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TRINITY INDUSTRIAL, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 7%, Dividend Revised Upward by 2 Yen

Fri Oct 31, 2025 3:00 pm JST Earnings

6382 TRINITY INDUSTRIAL CORPORATION 【J-GAAP】

Earnings Report

TRINITY INDUSTRIAL CORPORATION <6382> [TSE Std] announced its financial results in the afternoon session on October 31st (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 27.2% from the same period last year, reaching 1.81 billion yen, resulting in an increase in profits compared to the previous forecast of a 9.0% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 7.4%, from the previous forecast of 2.70 billion yen to 2.90 billion yen (compared to 3.52 billion yen in the previous period), and the declining rate is expected to decrease from 23.3% to 17.6%.

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 48.2% from the same period last year to 1.08 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 50 yen to 52 yen (compared to 60 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 24.8% from the same period last year, reaching 1.00 billion yen. The operating profit margin improved from 7.1% in the same period last year to 8.3%.

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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 15,407 867 1,123 660 41.1 37.3 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 18,076 1,137 1,428 763 47.4 40.6 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 18,928 1,467 1,816 1,128 70.0 62.6 Oct 31, 2025 J-GAAP
YoY +4.7% +29.0% +27.2% +47.8% +47.6%

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 19,500 1,000 1,300 700 43.4 25 Apr 25, 2025 J-GAAP
Apr - Sep, 2025 Results 18,928 1,467 1,816 1,128 70.0 26 Oct 31, 2025 J-GAAP
Revision Rate -2.9% +46.7% +39.7% +61.1% +61.3%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 39,000 2,100 2,700 1,800 111.6 50 Apr 25, 2025 J-GAAP
Mar, 2026 New 39,000 2,300 2,900 2,000 123.9 52 Oct 31, 2025 J-GAAP
Revision Rate 0.0% +9.5% +7.4% +11.1% +11.1%

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 22,141 2,108 2,093 1,640 101.8 40 Apr 25, 2025 J-GAAP
Oct - Mar, 2025 Guidance 20,072 833 1,084 872 54.0 26 Oct 31, 2025 J-GAAP
YoY -9.3% -60.5% -48.2% -46.8% -46.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 36,992 2,795 3,007 2,058 128.0 40 Apr 24, 2024 J-GAAP
Mar, 2025 40,217 3,245 3,521 2,403 149.2 60 Apr 25, 2025 J-GAAP
Mar, 2026 Guidance 39,000 2,300 2,900 2,000 123.9 52 Oct 31, 2025 J-GAAP
YoY -3.0% -29.1% -17.6% -16.8% -16.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 9,421 667 807 603 37.5 7.1 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 10,043 919 1,158 963 59.8 9.2 Jan 29, 2025 J-GAAP
Jan - Mar, 2025 12,098 1,189 935 677 42.0 9.8 Apr 25, 2025 J-GAAP
Apr - Jun, 2025 8,882 633 809 462 28.7 7.1 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 10,046 834 1,007 666 41.3 8.3 Oct 31, 2025 J-GAAP
YoY +6.6% +25.0% +24.8% +10.4% +10.2%

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