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

$1.58B

PER (TTM)

11.5

44.9

配当利回り

52週高値

$48.00

52週安値

$11.17

52週レンジ

82%

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

Q4 2025 データ

売上高

$362.75M+0.00%

直近4四半期の推移

EPS

$1.02+0.00%

直近4四半期の推移

フリーCF

$61.66M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

UPBD

$4.70B

+8.7%

TIXT

$2.73B

+2.6%

GCT

$1.29B

+11.1%

粗利益率 (最新四半期)

RZLV

95.6%

+25.9pp

RDWR

80.7%

-0.1pp

YEXT

72.5%

-3.0pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
GCT	$1.58B	11.5	30.7%	39.0%
VRNT	$1.24B	20.1	4.6%	19.9%
TIXT	$1.19B	-3.1	-20.3%	35.1%

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

10.1%

安定成長

4四半期純利益CAGR

12.4%

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5月11日

EPS:$0.87

売上高:$342.57M

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし