earnings
confidence high
sentiment positive
materiality 0.85
MercadoLibre Q2 2025 net revenue $6.79B (+34% YoY), TPV $64.6B (+39%), net income $523M
MERCADOLIBRE INC
2025-Q2 EPS reported
$20.06
revenue$12,725,000,000
- Net revenue $6,790M (+34% YoY, +53% FX-neutral); operating income $825M (12.2% margin); net income $523M (7.7%).
- TPV $64.6B (+39% YoY, +61% FX-neutral); credit card portfolio $4.0B (+118% YoY); total credit book $9.3B.
- Commerce GMV $15.3B (+21% YoY); items sold 550M; Brazil items sold growth 34% in June; Mexico items sold +36% YoY.
- S&P upgraded to BBB- investment grade; CEO transition: Galperin to Executive Chairman, Szarfsztejn to CEO effective Jan 1, 2026.
item 2.02item 9.01