Other
ロカチンリマブの開発・販売に関する権利の再取得に関するお知らせ
協和キリン (41510)
Other
20260130 22:00
- Kyorin terminated joint development agreement with Amgen for lokivetmab.
- Kyorin re-acquired rights for global development and commercialization of lokivetmab.
- Amgen will continue manufacturing the drug.
- Company is preparing for regulatory submission in the first half of 2026.
- Financial impact forecast to be disclosed on February 9, 2026.
取締役の異動に関するお知らせ
エア・ウォーター (40880)
Other
20260130 20:10
- Chiaki Chitose appointed as Chairman of the Board of Directors.
- Effective January 30, 2026.
- Appointment aims to strengthen Board effectiveness and supervision following investigation into inappropriate accounting at a consolidated subsidiary.
AIデータセンター事業に関する戦略的協業検討のための覚書締結についてのお知らせ
Ｇ－イオレ (23340)
Other
20260130 18:00
- Signed a strategic partnership memorandum on Jan 30, 2026, with SuperX AI Industries, Digital Dynamic, and WOODMAN to develop modular AI data centers in Japan.
- Partners will collaborate on business schemes, technical requirements, and operational roles for modular AI factories.
- Impact on 2026 Q2 sales is expected to be minor; sales forecast remains 1.5 billion yen (cumulative) and 8 billion yen (full year).
- Long-term value creation is anticipated through the collaboration on AI infrastructure supply.
東京証券取引所による特別注意銘柄の指定継続（経過観察）についてのお知らせ
ウイルコＨＤ (78310)
Other
20260130 18:00
- Received notification on Jan 30, 2026, regarding the continuation of the special attention stock designation.
- Designation continues due to concerns regarding business continuity and profitability despite adequate internal management.
- Company commits to improving internal management systems and implementing measures for business recovery.
- Specific plans to disclose improvement measures are scheduled for disclosure by the end of February 2026.
執行役員人事に関するお知らせ
新日本建 (18790)
Other
20260130 18:00
- Announced executive officer personnel changes effective February 1, 2026.
- Yamaguchi Hiroshi and Fujii Masanobu promoted to Executive Officer positions.
- Company-wide reorganization of executive titles and responsibilities.
取締役の管掌変更に関するお知らせ
ギグワークス (23750)
Other
20260130 17:40
- Minoru Kojima appointed as Executive Officer & Managing Director, Sales Coordination Division Head effective Jan 29, 2026.
- CFO Takahiro Matsuzawa temporarily assumes Kojima’s previous duties as Business Administration Division Head.
- Shinichi Hirano appointed as Executive Officer & Managing Director, Business Development Coordination Division Head.
- New external directors Hirokazu Kurihara, Yoshitsugu Kubo, Makasa Kaji, and Shigetomi Hirotaka joined the board effective Jan 29, 2026.
クレジット・ファシリティ契約に基づく借入実行及び資金使途変更に関するお知らせ
メタプラネット (33500)
Other
20260130 17:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
（経過開示）固定資産の譲渡完了に関するお知らせ
トーシンＨＤ (94440)
Other
20260130 17:05
- Fixed asset sale of TOSHIN Hirokoji Honcho Building has been completed.
- The transaction generated a gain of approximately 500 million yen.
- The profit will be recognized as a special profit in the third quarter of the 2026 fiscal year ending April 2026.
- The sale aims to strengthen financial health and optimize management resources.
マツオインターナショナル株式会社および松尾産業株式会社へのスポンサー支援に関する交渉の進捗状況のお知らせ
バルコス (77900)
Other
20260130 17:00
- Ongoing negotiations for a Final Agreement regarding sponsor support for Matsuo International and Matsuo Sangyo.
- Signed a Memorandum of Understanding (MOU) on December 11, 2025, to facilitate sponsor support.
- The extension of negotiations does not impact the consolidated financial results for the fiscal year ending December 2025.
東京証券取引所スタンダード市場への市場区分変更承認に関するお知らせ
Ｇ－フーバーブレイン (39270)
Other
20260130 17:00
- Approved change from TSE Growth Market to TSE Standard Market effective February 6, 2026.
- Common stock code (3927) remains unchanged.
- Market change aligns with medium-term strategy focusing on governance enhancement and the “AI Guardian” vision.
