GigaCloud Technology (GCT) Company Report

GigaCloud Technology reported record revenue and record EPS for full year 2025, with Q4 2025 revenue reaching $363 million (up 23% year-over-year) and diluted EPS of $1.04 (up 37% year-over-year). Full year revenue was $1.3 billion and diluted EPS was $3.59 per share.
Growth was significantly driven by European operations, which saw 68% revenue growth from 2024 to 2025, and the Noble House portfolio, which achieved over 40% year-over-year growth in Q4 2025 after its integration was completed and it stabilized.
The company completed the acquisition of New Classic Home Furnishing on January 1, 2026, for $18 million cash on hand, aiming to expand product offerings and brick-and-mortar distribution, with Q1 2026 revenue contributions expected in the mid-teens.
GigaCloud generated $64 million in operating cash flows in Q4 2025, ending the year with $417 million in total liquidity and no debt, while also executing $33 million in share buybacks since August 2025.
For Q1 2026, revenue is projected to be between $330 million and $355 million.

1 day ago

Transcript

GigaCloud Technology Reports Record Q4 and Full Year 2025 Results, Provides Q1 2026 Outlook

GCT

Earnings

M&A

Guidance Update

GigaCloud Technology reported record revenue of $363 million for Q4 2025, a 23% increase year-over-year, and $1.3 billion for the full year 2025, up 11%. Diluted EPS reached $1.04 in Q4 2025, a 37% increase, and $3.59 for the full year, up 18%.
The company's marketplace achieved a trailing 12-month GMV of nearly $1.6 billion, an 18% increase, with the 3P seller base growing 17% to 1,299 as of December 31, 2025.
Key growth drivers included Europe, which saw 68% revenue growth from 2024 to 2025, and the successful turnaround of the Noble House portfolio, which grew over 40% year-over-year in Q4 2025.
GigaCloud completed the acquisition of New Classic Home Furnishing on January 1, 2026, for $18 million cash, and expects Q1 2026 revenue to be between $330 million and $355 million. The company also executed $33 million in share buybacks and ended Q4 2025 debt-free with $417 million in liquidity.

1 day ago

Transcript

GigaCloud Technology Reports Record Q4 and Full Year 2025 Results

GCT

Earnings

M&A

Guidance Update

GigaCloud Technology reported strong financial results for Q4 and full year 2025, with Q4 revenue of $363 million (up 23% year-over-year) and full year revenue of $1.3 billion (up 11%), alongside Q4 diluted EPS of $1.04 (up 37%) and full year diluted EPS of $3.59 (up 18%).
The company's marketplace demonstrated significant growth, with GMV increasing 18% to nearly $1.6 billion for the trailing 12 months ended December 31, 2025, and the 3P seller base expanding 17% year-over-year to 1,299.
Europe was a key growth driver, achieving 68% revenue growth from 2024 to 2025 , and the Noble House portfolio, now fully integrated, saw over 40% year-over-year growth in Q4 2025.
GigaCloud completed the acquisition of New Classic Home Furnishings on January 1, 2026, for $18 million cash, expecting it to contribute in the mid-teens to Q1 2026 revenue.
For Q1 2026, GigaCloud expects revenue to be between $330 million and $355 million. The company remains debt-free and has executed $33 million of its $111 million share repurchase program.

1 day ago

Transcript

GigaCloud Technology Inc Announces Record Q4 and Full Year 2025 Financial Results

GCT

Earnings

Revenue Acceleration/Inflection

Share Buyback

GigaCloud Technology Inc reported record total revenues of $362.7 million for Q4 2025, a 22.7% increase year-over-year, and $1,289.9 million for the full year 2025, up 11.1% year-over-year.
Diluted EPS also reached record highs, increasing 36.8% year-over-year to $1.04 in Q4 2025 and 17.7% year-over-year to $3.59 for the full year 2025.
The company demonstrated strong operational growth in 2025, with GigaCloud Marketplace GMV increasing 17.5% year-over-year to $1,576.8 million, active buyers growing 29.9% year-over-year to 12,089, and active 3P sellers rising 16.9% year-over-year to 1,299.
As of December 31, 2025, GigaCloud maintained a strong financial position with $416.9 million in cash, cash equivalents, restricted cash, and investments, representing a 37.5% increase year-over-year.
The company expects total revenues for the first quarter of 2026 to be between $330 million and $355 million.

1 day ago

8-K

GigaCloud Technology Discusses Q3 2025 Performance and Strategic Initiatives at Needham Conference

GCT

Earnings

Share Buyback

M&A

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..

Jan 16, 2026, 7:15 PM

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%.

Jan 16, 2026, 7:15 PM

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.

Jan 16, 2026, 7:15 PM

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.