Grab Holdings Limited operates a leading super-application, providing a wide array of services including transportation, food and package delivery, financial technology solutions, ...
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Est. EPS $0.04 · Revenue $1.07B · 1 analysts
Est. EPS $0.03 · Revenue $1.13B · 1 analysts
Est. EPS $0.15 · Revenue $4.16B · 5 analysts
Est. EPS $0.05 · Revenue $1.18B · 1 analysts
EPS $0.06 · Revenue $997.00M
EPS $0.03 · Revenue $955.00M
EPS $0.06 · Revenue $3.37B
EPS $0.01 · Revenue $873.00M
EPS $0.01 · Revenue $819.00M
EPS $0.01 · Revenue $773.00M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $3.4B | +20.5% | +4.4% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $268.0M | +355.2% | +85.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +43.2% | +2.9% | +0.6% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +6.6% | +435.0% | -75.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +8.0% | +311.8% | +77.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $134.0M | -82.7% | +348.3% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +4.0% | -85.6% | +337.8% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 30.5% | +436.4% | +0.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.75x | -31.1% | -8.8% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $12.0B | +28.9% | +14.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.06 vs 0.05 | +17.6% | 0.06 vs 0.04 | +71.6% |
| Revenue Surprise | $3.4B vs $3.4B | -0.9% | $997.0M vs $1.1B | -7.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Oey Peter Henry | officer: Chief Financial Officer | Class A Ordinary Shares | D | 50,000 | $3.60 |
| Aug 14, 2026 | Kandal Philipp Wolfgang Josef | officer: Chief Product Officer | Class A Ordinary Shares | D | 30,000 | $3.64 |
| Aug 10, 2026 | Tan Anthony Ping Yeow | director, officer: Chief Executive Officer | Class A Ordinary Shares | D | 400,000 | $3.62 |
| Aug 3, 2026 | Ong Chin Yin | officer: Chief Org Capability Officer | Class A Ordinary Shares | D | 38,000 | $3.61 |
| Aug 3, 2026 | Tan Anthony Ping Yeow | director, officer: Chief Executive Officer | Class B Ordinary Shares | D | 800,000 | — |
Ken Vin Lek: Good day, everyone, and welcome to Grab's Second Quarter 2026 Earnings Call. I'm Ken Lek, Head of Strategic Finance and Investor Relations at Grab. And joining me today are Anthony Tan, Chief Executive Officer; Alex Hungate, President and Chief Operating Officer; and Peter Oey, Chief Financial Officer. During this call, we will be making forward-looking statements, including our business and financial performance. These statements are based on our current beliefs and expectations. Actual results could differ materially due to a number of risks and uncertainties as described on this earnings call, in the earnings release and in our Form 20-F and other filings with the SEC. We do not undertake any duty to update any forward-looking statements. We will also be discussing non-IFRS financial measures on this call. These measures supplement but do not replace IFRS financial measures. Please refer to the earnings materials for a reconciliation of non-IFRS to IFRS financial measures. For more information, please refer to our earnings press release, remarks and supplementary presentations available on our IR website. For today's call, Anthony will deliver opening remarks, after which we will open the floor for questions. As a reminder, we are accepting questions via our IR e-mail at investor.relations@grab.com. Do submit your questions ahead of time, and we will add them to the Q&A queue. With that, I'll hand it over to Anthony. Ping Yeow Tan: Thanks, Ken. Good day, everyone, and thank you for joining us. We delivered a record second quarter. Adjusted EBITDA grew 54% year-over-year to $168 million, more than twice our revenue growth rate with margin expanding to 16.9% of revenue from 13.3%, our 18th consecutive quarter of adjusted EBITDA growth. On-demand GMV grew 21% year-over-year or 22% on a constant currency basis to $6.5 billion, and group MTUs, monthly transacting users reached another record high of 54 million, even as elevated fuel prices persisted across the region. On the strength of the first half, together with the consolidation of Superbank and the acquisition of Stash, we are raising our full year 2026 guidance, which Peter will take you through in detail. Before turning to the business, a brief update on our Board. As we disclosed on July 6, Dara stepped down from our Board effective that date as we continue to enhance our governance in connection with our proposed acquisition of Foodpanda's Taiwan business. Dara joined us in 2018 in connection with the sale of Uber Southeast Asia business to Grab and has been a valued voice in our boardroom for 8 years. On behalf of the Board and everyone at Grab, I want to thank him personally for his contributions. We maintain ongoing dialogue with Uber in their capacity as a shareholder in Grab. On our core business, we continue to demonstrate our ability to drive on-demand growth acceleration, and we are confident that the structural, long-term moats we are investing in today will …
| Name | Title | Gender | Year Born | Status |
|---|---|---|---|---|
Alexander Charles Hungate | President, COO & Director | Male | 1967 | Active |
Douglas Eu | Director of Investor Relations & Strategic Finance | Male | — | Active |
Suthen Thomas Paradatheth | Chief Technology Officer | Male | 1982 | Active |
Chin Yin Ong | Chief Organisation Capability Officer | Female | 1976 | Active |
Liam Barker | Group General Counsel | Male | — | Active |
Hooi Ling Tan | Advisor | Female | 1983 | Active |
John E. Pierantoni | Chief Accounting Officer | Male | 1973 | Active |
Ken Vin Lek | Head of Strategic Finance | Male | 1992 | Active |
Peter Oey | Chief Financial Officer | Male | 1971 | Active |
Ping Yeow Tan | Co-Founder, Chairman & Chief Executive Officer | Male | 1983 | Active |
Grab (NASDAQ: GRAB - Get Free Report) and Central Japan Railway (OTCMKTS:CJPRY - Get Free Report) are both large-cap industrials companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, institutional ownership, profitability, valuation, risk, dividends and earnings. Risk and Volatility Grab has a beta
The transaction involved the sale of ~400,000 shares for ~$1.4 million at an execution price of $3.62 per share on August 10, 2026. The disposition reduced the executive's total direct equity holdings by 48%.
Big gains can come in small packages.
Grab Holdings (NASDAQ:GRAB | GRAB Price Prediction) currently trades near $3.70, so Wall Street's $5.86 average price target implies a gain of more than 58% in the next 12 months.
GRAB's second-quarter 2026 revenues benefit from growth across its On-Demand and Financial Services segments.
