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YAMATO INTERNATIONAL, First Half Operating Profit Turns to Loss, Dec-Feb Operating Profit Loss Widens

Fri Apr 10, 2026 2:00 pm JST Earnings

8127 YAMATO INTERNATIONAL INC. 【J-GAAP】

Earnings Report

YAMATO INTERNATIONAL INC. <8127> [TSE Std] announced its financial results in the afternoon session on April 10th (14:00). The consolidated operating profit/loss for the cumulative second quarter of the fiscal year ending August 2026 (September 2025 to February 2026) turned into a loss of 48 million yen (compared to a profit of 38 million yen in the same period last year).

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated operating profit/loss for the March to August period (second half) is expected to turn into a profit of 228 million yen (compared to a loss of 239 million yen in the same period last year).

In the most recent three-month period, from December to February (2Q), the consolidated operating loss expanded to a loss of 168 million yen (compared to a loss of 72 million yen in the same period last year). The operating profit/loss margin worsened from -1.3% in the same period last year to -3.0%.

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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
Sep - Feb, 2023 11,175 193 246 189 9.2 63.9 Apr 12, 2024 J-GAAP
Sep - Feb, 2024 10,539 38 103 75 3.7 ー Apr 11, 2025 J-GAAP
Sep - Feb, 2025 10,481 -48 32 77 3.8 11.9 Apr 10, 2026 J-GAAP
YoY -0.6% － -68.9% +2.7% +4.4%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2025 Guidance 10,400 -50 30 75 3.7 6 Mar 27, 2026 J-GAAP
Sep - Feb, 2025 Results 10,481 -48 32 77 3.8 6 Apr 10, 2026 J-GAAP
Revision Rate +0.8% +4.0% +6.7% +2.7% +3.5%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 8,905 -239 -165 68 3.3 10 Oct 10, 2025 J-GAAP
Mar - Aug, 2026 Guidance 10,019 228 238 123 6.0 8 Apr 10, 2026 J-GAAP
YoY +12.5% － － +80.9% +82.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2024 21,139 262 385 352 17.2 16 Oct 11, 2024 J-GAAP
Aug, 2025 19,444 -201 -62 143 7.0 16 Oct 10, 2025 J-GAAP
Aug, 2026 Guidance 20,500 180 270 200 9.8 14 Mar 27, 2026 J-GAAP
YoY +5.4% － － +39.9% +40.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Dec - Feb, 2024 5,601 -72 -22 -14 -0.7 -1.3 Apr 11, 2025 J-GAAP
Mar - May, 2025 4,628 87 100 64 3.1 1.9 Jul 11, 2025 J-GAAP
Jun - Aug, 2025 4,277 -326 -265 4 0.2 -7.6 Oct 10, 2025 J-GAAP
Sep - Nov, 2025 4,954 120 145 97 4.7 2.4 Jan 9, 2026 J-GAAP
Dec - Feb, 2025 5,527 -168 -113 -20 -1.0 -3.0 Apr 10, 2026 J-GAAP
YoY -1.3% -133.3% -413.6% -42.9% -45.6%

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