Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus across all major financial metrics: revenue reached $411.6M vs. $380.6M expected, and GAAP EPS was $1.16 vs. $0.90 expected. Gross margin expanded to 25.6%, exceeding the 24.3% consensus by 1.30pct. Growth was primarily driven by Off-platform product revenues, which surged 46.8% YoY, bolstered by the New Classic acquisition and expansion in Europe. Despite a YoY decrease in net cash from operations, the company announced a significant $120M share repurchase program, signaling management's confidence in long-term AI-enhanced logistics growth.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: GigaCloud Tech(GCT) the Revenue is 411.64 M (+27.6%), Beat estimate;the EBIT is 47.51 M (+32.55%), Beat estimate;the EPS is 1.16 (+27.47%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.41B27.60%
0.38B17.98%
+0.03B9.62%
EBITExceed expectations
0.05B32.55%
0.04B3.57%
+0.01B28.98%
EPSExceed expectations
1.1627.47%
0.91.10%
+0.260028.57%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
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