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Trend Micro, Jul-Sep (3Q) Ordinary Profit Increases by 51%

Wed Nov 12, 2025 3:30 pm JST Earnings

4704 Trend Micro Incorporated 【J-GAAP】

Earnings Report

Trend Micro Incorporated <4704> [TSE Prime] announced its financial results after the market closed on November 12th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) increased 3.1% from the same period last year, reaching 39.5 billion yen. Progress toward the full-year plan of 45.0 billion yen was 87.8%, also surpassing the five-year average of 79.7%.

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 October to December period (4Q) is expected to significant drop 62.2% from the same period last year to 5.48 billion yen.

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit increased 50.8% from the same period last year, reaching 18.0 billion yen. The operating profit margin rose from 21.7% in the same period last year to 23.2%.

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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 183,725 29,613 31,935 12,806 93.3 88.3 Nov 9, 2023 J-GAAP
Jan - Sep, 2024 202,658 39,237 38,331 26,418 198.5 72.5 Nov 12, 2024 J-GAAP
Jan - Sep, 2025 202,753 44,474 39,516 26,942 204.9 87.8 Nov 12, 2025 J-GAAP
YoY +0.0% +13.3% +3.1% +2.0% +3.2%

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 138,104 23,669 26,469 16,463 124.1 184 Feb 18, 2025 J-GAAP
Jul - Dec, 2025 Guidance 140,091 25,128 23,525 15,864 120.3 － Aug 7, 2025 J-GAAP
YoY +1.4% +6.2% -11.1% -3.6% -3.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 248,691 32,602 36,181 10,731 78.5 738 Feb 15, 2024 J-GAAP
Dec, 2024 272,638 48,105 52,840 34,358 259.1 184 Feb 18, 2025 J-GAAP
Dec, 2025 Guidance 274,000 53,600 45,000 30,200 229.0 － Aug 7, 2025 J-GAAP
YoY +0.5% +11.4% -14.8% -12.1% -11.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 68,124 14,801 11,960 8,523 64.0 21.7 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 69,980 8,868 14,509 7,940 59.9 12.7 Feb 18, 2025 J-GAAP
Jan - Mar, 2025 67,501 15,006 12,408 8,858 67.5 22.2 May 8, 2025 J-GAAP
Apr - Jun, 2025 66,408 13,466 9,067 5,478 41.7 20.3 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 68,844 16,002 18,041 12,606 95.9 23.2 Nov 12, 2025 J-GAAP
YoY +1.1% +8.1% +50.8% +47.9% +49.7%

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