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Tamron, 11% Increase in Ordinary Profit for The Current Fiscal Year, Dividend Effectively Increased

Fri Feb 6, 2026 3:30 pm JST Earnings

7740 Tamron Co.,Ltd. 【J-GAAP】

Earnings Report

Tamron Co.,Ltd. <7740> [TSE Prime] announced its financial results after the market closed on February 6th (15:30). The consolidated ordinary profit for the fiscal year ended December 2025 decreased by 13.5% from the previous period to 16.6 billion yen. For the fiscal year ending December 2026, the consolidated ordinary profit is expected to grow by 10.8% to 18.5 billion yen.

At the same time, the annual dividend for this fiscal year is 37 yen, taking into account the previous year's forward stock split, this dividend represents an actual increase of 2.1%.

In the most recent three-month period, from October to December (4Q), the consolidated ordinary profit grew 22.7% from the same period last year, reaching 3.22 billion yen. The operating profit margin rose from 12.3% in the same period last year to 14.8%.

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Actual Results

Historical Performance
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 71,426 13,607 13,972 10,812 64.6 21.25 Feb 8, 2024 J-GAAP
Dec, 2024 88,475 19,201 19,304 14,526 87.9 35 Feb 7, 2025 J-GAAP
Dec, 2025 85,071 16,638 16,699 11,761 72.8 36.25 Feb 6, 2026 J-GAAP
YoY -3.8% -13.3% -13.5% -19.0% -17.2%

Full Year Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Guidance 87,000 18,000 18,200 13,560 84.1 36.25 Nov 6, 2025 J-GAAP
Dec, 2025 Results 85,071 16,638 16,699 11,761 72.8 36.25 Feb 6, 2026 J-GAAP
Revision Rate -2.2% -7.6% -8.2% -13.3% -13.5%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 41,714 9,203 9,270 6,881 42.5 10 Aug 7, 2025 J-GAAP
Jan - Jun, 2026 Guidance 41,400 7,700 7,700 5,700 35.4 10.50 Feb 6, 2026 J-GAAP
YoY -0.8% -16.3% -16.9% -17.2% -16.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2024 88,475 19,201 19,304 14,526 87.9 35 Feb 7, 2025 J-GAAP
Dec, 2025 85,071 16,638 16,699 11,761 72.8 36.25 Feb 6, 2026 J-GAAP
Dec, 2026 Guidance 91,000 18,500 18,500 13,690 84.9 37 Feb 6, 2026 J-GAAP
YoY +7.0% +11.2% +10.8% +16.4% +16.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 20,019 2,469 2,631 2,298 13.9 12.3 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 19,451 4,235 4,238 2,841 17.4 21.8 May 2, 2025 J-GAAP
Apr - Jun, 2025 22,263 4,968 5,032 4,040 24.9 22.3 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 21,389 4,183 4,200 3,178 19.7 19.6 Nov 6, 2025 J-GAAP
Oct - Dec, 2025 21,968 3,252 3,229 1,702 10.5 14.8 Feb 6, 2026 J-GAAP
YoY +9.7% +31.7% +22.7% -25.9% -24.3%

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