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MercadoLibre Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $8.75 |
| EPS actual | $8.23 |
| EPS Surprise | -5.94% |
| Revenue estimate | 8.292B |
| Revenue actual | 8.845B |
| Revenue Surprise | 6.67% |
| Release date | Feb 24, 2026 |
| EPS estimate | $11.45 |
| EPS actual | $11.03 |
| EPS Surprise | -3.67% |
| Revenue estimate | 8.45B |
| Revenue actual | 8.759B |
| Revenue Surprise | 3.66% |
| Release date | Oct 29, 2025 |
| EPS estimate | $9.12 |
| EPS actual | $8.32 |
| EPS Surprise | -8.77% |
| Revenue estimate | 7.217B |
| Revenue actual | 7.409B |
| Revenue Surprise | 2.66% |
| Release date | Aug 04, 2025 |
| EPS estimate | $11.93 |
| EPS actual | $10.31 |
| EPS Surprise | -13.58% |
| Revenue estimate | 6.674B |
| Revenue actual | 6.79B |
| Revenue Surprise | 1.73% |
Last 4 Quarters for MercadoLibre
Below you can see how MELI 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 04, 2025 |
| Price on release | $2,395.83 |
| EPS estimate | $11.93 |
| EPS actual | $10.31 |
| EPS surprise | -13.58% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $2,384.90 |
| Jul 30, 2025 | $2,381.39 |
| Jul 31, 2025 | $2,373.89 |
| Aug 01, 2025 | $2,375.92 |
| Aug 04, 2025 | $2,395.83 |
| Aug 05, 2025 | $2,408.02 |
| Aug 06, 2025 | $2,317.22 |
| Aug 07, 2025 | $2,334.82 |
| Aug 08, 2025 | $2,353.70 |
| 4 days before | 0.458% |
| 4 days after | -1.76% |
| On release day | 0.509% |
| Change in period | -1.31% |
| Release date | Oct 29, 2025 |
| Price on release | $2,295.92 |
| EPS estimate | $9.12 |
| EPS actual | $8.32 |
| EPS surprise | -8.77% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $2,148.32 |
| Oct 24, 2025 | $2,161.11 |
| Oct 27, 2025 | $2,282.32 |
| Oct 28, 2025 | $2,290.14 |
| Oct 29, 2025 | $2,295.92 |
| Oct 30, 2025 | $2,360.76 |
| Oct 31, 2025 | $2,327.26 |
| Nov 03, 2025 | $2,316.40 |
| Nov 04, 2025 | $2,305.69 |
| 4 days before | 6.87% |
| 4 days after | 0.426% |
| On release day | 2.82% |
| Change in period | 7.33% |
| Release date | Feb 24, 2026 |
| Price on release | $1,922.56 |
| EPS estimate | $11.45 |
| EPS actual | $11.03 |
| EPS surprise | -3.67% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $2,009.05 |
| Feb 19, 2026 | $1,996.55 |
| Feb 20, 2026 | $1,996.87 |
| Feb 23, 2026 | $1,864.46 |
| Feb 24, 2026 | $1,922.56 |
| Feb 25, 2026 | $1,767.71 |
| Feb 26, 2026 | $1,740.88 |
| Feb 27, 2026 | $1,757.58 |
| Mar 02, 2026 | $1,777.00 |
| 4 days before | -4.31% |
| 4 days after | -7.57% |
| On release day | -8.05% |
| Change in period | -11.55% |
| Release date | May 07, 2026 |
| Price on release | $1,870.01 |
| EPS estimate | $8.75 |
| EPS actual | $8.23 |
| EPS surprise | -5.94% |
| Date | Price |
|---|---|
| May 01, 2026 | $1,850.05 |
| May 04, 2026 | $1,813.53 |
| May 05, 2026 | $1,817.31 |
| May 06, 2026 | $1,841.14 |
| May 07, 2026 | $1,870.01 |
| May 08, 2026 | $1,632.52 |
| May 11, 2026 | $1,557.30 |
| May 12, 2026 | $1,578.78 |
| May 13, 2026 | $1,562.00 |
| 4 days before | 1.08% |
| 4 days after | -16.47% |
| On release day | -12.70% |
| Change in period | -15.57% |
MercadoLibre Earnings Call Transcript Summary of Q1 2026
MercadoLibre reported an exceptionally strong Q1 2026: net revenue grew 49% YoY (their fastest pace since Q2 2022) driven by particularly strong commerce performance in Brazil (GMV +38%, items sold +56%) and robust fintech momentum (Mercado Pago MAUs +29%, AUM +77%, credit portfolio nearly doubled to $14.6B). Management emphasized that recent strategic moves — notably lowering Brazil's free-shipping threshold, targeted seller take-rate reductions, expansion of 1P/CBT and logistics capacity, and aggressive scaling of the credit-card product across Brazil, Mexico and Argentina — are deliberate, evidence-driven investments intended to deepen network effects and accelerate long-term growth. Unit economics improved (cost per shipment down ~17% YoY in local currency) as higher demand increased density and utilization. Profitability was intentionally moderated by heavy reinvestment: operating income was $611M (6.9% margin) and margin compression was attributed largely to accelerated credit issuance (provisions booked up front) and an increased mix of immature credit-card loans and longer-duration consumer loans in Brazil. Management stated the current margin posture is a conscious choice — they can “dial” investment intensity up or down but plan to continue investing boldly because return signals are positive. They also noted continued strong NPS, resilient asset quality across markets, and deployment of LLMs in search to improve discovery and conversion.
