GMO Financial Holdings (7177) Q3 2026 earnings summary

Executive summary

• 9M FY2026 operating revenue reached a record JPY 44,507mn, up 15.9% YoY; operating profit rose 17.3% to JPY 16,065mn and parent-attributable profit increased 18.2% to JPY 10,531mn.

• Net assets reached JPY 58,852mn at Sep. 30, 2026, versus JPY 53,017mn at Dec. 31, 2025.

Financial highlights

• 9M net operating revenue rose 14.4% to JPY 40,677mn; ordinary profit increased 24.4% to JPY 15,990mn.

• Q3 revenue rose 12.4% QoQ to JPY 14,963mn; operating profit increased 47.0% to JPY 5,714mn and net profit rose 72.8% to JPY 4,006mn.

• SG&A increased to JPY 24,612mn from JPY 21,855mn; personnel expenses rose to JPY 4,860mn from JPY 3,888mn.

• 9M comprehensive income was JPY 9,990mn, versus JPY 8,665mn in 9M 2025.

Outlook and guidance

• No consolidated FY2026 financial forecast was issued; monthly indicators cover FX, equity brokerage, CFD and crypto trading values, customer accounts and operating revenue.

• Q4 FY2026 SG&A forecast is ~JPY 8.5bn: ~JPY 6.7bn for Securities & FX and ~JPY 0.9bn each for Crypto Asset and Others; Q3 actual was JPY 7.86bn.

• Customer closures and withdrawals increased and new account openings fell after the unauthorized-access incident; customer assets and trading value will be monitored for Q4 revenue impact.