Strong quarter to me 🤤 | Analysis | Blossom SocialStrong quarter to me 🤤
$GRAB HOLDINGS Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.11B (Est. $1.07B) 🟢; +27% YoY
🔹 EPS: $0.00 (Est. $0.03) 🔴
🔹 On-Demand GMV: $6.84B (Est. $6.81B) 🟢; +18% YoY
🔹 Adj. EBITDA: $237M (Est. $197M) 🟢; +73% YoY
🔹 Profit: $18M
Users:
🔹 Monthly Transacting Users: 57.2M; +20% YoY
Raises FY26 Guide:
🔹 Revenue: $4.15B-$4.20B (Est. $4.18B) 🟡; from $4.10B-$4.15B
🔹 Adj. EBITDA: $790M-$800M (Est. $732M) 🟢; from $720M-$740M
Segment Revenue:
🔹 Deliveries: $561M (Est. $546.5M) 🟢; +21% YoY
🔹 Mobility: $349M (Est. $352.6M) 🔴; +10% YoY
🔹 Financial Services: $201M (Est. $173.2M) 🟢; +124% YoY
Other Q3 Metrics:
🔹 Gross Loan Portfolio: $2.7B; +200% YoY
🔹 Adj. Free Cash Flow: $286M; +41% YoY
🔹 Net Cash Liquidity: $5.0B
Key Updates:
🔹 Break Fee: $60M, to be recorded in Q4 2026
🔹 Share repurchases: $400M in September and October; $500M remaining
🔹 Financial Services: Superbank consolidated; Stash acquired this quarter
Comments:
🔸 “More users are transacting on Grab than ever. Our scale and network efficiencies enable us to make our services more affordable for users, and improve earnings opportunities for our driver- and merchant-partners through our proprietary AI-powered tools and access to financing.”
🔸 “we are raising our full-year 2026 guidance for Group revenue to $4.15 billion to $4.20 billion, and Adjusted EBITDA to $790 million to $800 million.” 0 Comments No comments available.
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