Q2 FY2026 EarningsQ2 FY26 results presented a significant beat on profitability despite slightly missing revenue expectations ($84.5M vs. $85.1M consensus). Normalized EPS of $0.08 doubled the $0.04 consensus, driven by aggressive cost discipline as operating expenses fell 17% YoY. While Subscription revenue saw a minor 1% YoY decline, the company achieved GAAP profitability for the second consecutive quarter, and FY26 operating income guidance was raised to $28M-$34M, signaling a permanent shift toward profitable growth.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Commerce.com(CMRC) the Revenue is 84.51 M (+0.09%), Miss estimate;the EBIT is 8.115 M (+69.66%), Beat estimate;the EPS is 0.01 (+110%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.08B0.09%
0.09B0.85%
-0.00B0.76%
EBITExceed expectations
0.01B69.66%
0.00B3.41%
+0.00B73.07%
EPSExceed expectations
0.01110.00%
-0.059440.61%
+0.069469.39%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf