The continued acceleration in TPV and revenue, now five quarters above 50% YoY growth, suggests durable momentum in DLocal's cross-border payment platform. Traders should monitor whether this growth can be sustained into 2026 and watch for any margin compression as the company scales.
Price Chart
Executive Summary
DLocal reported strong fourth-quarter results with revenue up 65% year-over-year to $338 million and TPV reaching a record $13.1 billion, up 70% YoY. Net income grew 87% YoY, while adjusted EBITDA and gross profit both increased 38%, reflecting sustained high growth and solid operating leverage.
Key Financial Metrics
Key Facts
- Revenue was $338 million in 4Q25, up 65% year-over-year
- TPV reached $13.1 billion, a 70% increase from the prior year
- Gross profit was $116 million, up 38% YoY
- Adjusted EBITDA grew 38% YoY and represented 68% of gross profit
- Net income increased 87% year-over-year
- Adjusted free cash flow to net income ratio was 117%
Financial Impact
Revenue grew by $134 million YoY, net income growth significantly outpaced revenue growth, and strong cash flow conversion demonstrated operational efficiency
Risk Factors
- Growth may become harder to maintain at current rates given high base effects
- Regulatory risks in emerging markets where DLocal operates could impact future expansion
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3258603 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 5, 2026 20w ago | Press Release | $11.49 $14.83 | ▲ +29.07% | ▲ +26.02% | $14.44 (+25.67%) |
Mar 18, 2026 31w ago | Press Release | $12.53 $12.66 | ▲ +1.04% | ▼ −13.31% | $14.44 (+15.24%) |
US Market Status
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