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LEC INC, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 18%, Dividend Revised Upward by 7 Yen

Fri Feb 13, 2026 5:00 pm JST Earnings

7874 LEC,INC. 【J-GAAP】

Earnings Report

LEC,INC. <7874> [TSE Prime] announced its financial results after the market closed on February 13th (17:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 4.27 billion yen, an increase 66.9% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 18.4%, from the previous forecast of 3.80 billion yen to 4.50 billion yen (compared to 3.00 billion yen in the previous period), increasing the growth rate from 26.3% to 49.6%.

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) is expected to increase 54.5%, from the previous forecast of 1.28 billion yen to 1.98 billion yen (compared to 1.43 billion yen in the same period of the previous year), turning to a 38.0% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 20 yen to 27 yen (compared to 20 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 77.4% from the same period last year, reaching 1.76 billion yen. The operating profit margin improved from 6.4% in the same period last year to 8.4%.

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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 46,394 1,996 2,093 1,024 29.5 124.1 Feb 9, 2024 J-GAAP
Apr - Dec, 2024 50,649 2,375 2,563 1,669 50.3 85.2 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 52,925 4,066 4,278 2,555 78.3 95.1 Feb 13, 2026 J-GAAP
YoY +4.5% +71.2% +66.9% +53.1% +55.9%

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 35,550 1,294 1,284 912 27.9 10 Nov 14, 2025 J-GAAP
Oct - Mar, 2025 New 35,550 1,994 1,984 1,412 43.1 17 Feb 13, 2026 J-GAAP
Revision Rate 0.0% +54.1% +54.5% +54.8% +54.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 70,000 3,800 3,800 2,400 73.3 20 Nov 14, 2025 J-GAAP
Mar, 2026 New 70,000 4,500 4,500 2,900 88.6 27 Feb 13, 2026 J-GAAP
Revision Rate 0.0% +18.4% +18.4% +20.8% +20.8%

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 33,611 1,482 1,438 621 19.0 10 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 35,550 1,994 1,984 1,412 43.1 17 Feb 13, 2026 J-GAAP
YoY +5.8% +34.5% +38.0% +127.4% +127.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 60,783 1,628 1,687 796 22.9 20 May 10, 2024 J-GAAP
Mar, 2025 66,304 2,714 3,008 1,748 53.4 20 May 15, 2025 J-GAAP
Mar, 2026 Guidance 70,000 4,500 4,500 2,900 88.6 27 Feb 13, 2026 J-GAAP
YoY +5.6% +65.8% +49.6% +65.9% +65.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 17,956 1,143 993 542 16.3 6.4 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 15,655 339 445 79 2.4 2.2 May 15, 2025 J-GAAP
Apr - Jun, 2025 17,335 1,299 1,306 670 20.6 7.5 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 17,115 1,207 1,210 818 25.1 7.1 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 18,475 1,560 1,762 1,067 32.7 8.4 Feb 13, 2026 J-GAAP
YoY +2.9% +36.5% +77.4% +96.9% +100.5%

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