MercadoLibre Q4 revenue $8.8B (+45% YoY); operating margin 10.1% (incl. one-off); CEO transition completed

MERCADOLIBRE INC

2025-FY EPS reported $39.40 revenue$28,893,000,000

Net revenues $8,759M (+45% YoY); GMV $19.9B (+37%); TPV $83.7B (+42%); all metrics beat prior year.
Operating income $889M (10.1% margin) includes $99M Brazil tax credit; ex-items margin 9.0%, down 80bps QoQ.
Net income $559M (-13% YoY) on normalized tax rate; adj. free cash flow $763M in Q4; FY25 capex $1.3B.
CEO transition effective Jan 1, 2026: Ariel Szarfsztejn named CEO; founder Marcos Galperin becomes Executive Chairman.
Credit portfolio $12.5B (+90% YoY); NIMAL 23.3%; credit card NPL 15-90 days at historic low 4.4%.

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