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TKP, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 8%, Raises Record High Profit Forecast

Wed Jan 14, 2026 3:30 pm JST Earnings

3479 TKP Corporation 【J-GAAP】

Earnings Report

TKP Corporation <3479> [TSE Growth] announced its financial results after the market closed on January 14th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) expanded 5.40 billion yen, an increase 31.4% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 7.5%, from the previous forecast of 8.00 billion yen to 8.60 billion yen (compared to 5.82 billion yen in the previous period), increasing the growth rate from 37.3% to 47.6%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the September to February period (second half) is expected to increase 11.6%, from the previous forecast of 5.17 billion yen to 5.77 billion yen (compared to 3.20 billion yen in the same period of the previous year), increasing the growth rate from 61.5% to 80.2%.

In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit increased 72.9% from the same period last year, reaching 2.57 billion yen. The operating profit margin improved from 8.7% in the same period last year to 10.7%.

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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 27,403 3,928 4,229 6,489 155.2 87.0 Jan 15, 2024 J-GAAP
Mar - Nov, 2024 40,130 4,461 4,111 3,296 78.7 70.6 Jan 14, 2025 J-GAAP
Mar - Nov, 2025 76,985 6,133 5,402 3,097 80.3 62.8 Jan 14, 2026 J-GAAP
YoY +91.8% +37.5% +31.4% -6.0% +2.0%

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 54,102 5,761 5,173 1,977 52.0 0 Oct 15, 2025 J-GAAP
Sep - Feb, 2025 New 63,602 6,761 5,773 2,177 57.3 0 Jan 14, 2026 J-GAAP
Revision Rate +17.6% +17.4% +11.6% +10.1% +10.1%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 104,000 9,000 8,000 3,600 94.7 0 Aug 14, 2025 J-GAAP
Feb, 2026 New 113,500 10,000 8,600 3,800 99.9 0 Jan 14, 2026 J-GAAP
Revision Rate +9.1% +11.1% +7.5% +5.6% +5.6%

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 38,928 3,182 3,203 1,367 32.7 0 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 63,602 6,761 5,773 2,177 57.3 0 Jan 14, 2026 J-GAAP
YoY +63.4% +112.5% +80.2% +59.3% +74.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 36,545 4,607 4,862 7,321 175.0 0 Apr 15, 2024 J-GAAP
Feb, 2025 59,208 5,915 5,825 3,789 90.7 0 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 113,500 10,000 8,600 3,800 99.9 0 Jan 14, 2026 J-GAAP
YoY +91.7% +69.1% +47.6% +0.3% +10.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 19,850 1,728 1,489 874 20.9 8.7 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 19,078 1,454 1,714 493 11.8 7.6 Apr 14, 2025 J-GAAP
Mar - May, 2025 24,465 1,801 1,659 1,079 27.2 7.4 Jul 15, 2025 J-GAAP
Jun - Aug, 2025 25,433 1,438 1,168 544 14.0 5.7 Oct 15, 2025 J-GAAP
Sep - Nov, 2025 27,087 2,894 2,575 1,474 38.2 10.7 Jan 14, 2026 J-GAAP
YoY +36.5% +67.5% +72.9% +68.6% +83.0%

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