TOMEN DEVICES, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 22% Increase, Highest in Four Terms, Dividend Revised Upward by 40 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.

Thu Oct 30, 2025 1:00 pm JST Earnings

2737 TOMEN DEVICES CORPORATION 【J-GAAP】

Earnings Report

TOMEN DEVICES CORPORATION <2737> [TSE Prime] announced its financial results in the afternoon session on October 30th (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 26.0% from the same period last year, reaching 6.99 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 38.5%, from the previous forecast of 6.50 billion yen to 9.00 billion yen (compared to 7.37 billion yen in the previous period), reaches new record high for the first time in four terms, turning to a 22.0% increase in the consolidated ordinary profit outlook.

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 October to March period (second half) is expected to grow 9.8% from the same period last year, reaching 2.00 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 260 yen to 300 yen (compared to 300 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 52.0% from the same period last year, reaching 5.28 billion yen. The operating profit margin improved from 2.6% in the same period last year to 4.5%.

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
Apr - Sep, 2023	183,781	5,703	3,413	-4	-0.6	55.0	Oct 26, 2023	J-GAAP
Apr - Sep, 2024	207,304	5,988	5,552	4,024	591.7	75.3	Oct 29, 2024	J-GAAP
Apr - Sep, 2025	243,089	8,167	6,997	4,779	702.8	77.7	Oct 30, 2025	J-GAAP
YoY	+17.3%	+36.4%	+26.0%	+18.8%	+18.8%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2025 Guidance	ー	ー	ー	ー	－	0	Apr 24, 2025	J-GAAP
Apr - Sep, 2025 Results	243,089	8,167	6,997	4,779	702.8	0	Oct 30, 2025	J-GAAP
Revision Rate	－	－	－	－	－

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	400,000	8,800	6,500	4,800	705.8	260	Apr 24, 2025	J-GAAP
Mar, 2026 New	470,000	11,500	9,000	6,400	941.1	300	Oct 30, 2025	J-GAAP
Revision Rate	+17.5%	+30.7%	+38.5%	+33.3%	+33.3%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024	214,367	4,181	1,825	1,564	230.0	300	Apr 24, 2025	J-GAAP
Oct - Mar, 2025 Guidance	226,911	3,333	2,003	1,621	238.4	300	Oct 30, 2025	J-GAAP
YoY	+5.9%	-20.3%	+9.8%	+3.6%	+3.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	370,676	9,480	6,203	2,096	308.2	200	Apr 25, 2024	J-GAAP
Mar, 2025	421,671	10,169	7,377	5,588	821.7	300	Apr 24, 2025	J-GAAP
Mar, 2026 Guidance	470,000	11,500	9,000	6,400	941.1	300	Oct 30, 2025	J-GAAP
YoY	+11.5%	+13.1%	+22.0%	+14.5%	+14.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	104,418	2,693	3,480	2,485	365.4	2.6	Oct 29, 2024	J-GAAP
Oct - Dec, 2024	100,208	2,735	816	730	107.4	2.7	Jan 29, 2025	J-GAAP
Jan - Mar, 2025	114,159	1,446	1,009	834	122.6	1.3	Apr 24, 2025	J-GAAP
Apr - Jun, 2025	102,386	1,846	1,709	1,270	186.8	1.8	Jul 29, 2025	J-GAAP
Jul - Sep, 2025	140,703	6,321	5,288	3,509	516.0	4.5	Oct 30, 2025	J-GAAP
YoY	+34.7%	+134.7%	+52.0%	+41.2%	+41.2%