Global-E Online 과거 순이익 실적
과거 기준 점검 3/6
Global-E Online은 연평균 21.7%의 비율로 수입이 증가해 온 반면, Multiline Retail 산업은 수입이 14.8% 증가했습니다. 매출은 연평균 31.5%의 비율로 증가했습니다. Global-E Online의 자기자본이익률은 12.8%이고 순이익률은 11.4%입니다.
핵심 정보
21.73%
순이익 성장률
26.07%
주당순이익(EPS) 성장률
| Multiline Retail 산업 성장률 | 12.60% |
| 매출 성장률 | 31.48% |
| 자기자본이익률 | 12.78% |
| 순이익률 | 11.37% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
Seeking Alpha • May 13
Global-E Online: Europe And Asia Drive Accelerated Growth
Summary Global-E Online Ltd. reported accelerated earnings growth in Q1, accompanied by a very slight 2026 guidance raise. Expansion in Europe and Asia is driving growth acceleration for GLBE. I estimate GLBE stock to have a significant 98% upside to $54.80. Read the full article on Seeking Alpha
내러티브 업데이트 • May 07
GLBE: Strong Q4 Delivery And 2026 Guidance Will Support Re Rating
Analysts have adjusted the Global-E Online fair value estimate slightly higher to $61.90, reflecting a mix of recent price target cuts and increases that balance concerns about take rate compression with confidence in Q4 execution, 2026 guidance, and the stock's P/E profile versus peers. Analyst Commentary Street research on Global-E Online has been mixed, with some cautious views on take rate compression and revenue estimates, but also several bullish analysts highlighting strong Q4 delivery, supportive 2026 guidance, and an appealing P/E profile relative to peers.내러티브 업데이트 • Apr 22
GLBE: Strong Q4 Execution And 2026 Outlook Will Support Bullish Case
The analyst fair value estimate for Global-e Online has shifted slightly lower to about $61.84 from $64.00 as analysts balance stronger projected revenue growth and still supportive ratings with adjustments to discount rates, profit expectations, and peer multiples reflected in recent target changes across the Street. Analyst Commentary Recent research commentary on Global-e Online reflects a mix of optimism about the company’s execution and long term growth potential alongside some caution around take rate trends and valuation inputs.
내러티브 업데이트 • Apr 07
GLBE: Strong Q4 Execution And 2026 Guidance Will Support Bullish Repricing
Analysts have nudged their fair value estimate for Global-E Online up to $42 from $40, reflecting a mix of higher and lower price targets after Q4 results. Bullish views cite strong execution and 2026 guidance, while others flag ongoing concerns around take rate compression and sector multiples.내러티브 업데이트 • Mar 24
GLBE: Strong Q4 Execution And 2026 Framework Will Support Bullish Repricing
Narrative update The blended analyst price target for Global-e Online has edged higher by a few dollars into the low to mid $40s. This reflects a mix of upward revisions on the back of Q4 beats and 2026 guidance above prior forecasts, offset by some trims tied to concerns about take rate compression and adjustments to sector multiples.내러티브 업데이트 • Mar 08
GLBE: Strong Q4 Execution And 2026 Outlook Will Drive Bullish Repricing
Analysts have made only modest adjustments to Global-E Online's price targets, with some trimming estimates toward $40 on concerns around take rate compression, and others lifting targets into the $50 to $60 range following strong Q4 results and a 2026 outlook that sits above prior forecasts. Analyst Commentary Recent Street research around Global-E Online has been mixed, with some firms lifting price targets on the back of strong Q4 results and a detailed 2026 outlook, while others have trimmed targets as they recalibrate expectations for growth, profitability, and valuation multiples.내러티브 업데이트 • Feb 22
GLBE: Q4 Execution And Take Rate Compression Will Shape Balanced Forward Outlook
The analyst price target for Global-E Online shifts to $40, down from $43, as analysts weigh strong Q4 results, 2026 guidance above prior forecasts, and a mix of higher P/E assumptions with more measured expectations for revenue growth and profit margins. Analyst Commentary Across recent research, analysts generally highlight Global-E Online's solid Q4 delivery and 2026 outlook, but not all are leaning in the same direction.내러티브 업데이트 • Feb 08
GLBE: GMV Strength Versus Take Rate Compression Will Drive Future Upside
Analysts have raised their average price target on Global-E Online to about $43, supported by recent research that cites stronger gross merchandise volume trends, resilient margins, and solid execution reflected in higher targets from firms such as Truist and BofA. Analyst Commentary Recent research on Global-E Online reflects a mixed backdrop, with some firms highlighting stronger gross merchandise volume trends and execution, while others flag valuation and growth risks that temper enthusiasm.내러티브 업데이트 • Jan 24
GLBE: Fair Value View Will Hinge On GMV Strength Versus Take Rates
Analysts have nudged their average fair value estimate for Global-E Online up from $41.00 to $43.00, citing incremental price target increases tied to stronger gross profit outlooks, expectations for faster Gross Merchandise Volume growth, and higher confidence in the company’s execution. Analyst Commentary Recent research updates around Global-E Online show a split view, with some focusing on upside scenarios and others emphasizing areas of risk.내러티브 업데이트 • Jan 10
GLBE: Fair Value View Balances GMV Upside And Take Rate Pressure
Analysts have lifted their fair value estimate for Global-E Online to $41 from $32, citing Street research that points to higher gross merchandise volume expectations, firmer revenue and profit forecasts, and increased confidence in the company’s execution. Analyst Commentary Recent Street research on Global-E Online points to a mix of optimism on execution and growth, alongside a clear pocket of caution on valuation and margins.분석 기사 • Jan 06
Is Now An Opportune Moment To Examine Global-E Online Ltd. (NASDAQ:GLBE)?
