Compared to Estimates, MercadoLibre (MELI) Q4 Earnings: A Look at Key Metrics

Core Insights - MercadoLibre reported a revenue of $8.76 billion for the quarter ended December 2025, reflecting a year-over-year increase of 44.6% and surpassing the Zacks Consensus Estimate by 2.86% [1] - The company's EPS was $11.03, down from $12.61 in the same quarter last year, resulting in an EPS surprise of -6.31% compared to the consensus estimate of $11.77 [1] Financial Performance Metrics - Gross merchandise volume reached $19.91 billion, exceeding the average estimate of $19.19 billion from four analysts [4] - Total payment volume was $83.69 billion, surpassing the average estimate of $82.19 billion based on three analysts [4] - Geographic revenue breakdown: - Brazil: $4.64 billion, exceeding the estimate of $4.48 billion, with a year-over-year increase of 47.9% [4] - Other countries: $414 million, above the estimate of $387.14 million, with a year-over-year increase of 53.9% [4] - Mexico: $2.1 billion, slightly below the estimate of $2.13 billion, with a year-over-year increase of 55.6% [4] - Argentina: $1.61 billion, below the estimate of $1.67 billion, with a year-over-year increase of 23.3% [4] Stock Performance - Over the past month, MercadoLibre's shares have returned -15.7%, contrasting with the Zacks S&P 500 composite's -1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]