Mercado Libre Air Logistics Services — Committed contract, minimum annual cost decreased by 3.3% to $291.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 24.9%, from $233.00M to $291.00M. This is a positive signal — lower values indicate better performance for this metric.
An increase suggests higher fixed cost commitments and potential operating leverage, while a decrease may indicate reduced reliance on dedicated air capacity or lower negotiated minimums.
This metric reflects the minimum financial obligation the company is contractually required to pay for air logistics cap...
Comparable to minimum take-or-pay commitments in logistics, shipping, or cloud infrastructure service agreements.
meli_segment_air_logistics_services_committed_contract_minimum_annual_cost| Q2 '22 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|
| Value | $284.00M | $233.00M | $272.00M | $263.00M | $301.00M | $291.00M |
| QoQ Change | — | -18.0% | +16.7% | -3.3% | +14.4% | -3.3% |
| YoY Change | — | — | — | — | — | +24.9% |