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Grab Holdings Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.0188 |
| EPS actual | $0.0300 |
| EPS Surprise | 59.83% |
| Revenue estimate | 921.708M |
| Revenue actual | 955M |
| Revenue Surprise | 3.61% |
| Release date | Feb 12, 2026 |
| EPS estimate | $0.0135 |
| EPS actual | $0.0386 |
| EPS Surprise | 187.06% |
| Revenue estimate | 936.592M |
| Revenue actual | 906M |
| Revenue Surprise | -3.27% |
| Release date | Nov 04, 2025 |
| EPS estimate | $0.0138 |
| EPS actual | $0.0100 |
| EPS Surprise | -27.54% |
| Revenue estimate | 873.7M |
| Revenue actual | 873M |
| Revenue Surprise | -0.0802% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.0100 |
| EPS actual | $0.0100 |
| Revenue estimate | 863.065M |
| Revenue actual | 819M |
| Revenue Surprise | -5.11% |
Last 4 Quarters for Grab Holdings
Below you can see how GRAB 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 | Jul 31, 2025 |
| Price on release | $4.89 |
| EPS estimate | $0.0100 |
| EPS actual | $0.0100 |
| Date | Price |
|---|---|
| Jul 25, 2025 | $5.36 |
| Jul 28, 2025 | $5.28 |
| Jul 29, 2025 | $5.31 |
| Jul 30, 2025 | $5.29 |
| Jul 31, 2025 | $4.89 |
| Aug 01, 2025 | $4.80 |
| Aug 04, 2025 | $4.96 |
| Aug 05, 2025 | $4.97 |
| Aug 06, 2025 | $4.77 |
| 4 days before | -8.77% |
| 4 days after | -2.45% |
| On release day | -1.84% |
| Change in period | -11.01% |
| Release date | Nov 04, 2025 |
| Price on release | $5.79 |
| EPS estimate | $0.0138 |
| EPS actual | $0.0100 |
| EPS surprise | -27.54% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $6.05 |
| Oct 30, 2025 | $5.98 |
| Oct 31, 2025 | $6.01 |
| Nov 03, 2025 | $6.07 |
| Nov 04, 2025 | $5.79 |
| Nov 05, 2025 | $5.64 |
| Nov 06, 2025 | $5.63 |
| Nov 07, 2025 | $5.56 |
| Nov 10, 2025 | $5.90 |
| 4 days before | -4.38% |
| 4 days after | 1.99% |
| On release day | -2.51% |
| Change in period | -2.48% |
| Release date | Feb 12, 2026 |
| Price on release | $4.27 |
| EPS estimate | $0.0135 |
| EPS actual | $0.0386 |
| EPS surprise | 187.06% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $4.27 |
| Feb 09, 2026 | $4.26 |
| Feb 10, 2026 | $4.31 |
| Feb 11, 2026 | $4.23 |
| Feb 12, 2026 | $4.27 |
| Feb 13, 2026 | $4.13 |
| Feb 17, 2026 | $4.27 |
| Feb 18, 2026 | $4.45 |
| Feb 19, 2026 | $4.40 |
| 4 days before | 0% |
| 4 days after | 3.04% |
| On release day | -3.28% |
| Change in period | 3.04% |
| Release date | May 05, 2026 |
| Price on release | $3.68 |
| EPS estimate | $0.0188 |
| EPS actual | $0.0300 |
| EPS surprise | 59.83% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $3.82 |
| Apr 30, 2026 | $3.82 |
| May 01, 2026 | $3.67 |
| May 04, 2026 | $3.62 |
| May 05, 2026 | $3.68 |
| May 06, 2026 | $3.77 |
| May 07, 2026 | $3.79 |
| May 08, 2026 | $3.72 |
| May 11, 2026 | $3.65 |
| 4 days before | -3.66% |
| 4 days after | -0.82% |
| On release day | 2.45% |
| Change in period | -4.45% |
Grab Holdings Earnings Call Transcript Summary of Q1 2026
Grab reported a strong start to 2026 despite seasonally soft Q1 headwinds (Ramadan, Chinese New Year). On-demand GMV grew 24% YoY, monthly transacting users reached 52 million, and Mobility transactions rose 28% YoY. Financial Services loan disbursals grew 67% YoY to over $1 billion and the company reiterated its target for Financial Services to reach adjusted EBITDA breakeven in H2 2026. Grab delivered its 17th consecutive quarter of adjusted EBITDA growth and expanded trailing 12-month adjusted free cash flow to $489 million. Management reiterated full-year guidance: group revenue $4.04–$4.10 billion and adjusted EBITDA $700–$720 million.
Key strategic themes: heavy investment in AI built on a proprietary 20+ billion transaction dataset and a physical fulfillment network; early measurable ROI from AI (Turbo driving a 23% uplift in driver earnings per online hour; merchant AI assistant adopted by ~50% of single-store merchants, driving ~15% GMV uplift for engaged users; advertiser spend up 44% YoY). Grab is also accelerating EV adoption and offering targeted fuel rebates to protect driver livelihoods amid higher fuel prices. Autonomous vehicle pilots have moved to paying public operations in Singapore, but management expects AV adoption in SEA to be gradual.
Risks & operational notes: Indonesia regulatory developments (proposed 8% cap on rider commissions) are focused on 2-wheel O2O drivers and represent a small portion of group GMV (<6% cited); management is engaging regulators but expects Mobility margins to remain within historical ranges. Regional corporate costs rose in Q1 due to deliberate AI infrastructure investments (tokenization/cloud); management expects these costs to stabilize for the rest of 2026 and points to AI-driven efficiency gains offsetting future costs. The $400 million accelerated share repurchase signals management conviction; buybacks are expected to offset stock-based compensation dilution. GrabMart (grocery) is growing faster than food and is viewed as a large TAM opportunity that can enhance long-term LTV. Deposits are being managed prudently; securitization is a potential long-term tool but not an immediate priority.
