TRANSACTION, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 2%, Raises Record High Profit Forecast, Dividend Revised Upward by 1 Yen

About Information Provided on This Site

The information provided on our website 'Kabutan.com' is not intended to constitute investment solicitation or investment advisory services.
All investment decisions should be made at your own discretion and judgment.
The data on our website is provided by Tokyo Stock Exchange, Osaka Exchange, Nagoya Securities Exchange, JPX Market Innovation & Research, Japannext, and other sources.
Copyright of the Nikkei Stock Average belongs to Nikkei Inc. Stock price charts displayed on Kabutan.com are provided solely for the purpose of reviewing historical price movements of the securities.
These charts neither suggest nor guarantee future price movements of the securities and do not constitute recommendations to buy or sell.
In our financial results coverage, the term 'Surprise Results' identifies securities that demonstrate a significant degree of surprise in their earnings announcements.
This significance is quantitatively assessed based on multiple factors, including: the nature of the announcement (full-year or quarterly results); types of revisions (earnings or dividend forecasts); and numerical analysis comparing the announced results with both the company's previous forecasts and historical performance.
The 'Surprise Ranking' presents these results in order of their calculated surprise factor. Please note that neither these results nor rankings are intended to suggest or guarantee future performance of the listed securities, nor should they be construed as recommendations to buy or sell.

Tue Apr 14, 2026 3:30 pm JST Earnings

7818 TRANSACTION CO.,Ltd. 【J-GAAP】

Earnings Report

TRANSACTION CO.,Ltd. <7818> [TSE Prime] announced its financial results after the market closed on April 14th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending August 2026 (September 2025 to February 2026) increased 11.3% from the same period last year, reaching 3.24 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 2.4%, from the previous forecast of 6.30 billion yen to 6.45 billion yen (compared to 6.01 billion yen in the previous period), increasing the growth rate from 4.8% to 7.3%, further surpassing the previous forecast of record-high profits for eleven 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 3.5% from the same period last year, reaching 3.20 billion yen.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 30 yen to 31 yen (compared to 57 yen before the 2-for-1 forward stock split in the previous period).

In the most recent three-month period, from December to February (2Q), the consolidated ordinary profit amounted to 1.39 billion yen, an increase of 2.9% compared to the same period last year. The operating profit margin rose from 18.4% in the same period last year to 19.5%.

Kabutan News

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	12,759	2,687	2,857	1,892	32.5	50.8	Apr 12, 2024	J-GAAP
Sep - Feb, 2024	13,509	2,724	2,918	1,966	34.1	48.5	Apr 14, 2025	J-GAAP
Sep - Feb, 2025	14,845	3,166	3,249	2,117	37.5	50.4	Apr 14, 2026	J-GAAP
YoY	+9.9%	+16.2%	+11.3%	+7.7%	+9.9%

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	14,845	3,166	3,249	2,117	37.4	0	Apr 7, 2026	J-GAAP
Sep - Feb, 2025 Results	14,845	3,166	3,249	2,117	37.5	0	Apr 14, 2026	J-GAAP
Revision Rate	0.0%	0.0%	0.0%	0.0%	+0.1%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Aug, 2026 Prev	29,500	6,100	6,300	4,120	72.9	30	Oct 15, 2025	J-GAAP
Aug, 2026 New	30,000	6,300	6,450	4,288	75.8	31	Apr 14, 2026	J-GAAP
Revision Rate	+1.7%	+3.3%	+2.4%	+4.1%	+4.1%

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	13,944	2,982	3,093	2,112	36.7	28.50	Oct 15, 2025	J-GAAP
Mar - Aug, 2026 Guidance	15,155	3,134	3,201	2,171	38.4	31	Apr 14, 2026	J-GAAP
YoY	+8.7%	+5.1%	+3.5%	+2.8%	+4.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Aug, 2024	25,047	5,233	5,625	3,763	64.7	19.50	Oct 15, 2024	J-GAAP
Aug, 2025	27,453	5,706	6,011	4,078	70.9	28.50	Oct 15, 2025	J-GAAP
Aug, 2026 Guidance	30,000	6,300	6,450	4,288	75.8	31	Apr 14, 2026	J-GAAP
YoY	+9.3%	+10.4%	+7.3%	+5.1%	+7.0%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Dec - Feb, 2024	6,403	1,180	1,351	921	16.0	18.4	Apr 14, 2025	J-GAAP
Mar - May, 2025	7,264	1,557	1,622	1,075	18.6	21.4	Jul 14, 2025	J-GAAP
Jun - Aug, 2025	6,680	1,425	1,471	1,037	18.0	21.3	Oct 15, 2025	J-GAAP
Sep - Nov, 2025	7,966	1,826	1,859	1,222	21.7	22.9	Jan 14, 2026	J-GAAP
Dec - Feb, 2025	6,879	1,340	1,390	895	15.8	19.5	Apr 14, 2026	J-GAAP
YoY	+7.4%	+13.6%	+2.9%	-2.8%	-0.8%