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PLAID, 27% Decrease in Undisclosed Operating Profit for First Half

Thu Feb 12, 2026 3:30 pm JST Earnings

4165 PLAID,Inc. 【J-GAAP】

Earnings Report

PLAID,Inc. <4165> [TSE Growth] announced its financial results after the market closed on February 12th (15:30). The consolidated operating profit for the first quarter of the fiscal year ending December 2026 (October to December) dropped 30.1% from the same period last year to 299 million yen.

In addition, the previously undisclosed forecast for the first half (October to March) shows that consolidated operating profit decrease by 26.9% from the same period last year to 646 million yen.

In the most recent three-month period, from October to December (1Q), the operating profit margin significantly dropped from 13.4% in the same period last year to 8.1%.

Note: Due to a change in the fiscal year ending December 2026 (15-month fiscal year), comparisons with the same period in the previous year are not provided since there is no corresponding period.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Oct - Dec, 2023 2,531 -26 -27 -16 -0.4 ー Feb 13, 2024 J-GAAP
Oct - Dec, 2024 3,190 428 398 292 7.2 47.2 Feb 13, 2025 J-GAAP
Oct - Dec, 2025 Changed 3,696 299 273 201 4.9 ー Feb 12, 2026 J-GAAP
YoY +15.9% -30.1% -31.4% -31.2% -32.1%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Changed Oct - Mar, 2025 Prev ー ー ー ー － － Nov 12, 2025 J-GAAP
Changed Oct - Mar, 2025 New 7,742 646 ー ー － － Feb 12, 2026 J-GAAP
Revision Rate － － － － －

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 6,547 884 844 641 15.8 0 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance Changed 7,742 646 ー ー － － Feb 12, 2026 J-GAAP
YoY － － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2024 10,992 260 184 320 8.0 0 Nov 12, 2024 J-GAAP
Sep, 2025 13,396 1,431 1,380 1,099 27.0 0 Nov 12, 2025 J-GAAP
Dec, 2026 Guidance Changed 20,577 2,183 2,098 1,323 32.2 0 Nov 18, 2025 J-GAAP
YoY － － － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 3,190 428 398 292 7.2 13.4 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 3,357 456 446 349 8.6 13.6 May 15, 2025 J-GAAP
Apr - Jun, 2025 3,288 359 349 237 5.8 10.9 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 3,561 188 187 221 5.4 5.3 Nov 12, 2025 J-GAAP
Oct - Dec, 2025 3,696 299 273 201 4.9 8.1 Feb 12, 2026 J-GAAP
YoY +15.9% -30.1% -31.4% -31.2% -32.1%

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