kabutan

SENKON LOGISTICS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 18%

Thu Feb 12, 2026 4:00 pm JST Earnings

9051 SENKON LOGISTICS CO., LTD. 【J-GAAP】

Earnings Report

SENKON LOGISTICS CO., LTD. <9051> [TSE Std] announced its financial results after the market closed on February 12th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 25.2% from the same period last year to 495 million yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 18.4%, from the previous forecast of 490 million yen to 580 million yen (compared to 935 million yen in the previous period), and the declining rate is expected to decrease from 47.6% to 38.0%.

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 52.0%, from the previous forecast of 173 million yen to 263 million yen (compared to 470 million yen in the same period of the previous year), and the declining rate is expected to decrease from 63.2% to 44.0%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 178 million yen, a 9.6% decrease compared to the same period last year. The operating profit margin worsened from 4.0% in the same period last year to 3.4%.

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 12,802 470 484 264 52.9 82.3 Feb 9, 2024 J-GAAP
Apr - Dec, 2024 13,930 640 662 408 82.0 70.8 Feb 12, 2025 J-GAAP
Apr - Dec, 2025 14,725 512 495 220 44.4 85.3 Feb 12, 2026 J-GAAP
YoY +5.7% -20.0% -25.2% -46.1% -45.9%

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 8,947 199 173 91 18.4 7.50 Nov 12, 2025 J-GAAP
Oct - Mar, 2025 New 9,647 269 263 141 28.5 7.50 Feb 12, 2026 J-GAAP
Revision Rate +7.8% +35.2% +52.0% +54.9% +54.9%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 18,400 530 490 240 48.6 15 May 15, 2025 J-GAAP
Mar, 2026 New 19,100 600 580 290 58.7 15 Feb 12, 2026 J-GAAP
Revision Rate +3.8% +13.2% +18.4% +20.8% +20.8%

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 9,563 361 470 215 43.2 7.50 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 9,647 269 263 141 28.5 7.50 Feb 12, 2026 J-GAAP
YoY +0.9% -25.5% -44.0% -34.4% -33.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 17,543 561 588 383 76.7 15 May 15, 2024 J-GAAP
Mar, 2025 18,824 813 935 506 101.7 15 May 15, 2025 J-GAAP
Mar, 2026 Guidance 19,100 600 580 290 58.7 15 Feb 12, 2026 J-GAAP
YoY +1.5% -26.2% -38.0% -42.7% -42.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 4,669 188 197 117 23.5 4.0 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 4,894 173 273 98 19.7 3.5 May 15, 2025 J-GAAP
Apr - Jun, 2025 4,650 161 154 59 12.0 3.5 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 4,803 170 163 90 18.1 3.5 Nov 12, 2025 J-GAAP
Oct - Dec, 2025 5,272 181 178 71 14.3 3.4 Feb 12, 2026 J-GAAP
YoY +12.9% -3.7% -9.6% -39.3% -39.1%

Related Articles