OakChart

Global E Online Ltd

GLBEConsumer Cyclical·Internet Retail·Israel·Mid·NASD·Nov 11 • 11:46 AM ET

42.70+0.71 (1.69%)
2026-11-11 17:46 CET
Market cap
7,052.93 USD m
Revenue, TTM
1,108.52 USD m
Net income, TTM
153.71 USD m
Free cash flow, TTM
307.09 USD m
EPS diluted, TTM
0.88
P/E
48.71
Compare

Price

GLBE against its 20, 50 and 200-day averages
2050200beatearnings
30.0035.0040.0045.002.3M4.6MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26GLBEclose 42.7020-day 41.8650-day 40.07200-day 35.8642.7052w high52w low

5.7% under the 52-week high of 45.28 on 5 Nov 2026. 52-week low 26.85 on 13 May 2026. Last 15 sessions, 12.5% high to low

Profile

GLBE
52-week range, 86% of the way up
26.8445.28

Global-e Online Ltd. engages in the provision of cross-border e-commerce solutions. It offers Global-e Pro and Global-e enterprise. The firm enables merchants to increase the conversion of international traffic into sales by providing online shoppers across global destinations with a seamless, localized shopping experience. Global-e Online was founded by Shahar Tamari, Amir Schlachet, and Nir Debbi on February 21, 2013 and is headquartered in Petach Tikva, Israel.

Employees1219
IPOMay 12, 2021
Beta1.12
ATR, 14d1.74
Rel volume0.25
Short float4.20%
Insider own30.93%
Inst own67.07%

Snapshot

6 groups

Valuation

Index-
Market Cap7.17B
Enterprise Value6.67B
Income153.71M
Sales1.11B
Book/sh5.33
Cash/sh3.16
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout0.00%
Employees1219
IPOMay 12, 2021

Ratios

P/E48.71
Forward P/E25.78
PEG0.32
P/S6.47
P/B8.01
P/C13.52
P/FCF23.36
EV/EBITDA36.53
EV/Sales6.01
Quick Ratio2.07
Current Ratio2.07
Debt/Eq0.03
LT Debt/Eq0.02
Option/ShortYes / Yes

Earnings

EPS (ttm)0.88
EPS next Y1.66
EPS next Q0.23
EPS this Y214.74%
EPS next Y34.92%
EPS next 5Y80.44%
EPS past 3/5Y- 62.44%
Sales past 3/5Y32.99% 47.81%
EPS Y/Y TTM637.65%
Sales Y/Y TTM31.40%
EPS Q/Q340.94%
Sales Q/Q39.15%
EarningsNov 18 BMO
EPS/Sales Surpr.24.77% 5.62%

Ownership

Insider Own30.93%
Insider Trans-2.61%
Inst Own67.07%
Inst Trans-1.03%
ROA11.96%
ROE16.96%
ROIC16.65%
Gross Margin44.30%
Oper. Margin14.28%
Profit Margin13.87%
SMA202.00%
SMA506.58%
SMA20019.09%
Trades-

Technical

Shs Outstand169.44M
Shs Float116.01M
Short Float4.20%
Short Ratio3.46
Short Interest4.88M
52W High45.28 -5.69%
52W Low26.84 59.06%
Volatility4.75% 4.14%
ATR (14)1.74
RSI (14)54.62
Beta1.12
Rel Volume0.25
Avg Volume1.41M
Volume136,596

