Latest Earnings Results: Q4 '26
Estimated EPS
$10.89
Reported EPS
---
Surprise
---
Estimated Rev
$10.69B
Reported Rev
$10.75B
Surprise
+0.56%
• Reported GAAP EPS of $8.83 up 6.13% YoY • Reported revenue of $10.75B up 45.09% YoY
Bullish Takeaway
MercadoLibre gained share across Brazil, Mexico and Argentina, expanded Fintech users and credit, and grew FX-neutral advertising revenue 51% YoY as its AI campaign tools scaled.
Bearish Takeaway
MercadoLibres operating income was down 6% YoY amid shipping and marketing spend; net shipping margin fell around 200bps since Q1'25, while Mexicos weaker consumption and tax reform weighed on demand.
Generated by Stocktwits using AI and company-reported earnings data for Q4 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $10.89 | -- | -- | N/A |
Q3 '26 | $9.27 | -- | -- | N/A |
Q2 '26 | $8.65 | $9.19 | 6.23% | BEAT |
Q1 '26 | $8.50 | $8.23 | -3.20% | MISSED |
Q4 '25 | $11.33 | $11.03 | -2.66% | MISSED |