GOLD · Gold.com, Inc.

Gold.com, Inc. delivered exceptional Q3 FY2026 results, with revenues surging to $10.351 billion, a 244% increase from Q3 FY2025 and 60% from Q4 FY2025, fueled by record-breaking metal prices, elevated market volatility, and a spike in demand. CEO Greg Roberts highlighted the strength of the fully-integrated platform, noting successful scaling of inventory and production at mints amid these conditions. Gross profit rose 331% YoY to $176.6 million, with margin expanding to 1.71% from 1.36%, driven by operational synergies and efficiencies across business units. Net income flipped to $59.5 million from a $8.5 million loss YoY, yielding diluted EPS of $2.09. Non-GAAP EBITDA reached $103.4 million, up dramatically, underscoring robust profitability. Key acquisitions bolstered performance: Monex, integrated from January 2, 2026, delivered strong returns, while Sunshine Mint addition at Q4 start will enhance production. The $150 million equity investment from Tether via TPM (first tranche February 6, 2026; second May 5, 2026) validates the model, including storage, leasing, trading agreements, and $20 million XAUT purchase, bridging physical and digital gold markets. Operating metrics showed gold ounces sold at 527,000 (down slightly QoQ but up YoY), silver at 29.2 million, DTC new customers at 292,900 with AOV $5,618, and secured loans receivable at $126 million. Nine-month results reinforced momentum with $20.5 billion revenue and $70.2 million net income. Management emphasized positioning with nearly $1 billion shareholder equity for multi-market growth, though no forward guidance was provided.