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Kawasaki &, Sep-May (Cumulative 3Q) Ordinary Profit Increases by 32%, Mar-May Ordinary Profit Increases by 29%
3045 Kawasaki & Co.,Ltd. 【J-GAAP】
Earnings ReportKawasaki & Co.,Ltd. <3045> [TSE Std] announced its financial results after the market closed on July 14th (15:30). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending August 2025 (September 2024 to May 2025) expanded 408 million yen, an increase 31.6% compared to the same period last year. Progress toward the full-year plan of 449 million yen was 90.9%, also surpassing the five-year average of 82.9%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the June to August period (4Q) is expected to significant drop 58.2% from the same period last year to 41 million yen.
In the most recent three-month period, from March to May (3Q), the ordinary profit grew 29.3% from the same period last year, reaching 150 million yen. The operating profit margin rose from 21.4% in the same period last year to 26.1%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - May, 2022 | 1,241 | 227 | 230 | 148 | 69.1 | 79.3 | Jul 14, 2023 | J-GAAP |
| Sep - May, 2023 | 1,647 | 307 | 310 | 220 | 102.8 | 76.0 | Jul 10, 2024 | J-GAAP |
| Sep - May, 2024 | 1,732 | 409 | 408 | 265 | 123.7 | 90.9 | Jul 14, 2025 | J-GAAP |
| YoY | +5.2% | +33.2% | +31.6% | +20.5% | +20.3% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Aug, 2024 | 1,081 | 212 | 214 | 154 | 71.8 | 28 | Oct 11, 2024 | J-GAAP |
| Mar - Aug, 2025 Guidance | 1,065 | 192 | 191 | 125 | 58.6 | 25 | Apr 14, 2025 | J-GAAP |
| YoY | -1.5% | -9.4% | -10.7% | -18.8% | -18.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug, 2023 | 1,748 | 283 | 290 | 205 | 95.5 | 42 | Oct 13, 2023 | J-GAAP |
| Aug, 2024 | 2,182 | 402 | 408 | 293 | 136.6 | 50 | Oct 11, 2024 | J-GAAP |
| Aug, 2025 Guidance | 2,222 | 451 | 449 | 294 | 137.9 | 50 | Oct 11, 2024 | J-GAAP |
| YoY | +1.8% | +12.2% | +10.0% | +0.3% | +0.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - May, 2024 | 546 | 117 | 116 | 81 | 37.9 | 21.4 | Jul 10, 2024 | J-GAAP |
| Jun - Aug, 2024 | 535 | 95 | 98 | 73 | 34.0 | 17.8 | Oct 11, 2024 | J-GAAP |
| Sep - Nov, 2024 | 576 | 138 | 137 | 90 | 42.2 | 24.0 | Jan 14, 2025 | J-GAAP |
| Dec - Feb, 2024 | 581 | 121 | 121 | 79 | 36.8 | 20.8 | Apr 14, 2025 | J-GAAP |
| Mar - May, 2025 | 575 | 150 | 150 | 96 | 44.8 | 26.1 | Jul 14, 2025 | J-GAAP |
| YoY | +5.3% | +28.2% | +29.3% | +18.5% | +18.3% |
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