At the archive date, MERCADOLIBRE INC was expected to release its Q3 2026 10-Q filing on November 4, 2026. Last quarter: MercadoLibre posted a 49.8% revenue increase in Q2 FY2026 on booming e-commerce and fintech demand, but surging costs drove a 10.9% net income decline and margin contraction.
EPS Estimate
$9.40
Revenue Estimate
$10.75B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the MELI page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Commerce revenues grew 50.0% and Fintech revenues grew 49.4%, driven by higher credit originations, first-party sales, and increased total payment volume (up 56%) and gross merchandise volume (up 44%).
Cost of revenues rose 62.6%, primarily due to higher shipping and fulfillment costs (up $1,038 million in the quarter), cost of goods sold, and fintech funding costs, leading to gross margin contraction from 45.6% to 40.9%.
In local currencies, Brazil revenue grew 41.9% and Mexico 38.4%, while Argentina posted 47.5% growth, partially offset by currency depreciation against the U.S. dollar (Argentine peso up 22.5%).
Revenue
$10.17B
+49.76% YoY
EPS (Diluted)
$9.19
-10.86% YoY
Gross Margin
40.9%
-4.7 pts YoY
Operating Income
$683M
-17.21% YoY
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