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Wacom, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 13%, Dividend Revised Upward by 4 Yen

Fri Jan 30, 2026 3:30 pm JST Earnings

6727 Wacom Co.,Ltd. 【J-GAAP】

Earnings Report

Wacom Co.,Ltd. <6727> [TSE Prime] announced its financial results after the market closed on January 30th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 23.3% from the same period last year, reaching 10.3 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 13.0%, from the previous forecast of 11.5 billion yen to 13.0 billion yen (compared to 10.3 billion yen in the previous period), increasing the growth rate from 10.6% to 25.1%.

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 26.5%, from the previous forecast of 5.66 billion yen to 7.16 billion yen (compared to 5.60 billion yen in the same period of the previous year), increasing the growth rate from 0.9% to 27.7%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 22 yen to 26 yen (compared to 22 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 24.9% from the same period last year, reaching 4.51 billion yen. The operating profit margin drastically improved from 7.0% in the same period last year to 13.3%.

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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 89,151 5,269 6,656 4,893 31.5 67.6 Jan 31, 2024 J-GAAP
Apr - Dec, 2024 87,517 7,602 8,400 5,382 37.8 80.8 Jan 31, 2025 J-GAAP
Apr - Dec, 2025 81,638 9,884 10,354 7,444 55.3 79.6 Jan 30, 2026 J-GAAP
YoY -6.7% +30.0% +23.3% +38.3% +46.4%

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 58,606 5,646 5,662 4,363 32.4 11 Oct 31, 2025 J-GAAP
Oct - Mar, 2025 New 58,606 7,146 7,162 5,263 39.1 15 Jan 30, 2026 J-GAAP
Revision Rate 0.0% +26.6% +26.5% +20.6% +20.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 110,000 11,500 11,500 8,500 63.2 22 May 9, 2025 J-GAAP
Mar, 2026 New 110,000 13,000 13,000 9,400 69.9 26 Jan 30, 2026 J-GAAP
Revision Rate 0.0% +13.0% +13.0% +10.6% +10.6%

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 58,366 4,735 5,609 1,756 12.4 22 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 58,606 7,146 7,162 5,263 39.1 15 Jan 30, 2026 J-GAAP
YoY +0.4% +50.9% +27.7% +199.7% +214.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 118,795 7,058 9,853 4,562 29.6 20 May 9, 2024 J-GAAP
Mar, 2025 115,681 10,210 10,394 5,225 37.0 22 May 9, 2025 J-GAAP
Mar, 2026 Guidance 110,000 13,000 13,000 9,400 69.9 26 Jan 30, 2026 J-GAAP
YoY -4.9% +27.3% +25.1% +79.9% +89.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 30,202 2,127 3,615 1,913 13.4 7.0 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 28,164 2,608 1,994 -157 -1.1 9.3 May 9, 2025 J-GAAP
Apr - Jun, 2025 24,505 2,723 2,376 1,638 12.2 11.1 Jul 30, 2025 J-GAAP
Jul - Sep, 2025 26,889 3,131 3,462 2,499 18.6 11.6 Oct 31, 2025 J-GAAP
Oct - Dec, 2025 30,244 4,030 4,516 3,307 24.6 13.3 Jan 30, 2026 J-GAAP
YoY +0.1% +89.5% +24.9% +72.9% +83.0%

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