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Arent, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 35%

Thu Feb 12, 2026 4:00 pm JST Earnings

5254 Arent Inc. 【J-GAAP】

Earnings Report

Arent Inc. <5254> [TSE Growth] announced its financial results after the market closed on February 12th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending June 2026 (July to December) significantly dropped 67.2% from the same period last year to 0.19 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 34.9%, from the previous forecast of 1.56 billion yen to 1.02 billion yen (compared to 0.86 billion yen in the previous period), leading to a reduction in the profit growth rate from 80.8% to 17.7%. However, the full-year forecast for consolidated net income has been revised upward 3.6%, from the previous forecast of 1.51 billion yen to 1.57 billion yen (compared to 0.63 billion yen in the previous period), increasing the growth rate from 2.4 times to 2.5 times. The company has further increased its previous forecast of record profits for the first time in two years.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the January to June period (second half) is expected to surge 3.1 times that of the same period last year, reaching 0.82 billion yen.

In the most recent three-month period, from October to December (2Q), the consolidated ordinary profit significantly dropped to 0.03 billion yen, a 90.0% decrease compared to the same period last year. The operating profit margin sharply declined from 42.2% in the same period last year to 2.0%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jul - Dec, 2023 1,400 539 391 225 36.4 40.7 Feb 9, 2024 J-GAAP
Jul - Dec, 2024 1,654 738 601 395 63.8 69.2 Feb 13, 2025 J-GAAP
Jul - Dec, 2025 2,109 183 197 1,093 166.1 19.3 Feb 12, 2026 J-GAAP
YoY +27.5% -75.2% -67.2% +176.7% +160.3%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Guidance ー ー ー ー － 0 Aug 7, 2025 J-GAAP
Jul - Dec, 2025 Results 2,109 183 197 1,093 166.1 0 Feb 12, 2026 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2026 Prev 5,051 1,551 1,569 1,518 220.2 0 Aug 7, 2025 J-GAAP
Jun, 2026 New 5,831 1,032 1,022 1,573 228.2 0 Feb 12, 2026 J-GAAP
Revision Rate +15.4% -33.5% -34.9% +3.6% +3.6%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 2,374 952 267 238 37.9 0 Aug 7, 2025 J-GAAP
Jan - Jun, 2026 Guidance 3,722 849 825 480 69.6 0 Feb 12, 2026 J-GAAP
YoY +56.8% -10.8% +209.0% +101.7% +83.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 2,939 1,236 961 658 106.2 0 Aug 8, 2024 J-GAAP
Jun, 2025 4,028 1,690 868 633 100.9 0 Aug 7, 2025 J-GAAP
Jun, 2026 Guidance 5,831 1,032 1,022 1,573 228.2 0 Feb 12, 2026 J-GAAP
YoY +44.8% -38.9% +17.7% +148.5% +126.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 892 376 300 181 29.2 42.2 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 1,493 810 125 84 14.0 54.3 May 14, 2025 J-GAAP
Apr - Jun, 2025 881 142 142 154 24.6 16.1 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 982 161 167 82 12.7 16.4 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 1,127 22 30 1,011 153.6 2.0 Feb 12, 2026 J-GAAP
YoY +26.3% -94.1% -90.0% +458.6% +425.4%

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