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Three F, Mar-Nov (Cumulative 3Q) Ordinary Profit Increases by 49%, Sep-Nov Ordinary Profit Increases by 55%

Thu Jan 8, 2026 4:00 pm JST Earnings

7544 Three F Co., Ltd. 【J-GAAP】

Earnings Report

Three F Co., Ltd. <7544> [TSE Std] announced its financial results after the market closed on January 8th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) expanded 1.17 billion yen, an increase 48.5% compared to the same period last year. Progress toward the full-year plan of 1.34 billion yen was 87.9%, it was below the five-year average of 98.1%.

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 22.9% from the same period last year to 0.16 billion yen.

In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit increased 54.8% from the same period last year, reaching 0.30 billion yen. The operating profit margin improved from 5.6% in the same period last year to 8.0%.

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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 10,505 670 674 164 21.7 73.7 Jan 11, 2024 J-GAAP
Mar - Nov, 2024 10,500 789 793 204 27.0 79.1 Jan 9, 2025 J-GAAP
Mar - Nov, 2025 11,405 1,169 1,178 321 42.4 87.9 Jan 8, 2026 J-GAAP
YoY +8.6% +48.2% +48.5% +57.4% +56.8%

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 6,912 405 409 132 17.5 5 Apr 10, 2025 J-GAAP
Sep - Feb, 2025 Guidance 7,287 476 470 101 13.3 7 Oct 9, 2025 J-GAAP
YoY +5.4% +17.5% +14.9% -23.5% -23.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 13,857 909 914 217 28.7 10 Apr 11, 2024 J-GAAP
Feb, 2025 13,916 997 1,003 289 38.2 10 Apr 10, 2025 J-GAAP
Feb, 2026 Guidance 14,900 1,340 1,340 350 46.2 14 Sep 19, 2025 J-GAAP
YoY +7.1% +34.4% +33.6% +21.1% +20.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 3,496 197 199 47 6.2 5.6 Jan 9, 2025 J-GAAP
Dec - Feb, 2024 3,416 208 210 85 11.3 6.1 Apr 10, 2025 J-GAAP
Mar - May, 2025 3,651 344 346 100 13.3 9.4 Jul 10, 2025 J-GAAP
Jun - Aug, 2025 3,962 520 524 149 19.7 13.1 Oct 9, 2025 J-GAAP
Sep - Nov, 2025 3,792 305 308 72 9.5 8.0 Jan 8, 2026 J-GAAP
YoY +8.5% +54.8% +54.8% +53.2% +52.6%

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