Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines: revenue $10.17B vs. $9.75B expected (+4.27% variance) and GAAP EPS $9.19 vs. $8.94 expected. Performance was driven by strong expansion in the Credit and Commerce 1P businesses, with Fintech revenue growing 49.4% YoY. Despite the top-line beat, operating margin compressed to 6.7% from 12.2% YoY due to strategic investments in Brazil's free shipping threshold and credit card provisioning.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Mercadolibre(MELI) the Revenue is 10.17 B (+49.76%), Beat estimate;the EBIT is 683 M (-17.21%), Beat estimate;the EPS is 9.19 (-10.86%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
10.17B49.76%
9.80B44.30%
+0.37B5.46%
EBITExceed expectations
0.68B17.21%
0.67B19.31%
+0.02B2.10%
EPSExceed expectations
9.1910.86%
8.888813.78%
+0.30122.92%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf