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WEATHERNEWS, First Half Ordinary Profit Increases by 43%, Dividend Effectively Increased

Fri Dec 26, 2025 3:30 pm JST Earnings

4825 WEATHERNEWS INC. 【J-GAAP】

Earnings Report

WEATHERNEWS INC. <4825> [TSE Prime] announced its financial results after the market closed on December 26th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending May 2026 (June to November) expanded 2.32 billion yen, an increase 43.3% compared to the same period last year. Progress toward the full-year plan of 5.00 billion yen was 46.5%, exceeding the five-year average of 36.6%.

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 December to May period (second half) is expected to decrease 6.0% from the same period last year to 2.67 billion yen.

At the same time, due to a planned 2-for-1 forward stock split is scheduled for February 28, the annual dividend for the current fiscal year has been revised from the original plan of 90 yen to 97.5～102.5 yen (equivalent to 150～160 yen before the forward stock split). This effectively represents increase in the annual dividend.

In the most recent three-month period, from September to November (2Q), the consolidated ordinary profit grew 14.2% from the same period last year, reaching 1.40 billion yen. The operating profit margin rose from 21.2% in the same period last year to 22.1%.

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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
Jun - Nov, 2023 11,150 1,263 1,284 1,018 46.1 38.4 Dec 28, 2023 J-GAAP
Jun - Nov, 2024 11,609 1,676 1,622 1,134 51.3 36.3 Dec 27, 2024 J-GAAP
Jun - Nov, 2025 12,133 2,268 2,324 1,638 73.9 46.5 Dec 26, 2025 J-GAAP
YoY +4.5% +35.3% +43.3% +44.4% +44.0%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun - Nov, 2025 Guidance ー ー ー ー － 45 Jul 7, 2025 J-GAAP
Jun - Nov, 2025 Results 12,133 2,268 2,324 1,638 73.9 45 Dec 26, 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
May, 2026 Prev 25,000 5,000 5,000 3,500 157.6 90 Jul 7, 2025 J-GAAP
May, 2026 New 25,000 5,000 5,000 3,500 157.6 150 Dec 26, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec - May, 2024 11,896 2,841 2,846 1,981 89.5 35 Jul 7, 2025 J-GAAP
Dec - May, 2025 Guidance 12,867 2,732 2,676 1,862 83.9 105 Dec 26, 2025 J-GAAP
YoY +8.2% -3.8% -6.0% -6.0% -6.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May, 2024 22,242 3,270 3,341 2,437 110.4 60 Jul 8, 2024 J-GAAP
May, 2025 23,505 4,517 4,468 3,115 140.8 70 Jul 7, 2025 J-GAAP
May, 2026 Guidance 25,000 5,000 5,000 3,500 157.6 150 Dec 26, 2025 J-GAAP
YoY +6.4% +10.7% +11.9% +12.4% +12.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 5,766 1,221 1,234 855 38.7 21.2 Dec 27, 2024 J-GAAP
Dec - Feb, 2024 5,819 1,461 1,472 1,021 46.2 25.1 Apr 7, 2025 J-GAAP
Mar - May, 2025 6,077 1,380 1,374 960 43.4 22.7 Jul 7, 2025 J-GAAP
Jun - Aug, 2025 6,006 912 915 672 30.3 15.2 Oct 8, 2025 J-GAAP
Sep - Nov, 2025 6,127 1,356 1,409 966 43.6 22.1 Dec 26, 2025 J-GAAP
YoY +6.3% +11.1% +14.2% +13.0% +12.6%

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