TerraSky, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 7% Decrease

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Wed Jan 14, 2026 3:30 pm JST Earnings

3915 TerraSky Co.,Ltd 【J-GAAP】

Earnings Report

TerraSky Co.,Ltd <3915> [TSE Prime] announced its financial results after the market closed on January 14th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) was 1.01 billion yen, a 2.2% decrease compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has decreased 24.7%, from the previous forecast of 1.97 billion yen to 1.48 billion yen (compared to 1.60 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 7.3% decrease in profit. However, the full-year forecast for consolidated net income has been revised upward 0.2%, from the previous forecast of 1.36 billion yen to 1.36 billion yen (compared to 1.01 billion yen in the previous period), increasing the growth rate from 33.9% to 34.2%.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the September to February period (second half) has decreased 38.3%, from the previous forecast of 1.27 billion yen to 0.78 billion yen (compared to 0.92 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 15.3% decrease in profit.

In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit decreased to 0.31 billion yen, a 13.3% decrease compared to the same period last year. The operating profit margin worsened from 5.3% in the same period last year to 3.5%.

Kabutan News

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
Mar - Nov, 2023	13,890	279	379	114	8.9	57.9	Jan 15, 2024	J-GAAP
Mar - Nov, 2024	18,102	938	1,038	564	43.8	64.8	Jan 14, 2025	J-GAAP
Mar - Nov, 2025	20,316	868	1,015	1,069	82.9	68.3	Jan 14, 2026	J-GAAP
YoY	+12.2%	-7.5%	-2.2%	+89.5%	+89.3%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep - Feb, 2025 Prev	16,121	1,207	1,271	956	74.1	16	Oct 15, 2025	J-GAAP
Sep - Feb, 2025 New	14,584	776	784	959	74.3	16	Jan 14, 2026	J-GAAP
Revision Rate	-9.5%	-35.7%	-38.3%	+0.3%	+0.3%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Feb, 2026 Prev	29,438	1,833	1,973	1,363	105.6	16	Oct 15, 2025	J-GAAP
Feb, 2026 New	27,901	1,402	1,486	1,366	105.8	16	Jan 14, 2026	J-GAAP
Revision Rate	-5.2%	-23.5%	-24.7%	+0.2%	+0.2%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep - Feb, 2024	12,780	842	926	651	50.5	0	Apr 14, 2025	J-GAAP
Sep - Feb, 2025 Guidance	14,584	776	784	959	74.3	16	Jan 14, 2026	J-GAAP
YoY	+14.1%	-7.8%	-15.3%	+47.3%	+47.1%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Feb, 2024	19,137	522	655	300	23.4	0	Apr 12, 2024	J-GAAP
Feb, 2025	24,709	1,452	1,603	1,018	78.9	0	Apr 14, 2025	J-GAAP
Feb, 2026 Guidance	27,901	1,402	1,486	1,366	105.8	16	Jan 14, 2026	J-GAAP
YoY	+12.9%	-3.4%	-7.3%	+34.2%	+34.0%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Sep - Nov, 2024	6,173	328	361	197	15.3	5.3	Jan 14, 2025	J-GAAP
Dec - Feb, 2024	6,607	514	565	454	35.2	7.8	Apr 14, 2025	J-GAAP
Mar - May, 2025	6,605	316	350	213	16.5	4.8	Jul 15, 2025	J-GAAP
Jun - Aug, 2025	6,712	310	352	194	15.0	4.6	Oct 15, 2025	J-GAAP
Sep - Nov, 2025	6,999	242	313	662	51.3	3.5	Jan 14, 2026	J-GAAP
YoY	+13.4%	-26.2%	-13.3%	+236.0%	+235.5%