kabutan

Stream, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 17% Decrease

Mon Sep 8, 2025 3:00 pm JST Earnings

3071 Stream Co.,Ltd. 【J-GAAP】

Earnings Report

Stream Co.,Ltd. <3071> [TSE Std] announced its financial results in the afternoon session on September 8th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending January 2026 (February to July) increased 26.4% from the same period last year, reaching 67 million yen.

However, the full-year forecast for consolidated ordinary profit has decreased 27.3%, from the previous forecast of 275 million yen to 200 million yen (compared to 240 million yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 16.7% decrease in profit.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the August to January period (second half) is expected to decrease 28.9% from the same period last year to 133 million yen.

In the most recent three-month period, from May to July (2Q), the consolidated ordinary profit decreased to 35 million yen, a 28.6% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 0.7% in the same period last year to 0.4%.

Kabutan News

Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Feb - Jul, 2023 13,325 52 47 22 0.8 29.0 Sep 8, 2023 J-GAAP
Feb - Jul, 2024 14,947 57 53 34 1.3 22.1 Sep 9, 2024 J-GAAP
Feb - Jul, 2025 16,292 68 67 -6 -0.3 33.5 Sep 8, 2025 J-GAAP
YoY +9.0% +19.3% +26.4% － －

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb - Jul, 2025 Guidance ー ー ー ー － 0 Mar 14, 2025 J-GAAP
Feb - Jul, 2025 Results 16,292 68 67 -6 -0.3 0 Sep 8, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2026 Prev 31,550 309 275 185 6.7 3 Mar 14, 2025 J-GAAP
Jan, 2026 New 31,940 220 200 87 3.2 3 Sep 8, 2025 J-GAAP
Revision Rate +1.2% -28.8% -27.3% -53.0% -52.9%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug - Jan, 2024 15,349 203 187 -30 -1.1 3 Mar 14, 2025 J-GAAP
Aug - Jan, 2025 Guidance 15,648 152 133 93 3.4 3 Sep 8, 2025 J-GAAP
YoY +1.9% -25.1% -28.9% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2024 27,450 182 162 30 1.1 3 Mar 14, 2024 J-GAAP
Jan, 2025 30,296 260 240 4 0.2 3 Mar 14, 2025 J-GAAP
Jan, 2026 Guidance 31,940 220 200 87 3.2 3 Sep 8, 2025 J-GAAP
YoY +5.4% -15.4% -16.7% +2,075.0% +2,000.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
May - Jul, 2024 7,726 51 49 32 1.2 0.7 Sep 9, 2024 J-GAAP
Aug - Oct, 2024 6,931 20 7 4 0.2 0.3 Dec 9, 2024 J-GAAP
Nov - Jan, 2024 8,418 183 180 -34 -1.3 2.2 Mar 14, 2025 J-GAAP
Feb - Apr, 2025 7,864 33 32 19 0.7 0.4 Jun 9, 2025 J-GAAP
May - Jul, 2025 8,428 35 35 -25 -1.0 0.4 Sep 8, 2025 J-GAAP
YoY +9.1% -31.4% -28.6% － －

Related Articles