expected that this operator of an online marketplace and payments system in Latin America would post earnings of $12.01 per share when it actually produced earnings of $10.31, delivering ...

MercadoLibre (NasdaqGS:MELI) Q3 2025 Earnings Call October 29, 2025 05:00 PM ET Company ParticipantsIrma Sgarz - Managing DirectorMartin de los Santos - CFORichard Cathcart - Director of Investor Relations and Market IntelligenceAndrew Ruben - Equity ResearchAriel Szarfsztejn - Incoming CEOJosh Beck - Managing DirectorOsvaldo Gimenez - President of FinTechCraig Maurer - Managing DirectorVinicius Pretto - Equity ResearchMartín de los Santos - SVP, FinanceGeoffrey Elliott - Director of ResearchConference Call ...

MercadoLibre (NasdaqGS:MELI) Q3 2025 Earnings Call October 29, 2025 05:00 PM ET Company ParticipantsIrma Sgarz - Managing DirectorRichard Cathcart - Director of Investor Relations and Market IntelligenceAndrew Ruben - Equity ResearchMartin de los Santos - CFOJosh Beck - Managing DirectorOsvaldo Gimenez - President of FinTechCraig Maurer - Managing DirectorAriel Szarfsztejn - Incoming CEOVinicius Pretto - Equity ResearchGeoffrey Elliott - Director of ResearchConference Call ParticipantsNone - AnalystMarvin F ...

MercadoLibre (NasdaqGS:MELI) Q3 2025 Earnings Call October 29, 2025 05:00 PM ET Speaker3Hello everyone and welcome to the MercadoLibre earnings conference call for the quarter ended September 30, 2025. Thank you for joining us. I'm Richard Cathcart, MercadoLibre's Investor Relations Officer. Today, we will share our quarterly highlights on video, after which we will begin our live Q&A session with our management team. Before we go on to discuss our results for the third quarter of 2025, I remind you that ma ...

MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Mercado Libre (NASDAQ: MELI), Latin America's leading e-commerce and fintech platform, today announced its third quarter 2025 financial results, with net revenue growing 39% YoY to US$7.4 billion, marking the 27th consecutive quarter of growth above 30% YoY. Market share and NPS data show that we have significantly strengthened our competitive position through the same period. In Q3, we went even further by investing in the expansion of free shipping. ...