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TOHO HOLDINGS, Oct-Dec (3Q) Ordinary Profit Decreases by 22%, Current Fiscal Year Dividend Revised Upward by 30 Yen

Thu Feb 12, 2026 2:00 pm JST Earnings

8129 TOHO HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

TOHO HOLDINGS CO.,LTD. <8129> [TSE Prime] announced its financial results in the afternoon session on February 12th (14:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 11.7% from the same period last year to 14.1 billion yen. Progress toward the full-year plan of 22.6 billion yen was 62.7%, also falling below the five-year average of 67.5%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to March period (4Q) is expected to expand 80.8% from the same period last year, reaching 8.43 billion yen.

At the same time, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 90 yen to 120 yen (compared to 65 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 5.83 billion yen, a 21.7% decrease compared to the same period last year. The operating profit margin worsened from 1.7% in the same period last year to 1.2%.

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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 1,119,549 11,581 13,618 13,470 207.3 62.5 Feb 8, 2024 J-GAAP
Apr - Dec, 2024 1,162,052 14,329 16,052 10,252 161.6 77.5 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 1,183,158 12,422 14,168 14,448 227.1 62.7 Feb 12, 2026 J-GAAP
YoY +1.8% -13.3% -11.7% +40.9% +40.5%

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 804,101 13,442 14,271 9,456 146.2 45 Nov 12, 2025 J-GAAP
Oct - Mar, 2025 New 804,101 13,442 14,271 9,456 146.2 75 Feb 12, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 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 1,572,000 20,700 22,600 15,700 242.7 90 May 14, 2025 J-GAAP
Mar, 2026 New 1,572,000 20,700 22,600 15,700 242.7 120 Feb 12, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 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 763,521 11,556 12,120 14,461 228.2 40 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 804,101 13,442 14,271 9,456 146.2 75 Feb 12, 2026 J-GAAP
YoY +5.3% +16.3% +17.7% -34.6% -36.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,476,712 19,331 21,787 20,657 320.1 40 May 10, 2024 J-GAAP
Mar, 2025 1,518,495 18,936 20,716 19,844 313.2 65 May 14, 2025 J-GAAP
Mar, 2026 Guidance 1,572,000 20,700 22,600 15,700 242.7 120 Feb 12, 2026 J-GAAP
YoY +3.5% +9.3% +9.1% -20.9% -22.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 407,078 6,949 7,456 4,869 76.8 1.7 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 356,443 4,607 4,664 9,592 151.4 1.3 May 14, 2025 J-GAAP
Apr - Jun, 2025 375,813 3,842 4,436 3,353 53.6 1.0 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 392,086 3,416 3,893 2,891 45.9 0.9 Nov 12, 2025 J-GAAP
Oct - Dec, 2025 415,259 5,164 5,839 8,204 128.9 1.2 Feb 12, 2026 J-GAAP
YoY +2.0% -25.7% -21.7% +68.5% +68.0%

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