- Targets for 2026-2030 fiscal year include adjusted sales of 15 billion yen, adjusted operating profit of 1.5 billion yen, and ROE exceeding 15%.
（開示事項の経過）「話せるメディカル株式会社」の株式取得時期の変更に関するお知らせ
Ｇ－ＦＩＸＥＲ (51290)
Other
20260130 17:00
- G-Fixer plans to acquire a stake in Speakable Medical to make it a wholly-owned subsidiary.
- Share transfer contract signing and execution dates postponed from Jan 30, 2026, to the end of February 2026.
- Changes made due to ongoing negotiations regarding the share transfer agreement content.
- Specific impact on financial performance will be disclosed once the details are finalized.
連結子会社における固定資産の譲渡及び特別利益の計上に関するお知らせ
ファーストブラザーズ (34540)
Other
20260130 17:00
- First Brothers Capital transferred land and buildings to a domestic entity.
- Estimated gain on sale is 960 million yen, recognized as special profit in the 2026 Nov. period.
- Sale aims to optimize portfolio and improve capital efficiency.
- Scheduled delivery date is late March 2026.
- Kenjo Hitoshi resigns as President due to health reasons effective April 1, 2026.
- Hideaki Kato appointed as new President and Representative Director effective April 1, 2026.
- Kenjo Hitoshi transitions to Special Advisor.
（開示事項の経過）協議事項の解決とこれに伴う特別損失の計上に関するお知らせ
Ｇ－モイ (50310)
Other
20260130 17:00
- Resolved negotiation with NexTone regarding revenue recognition for Twicas music usage.
- Signed an agreement to settle the dispute.
- Recognized a special loss of 187,302 thousand yen.
- Impact on financial performance is currently under review.
役員人事に関するお知らせ
ウインテスト (67210)
Other
20260130 17:00
- Wintest Co., Ltd. announced executive candidates for the 33rd Annual General Meeting scheduled for March 26, 2026.
- The Board of Directors decided to reappoint Kimu Koji as Representative Director and Higuchi Makasu as Senior Managing Director.
- The remaining candidates, Peng Qian and Yuan Shufeng, will continue as Directors pending approval at the upcoming AGM.
株式給付信託（J-ESOP）の導入に関するお知らせ
白洋舎 (97310)
Other
20260130 17:00
- Company introduced Stock Benefit Trust (J-ESOP) to align employee compensation with stock price and performance.
- 150 million yen allocated to purchase up to 42,000 common shares via trust with Mizuho Trust & Banking.
- Trust agreement scheduled for February 16, 2026, with share purchase period from February 16 to June 30, 2026.
- Eligible employees will receive shares or cash equivalents based on performance points.
第三者割当による新株式の発行に関するお知らせ
日本精密 (77710)
Other
20260130 17:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
東京証券取引所による特別注意銘柄の指定及び上場契約違約金の徴求についてのお知らせ
Ａｂａｌａｎｃｅ (38560)
Other
20260130 16:50
- Tokyo Stock Exchange designated Abalance shares as a Special Attention Stock effective Jan 31, 2026.
- Tokyo Stock Exchange demanded a default penalty.
- The company apologized to stakeholders and pledged to strengthen governance and internal controls.
- Personnel changes effective February 1, 2026.
- Yasuo Nozawa retains Executive Officer and Managing Executive Officer titles, adding Public Works Division Head responsibilities.
- Takakazu Yasuda retains Executive Officer and Deputy Division Head titles, adding Public Planning Division Head responsibilities.
- Decisions were made at the January 30, 2026 board meeting.
株主優待品の拡充等に関するお知らせ
ミライト・ワン (14170)
Other
20260130 16:30
- Mirait One announced an expansion of shareholder benefits effective March 31, 2026, to increase investment appeal.
- Two new electronic money types (V Points, au PAY Gift Card) are added to the eligible benefits list.
- Eligibility for “Mirait One Rice” (1kg) is expanded to all shareholders, including those with less than 3 years of holding.
- A new lottery tier for “Mirait One Rice” (1kg) is added for shareholders holding 1,000+ shares for less than 1 year.
- Social contribution donations to Special Olympics Japan remain available as an alternative option.
東京証券取引所スタンダード市場への上場市場区分変更承認及び「上場維持基準の適合に向けた計画」の撤回に関するお知らせ
Ｇ－クラスターＴ (42400)
Other
20260130 16:30
- Listing will change from TSE Growth to TSE Standard market starting February 6, 2026.
