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Taiho Transportation, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 11%, Oct-Dec Ordinary Profit Increases by 51%

Fri Jan 30, 2026 11:00 am JST Earnings

9040 Taiho Transportation Co., Ltd. 【J-GAAP】

Earnings Report

Taiho Transportation Co., Ltd. <9040> [NSE Main] announced its financial results in the morning on January 30th (11:00). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 11.1% from the same period last year, reaching 300 million yen. Progress toward the full-year plan of 300 million yen was 100.0%, also surpassing the five-year average of 87.2%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit/loss for the January to March period (4Q) is expected to turn into a break even (compared to a loss of 11 million yen in the same period last year).

In the most recent three-month period, from October to December (3Q), the ordinary profit increased 50.7% from the same period last year, reaching 110 million yen. The operating profit margin improved from 3.5% in the same period last year to 5.2%.

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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 5,874 212 224 132 177.0 83.9 Feb 1, 2024 J-GAAP
Apr - Dec, 2024 5,966 255 270 315 422.2 104.2 Jan 31, 2025 J-GAAP
Apr - Dec, 2025 6,159 287 300 190 255.6 100.0 Jan 30, 2026 J-GAAP
YoY +3.2% +12.5% +11.1% -39.7% -39.5%

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 3,746 59 62 34 45.6 50 Apr 28, 2025 J-GAAP
Oct - Mar, 2025 Guidance 3,982 109 110 59 79.1 50 Oct 31, 2025 J-GAAP
YoY +6.3% +84.7% +77.4% +73.5% +73.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 7,675 250 267 102 136.7 100 Apr 26, 2024 J-GAAP
Mar, 2025 7,758 245 259 305 408.9 100 Apr 28, 2025 J-GAAP
Mar, 2026 Guidance 8,100 290 300 180 241.2 100 Apr 28, 2025 J-GAAP
YoY +4.4% +18.4% +15.8% -41.0% -41.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 1,954 69 73 44 59.0 3.5 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 1,792 -10 -11 -10 -13.4 -0.6 Apr 28, 2025 J-GAAP
Apr - Jun, 2025 1,998 61 61 35 48.0 3.1 Aug 1, 2025 J-GAAP
Jul - Sep, 2025 2,120 120 129 86 115.5 5.7 Oct 31, 2025 J-GAAP
Oct - Dec, 2025 2,041 106 110 69 92.8 5.2 Jan 30, 2026 J-GAAP
YoY +4.5% +53.6% +50.7% +56.8% +57.4%

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