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LEC INC, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 9%

Fri Nov 14, 2025 4:00 pm JST Earnings

7874 LEC,INC. 【J-GAAP】

Earnings Report

LEC,INC. <7874> [TSE Prime] announced its financial results after the market closed on November 14th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 2.51 billion yen, an increase 60.3% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 8.6%, from the previous forecast of 3.50 billion yen to 3.80 billion yen (compared to 3.00 billion yen in the previous period), increasing the growth rate from 16.4% to 26.3%.

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 decrease 10.5% from the same period last year to 1.28 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 2.8 times that of the same period last year, reaching 1.21 billion yen. The operating profit margin significantly improved from 2.1% in the same period last year to 7.1%.

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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 29,688 936 1,038 474 13.7 61.5 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 32,693 1,232 1,570 1,127 33.0 52.2 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 34,450 2,506 2,516 1,488 45.7 66.2 Nov 14, 2025 J-GAAP
YoY +5.4% +103.4% +60.3% +32.0% +38.7%

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 35,000 2,100 2,200 1,250 38.2 10 Aug 8, 2025 J-GAAP
Apr - Sep, 2025 Results 34,450 2,506 2,516 1,488 45.7 10 Nov 14, 2025 J-GAAP
Revision Rate -1.6% +19.3% +14.4% +19.0% +19.6%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 70,000 3,400 3,500 2,100 64.2 20 Aug 8, 2025 J-GAAP
Mar, 2026 New 70,000 3,800 3,800 2,400 73.3 20 Nov 14, 2025 J-GAAP
Revision Rate 0.0% +11.8% +8.6% +14.3% +14.3%

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 33,611 1,482 1,438 621 19.0 10 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 35,550 1,294 1,284 912 27.9 10 Nov 14, 2025 J-GAAP
YoY +5.8% -12.7% -10.7% +46.9% +46.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 60,783 1,628 1,687 796 22.9 20 May 10, 2024 J-GAAP
Mar, 2025 66,304 2,714 3,008 1,748 53.4 20 May 15, 2025 J-GAAP
Mar, 2026 Guidance 70,000 3,800 3,800 2,400 73.3 20 Nov 14, 2025 J-GAAP
YoY +5.6% +40.0% +26.3% +37.3% +37.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 16,589 346 431 316 9.2 2.1 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 17,956 1,140 990 529 15.9 6.3 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 15,655 342 448 92 2.8 2.2 May 15, 2025 J-GAAP
Apr - Jun, 2025 17,335 1,299 1,306 670 20.6 7.5 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 17,115 1,207 1,210 818 25.1 7.1 Nov 14, 2025 J-GAAP
YoY +3.2% +248.8% +180.7% +158.9% +171.9%

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