Overview
- GigaCloud reported Q4 EPS of $1.01 versus $0.65 expected on revenue of $363 million, with full‑year 2025 revenue at $1.3 billion and quarterly net income of $38.5 million.
- Marketplace momentum continued with GMV near $1.6 billion, European product revenue up 64% year over year, and the 3P seller base rising 17% to 1,299 across seven European facilities.
- Noble House turned profitable and is fully integrated, New Classic closed on January 1 for $18 million with a six‑quarter integration plan, and the company ended Q4 debt‑free with $417 million in liquidity and active buybacks.
- NexPoint posted in‑line Q4 earnings available for distribution at $0.48 per share, the Board set a 2026 dividend of $0.50 per share, and Q4 cash available for distribution of $0.53 covered the payout.
- Capital actions at NexPoint included $60.5 million raised via Series B preferred, an 8% Series C launch with $14.1 million sold to date, and a re‑REMIC with Mizuho expected to add about $0.30–$0.34 per share to annual CAD, while the Alewife project reached 64% leased and the firm weighs options for $180 million of notes maturing in May.