Performance

Perf Week-4.96%
Perf Month9.49%
Perf Quarter1.21%
Perf Half Y55.05%
Perf YTD8.62%
Perf Year16.48%
Perf 3Y21.38%
Perf 5Y-17.87%
Perf 10Y-
Recom1.12
Target Price50.93
Prev Close41.99
Price42.70
Change %1.69%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Oct 19, 2026UpgradeMMorgan StanleyEqual-Weight → Overweight$50+17.1%
Aug 10, 2026DowngradeMMorgan StanleyOverweight → Equal-Weight$44+3.0%
Jun 10, 2026UpgradeTTruistHold → Buy$39-8.7%
Apr 22, 2026InitiatedBBMO Capital MarketsOutperform$42-1.6%
Mar 31, 2026ResumedBBofA SecuritiesBuy$43+0.7%
Dec 11, 2025DowngradeTTruistHold → Sell
Jun 02, 2025InitiatedTTruistSell$31-27.4%
Mar 26, 2025UpgradeMMorgan StanleyEqual-Weight → Overweight$55 → $46+7.7%
Oct 18, 2024DowngradeMMorgan StanleyOverweight → Equal-Weight$40-6.3%
May 21, 2024UpgradeMMorgan StanleyEqual-Weight → Overweight$33 → $37-13.3%

Peers

Mkt cap
TickerCompanyMkt cap
PTRNPattern Group Inc3.63B
DLODLocal Limited4.11B
SHOPShopify Inc191.84B
FLYWFlywire Corp2.72B
PAYOPayoneer Global Inc2.44B
FOURShift4 Payments Inc3.20B
PYPLPayPal Holdings Inc48.88B
KVYOKlaviyo Inc5.91B
WIXWix.com Ltd2.87B
CMRCCommerce.com Inc302.49M

Insider trading

latest 14 of 100
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Debbi NirPresidentNov 04 '26Sale44.59100,0004,459,4504,242,793Nov 06 12:30 PM
Debbi NirPresidentNov 05 '26Sale44.5118,069804,2864,224,724Nov 06 12:30 PM
Tamari ShaharCOONov 04 '26Sale44.4827,9571,243,4783,728,736Nov 06 12:13 PM
Tamari ShaharCOONov 05 '26Sale45.0427112,2063,728,465Nov 06 12:13 PM
Koren OferCFONov 04 '26Option Exercise3.4412,50043,000165,689Nov 06 10:23 AM
Nir DebbiDirectorNov 04 '26Proposed Sale44.93100,0004,493,000Nov 04 06:11 PM
OFER KORENOfficerNov 04 '26Proposed Sale41.5812,500519,750Nov 04 04:34 PM
Schlachet AmirCEONov 03 '26Sale41.3924,9991,034,6253,616,736Nov 04 10:14 AM
Debbi NirPresidentNov 02 '26Sale43.2214,582630,2664,342,793Nov 04 10:09 AM
Tamari ShaharCOOOct 19 '26Sale39.5424,999988,4233,756,693Oct 21 01:11 PM
YEHIAM SHINDEROfficerOct 20 '26Proposed Sale39.7120,092797,853Oct 20 04:24 PM
Schlachet AmirCEOOct 16 '26Sale39.0424,999975,9313,641,735Oct 20 10:26 AM
Shahar TamariOfficerOct 19 '26Proposed Sale39.71124,9954,963,551Oct 19 05:35 PM
YEHIAM SHINDEROfficerOct 19 '26Proposed Sale38.822007,764Oct 19 04:24 PM

Held by

AUM
TickerCompanyAUM
IEFAiShares Core MSCI EAFE ETFAUM: 191.66B
TMSLT. Rowe Price Small-Mid Cap ETFAUM: 3.28B
SCZiShares MSCI EAFE Small-Cap ETFAUM: 12.92B
IALTiShares Systematic Alternatives Active ETFAUM: 7.83B
EISiShares MSCI Israel ETFAUM: 830.45M
IXUSiShares Core MSCI Total International Stock ETFAUM: 57.59B
LOUPInnovator Deepwater Frontier Tech ETFAUM: 170.06M
FDTXFidelity Disruptive Technology ETFAUM: 252.45M
IDEViShares Core MSCI International Developed Markets ETFAUM: 34.12B
SMLFiShares U.S. Small-Cap Equity Factor ETFAUM: 4.26B

