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MELCO HOLDINGS, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 3% Increase

Thu Feb 12, 2026 3:40 pm JST Earnings

6676 BUFFALO INC. 【J-GAAP】

Earnings Report

BUFFALO INC. <6676> [TSE Std] announced its financial results after the market closed on February 12th (15:40). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 25.9% from the same period last year, reaching 8.49 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 12.0%, from the previous forecast of 8.30 billion yen to 9.30 billion yen (compared to 9.03 billion yen in the previous period), turning to a 3.0% increase in the consolidated ordinary profit outlook.

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 37.6%, from the previous forecast of 2.65 billion yen to 3.65 billion yen (compared to 5.82 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 54.4% to 37.2%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 2.85 billion yen, a 19.4% decrease compared to the same period last year. The operating profit margin decreased from 10.3% in the same period last year to 7.3%.

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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 109,069 3,157 3,010 2,033 121.1 116.9 Feb 13, 2024 J-GAAP
Apr - Dec, 2024 109,576 6,672 6,748 4,231 268.0 74.7 Feb 12, 2025 J-GAAP
Apr - Dec, 2025 90,438 7,751 8,499 6,851 532.3 91.4 Feb 12, 2026 J-GAAP
YoY -17.5% +16.2% +25.9% +61.9% +98.6%

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 51,898 2,152 2,657 1,884 159.1 60 Nov 12, 2025 J-GAAP
Oct - Mar, 2025 New 57,398 2,952 3,657 2,684 226.7 60 Feb 12, 2026 J-GAAP
Revision Rate +10.6% +37.2% +37.6% +42.5% +42.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 112,000 7,700 8,300 6,500 549.0 120 Nov 12, 2025 J-GAAP
Mar, 2026 New 117,500 8,500 9,300 7,300 616.5 120 Feb 12, 2026 J-GAAP
Revision Rate +4.9% +10.4% +12.0% +12.3% +12.3%

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 69,274 5,891 5,827 4,064 259.8 60 May 7, 2025 J-GAAP
Oct - Mar, 2025 Guidance 57,398 2,952 3,657 2,684 226.7 60 Feb 12, 2026 J-GAAP
YoY -17.1% -49.9% -37.2% -34.0% -12.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 145,773 2,597 2,575 3,012 179.7 120 May 13, 2024 J-GAAP
Mar, 2025 143,170 8,899 9,030 6,006 384.0 120 May 7, 2025 J-GAAP
Mar, 2026 Guidance 117,500 8,500 9,300 7,300 616.5 120 Feb 12, 2026 J-GAAP
YoY -17.9% -4.5% +3.0% +21.5% +60.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 35,680 3,664 3,545 2,289 145.0 10.3 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 33,594 2,227 2,282 1,775 113.5 6.6 May 7, 2025 J-GAAP
Apr - Jun, 2025 31,354 2,970 2,972 2,306 165.2 9.5 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 28,748 2,578 2,671 2,310 173.7 9.0 Nov 12, 2025 J-GAAP
Oct - Dec, 2025 30,336 2,203 2,856 2,235 173.7 7.3 Feb 12, 2026 J-GAAP
YoY -15.0% -39.9% -19.4% -2.4% +19.8%

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