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TRANSACTION, Sep-May (Cumulative 3Q) Ordinary Profit Increases by 9%, Mar-May Ordinary Profit Increases by 24%
7818 TRANSACTION CO.,Ltd. 【J-GAAP】
Earnings ReportTRANSACTION CO.,Ltd. <7818> [TSE Prime] announced its financial results after the market closed on July 14th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending August 2025 (September 2024 to May 2025) increased 9.0% from the same period last year, reaching 4.54 billion yen. Progress toward the full-year plan of 5.95 billion yen was 76.2%, almost the same as the five-year average of 77.9%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the June to August period (4Q) is expected to decrease 2.7% from the same period last year to 1.41 billion yen.
In the most recent three-month period, from March to May (3Q), the consolidated ordinary profit grew 23.8% from the same period last year, reaching 1.62 billion yen. The operating profit margin rose from 21.1% in the same period last year to 21.4%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - May, 2022 | 17,532 | 3,695 | 3,800 | 2,522 | 43.3 | 79.4 | Jul 12, 2023 | J-GAAP |
| Sep - May, 2023 | 18,902 | 3,984 | 4,167 | 2,751 | 47.2 | 74.1 | Jul 11, 2024 | J-GAAP |
| Sep - May, 2024 | 20,773 | 4,281 | 4,540 | 3,041 | 52.7 | 76.2 | Jul 14, 2025 | J-GAAP |
| YoY | +9.9% | +7.5% | +9.0% | +10.5% | +11.6% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Aug, 2024 | 12,288 | 2,546 | 2,768 | 1,871 | 32.2 | 19.50 | Oct 15, 2024 | J-GAAP |
| Mar - Aug, 2025 Guidance | 14,391 | 3,126 | 3,041 | 1,949 | 34.5 | 27.50 | Apr 14, 2025 | J-GAAP |
| YoY | +17.1% | +22.8% | +9.9% | +4.2% | +7.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug, 2023 | 22,958 | 4,658 | 4,786 | 3,305 | 56.8 | 17.50 | Oct 12, 2023 | J-GAAP |
| Aug, 2024 | 25,047 | 5,233 | 5,625 | 3,763 | 64.7 | 19.50 | Oct 15, 2024 | J-GAAP |
| Aug, 2025 Guidance | 27,900 | 5,850 | 5,959 | 3,915 | 69.3 | 27.50 | Apr 14, 2025 | J-GAAP |
| YoY | +11.4% | +11.8% | +5.9% | +4.0% | +7.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - May, 2024 | 6,143 | 1,297 | 1,310 | 859 | 14.8 | 21.1 | Jul 11, 2024 | J-GAAP |
| Jun - Aug, 2024 | 6,145 | 1,249 | 1,458 | 1,012 | 17.4 | 20.3 | Oct 15, 2024 | J-GAAP |
| Sep - Nov, 2024 | 7,106 | 1,544 | 1,567 | 1,045 | 18.1 | 21.7 | Jan 14, 2025 | J-GAAP |
| Dec - Feb, 2024 | 6,403 | 1,180 | 1,351 | 921 | 16.0 | 18.4 | Apr 14, 2025 | J-GAAP |
| Mar - May, 2025 | 7,264 | 1,557 | 1,622 | 1,075 | 18.6 | 21.4 | Jul 14, 2025 | J-GAAP |
| YoY | +18.2% | +20.0% | +23.8% | +25.1% | +26.4% |
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