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T.RAD, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 24%, Raises Record High Profit Forecast

Mon Feb 2, 2026 3:30 pm JST Earnings

7236 T.RAD Co.,Ltd. 【J-GAAP】

Earnings Report

T.RAD Co.,Ltd. <7236> [TSE Prime] announced its financial results after the market closed on February 2nd (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 2.2 times that of the same period last year, reaching 9.22 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 24.5%, from the previous forecast of 9.80 billion yen to 12.2 billion yen (compared to 8.10 billion yen in the previous period), increasing the growth rate from 21.0% to 50.6%, further surpassing the previous forecast of record-high profits for two consecutive terms.

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 58.2%, from the previous forecast of 4.12 billion yen to 6.52 billion yen (compared to 5.22 billion yen in the same period of the previous year), turning to a 25.0% increase in the consolidated ordinary profit outlook.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 2.9 times that of the same period last year, reaching 3.55 billion yen. The operating profit margin drastically improved from 1.6% in the same period last year to 7.2%.

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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 122,135 3,159 3,532 1,352 207.0 66.2 Feb 5, 2024 J-GAAP
Apr - Dec, 2024 113,844 3,105 4,117 1,156 177.0 50.8 Feb 3, 2025 J-GAAP
Apr - Dec, 2025 118,082 8,328 9,224 6,869 1,142.9 75.6 Feb 2, 2026 J-GAAP
YoY +3.7% +168.2% +124.0% +494.2% +545.9%

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 76,489 3,407 4,126 2,306 405.0 160 Nov 4, 2025 J-GAAP
Oct - Mar, 2025 New 82,489 5,507 6,526 4,606 809.0 160 Feb 2, 2026 J-GAAP
Revision Rate +7.8% +61.6% +58.2% +99.7% +99.7%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 154,000 8,800 9,800 6,400 1,124.1 320 Nov 4, 2025 J-GAAP
Mar, 2026 New 160,000 10,900 12,200 8,700 1,528.1 320 Feb 2, 2026 J-GAAP
Revision Rate +3.9% +23.9% +24.5% +35.9% +35.9%

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 80,191 4,755 5,220 3,528 542.8 150 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 82,489 5,507 6,526 4,606 809.0 160 Feb 2, 2026 J-GAAP
YoY +2.9% +15.8% +25.0% +30.6% +49.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 158,659 4,350 5,339 1,245 190.5 180 May 13, 2024 J-GAAP
Mar, 2025 159,235 7,316 8,101 4,250 653.8 240 May 12, 2025 J-GAAP
Mar, 2026 Guidance 160,000 10,900 12,200 8,700 1,528.1 320 Feb 2, 2026 J-GAAP
YoY +0.5% +49.0% +50.6% +104.7% +133.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 34,800 544 1,236 434 66.4 1.6 Feb 3, 2025 J-GAAP
Jan - Mar, 2025 45,391 4,211 3,984 3,094 476.0 9.3 May 12, 2025 J-GAAP
Apr - Jun, 2025 39,121 2,984 2,998 2,137 342.1 7.6 Aug 4, 2025 J-GAAP
Jul - Sep, 2025 38,390 2,409 2,676 1,957 320.3 6.3 Nov 4, 2025 J-GAAP
Oct - Dec, 2025 40,571 2,935 3,550 2,775 461.7 7.2 Feb 2, 2026 J-GAAP
YoY +16.6% +439.5% +187.2% +539.4% +594.9%

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