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IPS, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 15%
4390 IPS, Inc. 【J-GAAP】
Earnings ReportIPS, Inc. <4390> [TSE Prime] announced its financial results after the market closed on February 6th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 15.0% from the same period last year, reaching 3.88 billion yen. Progress toward the full-year plan of 4.90 billion yen was 79.3%, also surpassing the five-year average of 61.5%.
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 expand 46.0% from the same period last year, reaching 1.01 billion yen.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 1.57 billion yen, a 12.2% decrease compared to the same period last year. However, the operating profit margin jumped from 25.1% in the same period last year to 34.7%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 8,350 | 1,455 | 1,555 | 951 | 76.0 | 35.1 | Feb 9, 2024 | J-GAAP |
| Apr - Dec, 2024 | 11,233 | 3,213 | 3,377 | 2,425 | 188.1 | 82.9 | Feb 7, 2025 | J-GAAP |
| Apr - Dec, 2025 | 11,725 | 3,695 | 3,884 | 2,729 | 209.9 | 79.3 | Feb 6, 2026 | J-GAAP |
| YoY | +4.4% | +15.0% | +15.0% | +12.5% | +11.6% |
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 | 7,520 | 2,074 | 2,485 | 1,583 | 122.7 | 20 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 10,146 | 2,899 | 2,586 | 1,393 | 106.6 | 20 | Nov 7, 2025 | J-GAAP |
| YoY | +34.9% | +39.8% | +4.1% | -12.0% | -13.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 14,117 | 3,894 | 4,427 | 2,835 | 225.1 | 37 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 15,264 | 4,413 | 4,073 | 2,544 | 197.1 | 40 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 18,000 | 5,250 | 4,900 | 3,000 | 229.6 | 40 | May 9, 2025 | J-GAAP |
| YoY | +17.9% | +19.0% | +20.3% | +17.9% | +16.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 3,489 | 874 | 1,789 | 1,464 | 113.5 | 25.1 | Feb 7, 2025 | J-GAAP |
| Jan - Mar, 2025 | 4,031 | 1,200 | 696 | 119 | 9.2 | 29.8 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 3,422 | 1,048 | 973 | 652 | 50.3 | 30.6 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 4,432 | 1,303 | 1,341 | 955 | 73.7 | 29.4 | Nov 7, 2025 | J-GAAP |
| Oct - Dec, 2025 | 3,871 | 1,344 | 1,570 | 1,122 | 86.3 | 34.7 | Feb 6, 2026 | J-GAAP |
| YoY | +10.9% | +53.8% | -12.2% | -23.4% | -24.0% |
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