GigaCloud Technology (GCT) Company Report

GigaCloud Technology reported Q3 2025 revenue of $333 million, representing 10% year-over-year growth, with a net profit of $37 million and $0.99 EPS.
The company is debt-free with $360 million cash on its balance sheet and generated over $70 million from operations in the last quarter.
Strategic actions include an aggressive share repurchase program, buying back approximately 10% of the company in the last 12 months, and completing three acquisitions, with the most recent on January 2, 2026, for $18 million.
European revenue grew 70% year-over-year in Q3 2025, contributing one-third of total revenue, which helped compensate for slowing demand in the U.S..

3 days ago

Transcript

GigaCloud Technology Presents Q3 2025 Performance and Strategic Initiatives at Needham Growth Conference

GCT

Revenue Acceleration/Inflection

Share Buyback

M&A

GigaCloud Technology reported $333 million in revenue for the last quarter (Q3 2025), reflecting a 10% year-over-year growth, with a net profit of $37 million and $0.99 per share EPS.
The company maintains a strong financial position, being debt-free with $360 million cash on its balance sheet and generating over $70 million from operations in the last quarter.
GigaCloud has actively engaged in capital allocation, repurchasing approximately 10% of the company's shares in the last 12 months and completing three acquisitions since its 2022 IPO, including a recent $18 million acquisition of a furniture distributor.
Europe has emerged as a significant growth driver, representing 20% of total revenue and experiencing 70% year-over-year growth in Q3 2025, now contributing one-third of total revenue.
The company operates a B2B marketplace focused on big and bulky items, primarily furniture, utilizing a Supplier Fulfilled Retailing (SFR) model, and achieves a high take rate for 3P transactions, ranging from 35% to over 50%.

3 days ago

Transcript

GigaCloud Technology Highlights Q3 2025 Financial Performance and Strategic Growth

GCT

Earnings

Share Buyback

M&A

GigaCloud Technology (GCT) reported $333 million in revenue for the last quarter (Q3 2025), reflecting 10% year-over-year growth, with a net profit of $37 million and $0.99 EPS.
The company maintains a strong financial position, being debt-free with $360 million cash on its balance sheet and generating over $70 million in cash from operations in the last quarter.
GCT has been strategically active, repurchasing approximately 10% of the company's shares in the past 12 months and completing an $18 million acquisition of a furniture distributor on January 2.
The company is experiencing robust international expansion, with its European segment contributing 20% of revenue and growing 70% year-over-year in Q3 2025, offsetting slower growth in the US.

3 days ago

Transcript

GigaCloud Technology Completes Acquisition of New Classic Home Furnishings

GCT

M&A

New Projects/Investments

GigaCloud Technology Inc. (Nasdaq: GCT) completed the acquisition of New Classic Home Furnishings, Inc. on January 2, 2026.
GigaCloud acquired 100% of New Classic's outstanding equity for a total consideration of $18 million on a debt-free basis, funded from existing cash on hand.
New Classic is a U.S.-based distributor serving the home furnishings market, with over 1,000 retailer customers and more than 2,000 SKUs.
The acquisition is expected to strengthen GigaCloud's ecosystem by adding a wholesale business and broadening retailer relationships.

Jan 2, 2026, 1:15 PM

8-K

GigaCloud Technology Inc to Acquire New Classic Home Furnishings

GCT

M&A

New Projects/Investments

GigaCloud Technology Inc has entered into a definitive Share Purchase Agreement to acquire 100% of the outstanding equity of New Classic Home Furnishings, Inc..
The total consideration for the acquisition is $18 million on a debt-free basis, including a post-close earn-out, and will be funded from GigaCloud's existing cash on hand.
The transaction is expected to close on January 2, 2026, subject to the satisfaction of customary closing conditions.

Dec 3, 2025, 9:05 PM

8-K

GigaCloud Technology Reports Record Q3 2025 Results and Announces New Acquisition

GCT

Earnings

M&A

Guidance Update

GigaCloud Technology reported record quarterly revenue of $333 million, a 10% year-over-year increase, and a record quarterly EPS of $0.99 for Q3 2025.
The company announced the planned acquisition of New Classic Home Furniture, scheduled to close on January 1st, 2026, to expand into brick-and-mortar wholesale and further diversify its business.
Growth was significantly driven by international markets, with European revenues increasing 70% year-over-year to $100 million, which helped offset domestic softness.
For Q4 2025, GigaCloud Technology expects revenue to be between $328 million and $344 million.
The company maintains a debt-free balance sheet with $367 million in total liquidity and has executed approximately $16 million in share buybacks from its $111 million plan.

