TOMEN DEVICES, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 26%, Exceeded Record Profit Forecast, Dividend Revised Upward by 130 Yen

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Thu Jan 29, 2026 1:00 pm JST Earnings

2737 TOMEN DEVICES CORPORATION 【J-GAAP】

Earnings Report

TOMEN DEVICES CORPORATION <2737> [TSE Prime] announced its financial results in the afternoon session on January 29th (13:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 10.4 billion yen, an increase 63.4% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 25.6%, from the previous forecast of 9.00 billion yen to 11.3 billion yen (compared to 7.37 billion yen in the previous period), increasing the growth rate from 22.0% to 53.2%. The company has further increased its previous forecast of record profits for the first time in four years.

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 2.1 times, from the previous forecast of 2.00 billion yen to 4.30 billion yen (compared to 1.82 billion yen in the same period of the previous year), increasing the growth rate from 9.8% to 2.4 times.

In light of the strong performance, the company has significantly increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 300 yen to 430 yen (compared to 300 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 4.2 times that of the same period last year, reaching 3.40 billion yen. The operating profit margin improved from 2.7% in the same period last year to 3.5%.

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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	267,494	7,119	4,486	787	115.8	72.3	Jan 31, 2024	J-GAAP
Apr - Dec, 2024	307,512	8,723	6,368	4,754	699.1	86.3	Jan 29, 2025	J-GAAP
Apr - Dec, 2025	394,347	13,400	10,405	7,342	1,079.7	92.1	Jan 29, 2026	J-GAAP
YoY	+28.2%	+53.6%	+63.4%	+54.4%	+54.4%

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	226,911	3,333	2,003	1,621	238.4	300	Oct 30, 2025	J-GAAP
Oct - Mar, 2025 New	286,911	7,333	4,303	3,221	473.6	430	Jan 29, 2026	J-GAAP
Revision Rate	+26.4%	+120.0%	+114.8%	+98.7%	+98.7%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	470,000	11,500	9,000	6,400	941.1	300	Oct 30, 2025	J-GAAP
Mar, 2026 New	530,000	15,500	11,300	8,000	1,176.3	430	Jan 29, 2026	J-GAAP
Revision Rate	+12.8%	+34.8%	+25.6%	+25.0%	+25.0%

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	214,367	4,181	1,825	1,564	230.0	300	Apr 24, 2025	J-GAAP
Oct - Mar, 2025 Guidance	286,911	7,333	4,303	3,221	473.6	430	Jan 29, 2026	J-GAAP
YoY	+33.8%	+75.4%	+135.8%	+105.9%	+105.9%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	370,676	9,480	6,203	2,096	308.2	200	Apr 25, 2024	J-GAAP
Mar, 2025	421,671	10,169	7,377	5,588	821.7	300	Apr 24, 2025	J-GAAP
Mar, 2026 Guidance	530,000	15,500	11,300	8,000	1,176.3	430	Jan 29, 2026	J-GAAP
YoY	+25.7%	+52.4%	+53.2%	+43.2%	+43.2%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	100,208	2,735	816	730	107.4	2.7	Jan 29, 2025	J-GAAP
Jan - Mar, 2025	114,159	1,446	1,009	834	122.6	1.3	Apr 24, 2025	J-GAAP
Apr - Jun, 2025	102,386	1,846	1,709	1,270	186.8	1.8	Jul 29, 2025	J-GAAP
Jul - Sep, 2025	140,703	6,321	5,288	3,509	516.0	4.5	Oct 30, 2025	J-GAAP
Oct - Dec, 2025	151,258	5,233	3,408	2,563	376.9	3.5	Jan 29, 2026	J-GAAP
YoY	+50.9%	+91.3%	+317.6%	+251.1%	+251.1%