Global-e Online Q3 Revenue Expected to Fall Short of Consensus

Global-e Online expects Q3 revenue to be between $214M-$221M, surpassing the consensus estimate of $217.44M. The company also forecasts Q3 Adjusted EBITDA to be between $37.5M-$41.5M.

Global-e Online Ltd. (NASDAQ: GLBE) has provided its third-quarter guidance, which indicates strong performance expectations. The company expects Q3 revenue to be between $214 million and $221 million, surpassing the consensus estimate of $217.44 million. Additionally, the company forecasts Q3 Adjusted EBITDA to be between $37.5 million and $41.5 million.

The company's Q2 2025 results showed a 28% year-over-year increase in revenue to $214.9 million and a 34% year-over-year increase in Gross Merchandise Value (GMV) to $1,454 million. These figures reflect the company's robust growth and solid demand for its global e-commerce solutions. Global-e Online also reported GAAP EPS of $0.06, beating the consensus estimate of $0.02 [1].

The company's CEO, Amir Schlachet, commented on the strong quarter, stating, "We had another strong quarter, meeting or exceeding all of our guidance ranges, on-boarding many new and exciting merchants, and achieving an important milestone of sustainable GAAP profitability." Schlachet also highlighted the company's continued expansion, including new merchants and strategic partnerships [2].

Global-e Online's guidance suggests that the company remains on track to achieve solid top and bottom-line growth, in line with its long-term targets. The company's ability to exceed analyst estimates and its strong performance in the previous quarter indicate a positive outlook for the remainder of the year.

References:
[1] https://seekingalpha.com/news/4484441-global-e-online-gaap-eps-of-0_06-beats-by-0_04-revenue-of-214_88m-beats-by-6_9m
[2] https://investors.global-e.com/news-releases/news-release-details/global-e-reports-second-quarter-2025-results