GigaCloud Technology Inc.

NASDAQ•GCT

CEO: Mr. Lei Wu

Sector: Technology

Industry: Software - Infrastructure

Listing Date: 2022-08-18

GigaCloud Technology Inc. provides end-to-end B2B ecommerce solutions for large parcel merchandise in the United States and internationally. The company offers GigaCloud Marketplace integrates product discovery to payments to logistics tools into one easy-to-use platform. Its marketplace connects manufacturers primarily in Asia with resellers in the United States, Asia, and Europe to execute cross-border transactions across furniture, home appliance, fitness equipment, and other large parcel categories. The company was formerly known as Oriental Standard Human Resources Holdings Limited and changed its name to GigaCloud Technology Inc. in February 2021. GigaCloud Technology Inc. was incorporated in 2006 and is headquartered in El Monte, California.

Contact Information

4388 Shirley Avenue, El Monte, CA, 91731, United States

626-912-8886

www.gigacloudtech.com

Market Cap

$1.66B

P/E (TTM)

12.1

38.6

Dividend Yield

52W High

$48.00

52W Low

$11.77

52W Range

88%

Rank33Top 25.7%

4.8

F-Score

Modified Piotroski Analysis

Based on 6-year fundamentals

Average • 4.8 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2020-2025

Financial Dashboard

Q4 2025 Data

Revenue

$362.75M+0.00%

4-Quarter Trend

EPS

$1.02+0.00%

4-Quarter Trend

FCF

$61.66M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Total Revenue Growth 11.1% Total Revenues reached $1.29B USD in 2025, marking an 11.1% increase compared to prior year results.

Marketplace GMV Reaches $1.58B GigaCloud Marketplace GMV grew 17.5% to $1.58B USD, reflecting strong scale and market position gains.

Active Buyer Base Surges Active buyers increased 29.9% to 12,089 in 2025, serving as a key driver for overall GMV expansion.

Net Income Increased Net Income grew to $137.4M USD in 2025, showing strong bottom-line performance across all operating segments.

Risk Factors

Gross Margin Compression Noted Gross Margin declined to 23.3% in 2025 from 24.6% in 2024, pressured by increased cost of revenues.

Macroeconomic Spending Sensitivity Ecommerce spending is highly sensitive to macroeconomic shifts, inflation, and geopolitical events impacting consumer confidence.

Reliance on Third-Party Partners Dependence on third-party logistics providers creates risks of shipping delays, disruptions, and potential service interruptions.

Evolving Regulatory Landscape Subject to stringent and evolving laws globally regarding data privacy, security, and foreign jurisdiction compliance burdens.

Outlook

Integrating New Acquisitions Completed New Classic acquisition in January 2026 to further diversify 1P product offerings and market reach.

AI Optimization Strategy Leveraging proprietary data and AI to optimize inventory management, routing, and enhance marketplace network effects.

Expanding Seller Ecosystem Plans to augment organic customer acquisition via sales/marketing employees to grow the number of active 3P sellers.

Infrastructure Investment Focus Continued investment in infrastructure, including 35 global fulfillment centers, to support anticipated future growth demands.

Peer Comparison

Revenue (TTM)

UPBD

$4.70B

+8.7%

TIXT

$2.73B

+2.6%

GCT

$1.29B

+11.1%

Gross Margin (Latest Quarter)

RDWR

80.7%

-0.1pp

YEXT

73.5%

-3.0pp

RPD

68.9%

-1.4pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
GCT	$1.66B	12.1	30.7%	39.0%
VRNT	$1.24B	20.1	4.6%	19.9%
TIXT	$1.19B	-3.4	-19.1%	35.1%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

10.1%

Steady Growth

4Q Net Income CAGR

12.4%

Profitability Improving

Cash Flow Stability

100%

Strong Cash Flow

Deep Research

Next earnings:May 11, 2026

EPS:$0.87

Revenue:$342.58M

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data