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Applied, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 47%, Oct-Dec Ordinary Profit Increases by 36%

Fri Feb 13, 2026 3:00 pm JST Earnings

3020 Applied Co., Ltd. 【J-GAAP】

Earnings Report

Applied Co., Ltd. <3020> [TSE Std] announced its financial results in the afternoon session on February 13th (15:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 2.44 billion yen, an increase 46.9% compared to the same period last year. Progress toward the full-year plan of 2.90 billion yen was 84.4%, also surpassing the five-year average of 64.3%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to March period (4Q) is expected to significant drop 55.7% from the same period last year to 0.45 billion yen.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 36.4% from the same period last year, reaching 0.91 billion yen. The operating profit margin improved from 5.0% in the same period last year to 6.7%.

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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 30,546 1,357 1,371 927 343.0 64.0 Feb 14, 2024 J-GAAP
Apr - Dec, 2024 33,339 1,651 1,666 1,119 414.3 62.0 Feb 14, 2025 J-GAAP
Apr - Dec, 2025 34,689 2,424 2,447 1,605 593.8 84.4 Feb 13, 2026 J-GAAP
YoY +4.0% +46.8% +46.9% +43.4% +43.3%

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 27,201 1,685 1,696 1,094 405.0 70 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 26,365 1,388 1,371 914 338.2 70 Nov 14, 2025 J-GAAP
YoY -3.1% -17.6% -19.2% -16.5% -16.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 42,819 2,124 2,142 1,210 447.8 80 May 14, 2024 J-GAAP
Mar, 2025 47,288 2,667 2,689 1,767 654.1 100 May 14, 2025 J-GAAP
Mar, 2026 Guidance 47,500 2,900 2,900 1,950 721.5 120 Nov 14, 2025 J-GAAP
YoY +0.4% +8.7% +7.8% +10.4% +10.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 13,252 669 673 446 165.1 5.0 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 13,949 1,016 1,023 648 239.9 7.3 May 14, 2025 J-GAAP
Apr - Jun, 2025 9,712 566 574 396 146.6 5.8 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 11,423 946 955 640 236.8 8.3 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 13,554 912 918 569 210.5 6.7 Feb 13, 2026 J-GAAP
YoY +2.3% +36.3% +36.4% +27.6% +27.5%

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