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GMO internet, 9% Increase in Ordinary Profit, Update Record High for Second Consecutive Term, Increased Previous Year's Dividend by 2.06 Yen, This Fiscal Year to Increase Dividend by 1.25 Yen
4784 GMO internet, Inc. 【J-GAAP】
Earnings ReportGMO internet, Inc. <4784> [TSE Prime] announced its financial results after the market closed on February 12th (15:31). The consolidated ordinary profit for the fiscal year ended December 2025 surged by 55 times that of the previous term, reaching 8.34 billion yen. For the fiscal year ending December 2026, the consolidated ordinary profit is expected to grow by 9.0% to 9.10 billion yen, marking the second consecutive term of record-high profits.
At the same time, the company increased the annual dividend for the previous term from 18.2 yen to 20.26 yen (compared to 6.9 yen in the prior term), and has decided to increase the dividend this fiscal year to 21.51 yen, an increase of 1.25 yen from the previous fiscal year.
In the most recent three-month period, from October to December (4Q), the consolidated ordinary profit surged 16 times that of the same period last year, reaching 2.69 billion yen. The operating profit margin drastically improved from 5.2% in the same period last year to 12.8%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 14,903 | -25 | 180 | 40 | 2.5 | 1.30 | Feb 5, 2024 | J-GAAP |
| Dec, 2024 | 12,997 | 139 | 151 | -4 | -0.3 | 6.90 | Feb 12, 2025 | J-GAAP |
| Dec, 2025 | 78,548 | 8,224 | 8,345 | 5,563 | 20.3 | 20.26 | Feb 12, 2026 | J-GAAP |
| YoY | +504.4% | +5,816.5% | +5,426.5% | - | - |
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 | 75,000 | 8,000 | 7,800 | 5,000 | 18.2 | 18.20 | Feb 12, 2025 | J-GAAP |
| Dec, 2025 Results | 78,548 | 8,224 | 8,345 | 5,563 | 20.3 | 20.26 | Feb 12, 2026 | J-GAAP |
| Revision Rate | +4.7% | +2.8% | +7.0% | +11.3% | +11.2% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 | 38,506 | 3,260 | 3,256 | 2,410 | 8.8 | 8.78 | Aug 12, 2025 | J-GAAP |
| Jan - Jun, 2026 Guidance | ー | ー | ー | ー | - | - | Feb 12, 2026 | J-GAAP |
| YoY | - | - | - | - | - |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2024 | 12,997 | 139 | 151 | -4 | -0.3 | 6.90 | Feb 12, 2025 | J-GAAP |
| Dec, 2025 | 78,548 | 8,224 | 8,345 | 5,563 | 20.3 | 20.26 | Feb 12, 2026 | J-GAAP |
| Dec, 2026 Guidance | 82,000 | 9,460 | 9,100 | 5,900 | 21.5 | 21.51 | Feb 12, 2026 | J-GAAP |
| YoY | +4.4% | +15.0% | +9.0% | +6.1% | +6.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 3,376 | 177 | 171 | 44 | 3.3 | 5.2 | Feb 12, 2025 | J-GAAP |
| Jan - Mar, 2025 | 19,080 | 1,631 | 1,674 | 1,264 | 4.6 | 8.5 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 19,426 | 1,629 | 1,582 | 1,146 | 4.2 | 8.4 | Aug 12, 2025 | J-GAAP |
| Jul - Sep, 2025 | 19,839 | 2,373 | 2,399 | 1,603 | 5.8 | 12.0 | Nov 13, 2025 | J-GAAP |
| Oct - Dec, 2025 | 20,203 | 2,591 | 2,690 | 1,550 | 5.7 | 12.8 | Feb 12, 2026 | J-GAAP |
| YoY | +498.4% | +1,363.8% | +1,473.1% | +3,422.7% | +71.2% |
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