MERCADOLIBRE INC is 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
$10.17
Revenue Estimate
$10.45B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the MELI page.
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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