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YONEX, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 7%, Raises Record High Profit Forecast
7906 YONEX CO.,LTD. 【J-GAAP】
Earnings ReportYONEX CO.,LTD. <7906> [TSE Std] announced its financial results after the market closed on November 7th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 11.6% from the same period last year, reaching 8.19 billion yen.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 6.8%, from the previous forecast of 14.6 billion yen to 15.6 billion yen (compared to 13.9 billion yen in the previous period), increasing the growth rate from 4.6% to 11.7%, 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 11.8% from the same period last year, reaching 7.40 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit dropped to 2.24 billion yen, a 37.8% decrease compared to the same period last year. The operating profit margin significantly dropped from 12.2% in the same period last year to 6.5%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 57,725 | 5,612 | 6,220 | 4,396 | 50.4 | 51.0 | Nov 9, 2023 | J-GAAP |
| Apr - Sep, 2024 | 66,942 | 7,691 | 7,344 | 5,425 | 62.7 | 52.6 | Nov 8, 2024 | J-GAAP |
| Apr - Sep, 2025 | 79,532 | 8,847 | 8,199 | 6,371 | 74.6 | 52.6 | Nov 7, 2025 | J-GAAP |
| YoY | +18.8% | +15.0% | +11.6% | +17.4% | +18.9% |
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 | 75,000 | 8,600 | 8,500 | 6,300 | 73.7 | 12 | May 9, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 79,532 | 8,847 | 8,199 | 6,371 | 74.6 | 12 | Nov 7, 2025 | J-GAAP |
| Revision Rate | +6.0% | +2.9% | -3.5% | +1.1% | +1.1% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 148,000 | 14,800 | 14,600 | 10,800 | 126.2 | 24 | May 9, 2025 | J-GAAP |
| Mar, 2026 New | 162,000 | 16,200 | 15,600 | 11,600 | 135.6 | 24 | Nov 7, 2025 | J-GAAP |
| Revision Rate | +9.5% | +9.5% | +6.8% | +7.4% | +7.4% |
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 | 71,334 | 6,485 | 6,620 | 5,166 | 60.0 | 11 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 82,468 | 7,353 | 7,401 | 5,229 | 61.1 | 12 | Nov 7, 2025 | J-GAAP |
| YoY | +15.6% | +13.4% | +11.8% | +1.2% | +1.9% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 116,442 | 11,611 | 12,195 | 8,859 | 102.5 | 16 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 138,276 | 14,176 | 13,964 | 10,591 | 123.0 | 22 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 162,000 | 16,200 | 15,600 | 11,600 | 135.6 | 24 | Nov 7, 2025 | J-GAAP |
| YoY | +17.2% | +14.3% | +11.7% | +9.5% | +10.3% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 35,875 | 4,372 | 3,610 | 2,628 | 30.4 | 12.2 | Nov 8, 2024 | J-GAAP |
| Oct - Dec, 2024 | 34,816 | 3,700 | 4,102 | 3,824 | 44.3 | 10.6 | Feb 7, 2025 | J-GAAP |
| Jan - Mar, 2025 | 36,518 | 2,785 | 2,518 | 1,342 | 15.6 | 7.6 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 39,856 | 6,277 | 5,954 | 4,237 | 49.6 | 15.7 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 39,676 | 2,570 | 2,245 | 2,134 | 25.0 | 6.5 | Nov 7, 2025 | J-GAAP |
| YoY | +10.6% | -41.2% | -37.8% | -18.8% | -17.8% |
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