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BROTHER INDUSTRIES, Net Income Forecast for the Fiscal Year Revised Upward by 6%, Exceeded Record Profit Forecast

Fri Feb 6, 2026 3:30 pm JST Earnings

6448 BROTHER INDUSTRIES LTD. 【IFRS】

Earnings Report

BROTHER INDUSTRIES LTD. <6448> [TSE Prime] announced its financial results (based on IFRS) after the market closed on February 6th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 3.0% from the same period last year, reaching 51.9 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 6.3%, from the previous forecast of 63.0 billion yen to 67.0 billion yen (compared to 54.7 billion yen in the previous period), increasing the growth rate from 15.0% to 22.3%. The company has further increased its previous forecast of record profits for the first time in four years.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (second half) is expected to increase 11.5%, from the previous forecast of 34.7 billion yen to 38.7 billion yen (compared to 26.6 billion yen in the same period of the previous year), increasing the growth rate from 30.4% to 45.4%.

In the most recent three-month period, from October to December (3Q), the consolidated net income grew 6.3% from the same period last year, reaching 23.6 billion yen. However, the operating profit margin decreased from 11.3% in the same period last year to 10.7%.

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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 612,766 61,082 63,314 46,614 182.4 120.5 Feb 6, 2024 IFRS
Apr - Dec, 2024 638,249 62,410 66,474 50,407 197.2 89.0 Feb 6, 2025 IFRS
Apr - Dec, 2025 661,012 62,693 65,530 51,922 205.2 79.0 Feb 6, 2026 IFRS
YoY +3.6% +0.5% -1.4% +3.0% +4.0%

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 462,223 43,277 43,521 34,729 138.8 50 Nov 10, 2025 IFRS
Oct - Mar, 2025 New 447,223 41,277 42,521 38,729 154.7 50 Feb 6, 2026 IFRS
Revision Rate -3.2% -4.6% -2.3% +11.5% +11.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 900,000 82,000 84,000 63,000 251.7 100 Nov 10, 2025 IFRS
Mar, 2026 New 885,000 80,000 83,000 67,000 267.7 100 Feb 6, 2026 IFRS
Revision Rate -1.7% -2.4% -1.2% +6.3% +6.3%

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 449,330 31,344 33,233 26,630 104.2 50 May 9, 2025 IFRS
Oct - Mar, 2025 Guidance 447,223 41,277 42,521 38,729 154.7 50 Feb 6, 2026 IFRS
YoY -0.5% +31.7% +27.9% +45.4% +48.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 822,930 49,792 52,523 31,645 123.8 84 May 9, 2024 IFRS
Mar, 2025 876,558 69,888 74,694 54,778 214.3 100 May 9, 2025 IFRS
Mar, 2026 Guidance 885,000 80,000 83,000 67,000 267.7 100 Feb 6, 2026 IFRS
YoY +1.0% +14.5% +11.1% +22.3% +24.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 211,021 23,866 25,013 22,259 87.1 11.3 Feb 6, 2025 IFRS
Jan - Mar, 2025 238,309 7,478 8,220 4,371 17.1 3.1 May 9, 2025 IFRS
Apr - Jun, 2025 213,070 15,952 16,972 11,731 46.0 7.5 Aug 6, 2025 IFRS
Jul - Sep, 2025 224,707 22,771 23,507 16,540 65.1 10.1 Nov 10, 2025 IFRS
Oct - Dec, 2025 223,235 23,970 25,051 23,651 93.5 10.7 Feb 6, 2026 IFRS
YoY +5.8% +0.4% +0.2% +6.3% +7.3%

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