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Mercari Inc (JP:4385)
:4385
Japanese Market
4385
Mercari
RESEARCH TOOLSreports
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Mercari (4385) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 05, 2026
TBA (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
74.39
Last Year’s EPS
87.56
Same Quarter Last Year
Analyst Consensus
Strong Buy
Based on 10 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Aug 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted significant achievements in profitability and technological integration, particularly in the Fintech and cross-border transactions segments. However, there are notable challenges with revenue growth and GMV, especially in the Marketplace and U.S. segments, indicating areas for improvement.
Company Guidance
During Mercari's FY 2025 Full Year Financial Results Presentation, key performance metrics were highlighted. The company reported a core operating profit of JPY 27.5 billion, surpassing forecasts, with a revenue of JPY 192.6 billion, which, despite being below expectations, still marked a record high. The marketplace, Fintech, and U.S. segments all achieved profitability for the first time, with cross-border transaction GMV over JPY 90 billion and Mercard issuances exceeding 5 million. Looking forward to FY 2026, Mercari anticipates revenue growth of 4% to 9%, aiming for a core operating profit between JPY 28 billion and JPY 32 billion. The company plans to invest in AI and capitalize on its credit business, targeting a CAGR of over 25% in core operating profit compared to FY 2024. Additionally, the Fintech segment saw a significant core operating profit rise to JPY 4.5 billion, driven by a 32% growth in the credit balance. The U.S. business also achieved profitability with a JPY 900 million operating profit. Mercari continues to focus on being an AI-native company, enhancing user experiences, and strengthening its product offerings across all segments.
Record High Core Operating Profit
Core operating profit reached JPY 27.5 billion, significantly exceeding the forecast, representing a 46% year-on-year growth.
Profitability Across All Segments
All three business segments, Marketplace, Fintech, and U.S., achieved full-year profitability for the first time.
Fintech Segment Growth
Fintech core operating profit significantly exceeded the initial target, ending at JPY 4.5 billion, with a year-on-year credit balance growth of 32%.
AI Integration Success
AI now generates 70% of code related to product development, leading to a 64% year-over-year increase in development output per engineer.
Cross-Border Transaction Growth
Cross-border transaction GMV exceeded JPY 90 billion, marking a 15-fold increase since FY 2022, now accounting for approximately 8% of total Marketplace GMV.

Mercari (JP:4385) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
Daily Earnings Calendar >

JP:4385 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 05, 2026
2026 (Q4)
74.39 / -
87.56―――
May 11, 2026
2026 (Q3)
43.75 / 53.65
26.47102.68% (+27.18)
Feb 09, 2026
2026 (Q2)
33.72 / 33.98
27.1225.29% (+6.86)―
Nov 07, 2025
2026 (Q1)
27.50 / 30.30
17.969.27% (+12.40)―
Aug 05, 2025
2025 (Q4)
45.77 / 87.56
28.79204.13% (+58.77)
May 07, 2025
2025 (Q3)
22.36 / 26.47
25.752.80% (+0.72)―
Feb 07, 2025
2025 (Q2)
17.46 / 27.12
10.67154.17% (+16.45)
Nov 06, 2024
2025 (Q1)
- / 17.90
17.273.65% (+0.63)―
Aug 13, 2024
2024 (Q4)
- / 28.79
49.673-42.04% (-20.88)
May 10, 2024
2024 (Q3)
18.37 / 25.75
23.917.70% (+1.84)―
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

JP:4385 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 11, 2026
¥4042.00¥3888.00-3.81%
Feb 09, 2026
¥3139.00¥3224.00+2.71%
Nov 07, 2025
¥2230.50¥2224.00-0.29%
Aug 05, 2025
¥2336.00¥2315.00-0.90%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Mercari Inc (JP:4385) report earnings?
Mercari Inc (JP:4385) is schdueled to report earning on Aug 05, 2026, TBA (Confirmed).
    What is Mercari Inc (JP:4385) earnings time?
    Mercari Inc (JP:4385) earnings time is at Aug 05, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Mercari Inc stock?
          The P/E ratio of Mercari is N/A.
            What is JP:4385 EPS forecast?
            JP:4385 EPS forecast for the fiscal quarter 2026 (Q4) is 74.39.