- Previous plan to meet Growth Market listing maintenance standards has been withdrawn.
- Focus on resinizing precision parts for optical devices and printers.
- Strategy to strengthen sales capability and solidify management structure.
「中期経営指針2030」の策定に関するお知らせ
四電工 (19390)
Other
20260130 16:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
東京証券取引所スタンダード市場への上場市場区分変更承認に関するお知らせ
Ｇ－ＣＲＩ・ＭＷ (36980)
Other
20260130 16:30
- Listing board change approved effective February 6, 2026, moving from TSE Growth to TSE Standard.
- Plans to leverage game technology and capital to expand into enterprise business R&D and sales.
- Acknowledges support from shareholders and partners for the company’s growth and market change.
財務上の特約が付された金銭消費貸借契約の締結に関するお知らせ
ファーマライズＨＤ (27960)
Other
20260130 16:30
- Decided to conclude a 150 million yen loan agreement with Mizuho Bank to raise funds for the acquisition of Sankyo Medical Co., Ltd.
- Loan agreement includes financial covenants requiring total equity to be maintained at 80% of the previous period and an EBITDA multiple of 10x or less.
- Loan maturity is scheduled for February 13, 2027, with collateral consisting of shares of Sankyo Medical, Taiyo Yakuhin, and Heisei Yakuhin.
- Impact on consolidated earnings for FY2025 is expected to be minor.
株式会社三幸メディカルの株式取得に関するお知らせ
ファーマライズＨＤ (27960)
Other
20260130 16:30
- PharmaRise HD to acquire 100% of Sankyo Medical Co., Ltd. (pharmaceutical wholesaler) via purchase of all 800 shares.
- Total acquisition cost estimated at 1.6 billion yen, funded by internal funds and borrowing.
- Acquisition aims to strengthen group pharmaceutical distribution and expand Kanto regional healthcare services.
- Stock transfer execution scheduled for February 13, 2026.
- Impact on consolidated earnings forecast currently under review.
組織変更および人事異動に関するお知らせ
ＮＩＴＴＡＮ (64930)
Other
20260130 16:15
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
組織変更及び執行役員の異動に関するお知らせ
遠藤照明 (69320)
Other
20260130 16:00
- Effective April 1, 2026, the company will establish the Architectural Environment Lighting Design Department to strengthen solution proposal capabilities in the building field.
- Effective April 1, 2026, the company will establish the Tokyo Commercial Environment Coordination Department to enhance customer response and organizational sales for commercial facilities.
- Effective April 1, 2026, Asano Daisuke will assume the position of Head of the Tokyo Commercial Environment Coordination Department.
販売用不動産（系統用蓄電所の土地及び設備）並びに電力接続権の売却に関するお知らせ（和歌山県紀の川市上田井）
スターシーズ (30830)
Other
20260130 16:00
- Selling real estate and equipment for a grid-connected storage power station in Wakayama Prefecture to Tokuma Science Co., Ltd.
- Estimated transaction revenue exceeds 10% of prior fiscal consolidated revenue, and estimated gain exceeds 30% of prior fiscal consolidated profit.
- Scheduled contract date is February 6, 2026, with settlement on February 25, 2026.
- Proceeds will be recorded in the 2026 2nd Period financial results and are already reflected in the company’s consolidated earnings guidance.
販売用不動産（系統用蓄電所の土地及び設備）並びに電力接続権の取得に関するお知らせ（大分県杵築市）
スターシーズ (30830)
Other
20260130 16:00
- Acquired land, equipment, and power connection rights for a grid storage battery station from HOGE MORY.
- Kushitsu City Storage Battery Station has maximum reception power of 1999.9 kW and connects to Kyushu Electric Power.
- Purchase price is undisclosed but exceeds 10% of consolidated sales (511 million yen).
- Project completion expected mid-February 2026; operation start expected mid-June 2026.
（開示事項の中止）販売用不動産（系統用蓄電所の土地及び設備）並びに電力接続権の売却に関するお知らせ（愛知県豊橋市）
スターシーズ (30830)
Other
20260130 16:00
- Cancellation of sale for NO.188 Toyohashi City storage battery (1999 kW) due to buyer default.
- Buyer failed to secure payment funds, leading to termination of sales contract.
