YAMAICHI ELECTRONICS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 23%, Highest in Three Terms, Dividend Revised Upward by 27 Yen

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Wed Feb 4, 2026 3:30 pm JST Earnings

6941 YAMAICHI ELECTRONICS CO.,LTD. 【J-GAAP】

Earnings Report

YAMAICHI ELECTRONICS CO.,LTD. <6941> [TSE Prime] announced its financial results after the market closed on February 4th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 9.62 billion yen, an increase 38.4% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 22.5%, from the previous forecast of 9.10 billion yen to 11.1 billion yen (compared to 7.68 billion yen in the previous period), increasing the growth rate from 18.4% to 45.0%, reaches new record high for the first time in three 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 78.6%, from the previous forecast of 2.60 billion yen to 4.65 billion yen (compared to 1.52 billion yen in the same period of the previous year), increasing the growth rate from 70.7% to 3.0 times.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 105 yen to 132 yen (compared to 89 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 4.0 times that of the same period last year, reaching 3.13 billion yen. The operating profit margin drastically improved from 4.5% in the same period last year to 22.5%.

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	27,015	1,927	1,915	1,388	67.6	65.7	Feb 6, 2024	J-GAAP
Apr - Dec, 2024	36,136	7,215	6,952	4,484	221.0	90.4	Feb 5, 2025	J-GAAP
Apr - Dec, 2025	39,595	9,312	9,623	6,977	378.6	86.3	Feb 4, 2026	J-GAAP
YoY	+9.6%	+29.1%	+38.4%	+55.6%	+71.3%

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	20,961	2,882	2,607	1,749	94.8	70	Nov 5, 2025	J-GAAP
Oct - Mar, 2025 New	25,261	4,582	4,657	3,399	184.2	97	Feb 4, 2026	J-GAAP
Revision Rate	+20.5%	+59.0%	+78.6%	+94.3%	+94.3%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	47,700	9,300	9,100	6,400	346.7	105	Nov 5, 2025	J-GAAP
Mar, 2026 New	52,000	11,000	11,150	8,050	436.1	132	Feb 4, 2026	J-GAAP
Revision Rate	+9.0%	+18.3%	+22.5%	+25.8%	+25.8%

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	17,721	1,392	1,527	1,149	56.9	54	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	25,261	4,582	4,657	3,399	184.2	97	Feb 4, 2026	J-GAAP
YoY	+42.5%	+229.2%	+205.0%	+195.8%	+223.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	36,423	2,933	2,914	2,060	100.4	31	May 14, 2024	J-GAAP
Mar, 2025	45,298	8,225	7,689	5,240	259.5	89	May 13, 2025	J-GAAP
Mar, 2026 Guidance	52,000	11,000	11,150	8,050	436.1	132	Feb 4, 2026	J-GAAP
YoY	+14.8%	+33.7%	+45.0%	+53.6%	+68.1%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	8,559	382	790	393	19.4	4.5	Feb 5, 2025	J-GAAP
Jan - Mar, 2025	9,162	1,010	737	756	37.4	11.0	May 13, 2025	J-GAAP
Apr - Jun, 2025	14,650	3,820	3,778	2,786	150.7	26.1	Aug 5, 2025	J-GAAP
Jul - Sep, 2025	12,089	2,598	2,715	1,865	101.1	21.5	Nov 5, 2025	J-GAAP
Oct - Dec, 2025	12,856	2,894	3,130	2,326	126.2	22.5	Feb 4, 2026	J-GAAP
YoY	+50.2%	+657.6%	+296.2%	+491.9%	+551.6%