Takasago Thermal Engineering, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 9%, Raises Record High Profit Forecast, Dividend Revised Upward by 7 Yen

About Information Provided on This Site

The information provided on our website 'Kabutan.com' is not intended to constitute investment solicitation or investment advisory services.
All investment decisions should be made at your own discretion and judgment.
The data on our website is provided by Tokyo Stock Exchange, Osaka Exchange, Nagoya Securities Exchange, JPX Market Innovation & Research, Japannext, and other sources.
Copyright of the Nikkei Stock Average belongs to Nikkei Inc. Stock price charts displayed on Kabutan.com are provided solely for the purpose of reviewing historical price movements of the securities.
These charts neither suggest nor guarantee future price movements of the securities and do not constitute recommendations to buy or sell.
In our financial results coverage, the term 'Surprise Results' identifies securities that demonstrate a significant degree of surprise in their earnings announcements.
This significance is quantitatively assessed based on multiple factors, including: the nature of the announcement (full-year or quarterly results); types of revisions (earnings or dividend forecasts); and numerical analysis comparing the announced results with both the company's previous forecasts and historical performance.
The 'Surprise Ranking' presents these results in order of their calculated surprise factor. Please note that neither these results nor rankings are intended to suggest or guarantee future performance of the listed securities, nor should they be construed as recommendations to buy or sell.

Fri Feb 13, 2026 8:50 am JST Earnings

1969 Takasago Thermal Engineering Co.,Ltd. 【J-GAAP】

Earnings Report

Takasago Thermal Engineering Co.,Ltd. <1969> [TSE Prime] announced its financial results in the morning on February 13th (08:50). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 41.4 billion yen, an increase 81.0% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 8.7%, from the previous forecast of 46.0 billion yen to 50.0 billion yen (compared to 34.9 billion yen in the previous period), increasing the growth rate from 31.5% to 43.0%, further surpassing the previous forecast of record-high profits for three consecutive terms.

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) is expected to increase 20.1%, from the previous forecast of 19.8 billion yen to 23.8 billion yen (compared to 23.8 billion yen in the same period of the previous year), turning to a 0.2% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 148 yen to 155 yen (compared to 167 yen before the 2-for-1 forward stock split in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 30.4% from the same period last year, reaching 15.3 billion yen. The operating profit margin rose from 10.6% in the same period last year to 12.9%.

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	263,732	18,509	20,065	14,064	106.0	76.7	Feb 8, 2024	J-GAAP
Apr - Dec, 2024	265,193	20,925	22,902	16,621	125.2	65.5	Feb 13, 2025	J-GAAP
Apr - Dec, 2025	306,025	39,095	41,453	31,255	238.2	82.9	Feb 13, 2026	J-GAAP
YoY	+15.4%	+86.8%	+81.0%	+88.0%	+90.3%

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	226,499	18,621	19,889	14,099	107.7	62	Nov 14, 2025	J-GAAP
Oct - Mar, 2025 New	226,499	22,421	23,889	16,299	124.6	69	Feb 13, 2026	J-GAAP
Revision Rate	0.0%	+20.4%	+20.1%	+15.6%	+15.6%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	421,000	43,300	46,000	34,300	262.1	105	Oct 29, 2025	J-GAAP
Mar, 2026 New	421,000	47,100	50,000	36,500	278.9	112	Feb 13, 2026	J-GAAP
Revision Rate	0.0%	+8.8%	+8.7%	+6.4%	+6.4%

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	221,751	22,636	23,836	19,439	146.4	51	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	226,499	22,421	23,889	16,299	124.6	69	Feb 13, 2026	J-GAAP
YoY	+2.1%	-0.9%	+0.2%	-16.2%	-14.9%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	363,366	24,192	26,150	19,612	147.8	64.50	May 14, 2024	J-GAAP
Mar, 2025	381,661	32,415	34,970	27,631	208.1	83.50	May 13, 2025	J-GAAP
Mar, 2026 Guidance	421,000	47,100	50,000	36,500	278.9	112	Feb 13, 2026	J-GAAP
YoY	+10.3%	+45.3%	+43.0%	+32.1%	+34.0%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	105,283	11,146	11,768	8,429	63.5	10.6	Feb 13, 2025	J-GAAP
Jan - Mar, 2025	116,468	11,490	12,068	11,010	82.9	9.9	May 13, 2025	J-GAAP
Apr - Jun, 2025	94,205	10,117	10,906	8,956	68.0	10.7	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	100,296	14,562	15,205	11,245	85.6	14.5	Nov 14, 2025	J-GAAP
Oct - Dec, 2025	111,524	14,416	15,342	11,054	84.2	12.9	Feb 13, 2026	J-GAAP
YoY	+5.9%	+29.3%	+30.4%	+31.1%	+32.7%