Global-e Online Ltd. (NASDAQ:GLBE) shares jumped 10.52% in premarket trading on Wednesday after the e-commerce enablement platform reported second-quarter results above Wall Street expectations and raised its full-year guidance across all key metrics.
Adjusted earnings per share reached $0.37, beating the consensus estimate of $0.21 by $0.16. Revenue increased 39% year on year to $299 million, comfortably exceeding the analyst forecast of $282.78 million.
Global-e margin expands as merchandise volumes grow
Global-e also delivered a significant improvement in profitability, with its adjusted EBITDA margin expanding by 300 basis points from a year earlier to 20.9%.
Adjusted EBITDA reached $62.4 million, compared with $38.5 million in the prior-year period, while Gross Merchandise Value climbed 44% year on year to $2.09 billion.
“The second quarter continued to show great top-line momentum, fueled by very strong volumes from existing merchants and the 2025 cohort of launched merchants, as well as strong initial performance from recently onboarded merchants,” said Amir Schlachet, Founder and CEO of Global-e.
“Given our operating leverage and the efficiency gains we are driving throughout the business using AI, our Adjusted EBITDA margin showed a significant step up of 300 basis points compared with last year, reaching over 20%.”
Third-quarter guidance comes in above forecasts
Global-e expects its growth momentum to continue into the third quarter, forecasting revenue of between $308.5 million and $315.5 million.
The midpoint of the range, at $312 million, is ahead of the analyst consensus estimate of $294.1 million, signalling expectations for continued strong demand across the platform.
Global-e raises 2026 revenue outlook
Following the stronger second-quarter performance, Global-e increased its full-year 2026 revenue guidance to between $1.305 billion and $1.355 billion.
That compares with the company’s previous forecast of $1.220 billion to $1.280 billion. The midpoint of the new range, at $1.33 billion, also exceeds the analyst consensus of $1.275 billion.
Global-e raised its profitability outlook as well, lifting full-year adjusted EBITDA guidance to between $278 million and $300 million from its previous range of $264.5 million to $289.5 million.
The combination of stronger revenue growth, expanding margins and upgraded guidance supported the sharp rise in Global-e shares following the announcement.
Global-e Online stock price
