Commerce One, First Half Ordinary Profit Increases by 34%
4496 Commerce One Holdings Inc. 【J-GAAP】
Earnings ReportCommerce One Holdings Inc. <4496> [TSE Growth] announced its financial results after the market closed on November 14th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 278 million yen, an increase 34.3% compared to the same period last year. However, Progress toward the full-year plan of 673 million yen was 41.3%, also falling below the five-year average of 49.1%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to expand 82.9% from the same period last year, reaching 395 million yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 17.0% from the same period last year, reaching 117 million yen. However, the operating profit margin sharply declined from 18.1% in the same period last year to 7.5%.
Kabutan News
Actual Performance and Financial Trends
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Progress Rate vs. First Half |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
1,741M | 271M | 313M | 191M | 26.4 | 44.6 | Nov 14, 2023 | J-GAAP |
|
|
1,816M | 320M | 207M | 77M | 10.8 | 48.9 | Nov 14, 2024 | J-GAAP |
|
|
1,910M | 205M | 278M | 157M | 22.2 | 41.3 | Nov 14, 2025 | J-GAAP |
| YoY | +5.2% | -35.9% | +34.3% | +103.9% | +105.8% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 Guidance | ー | ー | ー | ー | － | 10 | May 14, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 1,910M | 205M | 278M | 157M | 22.2 | 10 | Nov 14, 2025 | J-GAAP |
| Revision Rate | － | － | － | － | － |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
1,877M | 318M | 216M | 14M | 2.0 | 10 | May 14, 2025 | J-GAAP |
|
Guidance
Oct - Mar, 2025
|
2,477M | 460M | 395M | 328M | 46.7 | 11 | Nov 14, 2025 | J-GAAP |
| YoY | +32.0% | +44.7% | +82.9% | +2,242.9% | +2,271.6% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
3,557M | 644M | 702M | 414M | 57.5 | 38 | May 15, 2024 | J-GAAP |
|
|
3,693M | 638M | 423M | 91M | 12.8 | 20 | May 14, 2025 | J-GAAP |
|
Guidance
Mar, 2026
|
4,387M | 665M | 673M | 485M | 69.1 | 21 | May 14, 2025 | J-GAAP |
| YoY | +18.8% | +4.2% | +59.1% | +433.0% | +440.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Operating Profit Margin |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
918M | 166M | 100M | 37M | 5.2 | 18.1 | Nov 14, 2024 | J-GAAP |
|
|
936M | 175M | 126M | 51M | 7.1 | 18.7 | Feb 14, 2025 | J-GAAP |
|
|
941M | 143M | 90M | -37M | -5.2 | 15.2 | May 14, 2025 | J-GAAP |
|
|
910M | 130M | 161M | 93M | 13.1 | 14.3 | Aug 14, 2025 | J-GAAP |
|
|
1,000M | 75M | 117M | 64M | 9.1 | 7.5 | Nov 14, 2025 | J-GAAP |
| YoY | +8.9% | -54.8% | +17.0% | +73.0% | +74.6% |
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