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AXYZ, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 34% Increase

Fri Jan 30, 2026 3:30 pm JST Earnings

1381 AXYZ Co., Ltd 【J-GAAP】

Earnings Report

AXYZ Co., Ltd <1381> [TSE Std] announced its financial results after the market closed on January 30th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending June 2026 (July to December) surged 2.3 times that of the same period last year, reaching 1.93 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 41.5%, from the previous forecast of 2.05 billion yen to 2.90 billion yen (compared to 2.17 billion yen in the previous period), turning to a 33.6% increase in the consolidated ordinary profit outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the January to June period (second half) is expected to decrease 27.5% from the same period last year to 0.96 billion yen.

In the most recent three-month period, from October to December (2Q), the consolidated ordinary profit increased 54.2% from the same period last year, reaching 0.83 billion yen. The operating profit margin improved from 7.7% in the same period last year to 10.7%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jul - Dec, 2023 12,806 900 1,064 739 131.8 59.8 Jan 26, 2024 J-GAAP
Jul - Dec, 2024 12,936 813 844 835 148.7 38.9 Jan 24, 2025 J-GAAP
Jul - Dec, 2025 14,550 1,828 1,938 1,351 240.7 66.8 Jan 30, 2026 J-GAAP
YoY +12.5% +124.8% +129.6% +61.8% +61.8%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Guidance ー ー ー ー － 0 Aug 8, 2025 J-GAAP
Jul - Dec, 2025 Results 14,550 1,828 1,938 1,351 240.7 0 Jan 30, 2026 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2026 Prev 26,500 2,000 2,050 1,400 249.3 112.50 Aug 8, 2025 J-GAAP
Jun, 2026 New 28,700 2,700 2,900 2,000 356.2 112.50 Jan 30, 2026 J-GAAP
Revision Rate +8.3% +35.0% +41.5% +42.9% +42.9%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 13,490 1,308 1,327 885 157.7 112.50 Aug 8, 2025 J-GAAP
Jan - Jun, 2026 Guidance 14,150 872 962 649 115.6 112.50 Jan 30, 2026 J-GAAP
YoY +4.9% -33.3% -27.5% -26.7% -26.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 25,836 1,570 1,780 1,239 220.7 98.50 Aug 9, 2024 J-GAAP
Jun, 2025 26,426 2,121 2,171 1,720 306.4 112.50 Aug 8, 2025 J-GAAP
Jun, 2026 Guidance 28,700 2,700 2,900 2,000 356.2 112.50 Jan 30, 2026 J-GAAP
YoY +8.6% +27.3% +33.6% +16.3% +16.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 6,722 520 539 375 66.8 7.7 Jan 24, 2025 J-GAAP
Jan - Mar, 2025 6,594 491 472 318 56.7 7.4 Apr 25, 2025 J-GAAP
Apr - Jun, 2025 6,896 817 855 567 101.0 11.8 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 7,217 1,047 1,107 777 138.4 14.5 Oct 31, 2025 J-GAAP
Oct - Dec, 2025 7,333 781 831 574 102.3 10.7 Jan 30, 2026 J-GAAP
YoY +9.1% +50.2% +54.2% +53.1% +53.1%

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