Nov 6, 2025, 11:00 PM

Transcript

GigaCloud Technology Reports Q3 2025 Results

GCT

Earnings

Revenue Acceleration/Inflection

Share Buyback

For Q3 2025, GigaCloud Technology reported Total Revenues of $303 million, Net Income of $41 million, and Diluted EPS of $0.99. Total Revenues increased by 10% from Q3 2024 to Q3 2025.
The company's GigaCloud Marketplace GMV reached $1.5 billion for the LTM ended September 30, 2025, representing a 21% year-over-year growth.
Active Buyers grew by 34% year-over-year to 11,419, and Active 3P Sellers increased by 17% year-over-year to 1,232 for the LTM ended September 30, 2025.
As of September 30, 2025, GigaCloud Technology held $367 million in Cash, Equivalents, Restricted Cash & Investments and generated $261 million in Operating Cash Flow.
The company repurchased $16 million in Class A shares under its 2025 authorization.

Nov 6, 2025, 11:00 PM

Presentation

GigaCloud Technology Reports Strong Q3 2025 Results and Announces New Acquisition

GCT

Earnings

M&A

Guidance Update

GigaCloud Technology reported strong Q3 2025 results, with revenue reaching a new quarterly high of $333 million, representing 10% year-over-year growth, and a record quarterly EPS of $0.99. The company also generated $78 million in operating cash flows and maintained a debt-free balance sheet with $367 million in total liquidity.
The company announced the planned acquisition of New Classic Home Furnishings, expected to close on January 1st, 2026, to strategically diversify into brick-and-mortar wholesale. This follows the successful optimization of the Noble House portfolio, which returned to profitability and growth in Q3 2025.
The marketplace continued its momentum, with trailing 12-month GMV growing 21% to nearly $1.5 billion and European revenues increasing 70% year-over-year to $100 million. For Q4 2025, GigaCloud anticipates revenue to be between $328 million and $344 million.

Nov 6, 2025, 11:00 PM

Transcript

GigaCloud Technology Reports Strong Q3 2025 Results and Announces New Acquisition

GCT

Earnings

M&A

Guidance Update

GigaCloud Technology reported strong Q3 2025 financial results, achieving a record $333 million in quarterly revenue, representing 10% year-over-year growth, and a record $0.99 in quarterly EPS.
The company announced the strategic acquisition of New Classic Home Furnishings, expected to close on January 1, 2026, aiming to expand into brick-and-mortar wholesale and further diversify its business.
GigaCloud's marketplace demonstrated continued momentum, with trailing 12-month GMV reaching nearly $1.5 billion, an increase of 21%, driven by strong international growth, particularly in Europe where revenues rose 70% year-over-year to $100 million.
The previously acquired Noble House portfolio returned to profitability and growth in Q3 2025 following successful optimization efforts.
For Q4 2025, GigaCloud provided revenue guidance between $328 million and $344 million , and has executed $16 million in share buybacks under its $111 million plan.

Nov 6, 2025, 11:00 PM

Transcript

GigaCloud Technology Inc. Announces Q3 2025 Financial Results, Acquisition, and Outlook

GCT

Earnings

M&A

Guidance Update

GigaCloud Technology Inc. reported Q3 2025 total revenues of $332.6 million, a 9.7% increase year-over-year, and diluted EPS of $0.99, up 1.0% year-over-year.
The company announced a binding term sheet to acquire 100% of New Classic Home Furnishings, Inc. for $18 million in cash, further expanding its B2B marketplace.
For the fourth quarter of 2025, GigaCloud expects total revenues to be between $328 million and $344 million.
Operational highlights for the 12 months ended September 30, 2025, include a 20.7% year-over-year increase in GigaCloud Marketplace GMV to $1,488.5 million and a 33.8% increase in active buyers to 11,419.
The Board of Directors approved a new $111.0 million share repurchase program on August 13, 2025, effective for three years.