YOKOWO, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 18% Increase, Dividend Revised Upward by 2 Yen

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Tue Feb 10, 2026 12:00 pm JST Earnings

6800 YOKOWO CO.,LTD. 【J-GAAP】

Earnings Report

YOKOWO CO.,LTD. <6800> [TSE Prime] announced its financial results at noon (12:00) on February 10th. The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) was 3.62 billion yen, a 2.5% decrease compared to the same period last year.

However, the full-year forecast for consolidated ordinary profit has been revised upward 27.4%, from the previous forecast of 3.65 billion yen to 4.65 billion yen (compared to 3.92 billion yen in the previous period), turning to an 18.4% increase in the consolidated ordinary profit outlook.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) is expected to increase 42.6%, from the previous forecast of 2.34 billion yen to 3.34 billion yen (compared to 2.86 billion yen in the same period of the previous year), turning to a 17.0% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 50 yen to 52 yen (compared to 48 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 2.32 billion yen, a 12.4% decrease compared to the same period last year. However, the operating profit margin improved from 4.7% in the same period last year to 7.5%.

Kabutan News

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	57,104	747	1,764	963	41.4	47.5	Feb 8, 2024	J-GAAP
Apr - Dec, 2024	61,830	3,100	3,713	2,557	109.7	94.6	Feb 12, 2025	J-GAAP
Apr - Dec, 2025	66,057	3,265	3,621	2,361	101.3	77.9	Feb 10, 2026	J-GAAP
YoY	+6.8%	+5.3%	-2.5%	-7.7%	-7.6%

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	44,825	2,493	2,349	1,668	71.6	25	Nov 11, 2025	J-GAAP
Oct - Mar, 2025 New	46,325	2,993	3,349	1,668	71.6	27	Feb 10, 2026	J-GAAP
Revision Rate	+3.3%	+20.1%	+42.6%	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	87,500	4,000	3,650	3,000	128.7	50	Nov 11, 2025	J-GAAP
Mar, 2026 New	89,000	4,500	4,650	3,000	128.7	52	Feb 10, 2026	J-GAAP
Revision Rate	+1.7%	+12.5%	+27.4%	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	42,075	2,121	2,862	1,652	70.9	24	May 15, 2025	J-GAAP
Oct - Mar, 2025 Guidance	46,325	2,993	3,349	1,668	71.6	27	Feb 10, 2026	J-GAAP
YoY	+10.1%	+41.1%	+17.0%	+1.0%	+0.9%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	76,895	1,617	3,710	1,511	64.9	44	May 14, 2024	J-GAAP
Mar, 2025	82,884	4,226	3,926	2,227	95.6	48	May 15, 2025	J-GAAP
Mar, 2026 Guidance	89,000	4,500	4,650	3,000	128.7	52	Feb 10, 2026	J-GAAP
YoY	+7.4%	+6.5%	+18.4%	+34.7%	+34.7%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	21,021	995	2,649	1,982	85.0	4.7	Feb 12, 2025	J-GAAP
Jan - Mar, 2025	21,054	1,126	213	-330	-14.2	5.3	May 15, 2025	J-GAAP
Apr - Jun, 2025	21,004	734	311	320	13.7	3.5	Aug 6, 2025	J-GAAP
Jul - Sep, 2025	21,671	773	990	1,012	43.4	3.6	Nov 11, 2025	J-GAAP
Oct - Dec, 2025	23,382	1,758	2,320	1,029	44.2	7.5	Feb 10, 2026	J-GAAP
YoY	+11.2%	+76.7%	-12.4%	-48.1%	-48.1%