Global-E Online Ltd. (GLBE) SEC Filings & Earnings Calls
EquiReason read 12 Global-E Online Ltd. SEC filings in the last 12 months. Latest: 6-K on 2026-10-01 — Global-E Online appoints Tomer Gold as Chief Revenue Officer effective October 1, 2026, replacing Ran Fridman who is leaving after more than five years..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
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Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
1 Oct 20266-KGlobal-E Online appoints Tomer Gold as Chief Revenue Officer effective October 1, 2026, replacing Ran Fridman who is leaving after more than five years.open
Risks flagged
Departure of long-tenured CRO Ran Fridman may lead to temporary disruption in revenue organization.
“Ran Fridman, Chief Revenue Officer, will leave the company after more than five years.” · word for word
12 Aug 20266-KQ2 2026 GMV +44% YoY, revenue +39% YoY, Adj. EBITDA margin +300bps to 20.9%; raised FY2026 guidance across all metrics; new $500M buyback authorized.earningsopen
Figures in the filing · each found in the filing text
| GMV · Q2-2026 | $2.09B | +44% y/y |
| Revenue · Q2-2026 | $299M | +39% y/y |
| Adjusted EBITDA · Q2-2026 | $62M | +62% y/y |
| Non-GAAP gross margin · Q2-2026 | 45.3% | |
| GAAP gross margin · Q2-2026 | 44.1% | |
| Non-GAAP net profit · Q2-2026 | $65M | +71% y/y |
| Net profit · Q2-2026 | $48M | |
| Free Cash Flow · Q2-2026 | $73M | +15% y/y |
| Service fees revenue · Q2-2026 | $139M | |
| Fulfillment services revenue · Q2-2026 | $160M |
Guidance
FY2026 GMV raised to $8,810-9,110M from $8,530-8,880M; FY2026 revenue raised to $1,305-1,355M from $1,220-1,280M; FY2026 Adjusted EBITDA raised to $278-300M from $264.5-289.5M; Q3 2026 GMV $1,995-2,045M; Q3 2026 revenue $308.5-315.5M; Q3 2026 Adjusted EBITDA $58.5-62.5M
Raised FY2026 guidance across all metrics; strong Q2 beat; margin expansion
Risks flagged
Tariff and trade regulation risk
“Risk factors mention impact of imposed tariffs or other trade regulations on business and financial results”
Dependence on Shopify partnership
“Risk factors mention ability to adapt platform for Shopify platforms and realize benefits of strategic alliances”
1 Jul 20266-KGlobal-e completed acquisition of Passport, a US-based cross-border e-commerce logistics company, for $350M funded by cash and shares.acquisitionopen
Figures in the filing · each found in the filing text
| Acquisition Consideration · 2026-07-01 | $350M | |
| Contingent Consideration · 2026 | $75M |
Risks flagged
Integration risk; potential dilution from share issuance; contingent consideration may increase cost.
“Acquisition funded partly with shares; contingent consideration up to $75M; integration risks highlighted.”
26 May 20266-KGlobal-e acquires Passport for $350M upfront (cash + stock) plus up to $75M earnout; enhances logistics capabilities and expands non-MoR offering.acquisitionopen
Figures in the filing · each found in the filing text
| Passport expected revenue · CY2026 | $100M |
Risks flagged
Integration risk and potential dilution from stock consideration.
“Consideration includes ordinary shares; integration of Passport's operations and culture.”
13 May 20266-KGlobal-e Q1 2026: GMV up 40% YoY to $1.74B, revenue up 33% to $252.1M, adjusted EBITDA margin 19.9% (+330bps), raises FY2026 outlook across all metrics.open
Figures in the filing · each found in the filing text
| GMV · Q1-2026 | $1.74B | +40% y/y |
| Revenue · Q1-2026 | $252M | +33% y/y |
| Non-GAAP gross profit · Q1-2026 | $119M | +37% y/y |
| Non-GAAP gross margin · Q1-2026 | 47.0% | |
| Adjusted EBITDA · Q1-2026 | $50M | +59% y/y |
| Non-GAAP net profit · Q1-2026 | $47M | +45% y/y |
| Free Cash Flow · Q1-2026 | $-73M |
Guidance
FY2026 GMV $8.53-8.88B, Revenue $1.22-1.28B, Adjusted EBITDA $264.5-289.5M
Raises FY2026 outlook across all guidance metrics, indicating strong momentum and confidence.
Risks flagged
Free cash flow negative at $72.9M, similar to prior year, indicating ongoing investment needs.
“Free Cash Flow used in the first quarter of 2026 was $72.9 million.”
