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SQUARE ENIX, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 34%

Thu Feb 5, 2026 3:30 pm JST Earnings

9684 SQUARE ENIX HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

SQUARE ENIX HOLDINGS CO.,LTD. <9684> [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) expanded 53.1 billion yen, an increase 40.8% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 34.1%, from the previous forecast of 41.0 billion yen to 55.0 billion yen (compared to 40.9 billion yen in the previous period), increasing the growth rate from 0.1% to 34.3%.

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 2.1 times, from the previous forecast of 12.4 billion yen to 26.4 billion yen (compared to 22.7 billion yen in the same period of the previous year), turning to a 16.0% increase in the consolidated ordinary profit outlook.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 25.5% from the same period last year, reaching 24.6 billion yen. The operating profit margin jumped from 13.4% in the same period last year to 23.4%.

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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 257,612 34,918 40,910 26,768 74.4 98.5 Feb 5, 2024 J-GAAP
Apr - Dec, 2024 248,519 33,381 37,759 24,718 68.7 92.2 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 215,455 46,387 53,169 25,607 71.0 96.7 Feb 5, 2026 J-GAAP
YoY -13.3% +39.0% +40.8% +3.6% +3.5%

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 146,105 13,722 12,447 6,848 19.0 25 Nov 6, 2025 J-GAAP
Oct - Mar, 2025 New 146,105 21,722 26,447 16,948 47.0 25 Feb 5, 2026 J-GAAP
Revision Rate 0.0% +58.3% +112.5% +147.5% +147.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 280,000 41,000 41,000 16,900 46.9 43 Nov 6, 2025 J-GAAP
Mar, 2026 New 280,000 49,000 55,000 27,000 74.9 43 Feb 5, 2026 J-GAAP
Revision Rate 0.0% +19.5% +34.1% +59.8% +59.8%

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 166,915 19,404 22,798 12,664 35.2 33.67 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 146,105 21,722 26,447 16,948 47.0 25 Feb 5, 2026 J-GAAP
YoY -12.5% +11.9% +16.0% +33.8% +33.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 356,344 32,558 41,541 14,912 41.5 12.67 May 13, 2024 J-GAAP
Mar, 2025 324,506 40,580 40,939 24,414 67.8 43 May 14, 2025 J-GAAP
Mar, 2026 Guidance 280,000 49,000 55,000 27,000 74.9 43 Feb 5, 2026 J-GAAP
YoY -13.7% +20.7% +34.3% +10.6% +10.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 90,928 12,205 19,618 12,968 36.0 13.4 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 75,987 7,199 3,180 -304 -0.8 9.5 May 14, 2025 J-GAAP
Apr - Jun, 2025 59,275 9,018 6,889 4,804 13.3 15.2 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 74,620 18,260 21,664 5,248 14.6 24.5 Nov 6, 2025 J-GAAP
Oct - Dec, 2025 81,560 19,109 24,616 15,555 43.2 23.4 Feb 5, 2026 J-GAAP
YoY -10.3% +56.6% +25.5% +19.9% +19.8%

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