ARCS, Mar-May (1Q) Ordinary Profit Decreases by 1%

About Information Provided on This Site

The information provided on our website 'Kabutan.com' is not intended to constitute investment solicitation or investment advisory services.
All investment decisions should be made at your own discretion and judgment.
The data on our website is provided by Tokyo Stock Exchange, Osaka Exchange, Nagoya Securities Exchange, JPX Market Innovation & Research, Japannext, and other sources.
Copyright of the Nikkei Stock Average belongs to Nikkei Inc. Stock price charts displayed on Kabutan.com are provided solely for the purpose of reviewing historical price movements of the securities.
These charts neither suggest nor guarantee future price movements of the securities and do not constitute recommendations to buy or sell.
In our financial results coverage, the term 'Surprise Results' identifies securities that demonstrate a significant degree of surprise in their earnings announcements.
This significance is quantitatively assessed based on multiple factors, including: the nature of the announcement (full-year or quarterly results); types of revisions (earnings or dividend forecasts); and numerical analysis comparing the announced results with both the company's previous forecasts and historical performance.
The 'Surprise Ranking' presents these results in order of their calculated surprise factor. Please note that neither these results nor rankings are intended to suggest or guarantee future performance of the listed securities, nor should they be construed as recommendations to buy or sell.

Fri Jul 4, 2025 4:00 pm JST Earnings

9948 ARCS COMPANY,LIMITED 【J-GAAP】

Earnings Report

ARCS COMPANY,LIMITED <9948> [TSE Prime] announced its financial results after the market closed on July 4th (16:00). The consolidated ordinary profit for the first quarter of the fiscal year ending February 2026 (March to May) was 4.23 billion yen, a 0.7% decrease compared to the same period last year. Progress toward the plan for the six months ending August (first half) of 8.55 billion yen was 49.5%, almost the same as the five-year average of 52.1%.

In the most recent three-month period, from March to May (1Q), the operating profit margin remained almost flat, changing from 2.6% in the same period last year to 2.5%.

Kabutan News

Actual Results

Accumulated Results 1st Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Mar - May, 2023	142,900	3,982	4,455	3,008	53.8	50.6	Jul 4, 2023	J-GAAP
Mar - May, 2024	148,824	3,870	4,264	2,664	49.4	53.5	Jul 4, 2024	J-GAAP
Mar - May, 2025	154,294	3,874	4,233	2,798	51.9	49.5	Jul 4, 2025	J-GAAP
YoY	+3.7%	+0.1%	-0.7%	+5.0%	+5.1%

Current Period Guidance

H1 Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar - Aug, 2024	302,740	7,162	7,973	4,999	92.6	34	Oct 15, 2024	J-GAAP
Mar - Aug, 2025 Guidance	311,300	7,750	8,550	5,560	103.0	37	Apr 14, 2025	J-GAAP
YoY	+2.8%	+8.2%	+7.2%	+11.2%	+11.2%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Feb, 2024	591,557	16,831	18,439	11,766	214.0	68	Apr 15, 2024	J-GAAP
Feb, 2025	608,284	15,936	17,540	11,063	205.0	74	Apr 14, 2025	J-GAAP
Feb, 2026 Guidance	623,000	16,400	18,000	11,200	208.2	74	Apr 14, 2025	J-GAAP
YoY	+2.4%	+2.9%	+2.6%	+1.2%	+1.6%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Mar - May, 2024	148,824	3,870	4,264	2,664	49.4	2.6	Jul 4, 2024	J-GAAP
Jun - Aug, 2024	153,916	3,292	3,709	2,335	43.3	2.1	Oct 15, 2024	J-GAAP
Sep - Nov, 2024	146,894	2,896	3,308	2,045	37.9	2.0	Jan 8, 2025	J-GAAP
Dec - Feb, 2024	158,650	5,878	6,259	4,019	74.5	3.7	Apr 14, 2025	J-GAAP
Mar - May, 2025	154,294	3,874	4,233	2,798	51.9	2.5	Jul 4, 2025	J-GAAP
YoY	+3.7%	+0.1%	-0.7%	+5.0%	+5.1%