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LOOK HOLDINGS, Apr-Jun (2Q) Ordinary Profit Increases by 2.0 times
8029 LOOK HOLDINGS INCORPRATED 【J-GAAP】
Earnings ReportLOOK HOLDINGS INCORPRATED <8029> [TSE Std] announced its financial results after the market closed on August 7th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) decreased 16.6% from the same period last year to 1.01 billion yen. Progress toward the full-year plan of 2.40 billion yen was 42.5%, almost the same as the five-year average of 43.5%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the July to December period (second half) is expected to decrease 16.7% from the same period last year to 1.38 billion yen.
In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit surged 2.0 times that of the same period last year, reaching 0.43 billion yen. The operating profit margin improved from 0.3% in the same period last year to 2.7%.
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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 |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2023 | 27,077 | 1,379 | 1,808 | 1,153 | 156.8 | 50.5 | Aug 8, 2023 | J-GAAP |
| Jan - Jun, 2024 | 27,491 | 972 | 1,222 | 707 | 95.7 | 42.4 | Aug 7, 2024 | J-GAAP |
| Jan - Jun, 2025 | 24,284 | 819 | 1,019 | 538 | 72.3 | 42.5 | Aug 7, 2025 | J-GAAP |
| YoY | -11.7% | -15.7% | -16.6% | -23.9% | -24.4% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 Guidance | 24,200 | 800 | 1,000 | 530 | 71.0 | 0 | Aug 1, 2025 | J-GAAP |
| Jan - Jun, 2025 Results | 24,284 | 819 | 1,019 | 538 | 72.3 | 0 | Aug 7, 2025 | J-GAAP |
| Revision Rate | +0.3% | +2.4% | +1.9% | +1.5% | +1.8% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 27,248 | 1,558 | 1,658 | 1,218 | 164.4 | 100 | Feb 14, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 27,716 | 1,381 | 1,381 | 1,162 | 155.4 | 100 | Aug 7, 2025 | J-GAAP |
| YoY | +1.7% | -11.4% | -16.7% | -4.6% | -5.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 55,475 | 3,069 | 3,578 | 2,458 | 333.5 | 80 | Feb 14, 2024 | J-GAAP |
| Dec, 2024 | 54,739 | 2,530 | 2,880 | 1,925 | 259.8 | 100 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 Guidance | 52,000 | 2,200 | 2,400 | 1,700 | 227.4 | 100 | Aug 1, 2025 | J-GAAP |
| YoY | -5.0% | -13.0% | -16.7% | -11.7% | -12.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2024 | 13,552 | 40 | 212 | 39 | 5.3 | 0.3 | Aug 7, 2024 | J-GAAP |
| Jul - Sep, 2024 | 12,026 | 443 | 446 | 280 | 37.8 | 3.7 | Nov 11, 2024 | J-GAAP |
| Oct - Dec, 2024 | 15,222 | 1,115 | 1,212 | 938 | 126.6 | 7.3 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 12,669 | 500 | 589 | 361 | 48.6 | 3.9 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 11,615 | 319 | 430 | 177 | 23.8 | 2.7 | Aug 7, 2025 | J-GAAP |
| YoY | -14.3% | +697.5% | +102.8% | +353.8% | +350.6% |
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