kabutan

Resona, Net Income Forecast for the Fiscal Year Revised Upward by 4%

Fri Jan 30, 2026 4:00 pm JST Earnings

8308 Resona Holdings, Inc. 【J-GAAP】

Earnings Report

Resona Holdings, Inc. <8308> [TSE Prime] announced its financial results after the market closed on January 30th (16:00). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 222 billion yen, an increase 31.3% compared to the same period last year.

In addition, the full-year forecast for consolidated net income has been revised upward 4.2%, from the previous forecast of 240 billion yen to 250 billion yen (compared to 213 billion yen in the previous period), increasing the growth rate from 12.5% to 17.2%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (second half) is expected to increase 10.3%, from the previous forecast of 97.1 billion yen to 107 billion yen (compared to 99.0 billion yen in the same period of the previous year), turning to an 8.1% increase in the consolidated net income outlook.

In the most recent three-month period, from October to December (3Q), the consolidated net income increased 44.3% from the same period last year, reaching 79.2 billion yen.

Kabutan News

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
Apr - Dec, 2023 667,761 ー 159,342 114,125 48.6 71.5 Jan 31, 2024 J-GAAP
Apr - Dec, 2024 809,548 ー 237,543 169,181 73.2 81.3 Jan 31, 2025 J-GAAP
Apr - Dec, 2025 965,597 ー 312,517 222,131 97.5 ー Jan 30, 2026 J-GAAP
YoY +19.3% － +31.6% +31.3% +33.2%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev ー ー ー 97,134 43.0 14.50 Nov 11, 2025 J-GAAP
Oct - Mar, 2025 New ー ー ー 107,134 47.4 14.50 Jan 30, 2026 J-GAAP
Revision Rate － － － +10.3% +10.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev ー ー ー 240,000 106.3 29 May 13, 2025 J-GAAP
Mar, 2026 New ー ー ー 250,000 110.7 29 Jan 30, 2026 J-GAAP
Revision Rate － － － +4.2% +4.2%

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 583,081 ー 130,674 99,080 42.9 13.50 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance ー ー ー 107,134 47.4 14.50 Jan 30, 2026 J-GAAP
YoY － － － +8.1% +10.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 941,663 ー 222,962 158,930 67.8 22 May 14, 2024 J-GAAP
Mar, 2025 1,117,491 ー 292,160 213,324 92.4 25 May 13, 2025 J-GAAP
Mar, 2026 Guidance ー ー ー 250,000 110.7 29 Jan 30, 2026 J-GAAP
YoY － － － +17.2% +19.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 275,138 ー 76,057 54,937 23.8 0.0 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 307,943 ー 54,617 44,143 19.1 0.0 May 13, 2025 J-GAAP
Apr - Jun, 2025 300,108 ー 97,401 70,530 30.8 0.0 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 320,663 ー 102,255 72,336 31.7 0.0 Nov 11, 2025 J-GAAP
Oct - Dec, 2025 344,826 ー 112,861 79,265 34.8 0.0 Jan 30, 2026 J-GAAP
YoY +25.3% － +48.4% +44.3% +46.4%

Related Articles