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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for MercadoLibre (MELI) is 7/10.
Revenue grew approximately 49% year-over-year as Brazil commerce acceleration from free shipping and credit portfolio near-doubling drove fintech growth. Deliberate margin compression from strategic investments continued with LLM deployment in search driving conversion gains. Credit card cross-sell flywheel scaled across markets while NIM compressed from credit mix shift and longer loan durations.
Scored from MercadoLibre’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.06B | +42.2% | $12.60 | +287.7% | 45.4% | 13.5% | 10.5% | $2.62B |
| FY2025 Q1 | $5.93B | +37.0% | $9.74 | +43.4% | 46.7% | 12.9% | 8.3% | $672M |
| FY2025 Q2 | $6.79B | +33.8% | $10.32 | -1.4% | 45.6% | 12.2% | 7.7% | $2.18B |
| FY2025 Q3 | $7.41B | +39.5% | $8.30 | +6.0% | 43.3% | 9.8% | 5.7% | $2.46B |
| FY2025 Q4 | $8.76B | +44.6% | $11.03 | -12.5% | 43.2% | 10.1% | 6.4% | $4.78B |
| FY2026 Q1 | $8.85B | +49.0% | $8.23 | -15.5% | 43.7% | 6.9% | 4.7% | $1.28B |
| FY2026 Q2 | $10.17B | +49.8% | $9.19 | -10.9% | 40.9% | 6.7% | 4.6% | $3.93B |