GigaCloud Technology
Runs a marketplace and fulfillment network for bulky goods sellers and resellers.
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Profile
Connects manufacturers, mainly in Asia, with resellers across the United States, Asia, and Europe through a marketplace built for large parcels. Revenue comes from third-party marketplace services, owned-inventory sales on the platform, and off-platform ecommerce, with one operating segment.
Operates GigaCloud Marketplace for large-parcel merchandise, linking manufacturers primarily in Asia with resellers in the United States, Asia, and Europe. The platform combines product discovery, payments, ocean transportation, warehousing, packaging, and last-mile delivery.
Revenue is split across GigaCloud 3P services, GigaCloud 1P owned-inventory sales, and off-platform ecommerce. Acquisitions of Noble House, Wondersign, and New Classic added home-furnishings inventory, distribution capacity, storefront catalog tools, and retailer reach.
Execution depends on coordinating cross-border logistics for bulky goods across a fulfillment network in the United States, Germany, Japan, the United Kingdom, and Canada. The company reports one operating segment, so internal performance is not separated by revenue stream or geography.
Company facts
Key statistics
Year to date +36.6% · Average volume (30d) 648.6K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating |
|---|---|---|---|---|
| Mar 4, 2025 | Roth MKM | Downgrade | Buy | Neutral |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.90 | $1.16 | +28.9% | $380.6M | $411.6M | +8.1% | +13.32% |
| May 7, 2026Q1 FY26 | $0.87 | $1.04 | +19.5% | $342.6M | $359.5M | +4.9% | −6.21% |
| Feb 26, 2026Q4 FY25 | $0.65 | $1.04 | +60.0% | $332.3M | $362.7M | +9.2% | −5.62% |
| Nov 6, 2025Q3 FY25 | $0.65 | $0.99 | +52.3% | $326.9M | $332.6M | +1.8% | +30.05% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $271.9M | $322.6M | $332.6M | $362.7M | $359.5M | $411.6M | |
| Gross profit | $63.7M | $76.9M | $77.0M | $82.9M | $85.8M | $105.6M | |
| Operating income | $28.3M | $35.8M | $40.5M | $40.3M | $42.5M | $47.5M | |
| Net income | $27.1M | $34.6M | $37.2M | $38.5M | $38.1M | $42.3M | |
| Diluted EPS | $0.68 | $0.91 | $0.99 | $1.01 | $1.04 | $1.16 | |
| Gross margin | 23.4% | 23.9% | 23.2% | 22.9% | 23.9% | 25.6% | |
| Operating margin | 10.4% | 11.1% | 12.2% | 11.1% | 11.8% | 11.5% |
Fiscal years (4-quarter sums)FY21 $414.2M · FY22 $490.1M · FY23 $703.8M · FY24 $1.16B · FY25 $1.29B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $378.6M · Total debt $506.3M · Total assets $1.27B · Shareholders' equity $534.0M
Dividends
No dividends on record.
Ownership
Shares outstanding 37.32M · Float 27.93M · 74.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Lei Wu · director, 10 percent owner, officer: Chief Executive Officer | 7.31M | 19.59% | Form 4 | Aug 21, 2026 |
| FMR LLC | 4.44M | 11.91% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 2.19M | 5.86% | 13F | Aug 7, 2026 |
| LSV Asset Management | 1.41M | 3.77% | 13F | Aug 6, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | 1.23M | 3.30% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Marshall Bernes | director, officer: Head of Brand Center | −10,000 | $53.00 |
| Aug 10, 2026 | Iman Aj Schrock | officer: President | −6,679 | $51.91 |
| Aug 10, 2026 | Marshall Bernes | director, officer: Head of Brand Center | −5,000 | $51.88 |
| Aug 11, 2026 | Xin Wan | officer: Chief Technology Officer | −60,000 | $50.94 |
| Mar 20, 2026 | Lei Wu | director, 10 percent owner, officer: Chief Executive Officer | −32,481 | $40.41 |
Peers
- Wayfair
Home-goods marketplace with bulky-item logistics
- Amazon
Marketplace and fulfillment scale across home goods
- Alibaba Group (ADR)
Global B2B sourcing marketplace and logistics rival
- Walmart
Omnichannel marketplace and seller-fulfillment rival
- JD.com (ADR)
Supply-chain ecommerce platform with home-appliance scale
- Home Depot
Home-improvement ecommerce and appliance delivery rival
- Bed Bath & Beyond
Home-focused ecommerce brands tied to Overstock channel
- Hooker Furnishings
Furniture wholesale peer for retailer and ecommerce channels
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| GigaCloud Technology | $52.95 | 0.00% | $1.98B | 12.6 | 11.6 | 1.3 | +27.6% |
| Wayfair | $104.07 | +0.32% | $14.21B | — | 30.7 | 1.1 | +7.5% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Alibaba Group (ADR) | $118.57 | −0.26% | $284.99B | 27.1 | 18.1 | 1.8 | +14.8% |
| Walmart | $103.07 | −0.03% | $820.40B | 37.2 | 34.5 | 1.1 | +5.9% |
| JD.com (ADR) | $28.63 | −0.35% | $40.35B | 19.0 | 8.8 | 0.2 | +2.5% |
| Home Depot | $330.25 | +0.05% | $329.24B | 23.1 | 21.4 | 1.9 | +5.7% |
| Bed Bath & Beyond | $4.35 | 0.00% | $324.7M | — | — | 0.3 | +28.0% |
| Hooker Furnishings | $13.37 | +0.15% | $143.6M | — | 14.5 | 0.5 | −18.6% |
| Median | 23.1 | 21.4 | 1.1 | +6.7% |











