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GigaCloud Technology Inc.

GigaCloud Technology Inc.

NASDAQ•GCT
CEO: Mr. Lei Wu
セクター: Technology
業種: Software - Infrastructure
上場日: 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.
連絡先情報
4388 Shirley Avenue, El Monte, CA, 91731, United States
626-912-8886
www.gigacloudtech.com
時価総額
$1.31B
PER (TTM)
10.2
41.4
配当利回り
--
52週高値
$44.71
52週安値
$11.17
52週レンジ
72%
順位33Top 25.7%
4.8
F-Score
改良版 Piotroski 分析
6年ファンダメンタル
堅調 • 4.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2020-2025

財務ダッシュボード

Q3 2025 データ

売上高

$332.64M+9.67%
直近4四半期の推移

EPS

$0.99+1.02%
直近4四半期の推移

フリーCF

$77.06M+49.92%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Marketplace GMV Growth Marketplace GMV reached $1.49B, growing 20.7% driven by increased buyer and seller activity on platform.
Net Income Increased Nine-month Net Income rose to $98.9M from $94.8M, despite lower gross margin performance year-to-date.
Strong Operating Cash Flow Operating cash flow provided $126.3M for nine months, significantly up from $89.7M prior period.
Active Buyer Base Expands Active buyers increased 33.8% to 11,419, signaling strong marketplace adoption and scale.

リスク要因

Gross Margin Compression Noted Gross margin fell to 23.5% for nine months, down from 25.5%, due to rising cost of revenues.
Buyer Spend Decreased Spend per active buyer dropped 9.8% to $130.3K, reflecting macroeconomic challenges faced by retailers.
Service Revenue Declines Q3 Service revenues fell 1.7% due to significant 63.4% drop in ocean transportation service revenue.
Trade Restriction Uncertainty Cross-border logistics face material adverse effects from ongoing trade policies, tariffs, and geopolitical tensions.

見通し

Planned Acquisition Announced Announced binding term sheet to acquire New Classic for $18M cash, expanding domestic distribution capabilities.
New Share Repurchase Plan Board approved new $111.0M share repurchase program effective August 2025, funded by existing cash balance.
Infrastructure Investment Focus Continue investing in infrastructure, technology platform, warehousing, fulfillment solutions, and AI to improve efficiency.
Future Organic Growth Focus Plan to augment organic customer acquisition by adding sales/marketing employees to enhance seller/buyer growth.

同業比較

売上高 (TTM)

Rapid7, Inc.RPD
$218.03B
+25732.8%
Upbound Group, Inc.UPBD
$4.58B
+7.5%
TELUS International (Cda) Inc.TIXT
$2.73B
+2.6%

粗利益率 (最新四半期)

Rezolve AI LimitedRZLV
95.6%
+25.9pp
Radware Ltd.RDWR
80.7%
-0.1pp
Yext, Inc.YEXT
73.9%
-3.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
GCT$1.31B10.230.4%41.1%
VRNT$1.24B20.14.6%19.9%
RDWR$1.21B64.06.0%2.5%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.0%
緩やかな成長
4四半期純利益CAGR
6.3%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年3月2日
|
EPS:$0.65
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月6日|
    売上高: $332.64M+9.7%
    |
    EPS: $0.99+1.0%
    予想を上回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $322.61M+3.8%
    |
    EPS: $0.91+40.0%
    予想を上回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月12日|
    売上高: $271.91M+8.3%
    |
    EPS: $0.68+1.5%
    予想を上回る

  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年3月3日|
    売上高: $1.16B+65.0%
    |
    EPS: $3.06+32.5%
    予想を上回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月7日|
    売上高: $303.32M+70.2%
    |
    EPS: $0.98+66.1%
    予想を上回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月6日|
    売上高: $310.87M+103.0%
    |
    EPS: $0.65+44.4%
    予想を下回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月9日|
    売上高: $251.08M+96.5%
    |
    EPS: $0.67+71.8%
    予想を上回る

  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年3月27日|
    売上高: $703.83M+43.6%
    |
    EPS: $2.31+285.0%
    予想を上回る