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DKS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 20%, Raises Record High Profit Forecast, Dividend Revised Upward by 10 Yen

Wed Jan 28, 2026 3:00 pm JST Earnings

4461 DKS Co. Ltd. 【J-GAAP】

Earnings Report

DKS Co. Ltd. <4461> [TSE Prime] announced its financial results in the afternoon session on January 28th (15:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 6.92 billion yen, an increase 79.5% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 20.3%, from the previous forecast of 7.90 billion yen to 9.50 billion yen (compared to 5.73 billion yen in the previous period), increasing the growth rate from 37.7% to 65.6%, further surpassing the previous forecast of record-high profits for two 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 October to March period (second half) is expected to increase 37.2%, from the previous forecast of 4.29 billion yen to 5.89 billion yen (compared to 3.15 billion yen in the same period of the previous year), increasing the growth rate from 36.1% to 86.7%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 140 yen to 150 yen (compared to 100 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 2.6 times that of the same period last year, reaching 3.32 billion yen. The operating profit margin drastically improved from 7.0% in the same period last year to 14.1%.

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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
Apr - Dec, 2023 45,634 529 556 299 31.3 27.0 Jan 30, 2024 J-GAAP
Apr - Dec, 2024 54,271 3,802 3,857 1,967 205.5 67.2 Jan 29, 2025 J-GAAP
Apr - Dec, 2025 60,209 7,059 6,925 4,232 422.0 72.9 Jan 28, 2026 J-GAAP
YoY +10.9% +85.7% +79.5% +115.1% +105.4%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 42,389 4,332 4,297 2,318 218.5 80 Oct 30, 2025 J-GAAP
Oct - Mar, 2025 New 43,389 5,732 5,897 3,118 293.9 90 Jan 28, 2026 J-GAAP
Revision Rate +2.4% +32.3% +37.2% +34.5% +34.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 80,000 8,200 7,900 4,500 424.1 140 Oct 30, 2025 J-GAAP
Mar, 2026 New 81,000 9,600 9,500 5,300 499.5 150 Jan 28, 2026 J-GAAP
Revision Rate +1.3% +17.1% +20.3% +17.8% +17.8%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 37,824 2,877 3,158 1,329 138.9 55 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 43,389 5,732 5,897 3,118 293.9 90 Jan 28, 2026 J-GAAP
YoY +14.7% +99.2% +86.7% +134.6% +111.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 63,118 2,077 2,060 1,174 122.8 65 May 14, 2024 J-GAAP
Mar, 2025 73,255 5,351 5,737 2,585 270.1 100 May 14, 2025 J-GAAP
Mar, 2026 Guidance 81,000 9,600 9,500 5,300 499.5 150 Jan 28, 2026 J-GAAP
YoY +10.6% +79.4% +65.6% +105.0% +84.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 18,840 1,328 1,278 711 74.3 7.0 Jan 29, 2025 J-GAAP
Jan - Mar, 2025 18,984 1,549 1,880 618 64.6 8.2 May 14, 2025 J-GAAP
Apr - Jun, 2025 19,046 1,723 1,689 984 102.8 9.0 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 18,565 2,145 1,914 1,198 123.0 11.6 Oct 30, 2025 J-GAAP
Oct - Dec, 2025 22,598 3,191 3,322 2,050 204.4 14.1 Jan 28, 2026 J-GAAP
YoY +19.9% +140.3% +159.9% +188.3% +175.2%

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