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AR advanced tech, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 24%, Raises Record High Profit Forecast
5578 AR advanced technology,Inc. 【J-GAAP】
Earnings ReportAR advanced technology,Inc. <5578> [TSE Growth] announced its financial results after the market closed on April 13th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending August 2026 (September 2025 to February 2026) surged 2.3 times that of the same period last year, reaching 0.61 billion yen, exceeded the previous forecast of 0.45 billion yen.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 24.4%, from the previous forecast of 0.96 billion yen to 1.19 billion yen (compared to 0.77 billion yen in the previous period), increasing the growth rate from 23.6% to 53.7%, further surpassing the previous forecast of record-high profits for two consecutive terms.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the March to August period (second half) is expected to grow 15.2% from the same period last year, reaching 0.58 billion yen.
In the most recent three-month period, from December to February (2Q), the consolidated ordinary profit increased 50.9% from the same period last year, reaching 0.34 billion yen. The operating profit margin improved from 5.7% in the same period last year to 8.3%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2023 | 5,471 | 217 | 222 | 134 | 13.7 | 49.6 | Apr 12, 2024 | J-GAAP |
| Sep - Feb, 2024 | 6,563 | 272 | 272 | 84 | 8.5 | 35.0 | Apr 11, 2025 | J-GAAP |
| Sep - Feb, 2025 | 7,948 | 598 | 612 | 322 | 32.9 | 51.3 | Apr 13, 2026 | J-GAAP |
| YoY | +21.1% | +119.9% | +125.0% | +283.3% | +287.5% |
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 | 7,525 | 454 | 451 | 275 | 28.0 | 0 | Oct 14, 2025 | J-GAAP |
| Sep - Feb, 2025 Results | 7,948 | 598 | 612 | 322 | 32.9 | 0 | Apr 13, 2026 | J-GAAP |
| Revision Rate | +5.6% | +31.7% | +35.7% | +17.1% | +17.3% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug, 2026 Prev | 16,010 | 965 | 960 | 586 | 59.8 | 7 | Oct 14, 2025 | J-GAAP |
| Aug, 2026 New | 16,433 | 1,166 | 1,194 | 728 | 74.2 | 7 | Apr 13, 2026 | J-GAAP |
| Revision Rate | +2.6% | +20.8% | +24.4% | +24.2% | +24.2% |
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 | 7,589 | 557 | 505 | 361 | 36.8 | 6.67 | Oct 14, 2025 | J-GAAP |
| Mar - Aug, 2026 Guidance | 8,485 | 568 | 582 | 406 | 41.4 | 7 | Apr 13, 2026 | J-GAAP |
| YoY | +11.8% | +2.0% | +15.2% | +12.5% | +12.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug, 2024 | 11,129 | 421 | 448 | 275 | 27.7 | 0 | Oct 11, 2024 | J-GAAP |
| Aug, 2025 | 14,152 | 829 | 777 | 445 | 45.4 | 6.67 | Oct 14, 2025 | J-GAAP |
| Aug, 2026 Guidance | 16,433 | 1,166 | 1,194 | 728 | 74.2 | 7 | Apr 13, 2026 | J-GAAP |
| YoY | +16.1% | +40.7% | +53.7% | +63.6% | +63.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - Feb, 2024 | 3,599 | 204 | 226 | 96 | 9.7 | 5.7 | Apr 11, 2025 | J-GAAP |
| Mar - May, 2025 | 3,752 | 289 | 296 | 164 | 16.7 | 7.7 | Jul 11, 2025 | J-GAAP |
| Jun - Aug, 2025 | 3,837 | 268 | 209 | 197 | 20.1 | 7.0 | Oct 14, 2025 | J-GAAP |
| Sep - Nov, 2025 | 3,896 | 261 | 271 | 124 | 12.8 | 6.7 | Jan 13, 2026 | J-GAAP |
| Dec - Feb, 2025 | 4,052 | 337 | 341 | 198 | 20.2 | 8.3 | Apr 13, 2026 | J-GAAP |
| YoY | +12.6% | +65.2% | +50.9% | +106.3% | +108.6% |
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