KAGA ELECTRONICS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 10%, Dividend Revised Upward by 10 Yen

About Information Provided on This Site

The information provided on our website 'Kabutan.com' is not intended to constitute investment solicitation or investment advisory services.
All investment decisions should be made at your own discretion and judgment.
The data on our website is provided by Tokyo Stock Exchange, Osaka Exchange, Nagoya Securities Exchange, JPX Market Innovation & Research, Japannext, and other sources.
Copyright of the Nikkei Stock Average belongs to Nikkei Inc. Stock price charts displayed on Kabutan.com are provided solely for the purpose of reviewing historical price movements of the securities.
These charts neither suggest nor guarantee future price movements of the securities and do not constitute recommendations to buy or sell.
In our financial results coverage, the term 'Surprise Results' identifies securities that demonstrate a significant degree of surprise in their earnings announcements.
This significance is quantitatively assessed based on multiple factors, including: the nature of the announcement (full-year or quarterly results); types of revisions (earnings or dividend forecasts); and numerical analysis comparing the announced results with both the company's previous forecasts and historical performance.
The 'Surprise Ranking' presents these results in order of their calculated surprise factor. Please note that neither these results nor rankings are intended to suggest or guarantee future performance of the listed securities, nor should they be construed as recommendations to buy or sell.

Thu Feb 12, 2026 3:30 pm JST Earnings

8154 KAGA ELECTRONICS CO.,LTD. 【J-GAAP】

Earnings Report

KAGA ELECTRONICS CO.,LTD. <8154> [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 13.0% from the same period last year, reaching 20.7 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 9.8%, from the previous forecast of 25.5 billion yen to 28.0 billion yen (compared to 22.5 billion yen in the previous period), increasing the growth rate from 12.9% to 23.9%.

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) is expected to increase 20.7%, from the previous forecast of 12.0 billion yen to 14.5 billion yen (compared to 11.3 billion yen in the same period of the previous year), increasing the growth rate from 6.6% to 28.7%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 120 yen to 130 yen.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 3.1% from the same period last year, reaching 7.32 billion yen. However, the operating profit margin worsened from 4.8% in the same period last year to 4.1%.

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	406,458	20,491	20,311	15,992	304.4	78.2	Feb 7, 2024	J-GAAP
Apr - Dec, 2024	396,243	18,056	18,379	12,714	242.0	81.3	Feb 6, 2025	J-GAAP
Apr - Dec, 2025	445,475	19,449	20,766	24,308	485.1	74.2	Feb 12, 2026	J-GAAP
YoY	+12.4%	+7.7%	+13.0%	+91.2%	+100.5%

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	306,041	12,451	12,057	10,967	230.1	60	Nov 6, 2025	J-GAAP
Oct - Mar, 2025 New	331,041	13,951	14,557	13,467	282.6	70	Feb 12, 2026	J-GAAP
Revision Rate	+8.2%	+12.0%	+20.7%	+22.8%	+22.8%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	595,000	25,500	25,500	26,000	545.5	120	Nov 6, 2025	J-GAAP
Mar, 2026 New	620,000	27,000	28,000	28,500	598.0	130	Feb 12, 2026	J-GAAP
Revision Rate	+4.2%	+5.9%	+9.8%	+9.6%	+9.6%

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	288,715	12,100	11,315	9,142	174.0	55	May 14, 2025	J-GAAP
Oct - Mar, 2025 Guidance	331,041	13,951	14,557	13,467	282.6	70	Feb 12, 2026	J-GAAP
YoY	+14.7%	+15.3%	+28.7%	+47.3%	+62.4%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	542,697	25,845	25,976	20,345	387.3	110	May 9, 2024	J-GAAP
Mar, 2025	547,779	23,601	22,593	17,083	325.1	110	May 14, 2025	J-GAAP
Mar, 2026 Guidance	620,000	27,000	28,000	28,500	598.0	130	Feb 12, 2026	J-GAAP
YoY	+13.2%	+14.4%	+23.9%	+66.8%	+84.0%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	137,179	6,555	7,101	4,773	90.8	4.8	Feb 6, 2025	J-GAAP
Jan - Mar, 2025	151,536	5,545	4,214	4,369	83.1	3.7	May 14, 2025	J-GAAP
Apr - Jun, 2025	138,086	6,484	6,242	4,614	87.8	4.7	Aug 7, 2025	J-GAAP
Jul - Sep, 2025	150,873	6,565	7,201	10,419	203.7	4.4	Nov 6, 2025	J-GAAP
Oct - Dec, 2025	156,516	6,400	7,323	9,275	185.1	4.1	Feb 12, 2026	J-GAAP
YoY	+14.1%	-2.4%	+3.1%	+94.3%	+103.8%