GCT
GigaCloud Technology Inc.39.99
+1.34+3.47%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A tempers growth outlook
Q&A provided light incremental color, mainly tempering prepared remarks' enthusiasm by flagging gradual Europe growth slowdown from 70% and Noble House momentum tapering post-Q1 after 40% Q4 surge. New Classic contributes mid-teens revenue in Q1 guidance. Service margins face sequential recovery from last-mile normalization and pricing hikes, while ocean rates stay stably low. Analysts pressed on upside sources and margins; management answered directly but non-speculatively. Growth won't last at this clip forever. Investors will eye integration execution and regional normalization.
Key Stats
Market Cap
1.51BP/E (TTM)
12.08Basic EPS (TTM)
3.31Dividend Yield
0%Recent Filings
8-K
2026 AGM scheduled
8-K
Appoints U.S. auditor Grant Thornton
GigaCloud Technology dismissed KPMG Huazhen LLP as auditor effective March 2, 2026, and appointed Grant Thornton LLP for fiscal 2026, subject to final procedures. The switch complies with audit partner rotation rules and prioritizes U.S.-based expertise near California headquarters. No disagreements or reportable events arose. Clean transition.
10-K
FY2025 results
GigaCloud Technology crushed FY2025 with $1.29B revenue, up 11% y/y, fueled by Marketplace GMV hitting $1.58B (17.5% growth) as active buyers surged 30% to 12,089 while spend per buyer dipped 9.5% amid retailer headwinds. Q4 accelerated the momentum, powering last-mile delivery up 25% y/y to $245M and warehousing 26% to $58M, though ocean freight softened 43% on pricing; gross margins slipped to 23.3% from 24.6% on higher fulfillment costs. Net income climbed to $137M ($3.59 diluted EPS), backed by $380M cash and $111M buyback authorization—aggressive capital return amid $190M operating cash flow. Yet trade restrictions threaten cross-border flows.
8-K
Record Q4 revenue, EPS
GigaCloud reported Q4 revenues of $362.7M, up 22.7% year-over-year, with net income hitting $38.5M and diluted EPS at $1.04. Full-year revenues reached $1,290M on 11.1% growth, fueled by 30% more active buyers and 17.5% Marketplace GMV rise to $1,577M. Cash swelled to $417M, debt-free. Q1 2026 revenues eyed at $330M-$355M.
8-K
GigaCloud completes $18M acquisition
GigaCloud Technology completed its $18 million acquisition of New Classic Home Furnishings on January 2, 2026, snapping up 100% equity on a debt-free basis with post-closing adjustments and earn-out. This bolsters the ecosystem with New Classic's 1,000+ retailers and 2,000 SKUs, integrating into GigaCloud's marketplace for streamlined large-parcel commerce. Acquisition funded from cash on hand. Post-closing adjustments loom.
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