- Asset connected to Chubu Electric Power Grid.
- Impact on consolidated results for Q2 FY2026 currently under calculation.
（開示事項の中止）販売用不動産（系統用蓄電所の土地及び設備）並びに電力接続権の取得に関するお知らせ（愛知県豊橋市）
スターシーズ (30830)
Other
20260130 16:00
- Canceled the acquisition of a system battery facility in Aichi Prefecture originally announced on Oct 9, 2025.
- Re-evaluated the system battery business portfolio following the expansion of renewable energy operations announced in July 2025.
- The cancellation will have a minimal impact on the 2026 fiscal year second quarter earnings forecast.
- The facility in Toyohashi City has a maximum power capacity of 1999 kW.
（開示事項の中止）販売用不動産（系統用蓄電所の土地及び設備）並びに電力接続権の取得に関するお知らせ（福岡県筑紫野市）
スターシーズ (30830)
Other
20260130 16:00
- Star Seasons cancelled the acquisition of the Kyushu Storage Facility located in Tsukushino, Fukuoka.
- The cancellation follows a review of the grid-connected battery business portfolio.
- The facility was originally set to have a maximum reception power of 1,890.0 kW and was connected to Kyushu Electric Power.
- The impact on the 2026 fiscal year consolidated earnings forecast is expected to be minimal.
第9回募集新株予約権(有償ストック・オプション)の発行に関する追加事項のお知らせ
ｆｏｎｆｕｎ (23230)
Other
20260130 16:00
- Fonfun issued 2,570 reserved stock subscription rights to controlling shareholder Tsukasa Mizuguchi, representing 7.60% of the total issuance.
- Full exercise would dilute outstanding shares by 9.76%, though vesting is contingent on future performance metrics.
- Options are exercisable only if operating profit exceeds 120 million yen and market cap surpasses specific thresholds by FY2027.
- The company acknowledged a disclosure delay regarding this transaction but confirmed via independent directors that it is fair and beneficial for minority shareholders.
剰余金の配当に関するお知らせ
Ｖコマース (24910)
Other
20260130 16:00
- The company decided to pay a final dividend of 24 yen per share for the year ending December 31, 2025.
- Total dividend payment amount is 693 million yen.
- Effective date for the dividend is March 9, 2026.
- The company targets a dividend payout ratio of over 50% for the fiscal year ending December 2025.
- Despite net profit declining below forecasts due to special losses, the dividend remains unchanged from the previous guidance.
「資本コストや株価を意識した経営の実現に向けた対応」について（アップデート）
ナック (97880)
Other
20260130 16:00
- Announced Long-Term Vision 2035 targeting 100 billion yen in sales and 8% operating margin by fiscal 2035, alongside Medium-Term Business Plan 2028.
- Implemented a 2-for-1 stock split in February 2024 to enhance liquidity and plans to return 3 billion yen to shareholders over the next three years.
- Enhanced IR activities and brand awareness through the launch of social media accounts (X, Instagram), investor seminars, and specialized information releases.
- Initiated sustainability measures including the transition to renewable energy and EV vehicles, alongside human capital strengthening via DX and AI training.
（開示事項の経過）代表取締役及び取締役の当社グループ会社における残留状況について
Ａｂａｌａｎｃｅ (38560)
Other
20260130 16:00
- WWB Co., Ltd. will absorb VSUN JAPAN and HSJ on January 31, 2026.
- Ryumura Shosei and Kunimoto Ryoichi will resign from these subsidiaries effective January 31.
- Ryumura Shosei and Nakaya Yuriko will resign from their positions at the parent company on April 10, 2026.
- Future personnel policies will be announced in early March 2026.
第三者割当によるＡ種優先株式の発行並びに資本金及び資本準備金の額の減少に関するお知らせ
住友電設 (19490)
Other
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
（開示事項の経過）東京証券取引所スタンダード市場への上場市場区分変更承認及び名古屋証券取引所メイン市場への新規上場承認に関するお知らせ
Ｇ－ＡＳＪ (23510)
Other
20260130 16:00
- TSE and NSE approved ASJ’s transfer to the TSE Standard Market and listing on the NSE Main Market.
- Dual listing expected to commence on February 6, 2026.
- Withdrawal of the previously filed improvement plan effective February 6, 2026.
- Strategy driven by 97.5% individual shareholder base requiring enhanced IR support.
