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KUDO, First Half Ordinary Profit Increases by 2.1 times, Exceeds Full-Year Plan

Thu Feb 12, 2026 3:30 pm JST Earnings

1764 KUDO CORPORATION 【J-GAAP】

Earnings Report

KUDO CORPORATION <1764> [TSE Std] announced its financial results after the market closed on February 12th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending June 2026 (July to December) surged 2.1 times that of the same period last year, reaching 587 million yen. Progress toward the full-year plan of 483 million yen is 121.5%, already exceeding the target and also exceeding the five-year average of 30.1%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the January to June period (second half) is expected to turn into a loss of 104 million yen (compared to a profit of 334 million yen in the same period last year).

In the most recent three-month period, from October to December (2Q), the consolidated ordinary profit surged 2.2 times that of the same period last year, reaching 260 million yen. The operating profit margin improved from 2.5% in the same period last year to 4.4%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jul - Dec, 2023 9,716 54 25 3 2.9 6.3 Feb 8, 2024 J-GAAP
Jul - Dec, 2024 10,383 334 282 243 196.3 45.8 Feb 14, 2025 J-GAAP
Jul - Dec, 2025 12,528 615 587 350 281.9 121.5 Feb 12, 2026 J-GAAP
YoY +20.7% +84.1% +108.2% +44.0% +43.6%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Guidance ー ー ー ー － 0 Aug 12, 2025 J-GAAP
Jul - Dec, 2025 Results 12,528 615 587 350 281.9 0 Feb 12, 2026 J-GAAP
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 12,114 312 334 240 193.1 117 Aug 12, 2025 J-GAAP
Jan - Jun, 2026 Guidance 12,446 -8 -104 -43 -34.5 117 Feb 12, 2026 J-GAAP
YoY +2.7% － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 20,510 427 397 175 140.6 100 Aug 9, 2024 J-GAAP
Jun, 2025 22,497 646 616 483 388.7 117 Aug 12, 2025 J-GAAP
Jun, 2026 Guidance 24,974 607 483 307 246.3 117 Aug 12, 2025 J-GAAP
YoY +11.0% -6.0% -21.6% -36.4% -36.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 5,419 135 117 69 55.7 2.5 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 5,682 113 139 77 62.1 2.0 May 14, 2025 J-GAAP
Apr - Jun, 2025 6,432 199 195 163 131.2 3.1 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 6,342 345 327 192 155.0 5.4 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 6,186 270 260 158 127.3 4.4 Feb 12, 2026 J-GAAP
YoY +14.2% +100.0% +122.2% +129.0% +128.3%

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