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Aeria, Jul-Sep (3Q) Ordinary Profit Turns to Profit, The Undecided Dividend Set at 5 Yen

Fri Nov 14, 2025 3:30 pm JST Earnings

3758 Aeria Inc. 【J-GAAP】

Earnings Report

Aeria Inc. <3758> [TSE Std] announced its financial results after the market closed on November 14th (15:30). The consolidated ordinary profit/loss for the cumulative third quarter of the fiscal year ending December 2025 (January to September) turned into a profit of 389 million yen (compared to a loss of 296 million yen in the same period last year). Progress toward the full-year plan of 450 million yen was 86.4%, almost the same as the five-year average of 86.5%.

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 October to December period (4Q) is expected to significant drop 75.0% from the same period last year to 61 million yen.

At the same time, the company has decided to implement a year-end lump-sum dividend of 5 yen for the current fiscal year, which was previously undecided (compared to 5 yen in the prior term).

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit/loss turned to a profit of 75 million yen (compared to a loss of 54 million yen in the same period last year). The operating profit margin improved from 1.3% in the same period last year to 3.4%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jan - Sep, 2023 16,671 254 555 410 18.5 73.8 Nov 14, 2023 J-GAAP
Jan - Sep, 2024 14,879 -300 -296 -363 -16.4 ー Nov 14, 2024 J-GAAP
Jan - Sep, 2025 11,805 542 389 326 15.6 86.4 Nov 14, 2025 J-GAAP
YoY -20.7% － － － －

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Prev 14,206 277 136 41 2.0 － Aug 14, 2025 J-GAAP
Jul - Dec, 2025 New 14,206 277 136 41 2.0 5 Nov 14, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 22,500 700 450 300 14.5 － Feb 14, 2025 J-GAAP
Dec, 2025 New 22,500 700 450 300 14.5 5 Nov 14, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 9,612 328 190 -453 -20.6 5 Feb 14, 2025 J-GAAP
Jul - Dec, 2025 Guidance 14,206 277 136 41 2.0 5 Nov 14, 2025 J-GAAP
YoY +47.8% -15.5% -28.4% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 22,671 476 752 480 21.6 5 Feb 14, 2024 J-GAAP
Dec, 2024 19,155 -42 -52 -739 -33.6 5 Feb 14, 2025 J-GAAP
Dec, 2025 Guidance 22,500 700 450 300 14.5 5 Nov 14, 2025 J-GAAP
YoY +17.5% － － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 5,336 70 -54 -77 -3.5 1.3 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 4,276 258 244 -376 -17.1 6.0 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 4,000 320 232 189 9.0 8.0 May 15, 2025 J-GAAP
Apr - Jun, 2025 4,294 103 82 70 3.4 2.4 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 3,511 119 75 67 3.2 3.4 Nov 14, 2025 J-GAAP
YoY -34.2% +70.0% － － －

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