News

latest 14 of 206
  • Global-E Faces A High Bar As Passport Lifts Growth And Margins Draw Scrutiny (Earnings Whispers)
  • Global-e to Announce Financial Results for the Third Quarter 2026 on November 18, 2026 (GlobeNewswire)
  • Global-E Online gains as Morgan Stanley sees persistent growth durability (Investing.com)
  • Global-e Appoints Tomer Gold as Chief Revenue Officer (GlobeNewswire)
  • Amazon, Palantir and 12 more top tech-stock picks from UBS analysts (MarketWatch)
  • Loading…
  • Global E Online Ltd (GLBE) (Q2 2026) Earnings Call Highlights: Record GMV and Revenue Growth ... (GuruFocus.com)
  • Global-e shares surge after earnings beat and stronger full-year outlook (InvestorsHub)
  • Global-e Achieves Significant GMV, Revenue and Profit Expansion in the Second Quarter of 2026, Raises Outlook for the Year (GlobeNewswire)
  • Earnings To Watch: Global E Online Ltd (GLBE) Q2 2026 -- GF Value Sees 82% Upside (GuruFocus.com)
  • Morgan Stanley cuts Global-e rating to equal-weight, raises price target to $44 (Investing.com)
  • Global-e to Announce Financial Results for the Second Quarter 2026 on August 12, 2026 (GlobeNewswire)
  • Global-e Closes on Acquisition of Passport, a US-based e-Commerce Logistics and Solutions Company (GlobeNewswire)
  • Truist reshuffles fintech picks, downgrades BILL and upgrades Global-e (Investing.com)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-18-0.233--312.599
2026Q22026-08-120.2700.2160.270299283.19
2026Q12026-05-130.1700.1720.170252.09250.789
2025Q42026-02-180.3500.3150.355336.66327.999
2025Q32025-11-190.0700.0700.075220.78218.278
2025Q22025-08-130.0600.0300.062214.88207.979
2025Q12025-05-14-0.110-0.126-0.105189.88187.779
2024Q42025-02-190.010-0.0010.009262.91250.969
2024Q32024-11-20-0.130-0.140-0.135175.97169.129
2024Q22024-08-14-0.130-0.155-0.134168.01165.958
2024Q12024-05-20-0.190-0.214-0.193145.87141.559
2023Q42024-02-21-0.130-0.132-0.133185.4181.746
2023Q32023-11-15-0.200-0.237-0.201133.61140.937
2023Q22023-08-08-0.220-0.254-0.216133.31128.798
2023Q12023-05-22-0.260-0.285-0.265117.63111.676
2022Q42023-02-22-0.180-0.287-0.177139.87138.717

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2020FY0.028-0.025136.32-
2021FY-0.753-0.660-0.737245.27240.25
2022FY-1.240-1.364-1.239409.05408.31
2023FY-0.810-0.819-0.814569.95566.52
2024FY-0.450-0.435-0.452752.76740.92
2025FY0.3900.3500.390962.2953.63
2026FY-1.228--1,339
2027FY-1.656--1,724
2028FY-2.291--2,175
2029FY-2.500--2,558

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q3S2026-11-041100312.59310.17315.2
2026Q3S2026-10-261101312.59310.17315.2
2026Q3S2026-10-2211101312.59310.17315.2
2026Q3S2026-09-1411101312.61310.17315.2
2026Q3S2026-08-2111101312.61310.17315.2
2026Q3S2026-08-1911110313.65310.17326.6
2026Q3S2026-08-1211110313.63310326.6
2026Q3S2026-08-091131294.86276.8326.6
2026Q3S2026-08-031141294.86276.8326.6
2026Q3S2026-07-271131294.23276.8326.6
2026Q3S2026-07-231161294.23276.8326.6
2026Q3S2026-07-081161290.58276.8308.26
2026Q3S2026-06-241151288.47276.8308.26
2026Q3S2026-06-161152288.47276.8308.26

