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TENPOS HOLDINGS, May-Jan (Cumulative 3Q) Ordinary Profit Increases by 4%
2751 TENPOS HOLDINGS Co.,Ltd 【J-GAAP】
Earnings ReportTENPOS HOLDINGS Co.,Ltd <2751> [TSE Std] announced its financial results after the market closed on March 11th (17:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending April 2026 (May 2025 to January 2026) increased 4.2% from the same period last year, reaching 2.23 billion yen. However, Progress toward the full-year plan of 3.65 billion yen was 61.1%, also falling below the five-year average of 71.7%.
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 February to April period (4Q) is expected to expand 94.8% from the same period last year, reaching 1.42 billion yen.
In the most recent three-month period, from November to January (3Q), the consolidated ordinary profit grew 15.1% from the same period last year, reaching 0.64 billion yen. However, the operating profit margin remained almost flat, changing from 4.7% in the same period last year to 4.5%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May - Jan, 2023 | 27,386 | 2,010 | 2,169 | 1,368 | 114.6 | 70.7 | Mar 13, 2024 | J-GAAP |
| May - Jan, 2024 | 34,653 | 2,022 | 2,141 | 1,527 | 127.2 | 74.6 | Mar 12, 2025 | J-GAAP |
| May - Jan, 2025 | 39,033 | 2,104 | 2,230 | 1,314 | 109.1 | 61.1 | Mar 11, 2026 | J-GAAP |
| YoY | +12.6% | +4.1% | +4.2% | -13.9% | -14.2% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Apr, 2024 | 24,004 | 1,192 | 1,287 | 875 | 72.9 | 9 | Jun 11, 2025 | J-GAAP |
| Nov - Apr, 2025 Guidance | 32,146 | 1,939 | 2,062 | 1,176 | 97.5 | 9 | Dec 10, 2025 | J-GAAP |
| YoY | +33.9% | +62.7% | +60.2% | +34.4% | +33.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr, 2024 | 37,074 | 2,824 | 3,069 | 1,972 | 165.1 | 9 | Jun 12, 2024 | J-GAAP |
| Apr, 2025 | 47,055 | 2,668 | 2,870 | 2,064 | 171.9 | 9 | Jun 11, 2025 | J-GAAP |
| Apr, 2026 Guidance | 57,700 | 3,440 | 3,650 | 2,140 | 177.4 | 9 | Jul 22, 2025 | J-GAAP |
| YoY | +22.6% | +28.9% | +27.2% | +3.7% | +3.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Jan, 2024 | 11,602 | 546 | 558 | 338 | 28.1 | 4.7 | Mar 12, 2025 | J-GAAP |
| Feb - Apr, 2025 | 12,402 | 646 | 729 | 537 | 44.7 | 5.2 | Jun 11, 2025 | J-GAAP |
| May - Jul, 2025 | 11,978 | 715 | 774 | 496 | 41.3 | 6.0 | Sep 10, 2025 | J-GAAP |
| Aug - Oct, 2025 | 13,576 | 786 | 814 | 468 | 38.9 | 5.8 | Dec 10, 2025 | J-GAAP |
| Nov - Jan, 2025 | 13,479 | 603 | 642 | 350 | 29.1 | 4.5 | Mar 11, 2026 | J-GAAP |
| YoY | +16.2% | +10.4% | +15.1% | +3.6% | +3.3% |
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