kabutan

Japan Aviation Electronics, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 39% Decrease

Thu Oct 30, 2025 3:30 pm JST Earnings

6807 Japan Aviation Electronics Industry, Limited 【J-GAAP】

Earnings Report

Japan Aviation Electronics Industry, Limited <6807> [TSE Prime] announced its financial results after the market closed on October 30th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 41.7% from the same period last year to 4.73 billion yen, fell short of the previous forecast of 7.00 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 48.6%, from the previous forecast of 17.5 billion yen to 9.00 billion yen (compared to 14.8 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 39.3% 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 October to March period (second half) is expected to drop 36.5% from the same period last year to 4.26 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 3.64 billion yen, a 23.2% decrease compared to the same period last year. The operating profit margin drastically worsened from 9.4% in the same period last year to 5.6%.

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
Apr - Sep, 2023 113,285 6,770 8,607 6,711 73.6 58.3 Oct 27, 2023 J-GAAP
Apr - Sep, 2024 113,451 9,218 8,119 6,631 98.5 54.7 Oct 23, 2024 J-GAAP
Apr - Sep, 2025 110,441 4,760 4,736 3,116 46.2 52.6 Oct 30, 2025 J-GAAP
YoY -2.7% -48.4% -41.7% -53.0% -53.0%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 110,000 7,500 7,000 5,000 74.2 30 Apr 23, 2025 J-GAAP
Apr - Sep, 2025 Results 110,441 4,760 4,736 3,116 46.2 30 Oct 30, 2025 J-GAAP
Revision Rate +0.4% -36.5% -32.3% -37.7% -37.7%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 240,000 18,500 17,500 13,000 192.9 60 Apr 23, 2025 J-GAAP
Mar, 2026 New 225,000 10,000 9,000 6,000 89.0 60 Oct 30, 2025 J-GAAP
Revision Rate -6.3% -45.9% -48.6% -53.8% -53.8%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 108,193 6,397 6,719 4,961 73.6 30 Apr 23, 2025 J-GAAP
Oct - Mar, 2025 Guidance 114,559 5,240 4,264 2,884 42.8 30 Oct 30, 2025 J-GAAP
YoY +5.9% -18.1% -36.5% -41.9% -41.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 225,781 14,423 14,762 12,245 137.1 55 Apr 24, 2024 J-GAAP
Mar, 2025 221,644 15,615 14,838 11,592 172.1 60 Apr 23, 2025 J-GAAP
Mar, 2026 Guidance 225,000 10,000 9,000 6,000 89.0 60 Oct 30, 2025 J-GAAP
YoY +1.5% -36.0% -39.3% -48.2% -48.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 57,891 5,444 4,749 3,495 51.9 9.4 Oct 23, 2024 J-GAAP
Oct - Dec, 2024 53,002 2,236 2,951 2,089 31.0 4.2 Jan 29, 2025 J-GAAP
Jan - Mar, 2025 55,191 4,161 3,768 2,872 42.6 7.5 Apr 23, 2025 J-GAAP
Apr - Jun, 2025 51,605 1,480 1,091 856 12.7 2.9 Jul 23, 2025 J-GAAP
Jul - Sep, 2025 58,836 3,280 3,645 2,260 33.5 5.6 Oct 30, 2025 J-GAAP
YoY +1.6% -39.8% -23.2% -35.3% -35.4%

Related Articles