MercadoLibre Q2 Earnings Preview: Revenue and EPS Expectations

Friday, Aug 1, 2025 12:35 pm ET1min read

MercadoLibre is set to report Q2 earnings on August 4th after market close. The company is expected to report EPS of $11.75 on revenue of $6.67B, a more than 30% increase from last year.

MercadoLibre (NASDAQ: MELI) is poised to release its second quarter (Q2) earnings on August 4th after the market close. Analysts anticipate the company to report earnings per share (EPS) of $11.75 on revenue of $6.67 billion, marking a more than 30% increase from the same period last year [2].

Analysts have projected MercadoLibre's revenues to reach $6.52 billion, an increase of 28.6% year over year. The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have reassessed their initial estimates during this timeframe [1].

Key metrics forecasted by analysts include 'Revenues- Fintech' at $2.94 billion, up 39.9% from the prior-year quarter, and 'Revenues- Commerce' at $3.70 billion, increasing 24.7% year over year. Geographic revenue estimates suggest growth in Mexico, Argentina, and Brazil, with Argentina's revenue expected to increase by 68.9% and Brazil's by 26.1% [1].

Over the past month, MercadoLibre shares have returned -4.7% compared to the Zacks S&P 500 composite's +3.4% change. The company currently carries a Zacks Rank #4 (Sell), suggesting potential underperformance in the near future [1].

MercadoLibre has been actively expanding its services and lowering shipping thresholds to attract more buyers and sellers. The company expects this initiative to boost gross merchandise volume and increase route density, ultimately pushing margins higher [2].

The company's closed-loop ecosystem of e-commerce, fintech, logistics, and ads is seen as a competitive advantage, driving growth and durability. Analysts believe that the significant growth potential in Latin America remains untapped, with only 15% of the population currently using MercadoLibre [2].

References:
[1] https://finance.yahoo.com/news/wall-streets-insights-key-metrics-131503983.html
[2] https://seekingalpha.com/news/4476698-mercadolibre-earnings-preview-what-to-expect

MercadoLibre Q2 Earnings Preview: Revenue and EPS Expectations

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