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Komehyo Holdings, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 4%, Oct-Dec Ordinary Profit Increases by 2.0 times
2780 Komehyo Holdings Co.,Ltd. 【J-GAAP】
Earnings ReportKomehyo Holdings Co.,Ltd. <2780> [TSE Std] announced its financial results after the market closed on February 13th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 3.9% from the same period last year, reaching 5.17 billion yen. Progress toward the full-year plan of 6.73 billion yen was 76.8%, also surpassing the five-year average of 73.9%.
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 expand 45.8% from the same period last year, reaching 1.56 billion yen.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 2.0 times that of the same period last year, reaching 3.83 billion yen. The operating profit margin improved from 4.6% in the same period last year to 6.4%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 84,141 | 5,121 | 5,158 | 3,674 | 335.3 | 69.0 | Feb 13, 2024 | J-GAAP |
| Apr - Dec, 2024 | 111,815 | 5,086 | 4,976 | 3,780 | 345.0 | 82.3 | Feb 13, 2025 | J-GAAP |
| Apr - Dec, 2025 | 157,506 | 5,728 | 5,170 | 3,187 | 290.5 | 76.8 | Feb 13, 2026 | J-GAAP |
| YoY | +40.9% | +12.6% | +3.9% | -15.7% | -15.8% |
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 | 89,547 | 3,050 | 2,977 | 2,816 | 257.0 | 52 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 105,954 | 5,711 | 5,395 | 3,303 | 300.6 | 53 | Nov 7, 2025 | J-GAAP |
| YoY | +18.3% | +87.2% | +81.2% | +17.3% | +17.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 119,459 | 7,452 | 7,479 | 5,025 | 458.7 | 88 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 158,994 | 6,176 | 6,046 | 4,777 | 435.9 | 104 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 201,600 | 7,470 | 6,730 | 3,980 | 362.2 | 106 | Nov 7, 2025 | J-GAAP |
| YoY | +26.8% | +21.0% | +11.3% | -16.7% | -16.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 42,368 | 1,960 | 1,907 | 1,819 | 166.0 | 4.6 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 47,179 | 1,090 | 1,070 | 997 | 91.0 | 2.3 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 46,120 | 883 | 652 | 353 | 32.2 | 1.9 | Aug 12, 2025 | J-GAAP |
| Jul - Sep, 2025 | 49,526 | 876 | 683 | 324 | 29.6 | 1.8 | Nov 13, 2025 | J-GAAP |
| Oct - Dec, 2025 | 61,860 | 3,969 | 3,835 | 2,510 | 228.8 | 6.4 | Feb 13, 2026 | J-GAAP |
| YoY | +46.0% | +102.5% | +101.1% | +38.0% | +37.8% |
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