Global-E Online Ltd. ( NASDAQ:GLBE ), might not be a large cap stock, but it saw a double-digit share price rise of...
내러티브 업데이트 • Dec 19
GLBE: Strong Execution And GMV Momentum Will Support Higher Future Performance
The analyst price target for Global-e Online has inched higher by about $0.40 per share to roughly $50, as analysts factor in stronger gross merchandise volume growth and improved execution, partly tempered by expectations for some take rate compression. Analyst Commentary Recent research updates reflect a mixed but generally constructive stance on Global-e Online, with upward revisions to price targets driven by stronger gross merchandise volume trends and improving execution, tempered by concerns around take rate compression and guidance parameters.내러티브 업데이트 • Dec 05
GLBE: Strong Q3 Execution Will Support Higher Confidence In Future Performance
Analysts have nudged their average price target for Global-E Online slightly higher, as robust gross merchandise volume trends and improved execution confidence, partly offset by expectations for some take rate compression, support a fair value increase of roughly $1 to about $50 per share. Analyst Commentary Recent Street research reflects a mixed but generally constructive stance on Global-E Online, with modest price target raises anchored in stronger growth expectations but tempered by profitability and monetization concerns.분석 기사 • Nov 26
The Strong Earnings Posted By Global-E Online (NASDAQ:GLBE) Are A Good Indication Of The Strength Of The Business
Global-E Online Ltd. ( NASDAQ:GLBE ) recently posted some strong earnings, and the market responded positively. We have...내러티브 업데이트 • Nov 20
GLBE: Strong Q3 Results Will Drive Increased Confidence in Execution
Analysts have raised their price target for Global-E Online from $47.69 to $48.85, citing strong quarterly performance as well as improved forecasts for revenue growth and profit margins. Analyst Commentary Bullish and bearish analysts have provided insights following Global-E Online's recent earnings report, reflecting both confidence and caution regarding the company's outlook and valuation.분석 기사 • Aug 05
Global-E Online Ltd.'s (NASDAQ:GLBE) Intrinsic Value Is Potentially 54% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Global-E Online fair value estimate is US$49.92 Global-E...분석 기사 • Jul 01
At US$33.54, Is Global-E Online Ltd. (NASDAQ:GLBE) Worth Looking At Closely?
Global-E Online Ltd. ( NASDAQ:GLBE ), might not be a large cap stock, but it saw a double-digit share price rise of...