Estimate history

EPS, annual-359.172-230.3020.025-0.737-1.239-0.814-0.4520.3880.8766
Period20182019202020212022202320242025TTM
EPS, quarterly-0.134-0.1350.009-0.1050.0620.0750.3550.1750.273
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Sales, annual38.6465.852136.375245.274409.049569.946752.764962.1951108.52
Period20182019202020212022202320242025TTM
Sales, quarterly168.008175.971262.912189.882214.877220.779336.657252.086299
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Shares, annual-0.03321.761150.457161.317165.774169.131169.05169.435
Period20182019202020212022202320242025MRQ
Shares, quarterly166.992166.992169.131169.435169.435169.435169.05169.435169.435
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue1,108.52962.20752.76569.95409.05245.27136.3865.8538.64
Cost of Goods Sold Incl. D&A617.43535.96422.15345.59268.96153.8492.9047.1930.05
Gross Profit491.09426.23330.62224.35140.0991.4343.4718.668.59
Selling, General and Administrative Excl. Other332.85353.41398.54349.25308.76157.0935.0623.6218.97
Research and Development131.84119.89105.4997.5781.2129.7615.4012.039.54
Other Operating Expense0.000.000.000.000.000.000.000.000.00
Operating Income158.2472.83-67.93-124.90-168.67-65.668.41-4.95-10.38
Interest Expense-1.1711.47-12.098.574.342.561.17
Unusual Expense0.250.540.0012.1620.650.000.000.000.00
Net Income Before Taxes157.2370.50-79.39-131.80-201.42-74.234.07-7.51-11.54
Income Taxes3.522.23-3.852.01-6.010.710.160.030.05
Consolidated Net Income153.7168.27-75.55-133.81-195.41-74.933.91-7.54-11.59
Net Income From Continuing Operations153.7168.27-75.55-133.81-195.41-74.933.91-7.54-11.59
Net Income153.7168.27-75.55-133.81-195.41-74.930.73-7.54-11.59
EPS (Recurring)0.880.39-0.45-0.76-1.15-0.740.03-230.30-359.17
EPS (Basic, Before Extraordinaries)0.910.40-0.45-0.81-1.24-0.740.03-230.30-359.17
EPS (Diluted)0.880.39-0.45-0.81-1.24-0.740.03-230.30-359.17
EBITDA182.4993.81-46.98-102.68-139.25-65.338.65-4.78-10.22
Non-Operating Income (Expense)4.71-0.620.005.260.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense32.7731.0830.9335.5229.969.243.050.170.17
Price To Earnings Ratio47.9047.90-------
Price To Sales Ratio5.497.1912.1211.437.9626.29---
Gross Margin44.3044.3043.9239.3634.2537.2831.8828.3422.23
Operating Margin14.287.57-9.02-21.91-41.23-26.776.17-7.52-26.86
Net Margin13.877.10-10.04-23.48-47.77-30.550.53-11.46-30.00
Shares Outstanding169.44169.05169.13165.77161.32150.4621.760.03-
Market Capitalization7,052.937,052.939,106.076,478.203,229.549,232.189,240.92--

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q3
Total Revenue299.00252.09336.66220.78214.88189.88262.91175.97
Cost of Goods Sold Incl. D&A170.14139.61184.21123.47119.98108.00146.4698.12
Gross Profit128.86112.48152.4497.3194.9081.88116.4577.85
Selling, General and Administrative Excl. Other84.0679.5089.0580.2384.38101.07111.2798.89
Research and Development34.9832.9833.0630.8230.7328.1428.2826.99
Other Operating Expense0.000.000.000.000.000.000.000.00
Operating Income44.8032.9763.3917.0810.51-19.185.18-21.03
Interest Expense-1.450.923.10--6.071.19
Unusual Expense0.130.000.130.000.000.000.000.00
Net Income Before Taxes49.3931.5262.3513.9711.49-17.32-0.89-22.22
Income Taxes1.671.16-0.100.791.000.54-2.400.34
Consolidated Net Income47.7230.3662.4513.1810.49-17.861.51-22.56
Net Income From Continuing Operations47.7230.3662.4513.1810.49-17.861.51-22.56
Net Income47.7230.3662.4513.1810.49-17.861.51-22.56
EPS (Recurring)0.270.170.360.070.06-0.110.01-0.13
EPS (Basic, Before Extraordinaries)0.280.180.370.080.06-0.110.01-0.13
EPS (Diluted)0.270.170.350.070.06-0.110.01-0.13
EBITDA51.3939.5569.0422.5015.49-14.2510.13-16.08
Non-Operating Income (Expense)4.710.000.000.000.981.870.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense8.727.868.048.167.956.957.547.67
Price To Earnings Ratio47.9079.92985.21-----
Price To Sales Ratio5.495.247.197.086.757.5812.739.55
Gross Margin43.1044.6245.2844.0844.1643.1244.2944.24
Operating Margin14.9813.0818.837.734.89-10.101.97-11.95
Net Margin15.9612.0418.555.974.88-9.400.57-12.82
Shares Outstanding169.44169.44169.05169.44169.44169.44169.13166.99
Market Capitalization7,052.935,227.076,660.496,059.005,682.855,953.269,106.076,419.17

