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ARCS, Mar-Nov (Cumulative 3Q) Ordinary Profit Increases by 16%, Sep-Nov Ordinary Profit Increases by 30%

Thu Jan 8, 2026 3:30 pm JST Earnings

9948 ARCS COMPANY,LIMITED 【J-GAAP】

Earnings Report

ARCS COMPANY,LIMITED <9948> [TSE Prime] announced its financial results after the market closed on January 8th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) increased 15.7% from the same period last year, reaching 13.0 billion yen. Progress toward the full-year plan of 18.0 billion yen was 72.5%, exceeding the five-year average of 69.9%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the December to February period (4Q) is expected to decrease 21.0% from the same period last year to 4.94 billion yen.

In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit grew 30.0% from the same period last year, reaching 4.29 billion yen. The operating profit margin improved from 2.0% in the same period last year to 2.6%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Mar - Nov, 2023 436,410 11,094 12,341 7,907 143.0 66.9 Jan 9, 2024 J-GAAP
Mar - Nov, 2024 449,634 10,058 11,281 7,044 130.5 64.3 Jan 8, 2025 J-GAAP
Mar - Nov, 2025 464,771 11,889 13,057 8,498 157.5 72.5 Jan 8, 2026 J-GAAP
YoY +3.4% +18.2% +15.7% +20.6% +20.7%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 305,544 8,774 9,567 6,064 112.4 40 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 309,307 8,419 9,242 5,487 103.0 37 Oct 14, 2025 J-GAAP
YoY +1.2% -4.0% -3.4% -9.5% -8.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 591,557 16,831 18,439 11,766 214.0 68 Apr 15, 2024 J-GAAP
Feb, 2025 608,284 15,936 17,540 11,063 205.0 74 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 623,000 16,400 18,000 11,200 210.2 74 Apr 14, 2025 J-GAAP
YoY +2.4% +2.9% +2.6% +1.2% +2.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 146,894 2,896 3,308 2,045 37.9 2.0 Jan 8, 2025 J-GAAP
Dec - Feb, 2024 158,650 5,878 6,259 4,019 74.5 3.7 Apr 14, 2025 J-GAAP
Mar - May, 2025 154,294 3,874 4,233 2,798 51.9 2.5 Jul 4, 2025 J-GAAP
Jun - Aug, 2025 159,399 4,107 4,525 2,915 54.0 2.6 Oct 14, 2025 J-GAAP
Sep - Nov, 2025 151,078 3,908 4,299 2,785 51.6 2.6 Jan 8, 2026 J-GAAP
YoY +2.8% +34.9% +30.0% +36.2% +36.3%

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