새로운 내러티브 • Apr 27
Borderfree And AI Will Expand Consumer Electronics Opportunities
Expansion into consumer electronics and multi-local offerings boosts revenue growth through diversification and risk management.Seeking Alpha • Apr 12
Global-E Online Ltd.: Upside Case Has Gotten Much More Attractive
Summary I reiterate my buy rating on Global-E Online Ltd. due to favorable demand, product innovation, and efficient scaling through a partner-led GTM strategy. Recent tariff shocks have reinforced GLBE’s value proposition, turning uncertainty into a strong growth catalyst, especially for businesses needing reliable international trade solutions. GLBE’s product innovation, exemplified by Multi-Local and BorderFree, showcases its ability to scale new solutions effectively, driving significant revenue growth. The partner-led GTM strategy is reducing customer acquisition costs and expanding reach, creating a flywheel effect that enhances GLBE’s market position and growth potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Global-E Online Stock: Waiting For A Better Buying Opportunity
Summary Global-E Online Ltd. is rapidly scaling in ecommerce with continuous new partnerships. With continued global ecommerce growth and Global-E's still very low penetration, the growth runway potential is immense. Despite GAAP profitability being strained by non-cash amortization, Global-E's underlying profitability and free cash flow stand strong. Global-E's growth is seen to continue accelerating in Q4, driven by good expected industry-wide growth and the company's new customer launches. While Global-E has immense growth potential, the current GLBE stock valuation doesn't bring a large enough margin of safety for outsized returns. I estimate 9% upside to a $65.3 fair value. Read the full article on Seeking AlphaSeeking Alpha • Dec 02
Global-E Online Ltd.: Positive Demand Environment Should Enable Growth Acceleration
Summary I am positive about Global-E Online Ltd. due to an improved demand environment and new product enhancements that should drive growth. GLBE's platform facilitates seamless global e-commerce, increasing international sales conversion by simplifying cross-border complexities for merchants. Strong 3Q24 earnings with 35.1% y/y GMV growth and optimistic 4Q24 guidance indicate a potential growth acceleration. New product launches, including a demand-generating solution and BOPIS, are expected to further boost GLBE's growth and market position. Read the full article on Seeking AlphaSeeking Alpha • Oct 08
Global-E Online: Short-Term Setbacks, Long-Term Gains
Summary Global-E's double-digit revenue growth continues, but share price remains flat since early 2023, leading to a potential buying opportunity. Ted Baker bankruptcy and Borderfree transition are short-term challenges, but already factored into guidance. Strong balance sheet with minimal debt and a robust cash position supports future growth. Negative net income is largely due to noncash Shopify warrant amortization. I have a Buy rating on GLBE, confident in Global-E's long-term growth and market position. Read the full article on Seeking AlphaSeeking Alpha • Jul 18
Global-E Online: Assessing The Growth Path, Higher Margins (Rating Upgrade)
Summary US retail sales saw a revival in June, with nonstore retailers experiencing a 1.9% increase in spending. Global-E Online upgraded to a buy due to strong earnings growth and market share gains. Further earnings growth is expected for GLBE, with high revenue growth and free cash flow yield potential. Ahead of earnings next month, I highlight key price levels to monitor. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Global-E Online가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 1,024 | 116 | 215 | 128 |
| 31 Dec 25 | 962 | 68 | 241 | 123 |
| 30 Sep 25 | 888 | 7 | 268 | 118 |
| 30 Jun 25 | 844 | -28 | 291 | 114 |
| 31 Mar 25 | 797 | -61 | 308 | 110 |
| 31 Dec 24 | 753 | -76 | 302 | 105 |
| 30 Sep 24 | 675 | -99 | 279 | 102 |
| 30 Jun 24 | 633 | -110 | 272 | 100 |
| 31 Mar 24 | 598 | -123 | 265 | 98 |
| 31 Dec 23 | 570 | -134 | 261 | 98 |
| 30 Sep 23 | 524 | -140 | 245 | 96 |
| 30 Jun 23 | 496 | -172 | 250 | 93 |
| 31 Mar 23 | 450 | -185 | 249 | 86 |
| 31 Dec 22 | 409 | -195 | 246 | 81 |
| 30 Sep 22 | 352 | -189 | 243 | 68 |
| 30 Jun 22 | 305 | -153 | 214 | 54 |
| 31 Mar 22 | 275 | -127 | 182 | 42 |
| 31 Dec 21 | 245 | -75 | 127 | 30 |
| 30 Sep 21 | 216 | -48 | 90 | 24 |
| 30 Jun 21 | 190 | -18 | 52 | 20 |
| 31 Mar 21 | 163 | 3 | 22 | 18 |
| 31 Dec 20 | 136 | 1 | 20 | 15 |
| 31 Mar 20 | 73 | -6 | 12 | 13 |
| 31 Dec 19 | 66 | -8 | 12 | 12 |
| 31 Dec 18 | 39 | -12 | 9 | 10 |
양질의 수익: GLBE는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: GLBE는 과거에 흑자전환했습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: GLBE는 지난 5년 동안 흑자전환하며 연평균 21.7%의 수익 성장을 기록했습니다.
성장 가속화: GLBE는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.
수익 대 산업: GLBE는 지난해 흑자전환하여 지난 해 수익 성장률을 Multiline Retail 업계(-1.8%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: GLBE의 자본 수익률(12.8%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 08:31 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Global-E Online Ltd.는 22명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Oliver Lester | Arete Research Services LLP |