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CNS, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 15% Increase, Highest in Two Terms

Fri Jan 9, 2026 3:30 pm JST Earnings

4076 CNS Co.,Ltd. 【J-GAAP】

Earnings Report

CNS Co.,Ltd. <4076> [TSE Growth] announced its financial results after the market closed on January 9th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending May 2026 (June to November) expanded 360 million yen, an increase 50.0% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 17.4%, from the previous forecast of 575 million yen to 675 million yen (compared to 585 million yen in the previous period), reaches new record high for the first time in two terms, turning to a 15.4% increase in the consolidated ordinary profit outlook.

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 December to May period (second half) is expected to decrease 8.7% from the same period last year to 315 million yen.

In the most recent three-month period, from September to November (2Q), the consolidated ordinary profit grew 11.3% from the same period last year, reaching 178 million yen. The operating profit margin improved from 8.5% in the same period last year to 8.9%.

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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 3,296 323 337 220 75.8 51.8 Jan 11, 2024 J-GAAP
Jun - Nov, 2024 3,364 226 240 162 55.8 41.0 Jan 10, 2025 J-GAAP
Jun - Nov, 2025 3,753 350 360 273 94.2 53.3 Jan 9, 2026 J-GAAP
YoY +11.6% +54.9% +50.0% +68.5% +68.7%

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 － 0 Jul 11, 2025 J-GAAP
Jun - Nov, 2025 Results 3,753 350 360 273 94.2 0 Jan 9, 2026 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 8,253 557 575 427 146.9 50 Jul 11, 2025 J-GAAP
May, 2026 New 8,253 658 675 483 166.2 50 Jan 9, 2026 J-GAAP
Revision Rate 0.0% +18.1% +17.4% +13.1% +13.1%

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 3,640 329 345 265 91.3 75 Jul 11, 2025 J-GAAP
Dec - May, 2025 Guidance 4,500 308 315 210 72.3 50 Jan 9, 2026 J-GAAP
YoY +23.6% -6.4% -8.7% -20.8% -20.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May, 2024 6,657 619 650 461 158.8 48 Jul 11, 2024 J-GAAP
May, 2025 7,004 555 585 427 147.1 75 Jul 11, 2025 J-GAAP
May, 2026 Guidance 8,253 658 675 483 166.2 50 Jan 9, 2026 J-GAAP
YoY +17.8% +18.6% +15.4% +13.1% +13.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 1,720 147 160 108 37.2 8.5 Jan 10, 2025 J-GAAP
Dec - Feb, 2024 1,822 194 202 137 47.2 10.6 Apr 11, 2025 J-GAAP
Mar - May, 2025 1,818 135 143 128 44.1 7.4 Jul 11, 2025 J-GAAP
Jun - Aug, 2025 1,874 182 182 154 53.3 9.7 Oct 10, 2025 J-GAAP
Sep - Nov, 2025 1,879 168 178 119 41.0 8.9 Jan 9, 2026 J-GAAP
YoY +9.2% +14.3% +11.3% +10.2% +10.3%

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