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JAPAN LOGISTIC, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 16% Increase, Highest in Thirty Four Terms

Tue Feb 10, 2026 3:30 pm JST Earnings

9060 JAPAN LOGISTIC SYSTEMS CORP. 【J-GAAP】

Earnings Report

JAPAN LOGISTIC SYSTEMS CORP. <9060> [TSE Std] announced its financial results after the market closed on February 10th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 1.32 billion yen, an increase 80.7% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 21.8%, from the previous forecast of 1.10 billion yen to 1.34 billion yen (compared to 1.15 billion yen in the previous period), reaches new record high for the first time in thirty four terms, turning to a 15.9% 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) has been revised upward 90.6%, from the previous forecast of 0.26 billion yen to 0.50 billion yen (compared to 0.83 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 68.1% to 39.2%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 20.3% from the same period last year, reaching 0.49 billion yen. However, the operating profit margin remained almost flat, changing from 2.6% in the same period last year to 2.6%.

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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 47,450 853 823 338 247.7 82.7 Feb 13, 2024 J-GAAP
Apr - Dec, 2024 49,055 792 734 461 340.4 63.5 Feb 13, 2025 J-GAAP
Apr - Dec, 2025 53,487 1,342 1,326 727 536.9 99.0 Feb 10, 2026 J-GAAP
YoY +9.0% +69.4% +80.7% +57.7% +57.7%

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 35,669 336 265 96 70.9 40 Nov 11, 2025 J-GAAP
Oct - Mar, 2025 New 35,669 486 505 196 144.7 40 Feb 10, 2026 J-GAAP
Revision Rate 0.0% +44.6% +90.6% +104.2% +104.2%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 70,500 1,200 1,100 650 480.0 80 Nov 11, 2025 J-GAAP
Mar, 2026 New 70,500 1,350 1,340 750 553.9 80 Feb 10, 2026 J-GAAP
Revision Rate 0.0% +12.5% +21.8% +15.4% +15.4%

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 34,012 880 830 259 191.4 40 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 35,669 486 505 196 144.7 40 Feb 10, 2026 J-GAAP
YoY +4.9% -44.8% -39.2% -24.3% -24.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 62,972 1,017 995 499 365.6 80 May 15, 2024 J-GAAP
Mar, 2025 66,001 1,228 1,156 461 340.6 80 May 15, 2025 J-GAAP
Mar, 2026 Guidance 70,500 1,350 1,340 750 553.9 80 Feb 10, 2026 J-GAAP
YoY +6.8% +9.9% +15.9% +62.7% +62.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 17,066 444 408 259 191.3 2.6 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 16,946 436 422 0 0.2 2.6 May 15, 2025 J-GAAP
Apr - Jun, 2025 17,179 495 475 307 227.0 2.9 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 17,652 369 360 247 182.5 2.1 Nov 11, 2025 J-GAAP
Oct - Dec, 2025 18,656 478 491 173 127.8 2.6 Feb 10, 2026 J-GAAP
YoY +9.3% +7.7% +20.3% -33.2% -33.2%

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