業績予想の開示に関するお知らせ
Ｇ－駅探 (36460)
Other
20260130 16:00
- Disclosed 2026 March quarter forecast: Sales 2,961 million yen and operating loss of 58 million yen.
- Operating loss driven by loss of revenue from Sarcu sale and reduced outsourcing due to customer in-house development.
- Net profit forecast not disclosed due to uncertainty regarding impairment losses on fixed assets.
- Fixed costs remain challenging to reduce despite efforts to lower external outsourcing expenses.
役員の異動に関するお知らせ
伊藤忠食 (26920)
Other
20260130 16:00
- Management structure strengthening decided for April 1, 2026.
- Executives Yukiyuki Uozumi and Yoshiyuki Yamamura retiring.
- New executives include Toshio Hoshi, Jun Hattori, and Satoshi Numata.
- Responsibilities for Sustainability and DX promotion assigned to specific officers.
株式取得に係る補足説明資料
Ｇ－アクシスＣ (93440)
Other
20260130 16:00
- Acquiring San System Planning Co., Ltd. to leverage rare stock-type talent and core technology.
- Synergy strategy focuses on cross-selling, expanding upstream involvement for higher prices, and utilizing customer bases.
- Acquisition supports the mid-term management plan to achieve 100 billion yen in sales via M&A and DX consulting business expansion.
- Future M&A targets include HR-related companies and DX consulting firms to expand the solution domain and secure high-end talent.
第16回無担保社債発行に関するお知らせ
アイザワ証Ｇ (87080)
Other
20260130 16:00
- Issued 1.5 billion yen in unsecured bonds at 1.50% annual interest.
- Bonds mature on February 19, 2027, with proceeds allocated to working capital and subsidiary funding.
- Includes a net assets maintenance financial covenant.
（開示事項の経過）販売用「２Uラックマウント型デュアルソケットサーバー」の取得に関するお知らせ
Ｇ－ソフトフロントＨ (23210)
Other
20260130 16:00
- Entered into a sales contract on January 30, 2026, to acquire 2U rack mount dual socket servers and related equipment.
- Purchase price exceeds 3% of net assets and 10% of sales based on Q1 2025 results.
- Delivery scheduled for February 20, 2026, to support the AI Data Center business.
- Acquisition aims to capitalize on surging demand for AI inference workloads amid rising semiconductor prices.
定款の一部変更に関するお知らせ
ファンドクリＧ (32660)
Other
20260130 16:00
- Board approved amendment to Articles of Incorporation on Jan 30, 2026.
- Amendment adds battery business and used goods business to Article 2 to support future diversification.
- Proposal scheduled for 17th Annual General Meeting on Feb 26, 2026.
- Change effective on Feb 26, 2026.
組織変更、取締役及び執行役員の異動ならびに人事異動に関するお知らせ
ヤギ (74600)
Other
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
第１回無担保普通社債（少人数私募）の払込完了に関するお知らせ
ＡＳＡＨＩ ＥＩＴＯ (53410)
Other
20260130 16:00
- Raised 45 million yen via unsecured ordinary bonds issued to EVO FUND.
- Bonds carry a 0.0% interest rate and mature on December 11, 2028.
- Early redemption is allowed if the stock price falls below 150 yen or specific corporate actions occur.
- Bonds were issued on November 21, 2025, following a board resolution.
株主優待品の特別進呈に関するお知らせ
ＣＯＴＡ (49230)
Other
20260130 16:00
- Special shareholder benefit delivery of “Cotacuture Base Y-Line” to shareholders holding 100+ shares as of March 31, 2026.
- Shipment delayed by one year from 2025 due to high demand and temporary stock shortages; deliveries commence in early June 2026.
- Product features patented technology and won the Good Design Award in October 2025.
- Shareholders with suspended voting rights for 2026 are excluded from the delivery.
株式の分割及び株式分割に伴う定款の一部変更に関するお知らせ
ＣＯＴＡ (49230)
Other
20260130 16:00
- The company announced a 1.05-for-1 stock split effective April 1, 2026, to enhance liquidity and expand the investor base.
- As of the record date of March 31, 2026, the total number of issued shares will increase to approximately 34.58 million from 32.93 million.
- The company amended its Articles of Incorporation to increase the total authorized shares to 104.40 million.
