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SoftBank Corp, Net Income Forecast for the Fiscal Year Revised Upward by 1%, Exceeded Record Profit Forecast

Mon Feb 9, 2026 3:30 pm JST Earnings

9434 SoftBank Corp. 【IFRS】

Earnings Report

SoftBank Corp. <9434> [TSE Prime] announced its financial results (based on IFRS) after the market closed on February 9th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 11.2% from the same period last year, reaching 485 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 0.6%, from the previous forecast of 540 billion yen to 543 billion yen (compared to 526 billion yen in the previous period), increasing the growth rate from 2.6% to 3.2%. The company has further increased its previous forecast of record profits for the first time in three 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) has been revised upward 1.6%, from the previous forecast of 191 billion yen to 194 billion yen (compared to 202 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 5.5% to 4.0%.

In the most recent three-month period, from October to December (3Q), the consolidated net income grew 21.3% from the same period last year, reaching 136 billion yen. The operating profit margin remained almost flat, changing from 14.2% in the same period last year to 14.2%.

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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 4,511,564 731,933 690,461 406,682 8.6 85.7 Feb 7, 2024 IFRS
Apr - Dec, 2024 4,811,463 821,861 743,751 436,610 9.2 84.5 Feb 10, 2025 IFRS
Apr - Dec, 2025 5,195,399 884,144 819,864 485,523 10.0 ー Feb 9, 2026 IFRS
YoY +8.0% +7.6% +10.2% +11.2% +9.6%

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 3,299,165 371,106 ー 191,245 3.9 4.30 Nov 5, 2025 IFRS
Oct - Mar, 2025 New 3,549,165 391,106 ー 194,245 4.0 4.30 Feb 9, 2026 IFRS
Revision Rate +7.6% +5.4% － +1.6% +1.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 6,700,000 1,000,000 ー 540,000 11.1 8.60 May 8, 2025 IFRS
Mar, 2026 New 6,950,000 1,020,000 ー 543,000 11.2 8.60 Feb 9, 2026 IFRS
Revision Rate +3.7% +2.0% － +0.6% +0.5%

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 3,392,270 403,127 354,416 202,276 4.2 4.30 May 8, 2025 IFRS
Oct - Mar, 2025 Guidance 3,549,165 391,106 ー 194,245 4.0 4.30 Feb 9, 2026 IFRS
YoY +4.6% -3.0% － -4.0% -5.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 6,084,002 876,068 805,912 489,074 10.3 8.60 May 9, 2024 IFRS
Mar, 2025 6,544,349 989,016 880,057 526,133 11.0 8.60 May 8, 2025 IFRS
Mar, 2026 Guidance 6,950,000 1,020,000 ー 543,000 11.2 8.60 Feb 9, 2026 IFRS
YoY +6.2% +3.1% － +3.2% +1.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 1,659,384 235,972 218,110 112,753 2.4 14.2 Feb 10, 2025 IFRS
Jan - Mar, 2025 1,732,886 167,155 136,306 89,523 1.9 9.6 May 8, 2025 IFRS
Apr - Jun, 2025 1,658,615 290,734 270,434 145,310 3.0 17.5 Aug 5, 2025 IFRS
Jul - Sep, 2025 1,742,220 338,160 303,527 203,445 4.2 19.4 Nov 5, 2025 IFRS
Oct - Dec, 2025 1,794,564 255,250 245,903 136,768 2.8 14.2 Feb 9, 2026 IFRS
YoY +8.1% +8.2% +12.7% +21.3% +19.4%

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