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Cash & Short Term Investments622.84474.44317.42228.20509.0791.975.12-
Short Term Receivables237.36164.16139.0794.5566.8238.0923.55-
Inventories0.000.000.000.000.000.000.00-
Other Current Assets124.5384.6163.0051.1746.5723.0510.65-
Total Current Assets984.72723.21519.49373.92622.46153.1039.32-
Net Property, Plant & Equipment31.7334.8733.2930.0023.384.881.90-
Total Investments and Advances4.8371.57196.46286.382.432.431.77-
Intangible Assets427.78426.78445.59466.02----
Deferred Tax Assets18.30-0.000.17----
Other Assets13.727.057.536.11197.860.890.62-
Total Assets1,481.081,263.481,202.361,162.60846.13161.2943.60-
Short Term Debt Incl. Current Port. of LT Debt5.054.354.033.252.520.920.59-
Accounts Payable273.24202.54162.18130.3481.7053.5530.65-
Other Current Liabilities231.66141.55107.3175.9947.3629.4310.56-
Total Current Liabilities509.95348.44273.51209.58131.5783.9041.80-
Long Term Debt18.4520.5119.2916.5818.803.510.85-
Provision for Risks Charges0.000.000.001.760.000.000.00-
Deferred Tax Liabilities18.58-6.516.56-0.100.04-
Other Liabilities1.421.101.070.000.005.740.21-
Total Liabilities548.40370.05300.38234.48150.3893.2542.90-
Non-Equity Reserves0.000.000.000.000.000.000.00-
Preferred Stock - Carrying Value0.000.000.000.000.00112.5553.73-
Common Equity932.68893.43901.98928.12695.75-44.51-53.03-
Total Shareholders Equity932.68893.43901.98928.12695.7568.040.70-
Accumulated Minority Interest0.000.000.000.000.000.000.00-
Total Equity932.68893.43901.98928.12695.7568.040.70-
Total Liabilities & Stockholders Equity1,481.081,263.481,202.361,162.60846.13161.2943.60-
Book Value Per Share5.525.285.445.754.62-2.05-1,613.42-
Tangible Book Value Per Share2.992.762.752.864.62-2.05-1,613.42-
Full-Time Employees1,2191,084923767473289--
Price to Book Ratio7.8710.477.133.5513.7113.63--
Return on Assets4.97-6.13-11.32-19.46-14.883.82--
Return on Equity7.48-8.42-14.62-24.07-19.5411.39--
Return on Invested Capital7.18-8.27-14.52-20.68-10.495.47-486.40-
Quick Ratio1.932.081.901.784.731.820.94-
Current Ratio1.932.081.901.784.731.820.94-

