Global-E Online Ltd. (GLBE) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$43.04 +2.21% NASDAQ • Public Delayed / 60s Snapshot

Global-E Online Ltd. (GLBE) receives a Roarable Rating of D+ (Sell) and flashes a Red SELL / AVOID warning (66/100 RQD Confidence). Our SEC filing scanner spotted paper earnings outpacing real operating cash flow (+122.8% (NI vs OCF)) while unpaid customer invoices grew—a classic sign to step aside until cash flow catches up.

ROARABLE D+ • SELL / AVOID Cap $7.21B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERSELL / AVOID • D+
025507510066
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C- · Rk D
Cash (14)Whales (10)SEC (8)Macro (17)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+3.6% Base Target
$53 Bull$45 Base$35 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:58% Call Buyers ($2.6M)
42% PutsMax Pain: $42.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How GLBE Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$280.7M (29.2% FCF Margin)
Revenue$962.2MGross Profit $436.2M (45.3%)Cost of Sales $525.9MOp Profit $71.7M (7.4%)OpEx (R&D/SG&A) $364.6MNet Profit$68.3M (7.1%)Tax/Other $3.4M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $569.9M
FY24
Rev $752.8M
FY25
Rev $962.2M
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$962.2M45.3%7.4%$68.3M$280.7M6.1%
FY 2024$752.8M45.1%-9%-$75.5M$167.1M-6.7%
FY 2023$569.9M44%-24%-$133.8M$82.6M-4.5%
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GLBE // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +31.97%▲ ASCENDING CHANNEL
2026-10-30O $42.55H $42.78L $41.13C $41.40VOL 1.28M
RES: $50.48SUP: $38.93SMA50: $39.46SMA200: $35.64
$45.19$40.22$35.24$30.27$25.30RES $50.48SUP $38.93$41.402026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

GLBE Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
48.0%/yr Implied 5Y Growth

vs. +27.8% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on GLBE today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for GLBE. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for GLBE today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

GLBE Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Global-E Online Ltd. (GLBE)?

In FY 2025 (10-K), GLBE converted $962.2M of revenue into a 45.3% gross margin, 7.4% operating margin, and $280.7M in free cash flow (29.2% FCF margin).