26 Mar 202620-FGlobal-E reported strong FY2025 results with 27.8% revenue growth, 41% Adjusted EBITDA growth, and a return to GAAP profitability.earningsopen
Figures in the filing · each found in the filing text
| Gross Merchandise Value (GMV) · FY2025 | $6.57B | +35% y/y |
| Net Dollar Retention Rate · FY2025 | 122.0% | |
| Revenue · FY2025 | $962M | +28% y/y |
| Non-GAAP Gross Profit · FY2025 | $446M | +28% y/y |
| Non-GAAP Gross Margin · FY2025 | 46.3% | |
| Adjusted EBITDA · FY2025 | $199M | +41% y/y |
| Adjusted EBITDA Margin · FY2025 | 20.6% | |
| Free Cash Flow · FY2025 | $281M | +68% y/y |
| Non-GAAP Net Profit · FY2025 | $193M | +47% y/y |
| Non-GAAP Net Profit Per Share (Diluted) · FY2025 | $1.10 | +47% y/y |
Risks flagged
Geopolitical Risk (Middle East Conflict)
“The U.S.-Iran conflict has contributed (and may continue to contribute) to significant volatility in global energy prices and disruption to key shipping routes in the Middle East, including the Red Sea and Persian Gulf, which may increase logistics costs and delivery times for cross-border e-commerce transactions.” · word for word
Tariff and Trade Policy Risk
“Changes in trade policies, including the imposition of new or additional tariffs, taxes, sanctions, or import restrictions in key markets, may increase our costs, disrupt supply chains, and affect the affordability of products for consumers as merchants may increase the price of their products.” · word for word
De Minimis Exemption Risk
“our business relies on the personal importation model under which low-value shipments may qualify for duty-free entry, and any reduction or elimination of de minimis exemptions could increase landed costs and reduce transaction volumes” · word for word
Concentration of Insider Ownership
“Our executive officers, directors, beneficial owners of greater than 5% of our ordinary shares and affiliated entities together beneficially owned approximately 38% of our ordinary shares outstanding as of December 31, 2025.” · word for word
Share Repurchase Program Risk
“Our Repurchase Program could diminish our cash reserves, which may impact our ability to finance future growth and to pursue possible future strategic opportunities and acquisitions.” · word for word
18 Feb 20266-KGlobal-e Q4/FY2025 record results: Q4 GMV $2.36B (+37.8% YoY), revenue $336.7M (+28% YoY), Adj. EBITDA $87.2M (+53% YoY). FY GMV $6.57B (+35% YoY), revenue $962.2M (+28% YoY), Adj. EBITDA $198.5M (+41% YoY). FY2026 guidance: revenue growthearningsopen
Figures in the filing · each found in the filing text
| GMV · Q4-2025 | $2.36B | +38% y/y |
| Revenue · Q4-2025 | $337M | +28% y/y |
| Service fees revenue · service_fees · Q4-2025 | $161M | |
| Fulfillment services revenue · fulfillment_services · Q4-2025 | $176M | |
| Non-GAAP gross profit · Q4-2025 | $158M | +30% y/y |
| Non-GAAP gross margin · Q4-2025 | 46.8% | |
| Adjusted EBITDA · Q4-2025 | $87M | +53% y/y |
| Non-GAAP net profit · Q4-2025 | $86M | +62% y/y |
| Net profit · Q4-2025 | $63M | |
| Free Cash Flow · Q4-2025 | $216M | +68% y/y |
Guidance
FY2026 revenue growth acceleration to close to 30%; significant bottom line margin expansion and free cash flow generation
FY2026 guidance: revenue growth acceleration to ~30%, significant margin expansion, strong free cash flow.
19 Nov 20256-KGlobal-e reports Q3 2025: GMV +33%, revenue +25%, adjusted EBITDA +33%, free cash flow +246% YoY. Raises full-year guidance. Announces $200M buyback authorization.earningsopen
Figures in the filing · each found in the filing text
| GMV · Q3-2025 | $1.51B | +33% y/y |
| Revenue · Q3-2025 | $221M | +25% y/y |
| Adjusted EBITDA · Q3-2025 | $41M | +33% y/y |
| Free Cash Flow · Q3-2025 | $74M | +246% y/y |
| Non-GAAP Gross Margin · Q3-2025 | 46.3% |
Guidance
FY2025 GMV guidance raised to $6,404-$6,524M from $6,220-$6,520M; revenue to $944.1-$960.1M from $921.5-$971.5M
Raised full-year guidance across GMV, revenue, and adjusted EBITDA; Q4 guidance introduced.
Global-E Online Ltd. — questions
- What did Global-E Online Ltd. file recently?
- 12 SEC filings in the last 12 months. Latest: 6-K on 2026-10-01 — Global-E Online appoints Tomer Gold as Chief Revenue Officer effective October 1, 2026, replacing Ran Fridman who is leaving after more than five years.
Every figure on this page comes from Global-E Online Ltd.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.