kabutan

JMS, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 42% Decrease

Fri Nov 7, 2025 3:00 pm JST Earnings

7702 JMS CO.,LTD. 【J-GAAP】

Earnings Report

JMS CO.,LTD. <7702> [TSE Std] announced its financial results in the afternoon session on November 7th (15:00). The consolidated ordinary loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was a reduced loss of 46 million yen (compared to a loss of 118 million yen in the same period last year), reversing from the forecast of a 300 million yen to a loss.

In addition, the full-year forecast for consolidated ordinary profit has decreased 50.0%, from the previous forecast of 600 million yen to 300 million yen (compared to 514 million yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 41.6% decrease in profit.

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 drop 45.3% from the same period last year to 346 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit/loss turned to a profit of 237 million yen (compared to a loss of 312 million yen in the same period last year). The operating profit margin improved from 0.6% in the same period last year to 0.9%.

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 31,248 -320 -135 -258 -10.6 ー Nov 7, 2023 J-GAAP
Apr - Sep, 2024 33,830 155 -118 -258 -10.6 ー Nov 7, 2024 J-GAAP
Apr - Sep, 2025 32,216 -19 -46 -190 -7.8 ー Nov 7, 2025 J-GAAP
YoY -4.8% － +61.0% +26.4% +26.3%

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 33,800 350 300 100 4.1 8.50 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 32,216 -19 -46 -190 -7.8 8.50 Nov 7, 2025 J-GAAP
Revision Rate -4.7% － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 68,000 900 600 200 8.2 17 May 9, 2025 J-GAAP
Mar, 2026 New 66,000 500 300 100 4.1 17 Nov 7, 2025 J-GAAP
Revision Rate -2.9% -44.4% -50.0% -50.0% -49.9%

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 35,919 717 632 347 14.2 8.50 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 33,784 519 346 290 11.8 8.50 Nov 7, 2025 J-GAAP
YoY -5.9% -27.6% -45.3% -16.4% -16.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 65,292 -268 145 -36 -1.5 17 May 14, 2024 J-GAAP
Mar, 2025 69,749 872 514 89 3.7 17 May 9, 2025 J-GAAP
Mar, 2026 Guidance 66,000 500 300 100 4.1 17 Nov 7, 2025 J-GAAP
YoY -5.4% -42.7% -41.6% +12.4% +11.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 17,653 113 -312 -166 -6.8 0.6 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 18,805 664 750 467 19.1 3.5 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 17,114 53 -118 -120 -4.9 0.3 May 9, 2025 J-GAAP
Apr - Jun, 2025 15,546 -176 -283 -459 -18.8 -1.1 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 16,670 157 237 269 11.0 0.9 Nov 7, 2025 J-GAAP
YoY -5.6% +38.9% － － －

Related Articles