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Arealink, 6% Increase in Ordinary Profit, Update Record High for Fourth Consecutive Term, Increased Previous Year's Dividend by 2 Yen, This Fiscal Year to Increase Dividend
8914 Arealink Co.,Ltd. 【J-GAAP】
Earnings ReportArealink Co.,Ltd. <8914> [TSE Std] announced its financial results at noon (12:00) on February 12th. The ordinary profit (non-consolidated) for the fiscal year ended December 2025 increased by 10.1% from the previous period to 5.19 billion yen. For the fiscal year ending December 2026, the ordinary profit is expected to grow by 6.3% to 5.52 billion yen, marking the fourth consecutive term of record-high profits. This will be the fifth consecutive term of revenue and the sixth consecutive term of profit growth.
At the same time, the company increased the annual dividend for the previous term from 36.5 yen to 38.5 yen (compared to 64 yen before the 2-for-1 forward stock split in the previous term), and the annual dividend for this fiscal year is 26.5 yen, taking into account the previous year's forward stock split, this dividend represents an actual increase of 1.9%.
In the most recent three-month period, from October to December (4Q), the ordinary profit decreased to 1.00 billion yen, an 11.9% decrease compared to the same period last year. The operating profit margin decreased from 20.8% in the same period last year to 19.3%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 22,463 | 4,155 | 4,058 | 2,821 | 55.6 | 19.25 | Feb 14, 2024 | J-GAAP |
| Dec, 2024 | 24,695 | 4,906 | 4,714 | 3,200 | 63.1 | 22.25 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 | 26,418 | 5,470 | 5,191 | 3,704 | 72.9 | 26 | Feb 12, 2026 | J-GAAP |
| YoY | +7.0% | +11.5% | +10.1% | +15.8% | +15.6% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Guidance | 26,000 | 5,350 | 5,080 | 3,420 | 67.3 | 24 | Aug 29, 2025 | J-GAAP |
| Dec, 2025 Results | 26,418 | 5,470 | 5,191 | 3,704 | 72.9 | 26 | Feb 12, 2026 | J-GAAP |
| Revision Rate | +1.6% | +2.2% | +2.2% | +8.3% | +8.4% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 | 14,067 | 3,022 | 2,921 | 2,075 | 40.9 | 12.50 | Jul 30, 2025 | J-GAAP |
| Jan - Jun, 2026 Guidance | 15,100 | 3,063 | 2,870 | 1,990 | 39.2 | 13 | Feb 12, 2026 | J-GAAP |
| YoY | +7.3% | +1.4% | -1.7% | -4.1% | -4.2% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2024 | 24,695 | 4,906 | 4,714 | 3,200 | 63.1 | 22.25 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 | 26,418 | 5,470 | 5,191 | 3,704 | 72.9 | 26 | Feb 12, 2026 | J-GAAP |
| Dec, 2026 Guidance | 28,500 | 5,850 | 5,520 | 3,715 | 73.1 | 26.50 | Feb 12, 2026 | J-GAAP |
| YoY | +7.9% | +6.9% | +6.3% | +0.3% | +0.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 5,399 | 1,125 | 1,140 | 706 | 13.9 | 20.8 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 7,521 | 1,563 | 1,495 | 1,112 | 21.9 | 20.8 | Apr 30, 2025 | J-GAAP |
| Apr - Jun, 2025 | 6,546 | 1,459 | 1,426 | 963 | 19.0 | 22.3 | Jul 30, 2025 | J-GAAP |
| Jul - Sep, 2025 | 6,667 | 1,352 | 1,266 | 865 | 17.0 | 20.3 | Oct 29, 2025 | J-GAAP |
| Oct - Dec, 2025 | 5,684 | 1,096 | 1,004 | 764 | 15.0 | 19.3 | Feb 12, 2026 | J-GAAP |
| YoY | +5.3% | -2.6% | -11.9% | +8.2% | +8.1% |
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