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ARCS, 2% Increase in Ordinary Profit, Record High for The First Time in Six Years, Increased Previous Year's Dividend by 2 Yen, Plan to Continue the 82 Yen Policy This Fiscal Year as Well

Mon Apr 13, 2026 3:30 pm JST Earnings

9948 ARCS COMPANY,LIMITED 【J-GAAP】

Earnings Report

ARCS COMPANY,LIMITED <9948> [TSE Prime] announced its financial results after the market closed on April 13th (15:30). The consolidated ordinary profit for the fiscal year ended February 2026 increased by 9.2% from the previous period to 19.1 billion yen. For the fiscal year ending February 2027, the consolidated ordinary profit is expected to grow by 2.3% to 19.6 billion yenExpected to reach record high profits for the first time in six years. This will be the fourth consecutive term of revenue growth.

At the same time, the company increased the annual dividend for the previous term from 80 yen to 82 yen (compared to 74 yen in the prior term), and has decided to continue with a dividend of 82 yen for the current term as well.

In the most recent three-month period, from December to February (4Q), the consolidated ordinary profit amounted to 6.10 billion yen, a 2.5% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 3.7% in the same period last year to 3.5%.

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Actual Results

Historical Performance
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 591,557 16,831 18,439 11,766 214.0 68 Apr 15, 2024 J-GAAP
Feb, 2025 608,284 15,936 17,540 11,063 205.0 74 Apr 14, 2025 J-GAAP
Feb, 2026 626,957 17,632 19,161 12,445 231.4 82 Apr 13, 2026 J-GAAP
YoY +3.1% +10.6% +9.2% +12.5% +12.9%

Full Year Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Guidance 623,000 16,400 18,000 11,200 210.2 80 Mar 2, 2026 J-GAAP
Feb, 2026 Results 626,957 17,632 19,161 12,445 231.4 82 Apr 13, 2026 J-GAAP
Revision Rate +0.6% +7.5% +6.5% +11.1% +10.1%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 313,693 7,981 8,758 5,713 105.9 37 Oct 14, 2025 J-GAAP
Mar - Aug, 2026 Guidance 323,500 8,430 9,200 6,000 112.6 41 Apr 13, 2026 J-GAAP
YoY +3.1% +5.6% +5.0% +5.0% +6.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2025 608,284 15,936 17,540 11,063 205.0 74 Apr 14, 2025 J-GAAP
Feb, 2026 626,957 17,632 19,161 12,445 231.4 82 Apr 13, 2026 J-GAAP
Feb, 2027 Guidance 648,000 18,000 19,600 12,400 232.7 82 Apr 13, 2026 J-GAAP
YoY +3.4% +2.1% +2.3% -0.4% +0.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Dec - Feb, 2024 158,650 5,878 6,259 4,019 74.5 3.7 Apr 14, 2025 J-GAAP
Mar - May, 2025 154,294 3,874 4,233 2,798 51.9 2.5 Jul 4, 2025 J-GAAP
Jun - Aug, 2025 159,399 4,107 4,525 2,915 54.0 2.6 Oct 14, 2025 J-GAAP
Sep - Nov, 2025 151,078 3,908 4,299 2,785 51.6 2.6 Jan 8, 2026 J-GAAP
Dec - Feb, 2025 162,186 5,743 6,104 3,947 73.4 3.5 Apr 13, 2026 J-GAAP
YoY +2.2% -2.3% -2.5% -1.8% -1.5%

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