- The split will result in fractional shares being rounded down or bought back by the company.
- No increase in capital is associated with the split itself.
2025年12月度単体月次業績（速報）のお知らせ
アズワン (74760)
Other
20260130 16:00
- December sales increased 9.0% year-over-year.
- Laboratory segment sales rose 12.1% driven by expansion in EC channels.
- Industry segment sales increased 4.9% year-over-year.
- Medical segment sales rose 4.0% for the second consecutive month.
営業外費用（為替差損）の計上に関するお知らせ
丸文 (75370)
Other
20260130 16:00
- Recognized 1,372 million yen in foreign exchange losses during Q3 FY2026.
- Losses resulted from yen weakness causing settlement discrepancies on foreign currency loan repayments.
- Natural hedging mechanisms create timing mismatches, recognizing losses immediately but deferring gains to future periods.
- Impact on FY2026 net income is expected to be minor despite a cumulative loss of 1,256 million yen.
株主優待制度の導入に関するお知らせ
丸文 (75370)
Other
20260130 16:00
- The company decided to introduce a shareholder benefit system starting from the first record date of March 31, 2026.
- Eligible shareholders holding 100 shares or more for over one year are entitled to points worth 1,000 yen or 3,000 yen.
- Shareholders may exchange points for cashless benefits or donate to the Marubun Foundation instead.
- Distribution is scheduled for late June 2026, accompanying the annual shareholders’ meeting notice.
保土ヶ谷電子販売株式会社ならびに同社グループ3社株式の株式取得完了に関するお知らせ
アサヒペン (46230)
Other
20260130 16:00
- Completed acquisition of 100% of HODOGAYA Electronics Sales Co., Ltd. and its three group companies on January 30, 2026.
- Acquired companies are engaged in timepiece manufacturing, sales, repair, and wholesale.
- Impact on consolidated performance for fiscal year ending March 2026 and beyond is currently under review.
当社完全子会社との会社分割（簡易吸収分割・略式吸収分割）に関するお知らせ
ｓａｎｔｅｃＨＤ (67770)
Other
20260130 15:40
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
株式分割および株式分割に伴う定款の一部変更に関するお知らせ
スクリン (77350)
Other
20260130 15:35
- 1-for-2 share split effective April 1, 2026, to lower the investment unit price and expand the investor base.
- Issued shares will increase from approximately 95.38 million to 190.76 million shares.
- Authorized shares increased from 360 million to 720 million shares.
- Capital amount remains unchanged following the split.
- Shareholders of record as of March 31, 2026, receive double the shares.
営業外収益の計上に関するお知らせ
イマジニア (46440)
Other
20260130 15:31
- Recognized 193,867 thousand yen in non-operating income from the sale of investment securities.
- Gain occurred during the third quarter of fiscal year ending March 2026.
- This amount is included in the Third Quarter Financial Results Brief announced today.
特定子会社の異動に関するお知らせ
野村 (86040)
Other
20260130 15:30
- Nomura Holdings confirms Delaware Management Company is now a specific subsidiary following the completion of the Macquarie Group acquisition.
- DMC reported consolidated net profit of $123 million and net assets of $780 million in FY2025.
- Nomura holds 100% of DMC’s voting rights via 66 Class A and 34 Class B shares.
- Nomura will consolidate DMC’s financial results into its consolidated statements starting the Q3 of FY2026.
子会社の異動を伴う連結子会社による第三者割当による新株式発行並びに役員の異動、及び業務提携に関するお知らせ
レダックス (76020)
Other
20260130 15:30
- Curtis Logistics Tech issued new shares to Line Logistics for 100 million yen, transferring 50% ownership to Line Logistics.
- Management of Curtis Logistics Tech was transferred to Line Logistics executives, including president Kitomon Yumi.
- Redax and Line Logistics established a partnership where Redax provides financial support and Line Logistics executes business operations.
- Curtis Logistics Tech will change from a consolidated subsidiary to an equity method investee starting in FY2026.
- The impact on FY2026 Q3 consolidated results is under review.
事業計画及び成長可能性に関する事項（更新）
Ｇ－プログリット (95600)
Other
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
代表取締役の異動（退任）に関するお知らせ
トーホー (81420)
Other
20260130 15:30
- Koga Hiroyuki resigned as Representative Director and Chairman.
- Resignation is effective April 28, 2026.