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Net Income159.8868.27-75.55-133.81-195.41-74.933.91-7.54-11.59
Depreciation25.8120.9820.9422.2229.420.330.240.170.16
Other Funds (Non Cash)57.6791.21191.09192.84186.81102.349.480.220.22
Funds from Operations243.36180.47136.4981.2620.8227.6413.68-7.16-11.17
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital65.85103.3232.9126.9760.67-11.9015.6714.193.18
Income Taxes Payable--0.44-6.510.12-8.18----
Cash from Operating Activities309.21283.78169.39108.2281.4915.7529.357.03-7.99
Capital Expenditures-2.12-3.10-2.34-1.74-8.35-2.88-0.46-0.26-0.11
Net Assets From Acquisitions-18.83-17.760.000.00-317.480.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.000.00
Purchase or Sale of Investments57.53-159.85-102.78-53.30-4.27-37.61-23.59-0.19-1.50
Purchase of Investments-428.97-465.12-288.34-179.05-86.78-120.01-23.59-0.19-1.50
Sale Or Maturity of Investments486.50305.27185.56125.7582.5182.410.000.000.00
Other Uses0.000.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.000.00
Cash from Investing Activities36.57-180.71-105.12-55.04-330.10-40.49-24.05-0.45-1.61
Cash Dividends Paid0.000.000.000.000.000.000.000.000.00
Change in Capital Stock-205.55-70.833.281.991.24398.6159.360.1519.97
Repurchase of Common Pref Stock-206.79-72.220.000.000.000.000.000.000.00
Sale of Common Pref Stock1.241.393.281.991.24398.6159.360.1519.97
Proceedsfrom Stock Options0.000.000.000.000.00396.4958.820.0019.88
Issuance or Reduction of Debt, Net0.000.000.000.000.000.000.000.000.00
Change in Long Term Debt0.000.000.000.000.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.000.000.000.000.00
Net Financing Active Other Cash Flow0.000.000.000.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.000.000.000.00
Cash from Financing Activities-205.55-70.833.281.991.24398.6159.360.1519.97
Exchange Rate Effect5.5110.98-4.471.90-----
Net Change in Cash145.7543.2363.0957.08-247.38373.8764.666.7210.37
Free Cash Flow307.09280.68167.06106.4873.1312.8728.896.76-8.10
Preferred Dividends (Cash Flow)-0.000.000.000.000.00--0.00
Price to Free Cash Flow19.8124.6554.6261.1744.50501.29---
Deferred Taxes & Investment Tax Credit-0.000.000.000.00-0.090.05-0.010.05

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Cash & Short Term Investments530.41552.53622.84552.42515.48444.83
Short Term Receivables236.42160.33237.36140.83122.55122.18
Inventories0.000.000.000.000.000.00
Other Current Assets124.22119.08124.5397.8796.99116.97
Total Current Assets891.05831.93984.72791.13735.02683.98
Net Property, Plant & Equipment32.1931.8031.7332.9333.7333.82
Total Investments and Advances0.000.004.838.5616.5829.51
Intangible Assets415.83421.81427.78432.82417.97422.38
Deferred Tax Assets--18.30---
Other Assets16.1915.8613.7213.0912.4912.05
Total Assets1,355.261,301.391,481.081,278.511,215.791,181.74
Short Term Debt Incl. Current Port. of LT Debt6.005.265.054.834.704.37
Accounts Payable238.55182.00273.24163.57145.24154.67
Other Current Liabilities186.02182.37231.66156.27135.60117.85
Total Current Liabilities430.57369.63509.95324.66285.54276.89
Long Term Debt19.3918.6418.4519.1419.9519.51
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities0.070.2918.580.45--
Other Liabilities1.571.441.421.261.221.09
Total Liabilities451.60389.99548.40345.52306.71297.48
Non-Equity Reserves0.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity903.66911.39932.68932.99909.09884.25
Total Shareholders Equity903.66911.39932.68932.99909.09884.25
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity903.66911.39932.68932.99909.09884.25
Total Liabilities & Stockholders Equity1,355.261,301.391,481.081,278.511,215.791,181.74
Book Value Per Share5.335.385.525.515.375.22
Tangible Book Value Per Share2.882.892.992.952.902.73
Full-Time Employees--1,219---
Price to Book Ratio7.875.597.146.666.436.75
Return on Assets11.969.384.970.60-2.42-5.36
Return on Equity16.9612.977.480.81-3.18-6.93
Return on Invested Capital5.173.266.571.381.13-1.98
Quick Ratio2.072.251.932.442.572.47
Current Ratio2.072.251.932.442.572.47

