
Commerce.com's Q2 earnings doubled and beat estimates on operating leverage, but revenues miss as AI costs and a softer outlook weigh on results.
Commerce.com, Inc. operates a software-as-a-service e-commerce platform for brands and retailers in the United States, North and South America, Europe, the Middle East, Africa, and the Asia Pacific. The company is headquartered in Austin, Texas.
| Revenue (TTM) | $346.90M |
| Gross Profit (TTM) | $267.70M |
| EBITDA | $21.32M |
| Operating Margin | 3.21% |
| Return on Equity | -12.80% |
| Return on Assets | 1.97% |
| Revenue/Share (TTM) | $4.25 |
| Book Value | $0.62 |
| Price-to-Book | 3.52 |
| Price-to-Sales (TTM) | 0.49 |
| EV/Revenue | 0.547 |
| EV/EBITDA | 10.73 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 0.10% |
| Shares Outstanding | $82.86M |
| Float | $64.64M |
| % Insiders | 9.31% |
| % Institutions | 75.83% |
Volatility is currently expanding

Commerce.com's Q2 earnings doubled and beat estimates on operating leverage, but revenues miss as AI costs and a softer outlook weigh on results.

CMRC cut its 2026 outlook as B2C replatforming and partner revenues softened, while shifting investment to AI, payments and product intelligence.

Commerce.com, Inc. (CMRC) Q2 2026 Earnings Call Transcript

Commerce.com (CMRC) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.04 per share a year ago.

AUSTIN, Texas, Aug. 04, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC), a provider of an open, intelligent ecosystem of technology solutions that empower businesses to unlock data potential and deliver seamless, personalized experiences at scale, today announced that Chief Financial Officer and Chief Operating Officer Daniel Lentz will be presenting at the following upcoming investor conferences: Canaccord Genuity's 46th Annual Growth Conference: The in-person Commerce.com presentation is scheduled for Tuesday, August 11, 2026 at 4:00 p.m. Eastern Time (3:00 p.m.

Commerce.com heads into Q2 with AI shopping, payments and enterprise gains in focus, even as guidance signals softer sequential revenues and profit.

AUSTIN, Texas--(BUSINESS WIRE)-- #BigCommerce--WP Engine, a global web enablement company providing premium products and solutions for websites built on WordPress®1, today announced it has entered into a strategic partnership agreement with Commerce (NASDAQ: CMRC), a data-centric provider of an open, AI-driven commerce ecosystem and the parent company of leading eCommerce platform BigCommerce®2. The new strategic partnership will launch WP Engine Commerce Connect for BigCommerce to help high-growth mid-market.

AUSTIN, Texas and SYDNEY, July 27, 2026 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), a data-centric provider of an open, AI-driven commerce ecosystem and the parent company of ecommerce platform BigCommerce, has today announced that Waterco, a global manufacturer and distributor of swimming pool products, has launched a new B2B buying experience on BigCommerce . By moving from a phone- and email-based ordering process to a modern self-service experience, Waterco is making it easier for customers to browse products, check inventory, place orders and manage their accounts online at any time.

Company improves Enterprise Edition ranking and scores more gold medals than other platforms in the Midmarket Edition; receives accolades for its vision & strategy, total cost of ownership, ability to execute, customer support and more Company improves Enterprise Edition ranking and scores more gold medals than other platforms in the Midmarket Edition; receives accolades for its vision & strategy, total cost of ownership, ability to execute, customer support and more

AUSTIN, Texas, July 16, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC), a provider of an open, intelligent ecosystem of technology solutions that empower businesses to unlock data potential and deliver seamless, personalized experiences at scale, today announced it will report its financial results for the second quarter ended June 30, 2026, before market open on Thursday, August 6, 2026. The financial results and business highlights will be discussed on a conference call and webcast scheduled at 7:00 a.m.
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