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AXYZ, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 21%
1381 AXYZ Co., Ltd 【J-GAAP】
Earnings ReportAXYZ Co., Ltd <1381> [TSE Std] announced its financial results after the market closed on April 30th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending June 2026 (July 2025 to March 2026) surged 2.3 times that of the same period last year, reaching 3.01 billion yen.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 20.7%, from the previous forecast of 2.90 billion yen to 3.50 billion yen (compared to 2.17 billion yen in the previous period), increasing the growth rate from 33.6% to 61.2%.
Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the January to June period (second half) is expected to increase 62.4%, from the previous forecast of 0.96 billion yen to 1.56 billion yen (compared to 1.32 billion yen in the same period of the previous year), turning to a 17.7% increase in the consolidated ordinary profit outlook.
In the most recent three-month period, from January to March (3Q), the consolidated ordinary profit surged 2.3 times that of the same period last year, reaching 1.08 billion yen. The operating profit margin drastically improved from 7.4% in the same period last year to 14.7%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Mar, 2023 | 19,229 | 1,149 | 1,327 | 922 | 164.3 | 74.6 | May 7, 2024 | J-GAAP |
| Jul - Mar, 2024 | 19,530 | 1,304 | 1,316 | 1,153 | 205.4 | 60.6 | Apr 25, 2025 | J-GAAP |
| Jul - Mar, 2025 | 21,827 | 2,895 | 3,019 | 2,099 | 373.9 | 86.3 | Apr 30, 2026 | J-GAAP |
| YoY | +11.8% | +122.0% | +129.4% | +82.0% | +82.0% |
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2026 Prev | 14,150 | 872 | 962 | 649 | 115.6 | 112.50 | Jan 30, 2026 | J-GAAP |
| Jan - Jun, 2026 New | 14,250 | 1,572 | 1,562 | 1,049 | 186.8 | 112.50 | Apr 30, 2026 | J-GAAP |
| Revision Rate | +0.7% | +80.3% | +62.4% | +61.6% | +61.6% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2026 Prev | 28,700 | 2,700 | 2,900 | 2,000 | 356.2 | 112.50 | Jan 30, 2026 | J-GAAP |
| Jun, 2026 New | 28,800 | 3,400 | 3,500 | 2,400 | 427.4 | 112.50 | Apr 30, 2026 | J-GAAP |
| Revision Rate | +0.3% | +25.9% | +20.7% | +20.0% | +20.0% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 | 13,490 | 1,308 | 1,327 | 885 | 157.7 | 112.50 | Aug 8, 2025 | J-GAAP |
| Jan - Jun, 2026 Guidance | 14,250 | 1,572 | 1,562 | 1,049 | 186.8 | 112.50 | Apr 30, 2026 | J-GAAP |
| YoY | +5.6% | +20.2% | +17.7% | +18.5% | +18.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2024 | 25,836 | 1,570 | 1,780 | 1,239 | 220.7 | 98.50 | Aug 9, 2024 | J-GAAP |
| Jun, 2025 | 26,426 | 2,121 | 2,171 | 1,720 | 306.4 | 112.50 | Aug 8, 2025 | J-GAAP |
| Jun, 2026 Guidance | 28,800 | 3,400 | 3,500 | 2,400 | 427.4 | 112.50 | Apr 30, 2026 | J-GAAP |
| YoY | +9.0% | +60.3% | +61.2% | +39.5% | +39.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2025 | 6,594 | 491 | 472 | 318 | 56.7 | 7.4 | Apr 25, 2025 | J-GAAP |
| Apr - Jun, 2025 | 6,896 | 817 | 855 | 567 | 101.0 | 11.8 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 7,217 | 1,047 | 1,107 | 777 | 138.4 | 14.5 | Oct 31, 2025 | J-GAAP |
| Oct - Dec, 2025 | 7,333 | 781 | 831 | 574 | 102.3 | 10.7 | Jan 30, 2026 | J-GAAP |
| Jan - Mar, 2026 | 7,277 | 1,067 | 1,081 | 748 | 133.2 | 14.7 | Apr 30, 2026 | J-GAAP |
| YoY | +10.4% | +117.3% | +129.0% | +135.2% | +135.2% |
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