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Stamen, 36% Increase in Ordinary Profit, Update Record High for Seventh Consecutive Term, Dividend Raised by 2 Yen
4019 Stmn,Inc. 【J-GAAP】
Earnings ReportStmn,Inc. <4019> [TSE Growth] announced its financial results after the market closed on February 13th (16:00). The consolidated ordinary profit for the fiscal year ended December 2025 increased by 33.0% from the previous period to 298 million yen, exceeding the previous forecast of 230 million yen. For the fiscal year ending December 2026, the consolidated ordinary profit is expected to expand to 36.2% to 406 million yen, marking the seventh consecutive term of record-high profits. This will be the ninth consecutive term of revenue and the sixth consecutive term of profit growth.
At the same time, the company has decided to increase the dividend this fiscal year to 8 yen, an increase of 2 yen from the previous fiscal year.
In the most recent three-month period, from October to December (4Q), the consolidated ordinary profit surged 2.3 times that of the same period last year, reaching 138 million yen. The operating profit margin significantly improved from 8.0% in the same period last year to 12.8%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 1,879 | 164 | 162 | 125 | 14.6 | 4 | Feb 14, 2024 | J-GAAP |
| Dec, 2024 | 2,692 | 224 | 224 | 137 | 15.8 | 4 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 | 3,817 | 291 | 298 | 208 | 23.7 | 6 | Feb 13, 2026 | J-GAAP |
| YoY | +41.8% | +29.9% | +33.0% | +51.8% | +50.5% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Guidance | 3,770 | 230 | 230 | 150 | 17.1 | 6 | Jan 28, 2026 | J-GAAP |
| Dec, 2025 Results | 3,817 | 291 | 298 | 208 | 23.7 | 6 | Feb 13, 2026 | J-GAAP |
| Revision Rate | +1.2% | +26.5% | +29.6% | +38.7% | +39.0% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 | 1,713 | 108 | 112 | 72 | 8.2 | 0 | Aug 14, 2025 | J-GAAP |
| Jan - Jun, 2026 Guidance | 2,318 | 113 | 117 | 70 | 8.0 | 0 | Feb 13, 2026 | J-GAAP |
| YoY | +35.3% | +4.6% | +4.5% | -2.8% | -3.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2024 | 2,692 | 224 | 224 | 137 | 15.8 | 4 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 | 3,817 | 291 | 298 | 208 | 23.7 | 6 | Feb 13, 2026 | J-GAAP |
| Dec, 2026 Guidance | 5,155 | 400 | 406 | 266 | 30.3 | 8 | Feb 13, 2026 | J-GAAP |
| YoY | +35.1% | +37.5% | +36.2% | +27.9% | +27.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 753 | 60 | 59 | 86 | 9.9 | 8.0 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 812 | 47 | 49 | 23 | 2.7 | 5.8 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 901 | 61 | 63 | 49 | 5.6 | 6.8 | Aug 14, 2025 | J-GAAP |
| Jul - Sep, 2025 | 1,025 | 45 | 48 | 31 | 3.5 | 4.4 | Nov 14, 2025 | J-GAAP |
| Oct - Dec, 2025 | 1,079 | 138 | 138 | 105 | 12.0 | 12.8 | Feb 13, 2026 | J-GAAP |
| YoY | +43.3% | +130.0% | +133.9% | +22.1% | +21.0% |
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