OUG Holdings, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 18%, Dividend Revised Upward by 7 Yen

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Thu Feb 12, 2026 3:30 pm JST Earnings

8041 OUG Holdings Inc. 【J-GAAP】

Earnings Report

OUG Holdings Inc. <8041> [TSE Std] 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 17.9% from the same period last year, reaching 5.70 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 18.4%, from the previous forecast of 4.90 billion yen to 5.80 billion yen (compared to 5.89 billion yen in the previous period), and the declining rate is expected to decrease from 16.8% to 1.5%.

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 39.1%, from the previous forecast of 2.30 billion yen to 3.20 billion yen (compared to 3.99 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 42.4% to 19.9%.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 102 yen to 109 yen (compared to 97 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 5.6% from the same period last year, reaching 3.10 billion yen. The operating profit margin remained almost flat, changing from 2.6% in the same period last year to 2.9%.

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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	255,834	2,876	3,471	2,409	447.6	88.7	Feb 8, 2024	J-GAAP
Apr - Dec, 2024	267,410	4,302	4,839	3,820	708.9	82.1	Feb 13, 2025	J-GAAP
Apr - Dec, 2025	275,828	5,293	5,706	4,305	797.6	98.4	Feb 12, 2026	J-GAAP
YoY	+3.1%	+23.0%	+17.9%	+12.7%	+12.5%

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	179,997	2,299	2,301	1,784	330.5	102	Nov 11, 2025	J-GAAP
Oct - Mar, 2025 New	182,997	3,099	3,201	2,384	441.7	109	Feb 12, 2026	J-GAAP
Revision Rate	+1.7%	+34.8%	+39.1%	+33.6%	+33.6%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	351,000	4,600	4,900	4,000	741.0	102	Nov 11, 2025	J-GAAP
Mar, 2026 New	354,000	5,400	5,800	4,600	852.2	109	Feb 12, 2026	J-GAAP
Revision Rate	+0.9%	+17.4%	+18.4%	+15.0%	+15.0%

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	184,595	3,459	3,995	2,678	496.7	97	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	182,997	3,099	3,201	2,384	441.7	109	Feb 12, 2026	J-GAAP
YoY	-0.9%	-10.4%	-19.9%	-11.0%	-11.1%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	333,197	3,122	3,912	3,618	672.2	75	May 10, 2024	J-GAAP
Mar, 2025	350,092	5,100	5,891	4,527	839.6	97	May 13, 2025	J-GAAP
Mar, 2026 Guidance	354,000	5,400	5,800	4,600	852.2	109	Feb 12, 2026	J-GAAP
YoY	+1.1%	+5.9%	-1.5%	+1.6%	+1.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	101,913	2,661	2,943	1,971	365.8	2.6	Feb 13, 2025	J-GAAP
Jan - Mar, 2025	82,682	798	1,052	707	131.1	1.0	May 13, 2025	J-GAAP
Apr - Jun, 2025	82,639	1,220	1,438	984	182.4	1.5	Aug 12, 2025	J-GAAP
Jul - Sep, 2025	88,364	1,081	1,161	1,232	228.3	1.2	Nov 11, 2025	J-GAAP
Oct - Dec, 2025	104,825	2,992	3,107	2,089	387.0	2.9	Feb 12, 2026	J-GAAP
YoY	+2.9%	+12.4%	+5.6%	+6.0%	+5.8%