FUJITSU LIMITED, Net Income Forecast for the Fiscal Year Revised Upward by 9%, Exceeded Record Profit Forecast, Dividend Revised Upward by 20 Yen

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Thu Jan 29, 2026 3:30 pm JST Earnings

6702 FUJITSU LIMITED 【IFRS】

Earnings Report

FUJITSU LIMITED <6702> [TSE Prime] announced its financial results (based on IFRS) after the market closed on January 29th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 3.9 times that of the same period last year, reaching 343 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 9.0%, from the previous forecast of 390 billion yen to 425 billion yen (compared to 219 billion yen in the previous period), increasing the growth rate from 77.4% to 93.4%. The company has further increased its previous forecast of record profits for the first time in two years.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (second half) has been revised upward 27.3%, from the previous forecast of 127 billion yen to 162 billion yen (compared to 184 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 30.5% to 11.5%.

In light of the strong performance, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 30 yen to 50 yen (compared to 28 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated net income increased 55.9% from the same period last year, reaching 81.6 billion yen. The operating profit margin significantly improved from 7.3% in the same period last year to 11.9%.

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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	2,642,722	46,540	59,422	25,290	13.4	35.9	Jan 31, 2024	IFRS
Apr - Dec, 2024	2,408,006	105,839	114,201	88,052	48.2	41.8	Jan 31, 2025	IFRS
Apr - Dec, 2025	2,451,184	211,001	265,129	343,693	194.0	ー	Jan 29, 2026	IFRS
YoY	+1.8%	+99.4%	+132.2%	+290.3%	+303.0%

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	1,883,458	254,655	ー	127,998	72.9	15	Oct 30, 2025	IFRS
Oct - Mar, 2025 New	1,963,458	254,655	ー	162,998	92.9	35	Jan 29, 2026	IFRS
Revision Rate	+4.2%	0.0%	－	+27.3%	+27.3%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	3,450,000	360,000	ー	390,000	222.2	30	Apr 24, 2025	IFRS
Mar, 2026 New	3,530,000	360,000	ー	425,000	242.1	50	Jan 29, 2026	IFRS
Revision Rate	+2.3%	0.0%	－	+9.0%	+9.0%

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	1,997,934	222,089	230,082	184,171	101.3	14	Apr 24, 2025	IFRS
Oct - Mar, 2025 Guidance	1,963,458	254,655	ー	162,998	92.9	35	Jan 29, 2026	IFRS
YoY	-1.7%	+14.7%	－	-11.5%	-8.4%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	3,476,985	149,326	165,610	254,478	135.6	26	Apr 25, 2024	IFRS
Mar, 2025	3,550,116	265,089	273,445	219,807	120.9	28	Apr 24, 2025	IFRS
Mar, 2026 Guidance	3,530,000	360,000	ー	425,000	242.1	50	Jan 29, 2026	IFRS
YoY	-0.6%	+35.8%	－	+93.4%	+100.2%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	855,824	62,839	70,838	52,416	28.7	7.3	Jan 31, 2025	IFRS
Jan - Mar, 2025	1,142,110	159,250	159,244	131,755	72.5	13.9	Apr 24, 2025	IFRS
Apr - Jun, 2025	749,859	33,486	37,060	171,761	96.6	4.5	Jul 30, 2025	IFRS
Jul - Sep, 2025	816,683	71,859	117,892	90,241	50.8	8.8	Oct 30, 2025	IFRS
Oct - Dec, 2025	884,642	105,656	110,177	81,691	46.1	11.9	Jan 29, 2026	IFRS
YoY	+3.4%	+68.1%	+55.5%	+55.9%	+60.9%