USS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 2%, Raises Record High Profit Forecast, Dividend Revised Upward by 1 Yen

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Tue Nov 11, 2025 3:40 pm JST Earnings

4732 USS Co.,Ltd. 【J-GAAP】

Earnings Report

USS Co.,Ltd. <4732> [TSE Prime] announced its financial results after the market closed on November 11th (15:40). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 9.2% from the same period last year, reaching 29.0 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 1.6%, from the previous forecast of 57.2 billion yen to 58.1 billion yen (compared to 54.8 billion yen in the previous period), increasing the growth rate from 4.2% to 5.9%, further surpassing the previous forecast of record-high profits for five consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 2.7% from the same period last year, reaching 29.0 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 50.4 yen to 51.4 yen (compared to 43.4 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 9.3% from the same period last year, reaching 14.1 billion yen. The operating profit margin rose from 51.5% in the same period last year to 52.7%.

Kabutan News

Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Sep, 2023	48,093	23,779	24,131	16,164	33.4	48.6	Nov 7, 2023	J-GAAP
Apr - Sep, 2024	50,456	26,230	26,587	18,140	37.8	48.4	Nov 5, 2024	J-GAAP
Apr - Sep, 2025	53,979	28,709	29,041	19,951	42.7	50.0	Nov 11, 2025	J-GAAP
YoY	+7.0%	+9.5%	+9.2%	+10.0%	+13.0%

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	54,750	28,150	28,460	19,410	41.9	25.20	Aug 5, 2025	J-GAAP
Apr - Sep, 2025 Results	53,979	28,709	29,041	19,951	42.7	25.20	Nov 11, 2025	J-GAAP
Revision Rate	-1.4%	+2.0%	+2.0%	+2.8%	+1.8%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	111,800	56,500	57,200	38,850	83.9	50.40	Aug 5, 2025	J-GAAP
Mar, 2026 New	111,800	57,400	58,100	39,650	85.6	51.40	Nov 11, 2025	J-GAAP
Revision Rate	0.0%	+1.6%	+1.6%	+2.1%	+2.1%

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	53,565	27,976	28,296	19,496	40.7	22.80	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	57,821	28,691	29,059	19,699	42.5	26.20	Nov 11, 2025	J-GAAP
YoY	+7.9%	+2.6%	+2.7%	+1.0%	+4.4%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	97,606	48,937	49,654	32,906	68.3	37.70	May 8, 2024	J-GAAP
Mar, 2025	104,021	54,206	54,883	37,636	78.7	43.40	May 13, 2025	J-GAAP
Mar, 2026 Guidance	111,800	57,400	58,100	39,650	85.6	51.40	Nov 11, 2025	J-GAAP
YoY	+7.5%	+5.9%	+5.9%	+5.4%	+8.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	24,816	12,787	12,967	8,888	18.5	51.5	Nov 5, 2024	J-GAAP
Oct - Dec, 2024	26,196	13,595	13,778	9,470	19.7	51.9	Feb 4, 2025	J-GAAP
Jan - Mar, 2025	27,369	14,381	14,518	10,026	21.0	52.5	May 13, 2025	J-GAAP
Apr - Jun, 2025	27,389	14,708	14,870	10,232	21.7	53.7	Aug 5, 2025	J-GAAP
Jul - Sep, 2025	26,590	14,001	14,171	9,719	20.8	52.7	Nov 11, 2025	J-GAAP
YoY	+7.1%	+9.5%	+9.3%	+9.3%	+12.4%