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ALPHA SYSTEMS, First Half Ordinary Profit Increases by 13%, Jul-Sep Ordinary Profit Increases by 4%
4719 ALPHA SYSTEMS INC. 【J-GAAP】
Earnings ReportALPHA SYSTEMS INC. <4719> [TSE Prime] announced its financial results after the market closed on November 7th (16:00). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 13.0% from the same period last year, reaching 2.45 billion yen. Progress toward the full-year plan of 4.90 billion yen was 50.1%, also surpassing the five-year average of 46.8%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the October to March period (second half) is expected to grow 3.3% from the same period last year, reaching 2.44 billion yen.
In the most recent three-month period, from July to September (2Q), the ordinary profit grew 4.3% from the same period last year, reaching 1.25 billion yen. However, the operating profit margin decreased from 12.6% in the same period last year to 12.1%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 17,653 | 2,003 | 2,039 | 1,384 | 98.6 | 46.1 | Nov 7, 2023 | J-GAAP |
| Apr - Sep, 2024 | 18,139 | 2,110 | 2,171 | 1,475 | 105.1 | 47.8 | Nov 8, 2024 | J-GAAP |
| Apr - Sep, 2025 | 19,570 | 2,375 | 2,454 | 1,686 | 120.1 | 50.1 | Nov 7, 2025 | J-GAAP |
| YoY | +7.9% | +12.6% | +13.0% | +14.3% | +14.3% |
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 | 19,000 | 2,200 | 2,250 | 1,500 | 106.9 | 60 | May 12, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 19,570 | 2,375 | 2,454 | 1,686 | 120.1 | 60 | Nov 7, 2025 | J-GAAP |
| Revision Rate | +3.0% | +8.0% | +9.1% | +12.4% | +12.4% |
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 | 20,345 | 2,312 | 2,369 | 1,736 | 123.7 | 75 | May 12, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 20,430 | 2,425 | 2,446 | 1,614 | 115.0 | 65 | Nov 7, 2025 | J-GAAP |
| YoY | +0.4% | +4.9% | +3.3% | -7.0% | -7.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 36,383 | 4,348 | 4,422 | 3,045 | 216.9 | 100 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 38,484 | 4,422 | 4,540 | 3,211 | 228.8 | 125 | May 12, 2025 | J-GAAP |
| Mar, 2026 Guidance | 40,000 | 4,800 | 4,900 | 3,300 | 235.1 | 125 | May 12, 2025 | J-GAAP |
| YoY | +3.9% | +8.5% | +7.9% | +2.8% | +2.8% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 9,239 | 1,162 | 1,201 | 818 | 58.3 | 12.6 | Nov 8, 2024 | J-GAAP |
| Oct - Dec, 2024 | 9,651 | 1,458 | 1,481 | 1,011 | 72.0 | 15.1 | Feb 10, 2025 | J-GAAP |
| Jan - Mar, 2025 | 10,694 | 854 | 888 | 725 | 51.7 | 8.0 | May 12, 2025 | J-GAAP |
| Apr - Jun, 2025 | 9,599 | 1,172 | 1,201 | 822 | 58.6 | 12.2 | Aug 5, 2025 | J-GAAP |
| Jul - Sep, 2025 | 9,971 | 1,203 | 1,253 | 864 | 61.6 | 12.1 | Nov 7, 2025 | J-GAAP |
| YoY | +7.9% | +3.5% | +4.3% | +5.6% | +5.6% |
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