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Takashima, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 12%

Thu Feb 12, 2026 1:30 pm JST Earnings

8007 Takashima & Co.,Ltd. 【J-GAAP】

Earnings Report

Takashima & Co.,Ltd. <8007> [TSE Prime] announced its financial results in the afternoon session on February 12th (13:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 15.1% from the same period last year, reaching 1.78 billion yen.

However, the full-year forecast for consolidated ordinary profit has decreased 11.5%, from the previous forecast of 2.60 billion yen to 2.30 billion yen (compared to 2.02 billion yen in the previous period), leading to a reduction in the profit growth rate from 28.5% to 13.6%.

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 19.7%, from the previous forecast of 1.52 billion yen to 1.22 billion yen (compared to 1.19 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 28.0% to 2.9%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit amounted to 0.71 billion yen, a 1.1% decrease compared to the same period last year. However, the operating profit margin remained almost flat, changing from 3.0% in the same period last year to 3.1%.

Kabutan News

Actual Performance and Financial Trends

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
66,416M 1,651M 1,835M 1,214M 34.1 91.6 Feb 8, 2024 J-GAAP
Apr - Dec, 2024
71,138M 1,640M 1,551M 970M 28.3 76.6 Feb 12, 2025 J-GAAP
Apr - Dec, 2025
68,738M 1,627M 1,785M 1,149M 33.7 77.6 Feb 12, 2026 J-GAAP
YoY -3.4% -0.8% +15.1% +18.5% +19.0%

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 64,980M 1,702M 1,525M 1,205M 35.4 22.50 Nov 12, 2025 J-GAAP
Oct - Mar, 2025 New 46,980M 1,302M 1,225M 905M 26.6 22.50 Feb 12, 2026 J-GAAP
Revision Rate -27.7% -23.5% -19.7% -24.9% -24.9%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2026 Prev 110,000M 2,600M 2,600M 1,900M 55.8 45 May 13, 2025 J-GAAP
Mar, 2026 New 92,000M 2,200M 2,300M 1,600M 47.0 45 Feb 12, 2026 J-GAAP
Revision Rate -16.4% -15.4% -11.5% -15.8% -15.8%

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
48,111M 1,221M 1,191M 1,084M 31.6 23 May 13, 2025 J-GAAP
Guidance
Oct - Mar, 2025
46,980M 1,302M 1,225M 905M 26.6 22.50 Feb 12, 2026 J-GAAP
YoY -2.4% +6.6% +2.9% -16.5% -16.1%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2024
90,120M 1,748M 2,004M 4,832M 136.5 30 May 9, 2024 J-GAAP
Mar, 2025
94,503M 2,129M 2,024M 1,566M 45.7 43 May 13, 2025 J-GAAP
Guidance
Mar, 2026
92,000M 2,200M 2,300M 1,600M 47.0 45 Feb 12, 2026 J-GAAP
YoY -2.6% +3.3% +13.6% +2.2% +2.7%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Oct - Dec, 2024
24,746M 732M 718M 488M 14.2 3.0 Feb 12, 2025 J-GAAP
Jan - Mar, 2025
23,365M 489M 473M 596M 17.4 2.1 May 13, 2025 J-GAAP
Apr - Jun, 2025
21,597M 469M 573M 389M 11.4 2.2 Aug 7, 2025 J-GAAP
Jul - Sep, 2025
23,423M 429M 502M 306M 9.0 1.8 Nov 12, 2025 J-GAAP
Oct - Dec, 2025
23,718M 729M 710M 454M 13.3 3.1 Feb 12, 2026 J-GAAP
YoY -4.2% -0.4% -1.1% -7.0% -6.5%