For the quarter ended December 2025, MercadoLibre (MELI) reported revenue of $8.76 billion, up 44.6% over the same period last year. EPS came in at $11.03, compared to $12.61 in the year-ago quarter.
The reported revenue represents a surprise of +2.86% over the Zacks Consensus Estimate of $8.52 billion. With the consensus EPS estimate being $11.77, the EPS surprise was -6.31%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how MercadoLibre performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Gross merchandise volume: $19.91 billion versus $19.19 billion estimated by four analysts on average.
- Total payment volume: $83.69 billion compared to the $82.19 billion average estimate based on three analysts.
- Geographic Revenue- Brazil: $4.64 billion versus $4.48 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +47.9% change.
- Geographic Revenue- Other countries: $414 million versus $387.14 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +53.9% change.
- Geographic Revenue- Mexico: $2.1 billion versus $2.13 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +55.6% change.
- Geographic Revenue- Argentina: $1.61 billion versus $1.67 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +23.3% change.
View all Key Company Metrics for MercadoLibre here>>>
Shares of MercadoLibre have returned -15.7% over the past month versus the Zacks S&P 500 composite's -1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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MercadoLibre, Inc. (MELI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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