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ArkCore, Mar-Nov (Cumulative 3Q) Ordinary Profit Decreases by 21%, Exceeds Full-Year Plan

Fri Jan 9, 2026 3:30 pm JST Earnings

3384 ArkCore,Inc. 【J-GAAP】

Earnings Report

ArkCore,Inc. <3384> [NSE Next] announced its financial results after the market closed on January 9th (15:30). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending February 2026 (March to November) decreased 21.5% from the same period last year to 494 million yen. However, Progress toward the full-year plan of 300 million yen is 164.7%, already exceeding the target and also exceeding the five-year average of 107.0%.

Based on the cumulative third-quarter performance announced by the company and the full-year plan, our calculation indicates that the ordinary loss for the December to February period (4Q) is expected to expand to a loss of 194 million yen (compared to a loss of 54 million yen in the same period last year). However, if the fourth-quarter performance remains at the same level as the first three quarters, the full-year plan may be increased.

In the most recent three-month period, from September to November (3Q), the ordinary profit dropped to 143 million yen, a 46.8% decrease compared to the same period last year. The operating profit margin significantly dropped from 13.7% in the same period last year to 7.7%.

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Actual Performance and Financial Trends

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
4,527M 359M 349M 238M 134.1 142.4% Jan 12, 2024 J-GAAP
Mar - Nov, 2024
5,070M 640M 629M 435M 243.5 109.4% Jan 10, 2025 J-GAAP
Mar - Nov, 2025
5,873M 498M 494M 334M 184.9 164.7% Jan 9, 2026 J-GAAP
YoY +15.8% -22.2% -21.5% -23.2% -24.0%

Guidance Update

Second Half Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Sep - Feb, 2025 Prev 1,612M -41M -51M -28M -15.5 0 Oct 9, 2025 J-GAAP
Sep - Feb, 2025 New 3,012M -41M -51M -28M -15.5 0 Jan 9, 2026 J-GAAP
Revision Rate +86.8% 0.0% 0.0% 0.0% 0.0%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Feb, 2026 Prev 5,600M 312M 300M 208M 115.2 0 Apr 14, 2025 J-GAAP
Feb, 2026 New 7,000M 312M 300M 208M 115.2 0 Jan 9, 2026 J-GAAP
Revision Rate +25.0% 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
Sep - Feb, 2024
3,174M 218M 215M 142M 79.3 0 Apr 14, 2025 J-GAAP
Guidance
Sep - Feb, 2025
3,012M -41M -51M -28M -15.5 0 Jan 9, 2026 J-GAAP
YoY -5.1%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Feb, 2024
5,411M 259M 245M 164M 92.5 0 Apr 15, 2024 J-GAAP
Feb, 2025
6,265M 586M 575M 391M 218.3 0 Apr 14, 2025 J-GAAP
Guidance
Feb, 2026
7,000M 312M 300M 208M 115.2 0 Jan 9, 2026 J-GAAP
YoY +11.7% -46.8% -47.8% -46.8% -47.3%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Sep - Nov, 2024
1,979M 272M 269M 186M 104.1 13.7% Jan 10, 2025 J-GAAP
Dec - Feb, 2024
1,195M -54M -54M -44M -24.6 -4.5% Apr 14, 2025 J-GAAP
Mar - May, 2025
2,019M 225M 223M 148M 82.1 11.1% Jul 10, 2025 J-GAAP
Jun - Aug, 2025
1,969M 128M 128M 88M 48.9 6.5% Oct 9, 2025 J-GAAP
Sep - Nov, 2025
1,885M 145M 143M 98M 54.3 7.7% Jan 9, 2026 J-GAAP
YoY -4.7% -46.7% -46.8% -47.3% -47.9%