kabutan

TENDA, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 66% Decrease

Tue Jan 13, 2026 5:00 pm JST Earnings

4198 TENDA Co.,LTD. 【J-GAAP】

Earnings Report

TENDA Co.,LTD. <4198> [TSE Std] announced its financial results after the market closed on January 13th (17:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending May 2026 (June to November) significantly dropped 88.3% from the same period last year to 37 million yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 72.6%, from the previous forecast of 548 million yen to 150 million yen (compared to 441 million yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 66.0% decrease in profit.

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 8.9% from the same period last year to 113 million yen.

In the most recent three-month period, from September to November (2Q), the consolidated ordinary profit significantly dropped to 25 million yen, a 79.7% decrease compared to the same period last year. The operating profit margin drastically worsened from 8.7% in the same period last year to 0.7%.

Kabutan News

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 2,194 242 242 170 26.1 44.2 Jan 12, 2024 J-GAAP
Jun - Nov, 2024 2,871 306 317 223 33.9 71.9 Jan 14, 2025 J-GAAP
Jun - Nov, 2025 2,490 17 37 -29 -4.4 24.7 Jan 13, 2026 J-GAAP
YoY -13.3% -94.4% -88.3% － －

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 15, 2025 J-GAAP
Jun - Nov, 2025 Results 2,490 17 37 -29 -4.4 0 Jan 13, 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 6,000 550 548 266 40.1 22 Jul 15, 2025 J-GAAP
May, 2026 New 5,100 130 150 30 4.5 22 Jan 13, 2026 J-GAAP
Revision Rate -15.0% -76.4% -72.6% -88.7% -88.7%

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 2,703 122 124 34 5.2 27 Jul 15, 2025 J-GAAP
Dec - May, 2025 Guidance 2,610 113 113 59 8.9 22 Jan 13, 2026 J-GAAP
YoY -3.4% -7.4% -8.9% +73.5% +72.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May, 2024 5,175 545 547 341 52.1 16.67 Jul 12, 2024 J-GAAP
May, 2025 5,574 428 441 257 39.0 27 Jul 15, 2025 J-GAAP
May, 2026 Guidance 5,100 130 150 30 4.5 22 Jan 13, 2026 J-GAAP
YoY -8.5% -69.6% -66.0% -88.3% -88.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 1,336 116 123 73 11.1 8.7 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 1,286 61 63 11 1.7 4.7 Apr 14, 2025 J-GAAP
Mar - May, 2025 1,417 61 61 23 3.5 4.3 Jul 15, 2025 J-GAAP
Jun - Aug, 2025 1,266 8 12 -16 -2.5 0.6 Oct 14, 2025 J-GAAP
Sep - Nov, 2025 1,224 9 25 -13 -2.0 0.7 Jan 13, 2026 J-GAAP
YoY -8.4% -92.2% -79.7% － －

Related Articles