Grab to Report Q4 Earnings: Is a Beat in Store for the Stock?

Core Viewpoint - Grab (GRAB) is expected to report fourth-quarter 2025 results on February 11, with a consensus estimate shifting from a loss of one cent to a profit of one cent per share, and sales projected to increase by 22.2% year-over-year to $933.37 million [1][7]. Financial Performance - Grab's earnings have underperformed the Zacks Consensus Estimate in two of the last four quarters, meeting expectations twice, with an average miss of 29.2% [2]. - In the third quarter of 2025, Grab reported earnings of 1 cent per share, missing the consensus estimate by 67%, while revenues of $873 million missed by 1% but increased by 21.9% year-over-year [6]. Revenue Drivers - The anticipated growth in total revenues for the fourth quarter is expected to be driven by an increase in deliveries, with delivery revenues estimated at $491.79 million, reflecting a 20.8% increase from the previous year [3]. - The mobility segment is projected to generate revenues of $341.46 million, a 21.1% increase year-over-year, while financial services revenues are expected to reach $98.88 million, marking a 33.6% rise [4]. Cost Management - Grab's cost-cutting initiatives are likely to have reduced expenses, contributing positively to bottom-line performance, although high inflation may have negatively impacted results [4][7]. Earnings Prediction Model - The current model does not predict an earnings beat for Grab, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [5].