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Rengo, Apr-Dec (Cumulative 3Q) Ordinary Profit Decreases by 4%

Tue Feb 3, 2026 1:00 pm JST Earnings

3941 Rengo Co., Ltd. 【J-GAAP】

Earnings Report

Rengo Co., Ltd. <3941> [TSE Prime] announced its financial results in the afternoon session on February 3rd (13:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 4.4% from the same period last year to 33.7 billion yen. Progress toward the full-year plan of 40.0 billion yen was 84.3%, below the five-year average of 88.3%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to March period (4Q) is expected to expand 61.1% from the same period last year, reaching 6.28 billion yen.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit amounted to 13.6 billion yen, an increase of 2.0% compared to the same period last year. However, the operating profit margin worsened from 5.5% in the same period last year to 5.0%.

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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 691,742 42,748 45,089 32,981 133.2 94.0 Feb 6, 2024 J-GAAP
Apr - Dec, 2024 741,486 33,364 35,277 26,352 106.3 90.0 Feb 4, 2025 J-GAAP
Apr - Dec, 2025 758,754 33,004 33,714 30,128 121.5 84.3 Feb 3, 2026 J-GAAP
YoY +2.3% -1.1% -4.4% +14.3% +14.3%

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 498,117 17,610 17,307 10,096 40.7 15 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 507,780 20,026 19,963 12,967 52.3 20 Nov 6, 2025 J-GAAP
YoY +1.9% +13.7% +15.3% +28.4% +28.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 900,791 48,855 47,984 33,025 133.3 30 May 10, 2024 J-GAAP
Mar, 2025 993,251 37,408 39,178 28,979 116.9 30 May 9, 2025 J-GAAP
Mar, 2026 Guidance 1,005,000 40,000 40,000 24,000 96.8 40 Nov 6, 2025 J-GAAP
YoY +1.2% +6.9% +2.1% -17.2% -17.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 246,352 13,566 13,406 7,469 30.1 5.5 Feb 4, 2025 J-GAAP
Jan - Mar, 2025 251,765 4,044 3,901 2,627 10.6 1.6 May 9, 2025 J-GAAP
Apr - Jun, 2025 249,399 10,375 10,483 6,002 24.2 4.2 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 247,821 9,599 9,554 5,031 20.3 3.9 Nov 6, 2025 J-GAAP
Oct - Dec, 2025 261,534 13,030 13,677 19,095 77.0 5.0 Feb 3, 2026 J-GAAP
YoY +6.2% -4.0% +2.0% +155.7% +155.5%

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