Exchange: NASDAQ·Updated 07:59 PM EST

MELI Earnings

Latest Earnings Results: Q4 '26

Reported: Nov 04

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.

Investor Presentation10-Q

Historical Earnings

Quarterly

Annual

EPS

Revenue

Fiscal PeriodEstimatedReportedSurpriseResult
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

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