kabutan

YAMATO KOGYO, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 7%

Mon Feb 2, 2026 1:00 pm JST Earnings

5444 YAMATO KOGYO CO.,LTD. 【J-GAAP】

Earnings Report

YAMATO KOGYO CO.,LTD. <5444> [TSE Prime] announced its financial results in the afternoon session on February 2nd (13:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 28.2% from the same period last year, reaching 47.8 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 7.1%, from the previous forecast of 56.0 billion yen to 60.0 billion yen (compared to 54.4 billion yen in the previous period), increasing the growth rate from 2.9% to 10.3%.

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) is expected to increase 14.2%, from the previous forecast of 28.0 billion yen to 32.0 billion yen (compared to 13.2 billion yen in the same period of the previous year), increasing the growth rate from 2.1 times to 2.4 times.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit/loss turned to a profit of 19.9 billion yen (compared to a loss of 3.81 billion yen in the same period last year). However, the operating profit margin drastically worsened from 9.0% in the same period last year to 3.4%.

Kabutan News

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 122,205 12,773 73,351 51,861 814.1 73.9 Jan 31, 2024 J-GAAP
Apr - Dec, 2024 126,248 8,591 37,360 19,090 300.1 68.7 Jan 31, 2025 J-GAAP
Apr - Dec, 2025 118,021 3,418 47,888 33,867 553.3 79.8 Feb 2, 2026 J-GAAP
YoY -6.5% -60.2% +28.2% +77.4% +84.4%

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 79,820 1,506 28,072 18,867 312.7 200 Oct 31, 2025 J-GAAP
Oct - Mar, 2025 New 84,820 2,006 32,072 33,867 561.4 200 Feb 2, 2026 J-GAAP
Revision Rate +6.3% +33.2% +14.2% +79.5% +79.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 156,000 3,500 56,000 38,000 629.9 400 Oct 31, 2025 J-GAAP
Mar, 2026 New 161,000 4,000 60,000 53,000 878.5 400 Feb 2, 2026 J-GAAP
Revision Rate +3.2% +14.3% +7.1% +39.5% +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 89,909 7,193 13,230 3,580 56.5 200 Apr 30, 2025 J-GAAP
Oct - Mar, 2025 Guidance 84,820 2,006 32,072 33,867 561.4 200 Feb 2, 2026 J-GAAP
YoY -5.7% -72.1% +142.4% +846.0% +893.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 163,479 17,282 99,223 70,018 1,099.2 400 Apr 30, 2024 J-GAAP
Mar, 2025 168,268 11,493 54,402 31,833 502.5 400 Apr 30, 2025 J-GAAP
Mar, 2026 Guidance 161,000 4,000 60,000 53,000 878.5 400 Feb 2, 2026 J-GAAP
YoY -4.3% -65.2% +10.3% +66.5% +74.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 47,889 4,291 -3,812 -9,163 -144.1 9.0 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 42,020 2,902 17,042 12,743 201.2 6.9 Apr 30, 2025 J-GAAP
Apr - Jun, 2025 39,199 1,115 10,433 5,911 95.7 2.8 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 36,981 879 17,495 13,222 214.8 2.4 Oct 31, 2025 J-GAAP
Oct - Dec, 2025 41,841 1,424 19,960 14,734 240.7 3.4 Feb 2, 2026 J-GAAP
YoY -12.6% -66.8% － － －

Related Articles