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J Frontier, Jun-Feb (Cumulative 3Q) Ordinary Profit Increases by 2.0 times, Exceeds Full-Year Plan

Tue Apr 14, 2026 3:30 pm JST Earnings

2934 J Frontier Co.,Ltd. 【J-GAAP】

Earnings Report

J Frontier Co.,Ltd. <2934> [TSE Growth] announced its financial results after the market closed on April 14th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending May 2026 (June 2025 to February 2026) surged 2.0 times that of the same period last year, reaching 351 million yen. Progress toward the full-year plan of 240 million yen is 146.3%, already exceeding the target and also exceeding the same period of the previous year of 75.8%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the March to May period (4Q) is expected to turn into a loss of 111 million yen (compared to a profit of 56 million yen in the same period last year). However, if the fourth-quarter performance remains at the same level as the first three quarters, the full-year plan may be increased.

In the most recent three-month period, from December to February (3Q), the consolidated ordinary profit surged 2.9 times that of the same period last year, reaching 482 million yen. The operating profit margin significantly improved from 3.2% in the same period last year to 7.8%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jun - Feb, 2023 12,377 -541 -551 -637 -131.1 ー Apr 12, 2024 J-GAAP
Jun - Feb, 2024 16,349 201 175 121 24.4 75.8 Apr 14, 2025 J-GAAP
Jun - Feb, 2025 16,381 304 351 84 16.0 146.3 Apr 14, 2026 J-GAAP
YoY +0.2% +51.2% +100.6% -30.6% -34.6%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec - May, 2024 10,661 266 224 108 21.6 0 Jul 15, 2025 J-GAAP
Dec - May, 2025 Guidance 12,925 469 371 291 54.6 0 Jan 14, 2026 J-GAAP
YoY +21.2% +76.3% +65.6% +169.4% +152.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May, 2024 17,714 -605 -694 -2,101 -429.1 0 Dec 11, 2024 J-GAAP
May, 2025 21,504 293 231 87 17.4 0 Jul 15, 2025 J-GAAP
May, 2026 Guidance 23,600 327 240 100 18.8 0 Jul 15, 2025 J-GAAP
YoY +9.7% +11.6% +3.9% +14.9% +7.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Dec - Feb, 2024 5,506 174 168 142 28.7 3.2 Apr 14, 2025 J-GAAP
Mar - May, 2025 5,155 92 56 -34 -6.8 1.8 Jul 15, 2025 J-GAAP
Jun - Aug, 2025 5,000 -17 -4 -36 -6.9 -0.3 Oct 15, 2025 J-GAAP
Sep - Nov, 2025 5,675 -125 -127 -155 -29.5 -2.2 Jan 14, 2026 J-GAAP
Dec - Feb, 2025 5,706 446 482 275 52.3 7.8 Apr 14, 2026 J-GAAP
YoY +3.6% +156.3% +186.9% +93.7% +82.4%

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