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Net Income49.7330.3666.3213.4810.46-17.86
Depreciation6.936.586.226.095.014.94
Other Funds (Non Cash)10.959.2717.5919.8615.8043.49
Funds from Operations67.6046.2190.1339.4231.2830.57
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital6.06-118.76140.5837.9733.65-102.62
Income Taxes Payable---0.460.000.000.00
Cash from Operating Activities73.67-72.55230.7177.3964.93-72.05
Capital Expenditures-0.47-0.36-0.46-0.83-1.45-0.55
Net Assets From Acquisitions0.000.00-0.27-18.570.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments135.99-1.20-84.307.05-71.60-20.68
Purchase of Investments-23.65-117.52-174.29-113.51-116.77-88.74
Sale Or Maturity of Investments159.64116.3289.98120.5545.1768.06
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities135.52-1.56-85.03-12.35-73.04-21.23
Cash Dividends Paid0.000.000.000.000.000.00
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock-71.17-58.86-76.150.630.190.21
Repurchase of Common Pref Stock-71.26-58.95-76.590.000.000.00
Sale of Common Pref Stock0.090.080.450.630.190.21
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net0.000.000.000.000.000.00
Change in Long Term Debt0.000.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.000.00
Net Financing Active Other Cash Flow0.000.000.000.000.000.00
Other Financing Activities Uses0.000.000.000.000.000.00
Cash from Financing Activities-71.17-58.86-76.150.630.190.21
Exchange Rate Effect0.211.212.581.516.081.48
Net Change in Cash138.23-131.7872.1167.18-1.85-91.59
Free Cash Flow73.19-72.92230.2576.5663.48-72.59
Price to Free Cash Flow19.8118.0523.2532.0538.0740.36

Revenue breakdown

Fulfillment Services2024: 402.45M 2025: 510.99M
Service Fees2024: 350.31M 2025: 451.21M
European Union2024: 125.55M 2025: 175.57M
Israel2024: 2.75M 2025: 3.75M
Other Countries2024: 41.97M 2025: 81.83M
United Kingdom2024: 182.90M 2025: 193.96M
United States2024: 399.60M 2025: 507.09M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-304.20%4.9M116.0M1.42M
2026-10-153.60%4.2M116.0M1.47M
2026-09-303.34%3.8M115.2M1.47M
2026-09-153.57%4.1M115.9M1.48M
2026-08-313.39%3.9M115.8M1.58M
2026-08-143.27%3.8M115.7M1.67M
2026-07-313.40%3.6M105.5M1.74M
2026-07-153.50%3.7M105.2M1.66M
2026-06-304.04%4.3M106.9M1.62M
2026-06-153.34%3.6M106.7M1.49M
2026-05-293.23%3.5M106.7M1.34M
2026-05-153.29%3.6M110.2M1.58M
2026-04-303.79%4.1M106.9M1.59M
2026-04-154.47%4.8M106.8M1.56M
2026-03-314.51%4.8M106.5M1.60M
2026-03-135.01%5.3M106.5M1.54M
2026-02-275.00%5.3M106.5M1.58M
2026-02-135.11%5.4M106.5M1.44M
2026-01-305.49%5.8M106.1M1.27M
2026-01-155.51%5.8M106.1M1.30M

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call15.0025.5029.100.005.8330.000.000.961-0.1540.006
call17.5023.0026.600.005.1371.000.000.954-0.1520.006
call20.0020.5024.1017.004.4242.000.000.947-0.1490.007
call22.5018.0021.6014.903.8581.000.000.938-0.1460.008
call25.0015.5019.109.433.3989.000.000.928-0.1410.009
call30.0011.0014.2010.762.6892.000.000.897-0.1350.012
call35.005.909.207.601.7701250.000.858-0.1120.015
call40.002.256.204.901.8271,0010.000.659-0.1920.025
call45.001.952.152.351.1515,3400.000.424-0.1720.026
call50.000.601.150.811.2801,7162.000.248-0.1520.021
call55.000.051.450.451.68056.000.000.205-0.1780.019
call60.000.001.450.052.01429.000.000.180-0.1970.018
put15.000.000.750.004.8980.000.00-0.041-0.1590.006
put17.500.000.751.004.2403.000.00-0.048-0.1570.007
put20.000.000.750.153.6889.000.00-0.056-0.1540.008
put22.500.000.751.563.1952.000.00-0.065-0.1490.008
put25.000.000.950.332.75810,2580.00-0.075-0.1440.009
put30.000.000.750.082.0051880.00-0.102-0.1320.012
put35.000.150.700.501.3092400.00-0.142-0.1090.015
put40.001.052.151.851.2908550.00-0.341-0.1870.025
put45.004.304.604.101.21841.000.00-0.576-0.1670.026
put50.006.809.906.341.8822.000.00-0.764-0.1380.021
put55.0011.5014.400.002.0880.000.00-0.806-0.1620.018
put60.0016.0019.500.002.4790.000.00-0.825-0.1850.017

