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SHIP HEALTHCARE, First Half Ordinary Profit Increases by 4%, Jul-Sep Ordinary Profit Increases by 43%
3360 SHIP HEALTHCARE HOLDINGS, INC. 【J-GAAP】
Earnings ReportSHIP HEALTHCARE HOLDINGS, INC. <3360> [TSE Prime] announced its financial results after the market closed on November 11th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 3.7% from the same period last year, reaching 8.72 billion yen. However, Progress toward the full-year plan of 26.5 billion yen was 32.9%, also falling below the five-year average of 36.3%.
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 October to March period (second half) is expected to nearly flat at 17.7 billion yen, up 1.0% from the same period last year.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 43.3% from the same period last year, reaching 5.62 billion yen. The operating profit margin improved from 2.7% in the same period last year to 3.1%.
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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 |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 296,771 | 9,238 | 10,116 | 3,686 | 39.1 | 40.1 | Nov 10, 2023 | J-GAAP |
| Apr - Sep, 2024 | 310,032 | 7,743 | 8,414 | 5,539 | 58.7 | 32.3 | Nov 8, 2024 | J-GAAP |
| Apr - Sep, 2025 | 333,385 | 8,179 | 8,722 | 5,432 | 58.0 | 32.9 | Nov 11, 2025 | J-GAAP |
| YoY | +7.5% | +5.6% | +3.7% | -1.9% | -1.2% |
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 | 315,000 | 8,000 | 8,500 | 5,500 | 59.3 | 0 | May 13, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 333,385 | 8,179 | 8,722 | 5,432 | 58.0 | 0 | Nov 11, 2025 | J-GAAP |
| Revision Rate | +5.8% | +2.2% | +2.6% | -1.2% | -2.2% |
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 | 368,197 | 17,036 | 17,609 | 9,589 | 101.6 | 58 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 366,615 | 17,821 | 17,778 | 10,068 | 109.4 | 60 | Nov 11, 2025 | J-GAAP |
| YoY | -0.4% | +4.6% | +1.0% | +5.0% | +7.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 630,988 | 24,539 | 25,219 | 13,799 | 146.3 | 50 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 678,229 | 24,779 | 26,023 | 15,128 | 160.3 | 58 | May 13, 2025 | J-GAAP |
| Mar, 2026 Guidance | 700,000 | 26,000 | 26,500 | 15,500 | 168.4 | 60 | May 13, 2025 | J-GAAP |
| YoY | +3.2% | +4.9% | +1.8% | +2.5% | +5.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 154,813 | 4,236 | 3,923 | 2,458 | 26.1 | 2.7 | Nov 8, 2024 | J-GAAP |
| Oct - Dec, 2024 | 182,240 | 7,378 | 8,131 | 4,978 | 52.8 | 4.0 | Feb 7, 2025 | J-GAAP |
| Jan - Mar, 2025 | 185,957 | 9,658 | 9,478 | 4,611 | 48.9 | 5.2 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 163,310 | 2,953 | 3,099 | 2,030 | 21.5 | 1.8 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 170,075 | 5,226 | 5,623 | 3,402 | 36.3 | 3.1 | Nov 11, 2025 | J-GAAP |
| YoY | +9.9% | +23.4% | +43.3% | +38.4% | +39.4% |
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