YOKOHAMA REITO, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 39%, Highest in Nine Terms, Dividend Revised Upward by 3 Yen

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Fri May 15, 2026 1:00 pm JST Earnings

2874 YOKOREI CO.,LTD. 【J-GAAP】

Earnings Report

YOKOREI CO.,LTD. <2874> [TSE Prime] announced its financial results in the afternoon session on May 15th (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending September 2026 (October 2025 to March 2026) expanded 4.30 billion yen, an increase 65.3% compared to the same period last year, resulting in an increase in profits compared to the previous forecast of a 9.8% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 39.1%, from the previous forecast of 4.60 billion yen to 6.40 billion yen (compared to 3.65 billion yen in the previous period), increasing the growth rate from 25.8% to 75.0%, reaches new record high for the first time in nine 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 April to September period (second half) is expected to expand 98.9% from the same period last year, reaching 2.09 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 24 yen to 27 yen (compared to 24 yen in the previous period).

In the most recent three-month period, from January to March (2Q), the consolidated ordinary profit grew 26.5% from the same period last year, reaching 2.21 billion yen. The operating profit margin improved from 4.1% in the same period last year to 6.2%.

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
Oct - Mar, 2023	59,997	2,719	1,849	1,101	27.9	38.5	May 14, 2024	J-GAAP
Oct - Mar, 2024	63,425	3,042	2,604	1,670	28.3	71.2	May 15, 2025	J-GAAP
Oct - Mar, 2025	64,228	4,106	4,304	2,849	48.2	67.3	May 15, 2026	J-GAAP
YoY	+1.3%	+35.0%	+65.3%	+70.6%	+70.2%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2025 Guidance	58,000	2,450	2,350	1,550	26.3	12	Nov 13, 2025	J-GAAP
Oct - Mar, 2025 Results	64,228	4,106	4,304	2,849	48.2	13	May 15, 2026	J-GAAP
Revision Rate	+10.7%	+67.6%	+83.1%	+83.8%	+83.7%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep, 2026 Prev	118,000	4,800	4,600	3,000	50.8	24	Nov 13, 2025	J-GAAP
Sep, 2026 New	125,000	7,000	6,400	4,800	81.2	27	May 15, 2026	J-GAAP
Revision Rate	+5.9%	+45.8%	+39.1%	+60.0%	+59.7%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2025	62,138	1,196	1,054	308	5.2	12	Nov 13, 2025	J-GAAP
Apr - Sep, 2026 Guidance	60,772	2,894	2,096	1,951	33.0	14	May 15, 2026	J-GAAP
YoY	-2.2%	+142.0%	+98.9%	+533.4%	+530.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep, 2024	122,282	4,647	4,808	3,933	66.8	24	Nov 14, 2024	J-GAAP
Sep, 2025	125,563	4,238	3,658	1,978	33.6	24	Nov 13, 2025	J-GAAP
Sep, 2026 Guidance	125,000	7,000	6,400	4,800	81.2	27	May 15, 2026	J-GAAP
YoY	-0.4%	+65.2%	+75.0%	+142.7%	+141.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jan - Mar, 2025	29,667	1,231	1,754	1,536	26.1	4.1	May 15, 2025	J-GAAP
Apr - Jun, 2025	31,841	667	674	619	10.5	2.1	Aug 13, 2025	J-GAAP
Jul - Sep, 2025	30,297	529	380	-311	-5.3	1.7	Nov 13, 2025	J-GAAP
Oct - Dec, 2025	33,332	2,193	2,086	1,209	20.5	6.6	Feb 13, 2026	J-GAAP
Jan - Mar, 2026	30,896	1,913	2,218	1,640	27.8	6.2	May 15, 2026	J-GAAP
YoY	+4.1%	+55.4%	+26.5%	+6.8%	+6.5%