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Tabio, Mar-Nov (Cumulative 3Q) Ordinary Profit Increases by 39%, Sep-Nov Ordinary Profit Increases by 70%
2668 Tabio Corporation 【J-GAAP】
Earnings ReportTabio Corporation <2668> [TSE Std] announced its financial results after the market closed on January 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) expanded 726 million yen, an increase 39.1% compared to the same period last year. Progress toward the full-year plan of 809 million yen was 89.7%, also surpassing the five-year average of 65.9%.
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 significant drop 64.2% from the same period last year to 83 million yen.
In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit increased 69.9% from the same period last year, reaching 355 million yen. The operating profit margin improved from 4.8% in the same period last year to 7.7%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Nov, 2023 | 11,778 | 497 | 512 | 414 | 61.0 | 82.4 | Jan 11, 2024 | J-GAAP |
| Mar - Nov, 2024 | 12,316 | 513 | 522 | 316 | 46.6 | 69.2 | Jan 14, 2025 | J-GAAP |
| Mar - Nov, 2025 | 12,443 | 701 | 726 | 498 | 73.3 | 89.7 | Jan 13, 2026 | J-GAAP |
| YoY | +1.0% | +36.6% | +39.1% | +57.6% | +57.2% |
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 | 8,891 | 433 | 441 | 341 | 50.3 | 30 | Apr 8, 2025 | J-GAAP |
| Sep - Feb, 2025 Guidance | 9,185 | 450 | 438 | 225 | 33.2 | 30 | Oct 7, 2025 | J-GAAP |
| YoY | +3.3% | +3.9% | -0.7% | -34.0% | -34.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 16,220 | 598 | 621 | 469 | 69.1 | 30 | Apr 9, 2024 | J-GAAP |
| Feb, 2025 | 16,852 | 739 | 754 | 520 | 76.6 | 30 | Apr 8, 2025 | J-GAAP |
| Feb, 2026 Guidance | 17,122 | 803 | 809 | 491 | 72.4 | 30 | Apr 8, 2025 | J-GAAP |
| YoY | +1.6% | +8.7% | +7.3% | -5.6% | -5.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Nov, 2024 | 4,355 | 207 | 209 | 137 | 20.2 | 4.8 | Jan 14, 2025 | J-GAAP |
| Dec - Feb, 2024 | 4,536 | 226 | 232 | 204 | 30.1 | 5.0 | Apr 8, 2025 | J-GAAP |
| Mar - May, 2025 | 4,182 | 326 | 336 | 228 | 33.7 | 7.8 | Jul 8, 2025 | J-GAAP |
| Jun - Aug, 2025 | 3,755 | 27 | 35 | 38 | 5.6 | 0.7 | Oct 7, 2025 | J-GAAP |
| Sep - Nov, 2025 | 4,506 | 348 | 355 | 232 | 34.2 | 7.7 | Jan 13, 2026 | J-GAAP |
| YoY | +3.5% | +68.1% | +69.9% | +69.3% | +68.9% |
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