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-06144/ASEC
2026-11-064Statement of changes in beneficial ownership of securities2026-11-04SEC
2026-11-064Statement of changes in beneficial ownership of securities2026-11-04SEC
2026-11-064Statement of changes in beneficial ownership of securities2026-11-04SEC
2026-11-04144Filing for proposed sale of securities under Rule 144.SEC
2026-11-04144Filing for proposed sale of securities under Rule 144.SEC
2026-11-044Statement of changes in beneficial ownership of securities2026-11-03SEC
2026-11-044Statement of changes in beneficial ownership of securities2026-11-02SEC
2026-10-214Statement of changes in beneficial ownership of securities2026-10-19SEC
2026-10-20144Filing for proposed sale of securities under Rule 144.SEC
2026-10-204Statement of changes in beneficial ownership of securities2026-10-16SEC
2026-10-19144Filing for proposed sale of securities under Rule 144.SEC
2026-10-19144Filing for proposed sale of securities under Rule 144.SEC
2026-10-194Statement of changes in beneficial ownership of securities2026-10-15SEC
2026-10-15144Filing for proposed sale of securities under Rule 144.SEC
2026-10-09SCHEDULE 13GSEC
2026-10-074Statement of changes in beneficial ownership of securities2026-10-05SEC
2026-10-054Statement of changes in beneficial ownership of securities2026-10-02SEC
2026-10-054Statement of changes in beneficial ownership of securities2026-10-01SEC
2026-10-016-KCurrent report of foreign issuer pursuant to Rules 13a-16 and 15d-162026-10-01SEC
2026-09-244Statement of changes in beneficial ownership of securities2026-09-22SEC
2026-09-22144Filing for proposed sale of securities under Rule 144.SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-18SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-21SEC
2026-09-224Statement of changes in beneficial ownership of securities2026-09-16SEC
2026-09-224/A2026-09-03SEC
2026-09-164Statement of changes in beneficial ownership of securities2026-09-14SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-11008.18M6
2026-10005.11M6
2026-09007.92M13
2026-080017.99M12
2026-07007.57M9
2026-06007.28M16
2026-05001.82M11
2026-04003.22M14
2026-03001.43M3
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
WASATCH ADVISORS LP5.12%
Capital World Investors4.33%
PRICE T ROWE ASSOCIATES INC /MD/4.21%
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP4.11%
Phoenix Financial Ltd.2.86%
BlackRock, Inc.2.44%
Harel Insurance Investments & Financial Services Ltd.2.20%
MARSHALL WACE, LLP2.10%
Arohi Asset Management PTE Ltd.1.84%
Contour Asset Management LLC1.79%

Funds

Fund% owned
SMALLCAP World Fund Inc4.21%
T. Rowe Price Mid-Cap Value Fund, Inc.1.75%
Wasatch Core Growth Fund1.34%
ClearBridge Select Fund0.68%
Wasatch Small Cap Growth Fund0.65%
Janus Henderson Triton Fund0.64%
Spyglass Growth Fund0.62%
ClearBridge Small Cap Growth Fund0.51%
iShares Core MSCI EAFE ETF0.50%
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.48%

OakChart. GLBE. Cached 15 minutes.