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ACMOS, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 23% Decrease

Thu Apr 30, 2026 2:00 pm JST Earnings

6888 ACMOS INC. 【J-GAAP】

Earnings Report

ACMOS INC. <6888> [TSE Std] announced its financial results in the afternoon session on April 30th (14:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending June 2026 (July 2025 to March 2026) decreased 17.3% from the same period last year to 412 million yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 35.7%, from the previous forecast of 700 million yen to 450 million yen (compared to 584 million yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 22.9% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the January to June period (second half) has decreased 36.5%, from the previous forecast of 684 million yen to 434 million yen (compared to 551 million yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 21.2% decrease in profit.

In the most recent three-month period, from January to March (3Q), the consolidated ordinary profit decreased to 396 million yen, a 14.8% decrease compared to the same period last year. The operating profit margin significantly dropped from 21.8% in the same period last year to 13.9%.

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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
Jul - Mar, 2023 4,773 617 616 397 40.5 93.3 Apr 26, 2024 J-GAAP
Jul - Mar, 2024 4,843 494 498 323 32.6 85.3 Apr 30, 2025 J-GAAP
Jul - Mar, 2025 5,698 409 412 250 25.2 91.6 Apr 30, 2026 J-GAAP
YoY +17.7% -17.2% -17.3% -22.6% -22.7%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2026 Prev 4,139 684 684 475 47.7 25 Feb 3, 2026 J-GAAP
Jan - Jun, 2026 New 4,639 434 434 365 36.7 25 Apr 30, 2026 J-GAAP
Revision Rate +12.1% -36.5% -36.5% -23.2% -23.1%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2026 Prev 7,000 700 700 450 45.2 25 Aug 5, 2025 J-GAAP
Jun, 2026 New 7,500 450 450 340 34.2 25 Apr 30, 2026 J-GAAP
Revision Rate +7.1% -35.7% -35.7% -24.4% -24.4%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 3,691 550 551 378 38.1 25 Aug 5, 2025 J-GAAP
Jan - Jun, 2026 Guidance 4,639 434 434 365 36.7 25 Apr 30, 2026 J-GAAP
YoY +25.7% -21.1% -21.2% -3.4% -3.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 6,230 660 660 422 43.0 24 Aug 5, 2024 J-GAAP
Jun, 2025 6,421 583 584 386 38.9 25 Aug 5, 2025 J-GAAP
Jun, 2026 Guidance 7,500 450 450 340 34.2 25 Apr 30, 2026 J-GAAP
YoY +16.8% -22.8% -22.9% -11.9% -12.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jan - Mar, 2025 2,113 461 465 315 31.8 21.8 Apr 30, 2025 J-GAAP
Apr - Jun, 2025 1,578 89 86 63 6.4 5.6 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 1,335 -30 -32 -39 -3.9 -2.2 Oct 31, 2025 J-GAAP
Oct - Dec, 2025 1,526 46 48 14 1.4 3.0 Feb 3, 2026 J-GAAP
Jan - Mar, 2026 2,837 393 396 275 27.7 13.9 Apr 30, 2026 J-GAAP
YoY +34.3% -14.8% -14.8% -12.7% -12.8%

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