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System Integrator Corp, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 25%, Dividend Revised Upward by 2 Yen

Wed Jan 14, 2026 4:00 pm JST Earnings

3826 System Integrator Corp. 【J-GAAP】

Earnings Report

System Integrator Corp. <3826> [TSE Std] announced its financial results after the market closed on January 14th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) expanded 453 million yen, an increase 92.8% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 25.0%, from the previous forecast of 400 million yen to 500 million yen (compared to 302 million yen in the previous period), increasing the growth rate from 32.5% to 65.6%.

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 66.7%, from the previous forecast of 150 million yen to 250 million yen (compared to 204 million yen in the same period of the previous year), turning to a 22.5% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 9 yen to 11 yen (compared to 10 yen in the previous period).

In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit increased 48.2% from the same period last year, reaching 203 million yen. The operating profit margin drastically improved from 9.8% in the same period last year to 14.8%.

Kabutan News

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
3,674M 280M 287M 267M 24.5 85.4 Jan 15, 2024 J-GAAP
Mar - Nov, 2024
3,480M 202M 235M 173M 15.9 77.8 Jan 14, 2025 J-GAAP
Mar - Nov, 2025
4,146M 466M 453M 341M 31.3 90.6 Jan 14, 2026 J-GAAP
YoY +19.1% +130.7% +92.8% +97.1% +97.0%

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 2,775M 195M 150M 49M 4.5 9 Oct 15, 2025 J-GAAP
Sep - Feb, 2025 New 2,775M 265M 250M 159M 14.6 11 Jan 14, 2026 J-GAAP
Revision Rate 0.0% +35.9% +66.7% +224.5% +224.3%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Feb, 2026 Prev 5,500M 450M 400M 255M 23.4 9 Apr 14, 2025 J-GAAP
Feb, 2026 New 5,500M 520M 500M 365M 33.4 11 Jan 14, 2026 J-GAAP
Revision Rate 0.0% +15.6% +25.0% +43.1% +43.1%

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
2,540M 192M 204M 508M 46.6 10 Apr 14, 2025 J-GAAP
Guidance
Sep - Feb, 2025
2,775M 265M 250M 159M 14.6 11 Jan 14, 2026 J-GAAP
YoY +9.3% +38.0% +22.5% -68.7% -68.7%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Feb, 2024
4,835M 328M 336M 944M 86.5 12 Apr 15, 2024 J-GAAP
Feb, 2025
4,768M 271M 302M 583M 53.4 10 Apr 14, 2025 J-GAAP
Guidance
Feb, 2026
5,500M 520M 500M 365M 33.4 11 Jan 14, 2026 J-GAAP
YoY +15.4% +91.9% +65.6% -37.4% -37.4%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Sep - Nov, 2024
1,252M 123M 137M 98M 9.0 9.8 Jan 14, 2025 J-GAAP
Dec - Feb, 2024
1,288M 69M 67M 410M 37.6 5.4 Apr 14, 2025 J-GAAP
Mar - May, 2025
1,278M 98M 99M 28M 2.6 7.7 Jul 15, 2025 J-GAAP
Jun - Aug, 2025
1,447M 157M 151M 178M 16.4 10.9 Oct 15, 2025 J-GAAP
Sep - Nov, 2025
1,421M 211M 203M 135M 12.4 14.8 Jan 14, 2026 J-GAAP
YoY +13.5% +71.5% +48.2% +37.8% +37.6%