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AeroEdge, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 39%, Highest in Two Terms

Fri Feb 13, 2026 11:30 am JST Earnings

7409 AeroEdge Co., Ltd 【J-GAAP】

Earnings Report

AeroEdge Co., Ltd <7409> [TSE Growth] announced its financial results at noon (11:30) on February 13th. The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending June 2026 (July to December) surged 3.0 times that of the same period last year, reaching 0.71 billion yen.

In addition, the full-year forecast for ordinary profit has been revised upward 39.3%, from the previous forecast of 0.72 billion yen to 1.01 billion yen (compared to 0.56 billion yen in the previous period), increasing the growth rate from 28.3% to 78.8%, reaches new record high for the first time in two terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the ordinary profit for the January to June period (second half) is expected to decrease 9.5% from the same period last year to 0.29 billion yen.

In the most recent three-month period, from October to December (2Q), the ordinary profit increased 98.4% from the same period last year, reaching 0.48 billion yen. The operating profit margin jumped from 23.9% in the same period last year to 37.4%.

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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 1,455 184 172 150 13.3 20.4 Feb 14, 2024 J-GAAP
Jul - Dec, 2024 1,694 277 238 201 17.5 42.1 Feb 14, 2025 J-GAAP
Jul - Dec, 2025 2,473 737 714 487 41.5 70.7 Feb 13, 2026 J-GAAP
YoY +46.0% +166.1% +200.0% +142.3% +136.3%

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 14, 2025 J-GAAP
Jul - Dec, 2025 Results 2,473 737 714 487 41.5 0 Feb 13, 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 4,930 810 725 500 42.1 0 Aug 14, 2025 J-GAAP
Jun, 2026 New 5,050 1,070 1,010 700 58.9 0 Feb 13, 2026 J-GAAP
Revision Rate +2.4% +32.1% +39.3% +40.0% +40.0%

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 1,908 378 327 533 46.3 0 Aug 14, 2025 J-GAAP
Jan - Jun, 2026 Guidance 2,577 333 296 213 17.9 0 Feb 13, 2026 J-GAAP
YoY +35.1% -11.9% -9.5% -60.0% -61.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 3,350 705 842 698 61.1 0 Aug 14, 2024 J-GAAP
Jun, 2025 3,602 655 565 734 63.8 0 Aug 14, 2025 J-GAAP
Jun, 2026 Guidance 5,050 1,070 1,010 700 58.9 0 Feb 13, 2026 J-GAAP
YoY +40.2% +63.4% +78.8% -4.6% -7.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 951 227 244 208 18.2 23.9 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 1,082 322 296 256 22.3 29.8 May 15, 2025 J-GAAP
Apr - Jun, 2025 826 56 31 277 24.1 6.8 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 1,157 245 230 156 13.4 21.2 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 1,316 492 484 331 28.2 37.4 Feb 13, 2026 J-GAAP
YoY +38.4% +116.7% +98.4% +59.1% +55.2%

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