Grab (US:GRAB) ZACKS·2025-11-04 17:30Core Insights - Grab Holdings Limited reported a revenue of $873 million for the quarter ended September 2025, reflecting a year-over-year increase of 21.9% [1] - The earnings per share (EPS) was $0.01, unchanged from the same quarter last year, but fell short of the consensus estimate of $0.03, resulting in a surprise of -66.67% [1] - The reported revenue was below the Zacks Consensus Estimate of $882.02 million, with a surprise of -1.02% [1] Financial Performance Metrics - On-Demand Gross Merchandise Value (GMV) reached $5.77 billion, exceeding the average estimate of $5.66 billion [4] - GMV for Deliveries was $3.73 billion, slightly above the estimated $3.65 billion [4] - GMV for Mobility stood at $2.04 billion, also surpassing the estimate of $2.02 billion [4] - Revenue from Deliveries was $465 million, marginally below the average estimate of $468.32 million [4] - Revenue from Financial Services was $90 million, slightly above the estimate of $89.6 million [4] - Revenue from Other sources was $1 million, compared to the estimate of $1.02 million [4] - Revenue from Mobility was $317 million, below the average estimate of $323.09 million [4] - Adjusted EBITDA for Deliveries was $78 million, exceeding the estimate of $73.23 million [4] - Adjusted EBITDA for Financial Services was -$28 million, worse than the estimate of -$26.2 million [4] - Adjusted EBITDA for Mobility was $181 million, slightly above the estimate of $179.35 million [4] Stock Performance - Grab's shares have returned -5% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]