MercadoLibre, Inc. operates online trading platforms in Latin America. The company is headquartered in Buenos Aires, Argentina.
| Revenue (TTM) | $38.52B |
| Gross Profit (TTM) | $17.97B |
| EBITDA | $3.94B |
| Operating Margin | 6.29% |
| Return on Equity | 26.20% |
| Return on Assets | 3.80% |
| Revenue/Share (TTM) | $759.87 |
| Book Value | $161.75 |
| Price-to-Book | 9.46 |
| Price-to-Sales (TTM) | 1.99 |
| EV/Revenue | 2.247 |
| EV/EBITDA | 22.27 |
| Quarterly Earnings Growth (YoY) | 6.30% |
| Quarterly Revenue Growth (YoY) | 45.10% |
| Shares Outstanding | $50.70M |
| Float | $50.59M |
| % Insiders | 6.96% |
| % Institutions | 80.40% |
Volatility is currently expanding
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MercadoLibre's revenue grew 45% to $10.75 billion, but earnings came in below expectations. The miss was driven by investments in fulfillment capacity, free shipping and marketing, which management expects to pay off.
MercadoLibre's Q3 call highlights strong Brazil growth, expanding fintech and AI adoption, while aggressive logistics and marketing investments pressure margins.
MercadoLibre, Inc. reported robust Q3 FY26 revenue and user growth but missed earnings estimates for the third time in four quarters. GMV rose 38% and TPV 53% YoY, with ecosystemic users—those engaging both commerce and fintech—growing 33% and driving higher ARPU. Gross and operating margins declined due to lower shipping margins, warehouse expansion, and front-loaded credit provisions amid ongoing heavy investment.
MercadoLibre, Inc. (MELI) Q3 2026 Earnings Call Transcript
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Mercado Libre (NASDAQ: MELI), Latin America's leading e-commerce and fintech platform, today announced its financial results for the third quarter ended September 30, 2026. Net revenue and financial income grew 45% YoY, reaching $10.75 billion, with Brazil delivering the strongest growth. Income from operations reached $676 million, with a 6.3% margin that fell slightly QoQ. This reflects investments in fulfillment capacity, up almost 20% QoQ, the cost of m.
Revenue grew 45%, but currency-neutral growth slowed for a fourth straight quarter. Spending on shipping, marketing, and credit pushed operating margin lower again.
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--MercadoLibre, Inc. (NASDAQ: MELI) (http://www.mercadolibre.com) today reported financial results for its third fiscal quarter ended September 30, 2026, in a Letter to Shareholders, which is now posted to the company's Investor Relations website at https://investor.mercadolibre.com.The Company will host its earnings video conference, as well as a conference call and audio webcast for any questions that investors may have, on November 4, 2026, at 5:00 p.m. Eas.
MercadoLibre stock has pulled back this year on concerns about margin compression. The stock tumbled last week following the election results in Brazil.
MercadoLibre, Inc. MELI is strengthening its profitability potential by encouraging customers to engage with both its e-commerce marketplace and Mercado Pago fintech services. These customers, referred to as ecosystemic users, represent an increasingly important part of its business model, as deeper participation across both platforms creates opportunities for greater engagement and stronger customer economics.
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