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JM HOLDINGS, First Half Ordinary Profit Increases by 13%

Mon Mar 16, 2026 4:00 pm JST Earnings

3539 JM HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

JM HOLDINGS CO.,LTD. <3539> [TSE Prime] announced its financial results after the market closed on March 16th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending July 2026 (August 2025 to January 2026) increased 13.0% from the same period last year, reaching 5.70 billion yen. Progress toward the full-year plan of 11.0 billion yen was 51.9%, it was below the five-year average of 55.7%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the February to July period (second half) is expected to grow 3.9% from the same period last year, reaching 5.29 billion yen.

In the most recent three-month period, from November to January (2Q), the consolidated ordinary profit grew 9.4% from the same period last year, reaching 3.46 billion yen. However, the operating profit margin remained almost flat, changing from 6.4% in the same period last year to 6.4%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Aug - Jan, 2023 86,972 5,232 5,335 2,760 51.7 57.3 Mar 13, 2024 J-GAAP
Aug - Jan, 2024 92,836 4,974 5,049 2,830 55.0 49.8 Mar 14, 2025 J-GAAP
Aug - Jan, 2025 101,189 5,604 5,705 2,508 49.2 51.9 Mar 16, 2026 J-GAAP
YoY +9.0% +12.7% +13.0% -11.4% -10.4%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug - Jan, 2025 Guidance ー ー ー ー － 12 Sep 12, 2025 J-GAAP
Aug - Jan, 2025 Results 101,189 5,604 5,705 2,508 49.2 12 Mar 16, 2026 J-GAAP
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb - Jul, 2025 93,371 5,074 5,095 3,627 70.8 12 Sep 12, 2025 J-GAAP
Feb - Jul, 2026 Guidance 94,811 5,296 5,295 4,492 88.2 12 Mar 16, 2026 J-GAAP
YoY +1.5% +4.4% +3.9% +23.8% +24.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul, 2024 172,331 9,149 9,318 5,465 102.4 21 Sep 12, 2024 J-GAAP
Jul, 2025 186,207 10,048 10,144 6,457 126.0 23 Sep 12, 2025 J-GAAP
Jul, 2026 Guidance 196,000 10,900 11,000 7,000 137.4 24 Sep 12, 2025 J-GAAP
YoY +5.3% +8.5% +8.4% +8.4% +9.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Nov - Jan, 2024 48,770 3,127 3,165 2,143 41.6 6.4 Mar 14, 2025 J-GAAP
Feb - Apr, 2025 46,134 2,553 2,567 1,472 28.7 5.5 Jun 12, 2025 J-GAAP
May - Jul, 2025 47,237 2,521 2,528 2,155 42.1 5.3 Sep 12, 2025 J-GAAP
Aug - Oct, 2025 47,686 2,196 2,244 545 10.7 4.6 Dec 12, 2025 J-GAAP
Nov - Jan, 2025 53,503 3,408 3,461 1,963 38.5 6.4 Mar 16, 2026 J-GAAP
YoY +9.7% +9.0% +9.4% -8.4% -7.4%

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