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TRINITY INDUSTRIAL, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 14%, Dividend Revised Upward by 6 Yen

Thu Jan 29, 2026 3:00 pm JST Earnings

6382 TRINITY INDUSTRIAL CORPORATION 【J-GAAP】

Earnings Report

TRINITY INDUSTRIAL CORPORATION <6382> [TSE Std] announced its financial results in the afternoon session on January 29th (15:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 6.5% from the same period last year, reaching 2.75 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 13.8%, from the previous forecast of 2.90 billion yen to 3.30 billion yen (compared to 3.52 billion yen in the previous period), and the declining rate is expected to decrease from 17.6% to 6.3%.

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) has been revised upward 36.9%, from the previous forecast of 1.08 billion yen to 1.48 billion yen (compared to 2.09 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 48.2% to 29.1%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 52 yen to 58 yen (compared to 60 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 0.93 billion yen, a 19.1% decrease compared to the same period last year. The operating profit margin worsened from 9.2% in the same period last year to 8.4%.

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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 25,185 1,831 2,187 1,459 90.8 72.7 Jan 31, 2024 J-GAAP
Apr - Dec, 2024 28,119 2,056 2,586 1,726 107.2 73.4 Jan 29, 2025 J-GAAP
Apr - Dec, 2025 27,934 2,225 2,753 1,823 113.1 83.4 Jan 29, 2026 J-GAAP
YoY -0.7% +8.2% +6.5% +5.6% +5.5%

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 20,072 833 1,084 872 54.0 26 Oct 31, 2025 J-GAAP
Oct - Mar, 2025 New 20,072 1,233 1,484 1,172 72.6 32 Jan 29, 2026 J-GAAP
Revision Rate 0.0% +48.0% +36.9% +34.4% +34.4%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 39,000 2,300 2,900 2,000 123.9 52 Oct 31, 2025 J-GAAP
Mar, 2026 New 39,000 2,700 3,300 2,300 142.5 58 Jan 29, 2026 J-GAAP
Revision Rate 0.0% +17.4% +13.8% +15.0% +15.0%

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 22,141 2,108 2,093 1,640 101.8 40 Apr 25, 2025 J-GAAP
Oct - Mar, 2025 Guidance 20,072 1,233 1,484 1,172 72.6 32 Jan 29, 2026 J-GAAP
YoY -9.3% -41.5% -29.1% -28.5% -28.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 36,992 2,795 3,007 2,058 128.0 40 Apr 24, 2024 J-GAAP
Mar, 2025 40,217 3,245 3,521 2,403 149.2 60 Apr 25, 2025 J-GAAP
Mar, 2026 Guidance 39,000 2,700 3,300 2,300 142.5 58 Jan 29, 2026 J-GAAP
YoY -3.0% -16.8% -6.3% -4.3% -4.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 10,043 919 1,158 963 59.8 9.2 Jan 29, 2025 J-GAAP
Jan - Mar, 2025 12,098 1,189 935 677 42.0 9.8 Apr 25, 2025 J-GAAP
Apr - Jun, 2025 8,882 633 809 462 28.7 7.1 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 10,046 834 1,007 666 41.3 8.3 Oct 31, 2025 J-GAAP
Oct - Dec, 2025 9,006 758 937 695 43.1 8.4 Jan 29, 2026 J-GAAP
YoY -10.3% -17.5% -19.1% -27.8% -28.0%

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