The KPI beat signals potential upside to Q2 revenue expectations. Traders should position for the August 17 earnings release, but note that these are preliminary numbers and solutions revenue (majority of total) is not directly reflected in these metrics. Monitor for any pre-earnings guidance adjustments.
Price Chart
Executive Summary
Freightos reported preliminary Q2 2026 KPIs that exceeded management expectations: record transactions of 458k (up 15% YoY vs guided 10-12%) and record GBV of $422M (up 33% YoY vs guided 23-24%), driven by stronger-than-expected recovery in Middle East routes. The company will report full financial results on August 17, 2026.
Key Facts
- Q2 2026 transactions reached a record 458,000, up 15% YoY, above management's expectation of 437,000–444,000 (10-12% growth).
- Gross Booking Value (GBV) reached a record $422M, up 33% YoY, above management's expectation of $388M–$393M (23-24% growth).
- Active carriers were 75 in Q2 2026, down from 79 in Q1 2026 but flat YoY; unique buyer users increased to ~21,000, up 4% YoY.
- Excluding Middle East routes, transaction growth was in line with the company's long-term model of 20-30% growth.
- Financial results for Q2 2026 will be reported before market open on August 17, 2026.
Financial Impact
Preliminary KPIs suggest strong platform activity; revenue impact will be quantified in the August 17 earnings release. GBV of $422M is a record, but revenue is not disclosed.
Risk Factors
- Preliminary KPIs are subject to change in the final earnings release.
- Middle East conflict continues to disrupt global trade corridors; recovery may not be sustained.
- Active carrier count declined sequentially from 79 to 75, indicating potential churn or threshold effects.
- Excluding Middle East routes, transaction growth was in line with long-term model (20-30%), not above it.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001104659-26-083727 |
| Document: tm2620488d1_6k.htm | 0001104659-26-083727 |
| Document: 0001104659-26-083727-index-headers.html | 0001104659-26-083727 |
| Document: 0001104659-26-083727-index.html | 0001104659-26-083727 |
| Document: 0001104659-26-083727.txt | 0001104659-26-083727 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | 6-K | $0.7810 $0.7835 | ▲ +0.32% | ▲ +1.43% | $0.7400 (−5.25%) |
Sep 10, 2026 6w ago | 6-K | $1.20 $1.19 | ▲ +0.83% | ▲ +1.69% | $0.7400 (+38.33%) |
Sep 1, 2026 7w ago | 6-K | $1.26 $1.22 | ▼ −3.17% | ▼ −3.62% | $0.7400 (−41.27%) |
Aug 17, 2026 10w ago | 6-K | $1.67 $1.57 | ▼ −5.99% | ▼ −5.31% | $0.7400 (−55.69%) |
Aug 17, 2026 10w ago | Press Release | $1.67 $1.57 | ▼ −5.99% | ▼ −5.31% | $0.7400 (−55.69%) |
Jul 15, 2026 14w ago | 6-K | $1.37 $1.36 | ▼ −0.73% | ▼ −0.19% | $0.7400 (−45.99%) |
Jul 15, 2026 14w ago | Press Release | $1.37 $1.36 | ▼ −0.73% | ▼ −0.19% | $0.7400 (−45.99%) |
Apr 16, 2026 27w ago | Insider Cluster | $1.92 $2.09 | ▲ +8.85% | ▲ +7.64% | $0.7400 (−61.46%) |
Mar 26, 2026 30w ago | 6-K | $1.52 $1.70 | ▲ +11.84% | ▲ +13.52% | $0.7400 (−51.32%) |
US Market Status
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