Commerce.com Q1 revenue $86.8M (+5% YoY), GAAP net income $3.7M vs prior loss

Commerce.com, Inc.

2026-Q1 EPS reported $0.05 revenue$86,842,000

Total revenue $86.8M (+5% YoY); ARR $359.8M (+3% YoY); GMV $8.3B (+14% YoY).
GAAP net income $3.7M ($0.05 diluted EPS) vs net loss of $0.4M in Q1 2025.
Non-GAAP operating income $12.4M vs $7.6M; adjusted EBITDA $13.8M vs $8.8M.
Q2 2026 guidance: revenue $84.5-$85.5M; FY2026 revenue $347.5-$369.5M.
Free cash flow $14.1M vs ($2.9M) in prior year; operating cash flow $18.4M.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Commerce.com, Inc. reported for its first quarter ended March 31, 2026 results: revenue $86.8 million, net income $3.7 million, EPS $0.05.

Period: for its first quarter ended March 31, 2026
Revenue: $86.8 million
Net income: $3.7 million
EPS: $0.05
Result: reported results

Exact text from the filing

as otherwise stated in such filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 Commerce Announces First Quarter 2026 Financial Results First Quarter Total Revenue of $86.8 Million, an Increase of 5% Versus Prior Year. Total ARR of $359.8 Million, an Increase of 3% Versus Prior Year. GAAP Net Income of $3.7 Million Versus Net Loss in Prior Year Period.

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Commerce.com, Inc. filing history →

Source: SEC EDGAR

accession 0001193125-26-210317

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