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FUJIFILM, Pretax Income Forecast for the Fiscal Year Revised Upward by 1%, Raises Record High Profit Forecast

Thu Feb 5, 2026 2:00 pm JST Earnings

4901 FUJIFILM Holdings Corporation 【US-GAAP】

Earnings Report

FUJIFILM Holdings Corporation <4901> [TSE Prime] announced its financial results (based on US-GAAP) in the afternoon session on February 5th (14:00). The consolidated pretax income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 10.6% from the same period last year, reaching 262 billion yen.

In addition, the full-year forecast for consolidated pretax income has been revised upward 1.2%, from the previous forecast of 343 billion yen to 347 billion yen (compared to 340 billion yen in the previous period), increasing the growth rate from 0.7% to 1.9%, further surpassing the previous forecast of record-high profits for six consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated pretax income for the October to March period (second half) has been revised upward 2.2%, from the previous forecast of 181 billion yen to 185 billion yen (compared to 200 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 9.5% to 7.5%.

In the most recent three-month period, from October to December (3Q), the consolidated pretax income grew 3.6% from the same period last year, reaching 100 billion yen. However, the operating profit margin decreased from 10.8% in the same period last year to 10.5%.

Kabutan News

Actual Performance and Financial Trends

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
2,155,411M 204,927M 229,664M 173,760M 144.4 72.4 Feb 8, 2024 US-GAAP
Apr - Dec, 2024
2,327,519M 223,279M 237,147M 181,539M 150.8 69.6 Feb 6, 2025 US-GAAP
Apr - Dec, 2025
2,429,717M 248,451M 262,190M 193,375M 160.5 75.6 Feb 5, 2026 US-GAAP
YoY +4.4% +11.3% +10.6% +6.5% +6.5%

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 1,727,637M 172,514M 181,086M 141,768M 117.6 35 Nov 6, 2025 US-GAAP
Oct - Mar, 2025 New 1,727,637M 176,514M 185,086M 144,268M 119.7 35 Feb 5, 2026 US-GAAP
Revision Rate 0.0% +2.3% +2.2% +1.8% +1.8%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2026 Prev 3,300,000M 331,000M 343,000M 262,000M 217.4 70 Nov 6, 2025 US-GAAP
Mar, 2026 New 3,300,000M 335,000M 347,000M 264,500M 219.5 70 Feb 5, 2026 US-GAAP
Revision Rate 0.0% +1.2% +1.2% +1.0% +1.0%

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
1,681,079M 194,551M 200,200M 150,651M 125.1 35 May 8, 2025 US-GAAP
Guidance
Oct - Mar, 2025
1,727,637M 176,514M 185,086M 144,268M 119.7 35 Feb 5, 2026 US-GAAP
YoY +2.8% -9.3% -7.5% -4.2% -4.3%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2024
2,960,916M 276,725M 317,288M 243,509M 202.3 50 May 9, 2024 US-GAAP
Mar, 2025
3,195,828M 330,155M 340,594M 260,951M 216.7 65 May 8, 2025 US-GAAP
Guidance
Mar, 2026
3,300,000M 335,000M 347,000M 264,500M 219.5 70 Feb 5, 2026 US-GAAP
YoY +3.3% +1.5% +1.9% +1.4% +1.3%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Oct - Dec, 2024
812,770M 87,675M 96,753M 71,239M 59.2 10.8 Feb 6, 2025 US-GAAP
Jan - Mar, 2025
868,309M 106,876M 103,447M 79,412M 65.9 12.3 May 8, 2025 US-GAAP
Apr - Jun, 2025
749,482M 75,291M 71,954M 53,767M 44.6 10.0 Aug 6, 2025 US-GAAP
Jul - Sep, 2025
822,881M 83,195M 89,960M 66,465M 55.2 10.1 Nov 6, 2025 US-GAAP
Oct - Dec, 2025
857,354M 89,965M 100,276M 73,143M 60.7 10.5 Feb 5, 2026 US-GAAP
YoY +5.5% +2.6% +3.6% +2.7% +2.6%