MercadoLibre, Inc. Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
25.4%projected annual EPS growth
Analyst Coverage
24analysts covering
FY EPS (est.)
$38.31next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Next Earnings Release | 4 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Quarterly net revenue and financial income (USD billions) Quarterly10.2
Quarterly gross merchandise volume (USD billions) Quarterly21.9
Quarterly items sold (millions) Quarterly795.4
Operating margin (percent) Quarterly6.7%
Credit portfolio (USD billions) Quarterly16.4
Credit-portfolio 15-to-90-day non-performing-loan ratio (percent) Quarterly7.0%
Watch Items
- Sustained revenue growth relative to MercadoLibre's recent above-30% trajectoryAction: Reassess whether commerce engagement and fintech monetization remain sufficient to support the growth thesis.
- Operating-margin resilience during elevated logistics, technology, and ecosystem investmentAction: Review investment efficiency, gross-margin pressure, credit costs, and the expected path to operating leverage.
- Credit quality as Mercado Pago expands its loan portfolio rapidlyAction: Reassess underwriting discipline, reserve adequacy, funding requirements, and the risk-adjusted economics of credit growth.
Research as of 29 Aug 2026