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YOKOGAWA ELECTRIC, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 4%

Tue Nov 4, 2025 3:30 pm JST Earnings

6841 YOKOGAWA ELECTRIC CORPORATION 【J-GAAP】

Earnings Report

YOKOGAWA ELECTRIC CORPORATION <6841> [TSE Prime] announced its financial results after the market closed on November 4th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 10.6% from the same period last year, reaching 39.6 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 3.8%, from the previous forecast of 80.0 billion yen to 83.0 billion yen (compared to 85.3 billion yen in the previous period), and the declining rate is expected to decrease from 6.3% to 2.8%.

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 decrease 12.4% from the same period last year to 43.3 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 28.3% from the same period last year, reaching 24.0 billion yen. However, the operating profit margin decreased from 15.6% in the same period last year to 15.0%.

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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 254,498 33,707 37,076 35,053 132.5 44.1 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 266,580 36,305 35,888 24,573 94.5 42.0 Nov 5, 2024 J-GAAP
Apr - Sep, 2025 281,996 38,988 39,676 29,371 114.9 47.8 Nov 4, 2025 J-GAAP
YoY +5.8% +7.4% +10.6% +19.5% +21.6%

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 ー ー ー ー － 32 May 7, 2025 J-GAAP
Apr - Sep, 2025 Results 281,996 38,988 39,676 29,371 114.9 32 Nov 4, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 560,000 80,000 80,000 52,500 206.2 64 May 7, 2025 J-GAAP
Mar, 2026 New 577,000 83,000 83,000 54,500 214.0 64 Nov 4, 2025 J-GAAP
Revision Rate +3.0% +3.8% +3.8% +3.8% +3.8%

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 295,824 47,218 49,463 27,550 105.9 29 May 7, 2025 J-GAAP
Oct - Mar, 2025 Guidance 295,004 44,012 43,324 25,129 98.7 32 Nov 4, 2025 J-GAAP
YoY -0.3% -6.8% -12.4% -8.8% -6.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 540,152 78,800 84,098 61,685 234.8 40 May 7, 2024 J-GAAP
Mar, 2025 562,404 83,523 85,351 52,123 200.4 58 May 7, 2025 J-GAAP
Mar, 2026 Guidance 577,000 83,000 83,000 54,500 214.0 64 Nov 4, 2025 J-GAAP
YoY +2.6% -0.6% -2.8% +4.6% +6.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 137,656 21,479 18,757 14,519 55.8 15.6 Nov 5, 2024 J-GAAP
Oct - Dec, 2024 142,307 22,111 24,933 14,127 54.3 15.5 Feb 4, 2025 J-GAAP
Jan - Mar, 2025 153,517 25,107 24,530 13,423 51.6 16.4 May 7, 2025 J-GAAP
Apr - Jun, 2025 130,211 16,202 15,609 15,153 59.1 12.4 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 151,785 22,786 24,067 14,218 55.6 15.0 Nov 4, 2025 J-GAAP
YoY +10.3% +6.1% +28.3% -2.1% -0.4%

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