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H.U.Group, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 16% Decrease

Mon Feb 9, 2026 2:00 pm JST Earnings

4544 H.U.Group Holdings,Inc. 【J-GAAP】

Earnings Report

H.U.Group Holdings,Inc. <4544> [TSE Prime] announced its financial results in the afternoon session on February 9th (14:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) significantly dropped 66.4% from the same period last year to 1.44 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 33.3%, from the previous forecast of 6.00 billion yen to 4.00 billion yen (compared to 4.74 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 15.6% 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 35.1%, from the previous forecast of 5.69 billion yen to 3.69 billion yen (compared to 5.99 billion yen in the same period of the previous year), leading to an increase in the profit decline rate from 5.1% to 38.4%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit significantly dropped to 1.13 billion yen, a 79.5% decrease compared to the same period last year. However, the operating profit margin remained almost flat, changing from 2.7% in the same period last year to 3.0%.

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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 177,511 -1,147 -2,863 -3,345 -58.8 ー Feb 9, 2024 J-GAAP
Apr - Dec, 2024 182,047 2,657 4,289 2,794 49.2 90.4 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 186,729 4,177 1,440 5,604 99.4 36.0 Feb 9, 2026 J-GAAP
YoY +2.6% +57.2% -66.4% +100.6% +102.2%

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 127,608 5,674 5,695 6,795 122.5 63 Nov 11, 2025 J-GAAP
Oct - Mar, 2025 New 125,608 3,674 3,695 6,795 122.5 63 Feb 9, 2026 J-GAAP
Revision Rate -1.6% -35.2% -35.1% 0.0% 0.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 252,000 8,000 6,000 7,000 126.2 125 Sep 25, 2025 J-GAAP
Mar, 2026 New 250,000 6,000 4,000 7,000 126.2 125 Feb 9, 2026 J-GAAP
Revision Rate -0.8% -25.0% -33.3% 0.0% 0.0%

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 123,038 1,684 5,999 3,582 63.1 63 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 125,608 3,674 3,695 6,795 122.5 63 Feb 9, 2026 J-GAAP
YoY +2.1% +118.2% -38.4% +89.7% +94.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 236,950 -4,043 -7,241 -7,553 -132.8 125 May 10, 2024 J-GAAP
Mar, 2025 243,025 2,640 4,742 2,761 48.6 125 May 15, 2025 J-GAAP
Mar, 2026 Guidance 250,000 6,000 4,000 7,000 126.2 125 Feb 9, 2026 J-GAAP
YoY +2.9% +127.3% -15.6% +153.5% +159.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 62,060 1,701 5,546 3,615 63.6 2.7 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 60,978 -17 453 -33 -0.6 0.0 May 15, 2025 J-GAAP
Apr - Jun, 2025 61,395 870 -485 -1,197 -21.1 1.4 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 62,997 1,456 790 1,402 24.7 2.3 Nov 11, 2025 J-GAAP
Oct - Dec, 2025 62,337 1,851 1,135 5,399 95.8 3.0 Feb 9, 2026 J-GAAP
YoY +0.4% +8.8% -79.5% +49.3% +50.5%

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