kabutan

S.T.CORP, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 18%

Thu Feb 12, 2026 3:30 pm JST Earnings

4951 S.T.CORPORATION 【J-GAAP】

Earnings Report

S.T.CORPORATION <4951> [TSE Prime] announced its financial results after the market closed on February 12th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 14.8% from the same period last year, reaching 2.35 billion yen.

However, the full-year forecast for consolidated ordinary profit has decreased 17.9%, from the previous forecast of 2.80 billion yen to 2.30 billion yen (compared to 2.08 billion yen in the previous period), leading to a reduction in the profit growth rate from 34.4% to 10.4%.

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 61.9%, from the previous forecast of 0.80 billion yen to 0.30 billion yen (compared to 0.55 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 44.9% decrease in profit.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit dropped to 0.36 billion yen, a 31.1% decrease compared to the same period last year. The operating profit margin worsened from 4.4% in the same period last year to 1.8%.

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 35,061 1,949 2,483 1,708 76.7 128.7 Feb 7, 2024 J-GAAP
Apr - Dec, 2024 37,748 1,827 2,053 2,295 107.6 98.5 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 37,439 2,082 2,356 1,488 71.3 102.4 Feb 12, 2026 J-GAAP
YoY -0.8% +14.0% +14.8% -35.2% -33.7%

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 28,545 660 808 261 12.5 22 Nov 11, 2025 J-GAAP
Oct - Mar, 2025 New 24,345 60 308 161 7.7 22 Feb 12, 2026 J-GAAP
Revision Rate -14.7% -90.9% -61.9% -38.3% -38.4%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 52,700 2,500 2,800 1,600 76.7 44 May 9, 2025 J-GAAP
Mar, 2026 New 48,500 1,900 2,300 1,500 71.9 44 Feb 12, 2026 J-GAAP
Revision Rate -8.0% -24.0% -17.9% -6.3% -6.3%

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 23,969 424 559 792 37.3 22 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 24,345 60 308 161 7.7 22 Feb 12, 2026 J-GAAP
YoY +1.6% -85.8% -44.9% -79.7% -79.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 44,472 1,341 1,930 1,274 57.2 42 May 7, 2024 J-GAAP
Mar, 2025 48,114 1,658 2,084 2,834 133.6 44 May 9, 2025 J-GAAP
Mar, 2026 Guidance 48,500 1,900 2,300 1,500 71.9 44 Feb 12, 2026 J-GAAP
YoY +0.8% +14.6% +10.4% -47.1% -46.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 13,603 593 528 253 11.9 4.4 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 10,366 -169 31 539 25.4 -1.6 May 9, 2025 J-GAAP
Apr - Jun, 2025 10,961 437 591 352 16.9 4.0 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 13,194 1,403 1,401 987 47.3 10.6 Nov 11, 2025 J-GAAP
Oct - Dec, 2025 13,284 242 364 149 7.1 1.8 Feb 12, 2026 J-GAAP
YoY -2.3% -59.2% -31.1% -41.1% -39.8%

Related Articles