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R&D COMPUTER, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 19%

Thu Feb 12, 2026 3:30 pm JST Earnings

3924 R&D COMPUTER CO.,LTD. 【J-GAAP】

Earnings Report

R&D COMPUTER CO.,LTD. <3924> [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 15.9% from the same period last year, reaching 1.02 billion yen.

However, the full-year forecast for consolidated ordinary profit has decreased 19.1%, from the previous forecast of 1.88 billion yen to 1.52 billion yen (compared to 1.46 billion yen in the previous period), leading to a reduction in the profit growth rate from 28.5% to 3.9%.

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 30.1%, from the previous forecast of 1.19 billion yen to 0.83 billion yen (compared to 0.96 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 13.5% decrease in profit.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 0.33 billion yen, a 12.4% decrease compared to the same period last year. The operating profit margin decreased from 12.3% in the same period last year to 11.2%.

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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 9,829 1,190 1,206 804 44.8 69.2 Feb 13, 2024 J-GAAP
Apr - Dec, 2024 9,899 865 882 629 35.1 60.3 Feb 13, 2025 J-GAAP
Apr - Dec, 2025 9,183 1,007 1,022 498 27.8 67.2 Feb 12, 2026 J-GAAP
YoY -7.2% +16.4% +15.9% -20.8% -20.8%

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 8,285 1,184 1,197 800 44.6 19 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New 7,085 824 837 100 5.6 19 Feb 12, 2026 J-GAAP
Revision Rate -14.5% -30.4% -30.1% -87.5% -87.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 14,500 1,860 1,880 1,250 69.6 38 May 13, 2025 J-GAAP
Mar, 2026 New 13,300 1,500 1,520 550 30.6 38 Feb 12, 2026 J-GAAP
Revision Rate -8.3% -19.4% -19.1% -56.0% -56.0%

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 6,976 954 968 658 36.7 18 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 7,085 824 837 100 5.6 19 Feb 12, 2026 J-GAAP
YoY +1.6% -13.6% -13.5% -84.8% -84.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 13,732 1,729 1,743 1,233 68.7 35 May 14, 2024 J-GAAP
Mar, 2025 13,730 1,433 1,463 1,023 57.0 36 May 13, 2025 J-GAAP
Mar, 2026 Guidance 13,300 1,500 1,520 550 30.6 38 Feb 12, 2026 J-GAAP
YoY -3.1% +4.7% +3.9% -46.2% -46.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 3,145 386 387 264 14.7 12.3 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 3,831 568 581 394 22.0 14.8 May 13, 2025 J-GAAP
Apr - Jun, 2025 2,858 179 182 119 6.6 6.3 Aug 13, 2025 J-GAAP
Jul - Sep, 2025 3,357 497 501 331 18.5 14.8 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 2,968 331 339 48 2.7 11.2 Feb 12, 2026 J-GAAP
YoY -5.6% -14.2% -12.4% -81.8% -81.8%

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