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GMO Commerce, 26% Increase in Ordinary Profit, Update Record High for Third Consecutive Term, Despite Last Fiscal Year's Dividend Cut, This Fiscal Year to Increase Dividend

Tue Feb 10, 2026 3:31 pm JST Earnings

410A GMO Commerce,Inc. 【J-GAAP】

Earnings Report

GMO Commerce,Inc. <410A> [TSE Growth] announced its financial results after the market closed on February 10th (15:31). The ordinary profit (non-consolidated) for the fiscal year ended December 2025 expanded to 44.7% from the previous period to 508 million yen. For the fiscal year ending December 2026, the ordinary profit is expected to grow by 26.2% to 641 million yen, marking the third consecutive term of record-high profits. This will be the third consecutive term of revenue and the fourth consecutive term of profit growth.

At the same time, the company has reduced the annual dividend for the previous term from 43.05 yen to 40.3 yen (compared to 22392.77 yen before the 666-for-1 forward stock split in the previous term), and has decided to increase the dividend this fiscal year to 48.24 yen, an increase of 7.94 yen from the previous fiscal year.

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Actual Results

Historical Performance
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 2,459 523 508 342 84.3 40.30 Feb 10, 2026 J-GAAP
YoY 0.0% 0.0% 0.0% 0.0% 0.0%

Full Year Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Guidance 2,422 507 507 342 63.3 43.05 Sep 25, 2025 J-GAAP
Dec, 2025 Results 2,459 523 508 342 84.3 40.30 Feb 10, 2026 J-GAAP
Revision Rate +1.5% +3.2% +0.2% 0.0% +33.0%

Current Period Guidance

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 2,459 523 508 342 84.3 40.30 Feb 10, 2026 J-GAAP
Dec, 2026 Guidance 2,956 640 641 423 76.5 48.24 Feb 10, 2026 J-GAAP
YoY +20.2% +22.4% +26.2% +23.7% -9.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2025 650 151 136 84 23.2 23.2 Nov 12, 2025 J-GAAP
Oct - Dec, 2025 656 114 114 86 21.2 17.4 Feb 10, 2026 J-GAAP
YoY － － － － －

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