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C.S. LUMBER, Jun-Feb (Cumulative 3Q) Ordinary Profit Decreases by 46%, Dec-Feb Ordinary Profit Decreases by 66%
7808 C.S. LUMBER CO., INC 【J-GAAP】
Earnings ReportC.S. LUMBER CO., INC <7808> [TSE Std] 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) dropped 46.3% from the same period last year to 0.64 billion yen. Progress toward the full-year plan of 1.10 billion yen was 58.3%, also falling below the five-year average of 75.1%.
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 for the March to May period (4Q) is expected to decrease 5.7% from the same period last year to 0.45 billion yen.
In the most recent three-month period, from December to February (3Q), the consolidated ordinary profit significantly dropped to 0.12 billion yen, a 66.3% decrease compared to the same period last year. The operating profit margin drastically worsened from 7.4% in the same period last year to 3.0%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Feb, 2023 | 15,831 | 1,736 | 1,690 | 1,159 | 626.8 | 81.2 | Apr 15, 2024 | J-GAAP |
| Jun - Feb, 2024 | 15,072 | 1,245 | 1,193 | 828 | 448.0 | 71.0 | Apr 14, 2025 | J-GAAP |
| Jun - Feb, 2025 | 15,014 | 729 | 641 | 455 | 246.3 | 58.3 | Apr 14, 2026 | J-GAAP |
| YoY | -0.4% | -41.4% | -46.3% | -45.0% | -45.0% |
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 | 10,821 | 915 | 864 | 590 | 319.2 | 80 | Jul 15, 2025 | J-GAAP |
| Dec - May, 2025 Guidance | 12,004 | 620 | 586 | 417 | 225.4 | 80 | Jan 14, 2026 | J-GAAP |
| YoY | +10.9% | -32.2% | -32.2% | -29.3% | -29.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2024 | 21,132 | 2,174 | 2,082 | 1,435 | 776.1 | 80 | Jul 16, 2024 | J-GAAP |
| May, 2025 | 20,673 | 1,774 | 1,680 | 1,157 | 626.0 | 80 | Jul 15, 2025 | J-GAAP |
| May, 2026 Guidance | 22,100 | 1,200 | 1,100 | 800 | 432.5 | 80 | Jan 14, 2026 | J-GAAP |
| YoY | +6.9% | -32.4% | -34.5% | -30.9% | -30.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - Feb, 2024 | 5,220 | 386 | 377 | 261 | 141.2 | 7.4 | Apr 14, 2025 | J-GAAP |
| Mar - May, 2025 | 5,601 | 529 | 487 | 329 | 178.0 | 9.4 | Jul 15, 2025 | J-GAAP |
| Jun - Aug, 2025 | 4,777 | 262 | 237 | 201 | 108.9 | 5.5 | Oct 15, 2025 | J-GAAP |
| Sep - Nov, 2025 | 5,319 | 318 | 277 | 182 | 98.5 | 6.0 | Jan 14, 2026 | J-GAAP |
| Dec - Feb, 2025 | 4,918 | 149 | 127 | 72 | 39.0 | 3.0 | Apr 14, 2026 | J-GAAP |
| YoY | -5.8% | -61.4% | -66.3% | -72.4% | -72.4% |
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