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FRANCE BED, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 10% Decrease

Fri Feb 6, 2026 4:00 pm JST Earnings

7840 FRANCE BED HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

FRANCE BED HOLDINGS CO.,LTD. <7840> [TSE Prime] announced its financial results after the market closed on February 6th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 7.2% from the same period last year to 3.07 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 11.6%, from the previous forecast of 4.75 billion yen to 4.20 billion yen (compared to 4.68 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 10.4% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has decreased 18.4%, from the previous forecast of 2.98 billion yen to 2.43 billion yen (compared to 2.54 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 4.2% decrease in profit.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 12.2% from the same period last year, reaching 1.30 billion yen. The operating profit margin improved from 7.7% in the same period last year to 8.4%.

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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 42,885 3,136 3,171 1,960 54.4 68.1 Feb 9, 2024 J-GAAP
Apr - Dec, 2024 44,180 3,269 3,309 2,082 60.3 70.6 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 44,810 3,086 3,071 1,857 55.4 73.1 Feb 6, 2026 J-GAAP
YoY +1.4% -5.6% -7.2% -10.8% -8.0%

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 33,041 2,968 2,985 2,003 60.0 24 Nov 7, 2025 J-GAAP
Oct - Mar, 2025 New 32,241 2,418 2,435 1,603 48.0 24 Feb 6, 2026 J-GAAP
Revision Rate -2.4% -18.5% -18.4% -20.0% -20.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 62,300 4,750 4,750 3,050 91.4 41 May 15, 2025 J-GAAP
Mar, 2026 New 61,500 4,200 4,200 2,650 79.4 41 Feb 6, 2026 J-GAAP
Revision Rate -1.3% -11.6% -11.6% -13.1% -13.1%

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 31,311 2,572 2,541 1,621 46.9 23 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 32,241 2,418 2,435 1,603 48.0 24 Feb 6, 2026 J-GAAP
YoY +3.0% -6.0% -4.2% -1.1% +2.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 59,151 4,587 4,657 3,134 87.3 39 May 15, 2024 J-GAAP
Mar, 2025 60,561 4,696 4,686 2,946 85.3 40 May 15, 2025 J-GAAP
Mar, 2026 Guidance 61,500 4,200 4,200 2,650 79.4 41 Feb 6, 2026 J-GAAP
YoY +1.6% -10.6% -10.4% -10.0% -6.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 14,930 1,145 1,164 757 21.9 7.7 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 16,381 1,427 1,377 864 25.0 8.7 May 15, 2025 J-GAAP
Apr - Jun, 2025 14,362 781 791 477 14.1 5.4 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 14,897 1,001 974 570 17.0 6.7 Nov 7, 2025 J-GAAP
Oct - Dec, 2025 15,551 1,304 1,306 810 24.2 8.4 Feb 6, 2026 J-GAAP
YoY +4.2% +13.9% +12.2% +7.0% +10.4%

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