Sign In
Buy DLO
DLocal Earnings Calls
| Release date | May 14, 2026 |
| EPS estimate | $0.160 |
| EPS actual | $0.170 |
| EPS Surprise | 6.25% |
| Revenue estimate | 331.201M |
| Revenue actual | 335.9M |
| Revenue Surprise | 1.42% |
| Release date | Mar 18, 2026 |
| EPS estimate | $0.180 |
| EPS actual | $0.220 |
| EPS Surprise | 22.22% |
| Revenue estimate | 296.321M |
| Revenue actual | 337.888M |
| Revenue Surprise | 14.03% |
| Release date | Nov 12, 2025 |
| EPS estimate | $0.165 |
| EPS actual | $0.170 |
| EPS Surprise | 2.84% |
| Revenue estimate | 262.045M |
| Revenue actual | 282.483M |
| Revenue Surprise | 7.80% |
| Release date | Aug 13, 2025 |
| EPS estimate | $0.130 |
| EPS actual | $0.140 |
| EPS Surprise | 7.69% |
| Revenue estimate | 240.446M |
| Revenue actual | 256.458M |
| Revenue Surprise | 6.66% |
Last 4 Quarters for DLocal
Below you can see how DLO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 13, 2025 |
| Price on release | $11.69 |
| EPS estimate | $0.130 |
| EPS actual | $0.140 |
| EPS surprise | 7.69% |
| Date | Price |
|---|---|
| Aug 07, 2025 | $10.69 |
| Aug 08, 2025 | $10.97 |
| Aug 11, 2025 | $10.65 |
| Aug 12, 2025 | $10.97 |
| Aug 13, 2025 | $11.69 |
| Aug 14, 2025 | $15.35 |
| Aug 15, 2025 | $15.66 |
| Aug 18, 2025 | $15.25 |
| Aug 19, 2025 | $14.77 |
| 4 days before | 9.35% |
| 4 days after | 26.35% |
| On release day | 31.31% |
| Change in period | 38.17% |
| Release date | Nov 12, 2025 |
| Price on release | $14.86 |
| EPS estimate | $0.165 |
| EPS actual | $0.170 |
| EPS surprise | 2.84% |
| Date | Price |
|---|---|
| Nov 06, 2025 | $13.60 |
| Nov 07, 2025 | $13.59 |
| Nov 10, 2025 | $14.16 |
| Nov 11, 2025 | $14.52 |
| Nov 12, 2025 | $14.86 |
| Nov 13, 2025 | $13.85 |
| Nov 14, 2025 | $13.68 |
| Nov 17, 2025 | $12.72 |
| Nov 18, 2025 | $12.67 |
| 4 days before | 9.26% |
| 4 days after | -14.74% |
| On release day | -6.80% |
| Change in period | -6.84% |
| Release date | Mar 18, 2026 |
| Price on release | $11.45 |
| EPS estimate | $0.180 |
| EPS actual | $0.220 |
| EPS surprise | 22.22% |
| Date | Price |
|---|---|
| Mar 12, 2026 | $11.55 |
| Mar 13, 2026 | $11.34 |
| Mar 16, 2026 | $11.37 |
| Mar 17, 2026 | $11.73 |
| Mar 18, 2026 | $11.45 |
| Mar 19, 2026 | $12.53 |
| Mar 20, 2026 | $12.14 |
| Mar 23, 2026 | $12.72 |
| Mar 24, 2026 | $12.92 |
| 4 days before | -0.87% |
| 4 days after | 12.84% |
| On release day | 9.43% |
| Change in period | 11.86% |
| Release date | May 14, 2026 |
| Price on release | $12.66 |
| EPS estimate | $0.160 |
| EPS actual | $0.170 |
| EPS surprise | 6.25% |
| Date | Price |
|---|---|
| May 08, 2026 | $13.70 |
| May 11, 2026 | $13.26 |
| May 12, 2026 | $12.69 |
| May 13, 2026 | $12.17 |
| May 14, 2026 | $12.66 |
| May 15, 2026 | $11.01 |
| May 18, 2026 | $11.52 |
| May 19, 2026 | $11.84 |
| May 20, 2026 | $11.92 |
| 4 days before | -7.59% |
| 4 days after | -5.85% |
| On release day | -13.03% |
| Change in period | -12.99% |
DLocal Earnings Call Transcript Summary of Q1 2026
dLocal reported a very strong Q1 2026: TPV reached $14.1 billion (up 73% YoY) and gross profit hit a record $119 million (up 40% YoY). Growth was broad-based across countries, verticals and merchants, with notable strength in Argentina (recovery from Q4), Africa & Asia, travel and on-demand delivery. The company highlighted durable competitive advantages: one API, deep local infrastructure, extensive payment-method and licensing coverage (38 licenses, operations in 60+ countries), and vertical diversification. Revenue retention has exceeded 140% for four consecutive quarters. Results were impacted by two one-off items: (1) a nonrecurring prior-period tax adjustment (~$9.7 million total impact, $5.3M in corporate tax and $4.4M in OpEx) and (2) carryover of elevated OpEx from the 2024–2025 investment cycle that is most visible in H1 2026. Management says these are nonrecurring/transitional effects, expects OpEx growth to moderate and operating leverage to improve in H2 2026, and left full-year guidance unchanged. Cash generation remains healthy (cash flow from operations before working capital changes ~$69.3M). Working-capital was temporarily impacted by funding architecture for advances in certain markets (Argentina) and should normalize over coming quarters. Strategic priorities include converting investments into improved operating profit, returning capital (buyback authorization referenced previously), continued product development (BNPL, stablecoins, merchant-specific products) and deeper expansion in Africa and Asia.
