Mercadolibre

MELI

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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%

0.67B18.90%

+0.01B1.69%

EPSExceed expectations

9.1910.86%

8.888813.78%

+0.30122.92%

Upcoming earnings report - Q3 FY2026

Available dateNov 4, 2026

Estimate Revenue$10.71 B

Estimate EBIT$728.2 M

Estimate EPS$9.2701

Revenue

ActualEstimateUnit: USD

Quarterly

EBIT

ActualEstimateUnit: USD

Quarterly

Net income

ActualEstimateUnit: USD

Quarterly

EPS

ActualEstimateUnit: USD

Quarterly