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Tokio Marine, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 12%

Fri Feb 13, 2026 3:30 pm JST Earnings

8766 Tokio Marine Holdings, Inc. 【J-GAAP】

Earnings Report

Tokio Marine Holdings, Inc. <8766> [TSE Prime] announced its financial results after the market closed on February 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) was 1.20 trillion yen, a 1.4% decrease compared to the same period last year.

However, the full-year forecast for consolidated ordinary profit has been revised upward 12.2%, from the previous forecast of 1.23 trillion yen to 1.38 trillion yen (compared to 1.46 trillion yen in the previous period), and the declining rate is expected to decrease from 15.8% to 5.5%.

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 42.9%, from the previous forecast of 0.34 trillion yen to 0.49 trillion yen (compared to 0.52 trillion yen in the same period of the previous year), and the declining rate is expected to decrease from 33.0% to 4.3%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 14.6% from the same period last year, reaching 0.32 trillion yen.

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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 5,634,645 ー 589,822 517,482 261.3 70.0 Feb 14, 2024 J-GAAP
Apr - Dec, 2024 6,249,686 ー 1,219,135 895,210 458.5 83.5 Feb 14, 2025 J-GAAP
Apr - Dec, 2025 6,674,234 ー 1,202,445 899,272 471.0 87.1 Feb 13, 2026 J-GAAP
YoY +6.8% － -1.4% +0.5% +2.7%

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 ー ー 349,719 223,165 118.8 105.50 Nov 19, 2025 J-GAAP
Oct - Mar, 2025 New ー ー 499,719 333,165 177.4 105.50 Feb 13, 2026 J-GAAP
Revision Rate － － +42.9% +49.3% +49.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev ー ー 1,230,000 910,000 484.5 211 Nov 19, 2025 J-GAAP
Mar, 2026 New ー ー 1,380,000 1,020,000 543.0 211 Feb 13, 2026 J-GAAP
Revision Rate － － +12.2% +12.1% +12.1%

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 4,097,967 ー 522,061 366,776 188.4 91 May 20, 2025 J-GAAP
Oct - Mar, 2025 Guidance ー ー 499,719 333,165 177.4 105.50 Feb 13, 2026 J-GAAP
YoY － － -4.3% -9.2% -5.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 7,424,667 ー 842,576 695,808 351.6 123 May 20, 2024 J-GAAP
Mar, 2025 8,440,114 ー 1,460,007 1,055,276 542.2 172 May 20, 2025 J-GAAP
Mar, 2026 Guidance ー ー 1,380,000 1,020,000 543.0 211 Feb 13, 2026 J-GAAP
YoY － － -5.5% -3.3% +0.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 1,907,539 ー 281,189 206,710 105.9 0.0 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 2,190,428 ー 240,872 160,066 82.2 0.0 May 20, 2025 J-GAAP
Apr - Jun, 2025 2,268,529 ー 565,287 466,820 243.5 0.0 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 2,099,284 ー 314,994 220,015 115.0 0.0 Nov 19, 2025 J-GAAP
Oct - Dec, 2025 2,306,421 ー 322,164 212,437 111.3 0.0 Feb 13, 2026 J-GAAP
YoY +20.9% － +14.6% +2.8% +5.1%

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