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RS Technologies, First Half Ordinary Profit Revised Downward to an Unexpected 9%Decrease
3445 RS Technologies Co.,Ltd. 【J-GAAP】
Earnings ReportRS Technologies Co.,Ltd. <3445> [TSE Prime] announced its financial results after the market closed on August 13th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) decreased 9.4% from the same period last year to 7.15 billion yen, resulting in a decrease in profits compared to the previous forecast of a 1.6% increase.
Progress toward the full-year plan of 16.6 billion yen was 43.1%, also falling below the five-year average of 49.4%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the July to December period (second half) is expected to grow 21.5% from the same period last year, reaching 9.44 billion yen.
In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit decreased to 3.90 billion yen, a 9.3% decrease compared to the same period last year. The operating profit margin decreased from 23.5% in the same period last year to 20.1%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2023 | 26,126 | 6,395 | 7,741 | 3,722 | 141.6 | 51.9 | Aug 10, 2023 | J-GAAP |
| Jan - Jun, 2024 | 30,068 | 6,082 | 7,896 | 3,833 | 145.4 | 50.4 | Aug 9, 2024 | J-GAAP |
| Jan - Jun, 2025 | 37,999 | 7,103 | 7,157 | 3,800 | 143.8 | 43.1 | Aug 13, 2025 | J-GAAP |
| YoY | +26.4% | +16.8% | -9.4% | -0.9% | -1.1% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 Guidance | 36,050 | 7,300 | 8,020 | 4,240 | 160.3 | 0 | Feb 14, 2025 | J-GAAP |
| Jan - Jun, 2025 Results | 37,999 | 7,103 | 7,157 | 3,800 | 143.8 | 0 | Aug 13, 2025 | J-GAAP |
| Revision Rate | +5.4% | -2.7% | -10.8% | -10.4% | -10.3% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 29,132 | 7,026 | 7,772 | 5,613 | 212.9 | 35 | Feb 14, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 37,001 | 7,997 | 9,443 | 4,960 | 187.3 | 40 | Aug 13, 2025 | J-GAAP |
| YoY | +27.0% | +13.8% | +21.5% | -11.6% | -12.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 51,893 | 11,894 | 14,921 | 7,703 | 292.8 | 30 | Feb 13, 2024 | J-GAAP |
| Dec, 2024 | 59,200 | 13,108 | 15,668 | 9,446 | 358.2 | 35 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 Guidance | 75,000 | 15,100 | 16,600 | 8,760 | 330.7 | 40 | Feb 14, 2025 | J-GAAP |
| YoY | +26.7% | +15.2% | +5.9% | -7.3% | -7.7% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2024 | 14,710 | 3,450 | 4,307 | 2,052 | 77.9 | 23.5 | Aug 9, 2024 | J-GAAP |
| Jul - Sep, 2024 | 14,486 | 3,587 | 3,179 | 1,760 | 66.8 | 24.8 | Nov 11, 2024 | J-GAAP |
| Oct - Dec, 2024 | 14,646 | 3,439 | 4,593 | 3,853 | 146.1 | 23.5 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 17,616 | 3,001 | 3,252 | 1,717 | 65.0 | 17.0 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 20,383 | 4,102 | 3,905 | 2,083 | 78.8 | 20.1 | Aug 13, 2025 | J-GAAP |
| YoY | +38.6% | +18.9% | -9.3% | +1.5% | +1.2% |
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