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EAGLE INDUSTRY, Oct-Dec (3Q) Ordinary Profit Increases by 36%, Current Fiscal Year Dividend Revised Upward by 5 Yen
6486 EAGLE INDUSTRY CO.,LTD. 【J-GAAP】
Earnings ReportEAGLE INDUSTRY CO.,LTD. <6486> [TSE Prime] announced its financial results after the market closed on February 5th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 29.8% from the same period last year, reaching 12.4 billion yen. Progress toward the full-year plan of 15.3 billion yen was 81.6%, also surpassing the five-year average of 70.7%.
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 grow 17.2% from the same period last year, reaching 2.81 billion yen.
At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 120 yen to 125 yen (compared to 100 yen in the previous period).
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 35.7% from the same period last year, reaching 5.25 billion yen. The operating profit margin significantly improved from 6.1% in the same period last year to 9.6%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 125,092 | 5,951 | 10,336 | 6,048 | 128.8 | 74.9 | Feb 2, 2024 | J-GAAP |
| Apr - Dec, 2024 | 125,366 | 6,844 | 9,619 | 4,799 | 105.7 | 80.0 | Feb 5, 2025 | J-GAAP |
| Apr - Dec, 2025 | 131,788 | 9,986 | 12,481 | 7,502 | 165.6 | 81.6 | Feb 5, 2026 | J-GAAP |
| YoY | +5.1% | +45.9% | +29.8% | +56.3% | +56.7% |
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 | 89,490 | 6,153 | 8,069 | 5,039 | 110.9 | 60 | Nov 10, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 89,490 | 6,153 | 8,069 | 5,039 | 110.9 | 65 | Feb 5, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 175,000 | 11,700 | 15,300 | 9,800 | 215.7 | 120 | Nov 10, 2025 | J-GAAP |
| Mar, 2026 New | 175,000 | 11,700 | 15,300 | 9,800 | 215.7 | 125 | Feb 5, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
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 | 85,221 | 4,229 | 6,273 | 2,164 | 47.7 | 50 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 89,490 | 6,153 | 8,069 | 5,039 | 110.9 | 65 | Feb 5, 2026 | J-GAAP |
| YoY | +5.0% | +45.5% | +28.6% | +132.9% | +132.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 167,042 | 8,107 | 13,799 | 7,491 | 160.8 | 80 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 168,172 | 8,494 | 12,024 | 4,877 | 107.5 | 100 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 175,000 | 11,700 | 15,300 | 9,800 | 215.7 | 125 | Feb 5, 2026 | J-GAAP |
| YoY | +4.1% | +37.7% | +27.2% | +100.9% | +100.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 42,415 | 2,579 | 3,868 | 2,086 | 45.9 | 6.1 | Feb 5, 2025 | J-GAAP |
| Jan - Mar, 2025 | 42,806 | 1,650 | 2,405 | 78 | 1.7 | 3.9 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 42,489 | 2,998 | 3,927 | 2,593 | 57.3 | 7.1 | Aug 5, 2025 | J-GAAP |
| Jul - Sep, 2025 | 43,021 | 2,549 | 3,304 | 2,168 | 47.9 | 5.9 | Nov 10, 2025 | J-GAAP |
| Oct - Dec, 2025 | 46,278 | 4,439 | 5,250 | 2,741 | 60.5 | 9.6 | Feb 5, 2026 | J-GAAP |
| YoY | +9.1% | +72.1% | +35.7% | +31.4% | +31.7% |
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