- Reason for resignation is the expiration of his term of office.
（開示事項の経過）「Neo Crypto Bank構想」におけるビットコイン（BTC）追加取得のお知らせ
Ｇ－イオレ (23340)
Other
20260130 15:30
- Acquired approximately 12.64 BTC for 166.5 million yen between Jan 23 and Jan 30, 2026.
- Total Bitcoin holdings reached approximately 160.55 BTC with an average cost of approximately 14.92 million yen per BTC.
- The acquisition is part of the “Neo Crypto Bank Concept” treasury management following the exercise of the 14th stock subscription rights.
- Company targets BTC acquisitions of 120 to 160 billion yen during the fiscal year ending March 2026.
執行役員の異動に関するお知らせ
佐鳥電機 (74200)
Other
20260130 15:30
- Kazuhiro Suzuki appointed as Executive Officer (Personnel Affairs) effective April 1, 2026.
- Suzuki currently serves as Director, Executive Officer, Head of Management Audit Department.
資産の譲渡完了に関するお知らせ（ONEST南大塚ビル・新川一丁目ビル）
Ｒ－Ｏｎｅリート (32900)
Other
20260130 15:30
- Completed the transfer of trust beneficiary rights for ONEST Minami-ootsubo Building for 623 million yen.
- Completed the transfer of trust beneficiary rights for Shin-kawa 1-chome Building for 623 million yen.
- Total aggregate transfer price is 1.246 billion yen, excluding transfer expenses and taxes.
- Asset divestiture announced on September 30, 2025, has been finalized.
MIRAINI（ミライニ）ホールディングス株式会社設立に関わる組織、役員、コーポレートロゴに関するお知らせ
佐鳥電機 (74200)
Other
20260130 15:30
- MIRAINI Holdings Co., Ltd. to be established on April 1, 2026, by Toho Electric and Hirose Electric Holdings.
- Toshikazu Miyamoto appointed as President and Executive Officer of the new holding company.
- Planned organization includes five main divisions and an internal audit department.
- New corporate logo features an “M” motif in blue and red, symbolizing knowledge and challenge.
保有資産（優先出資証券）の貸借の終了及び償還に関するお知らせ
Ｒ－スターアジア (34680)
Other
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
優先情報提供対象物件に関するお知らせ
Ｒ－三井不ロジパーク (34710)
Other
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年1月期1月度販売状況のお知らせ
ＤｙＤｏ (25900)
Other
20260130 15:30
- Reported monthly sales status for the January 2026 period.
- Single month sales (Dec 21 - Jan 20) totaled 96.0% year-over-year.
- Cumulative sales (Jan 21 - Jan 20) totaled 97.2% year-over-year.
- Working days increased by one in the single month period.
代表取締役および役付取締役の異動に関するお知らせ
ＳＳＳＫ ＨＤ (48380)
Other
20260130 15:30
- Yoshito Hayashi appointed Representative Director, President effective April 1, 2026.
- Tomohiro Kookubo appointed Executive Director, Vice President effective April 1, 2026.
- Tatsuyaki Natsume appointed Executive Director, Vice President effective April 1, 2026.
- Transition from transitional Co-President system to normal decision-making structure to strengthen group management.
よくある質問と回答（2026年１月）
Ｇ－ＧＥＮＤＡ (91660)
Other
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
当社海外子会社で発生した火災につきまして（第四報）
Ｇ－テラドローン (278A0)
Other
20260130 15:30
- Fire at Indonesia subsidiary caused 22 employee deaths and 15 injuries due to improper battery disposal handling and safety equipment deficiencies.
- Operations at Jakarta headquarters are suspended, but business continuity is maintained at alternative sites with dispersed inventory.
- Financial loss is anticipated to be within the previously announced consolidated forecast range as of December 15, 2025.
- Company confirms the battery was internally used equipment, not a sold product, and that product safety is not affected.
2025年12月期剰余金の配当（増配）に関するお知らせ
ビーロット (34520)
Other
20260130 15:30
- The board resolved to pay 73 yen per share in ordinary dividends for the fiscal year ending Dec 2025, up from 61 yen in the previous year.
- Total dividend amount is set at 1.36 billion yen, to be paid on March 30, 2026, using retained earnings.
- The company targets a dividend payout ratio of over 30% and views shareholder returns as a key management policy.
機構改革並びに執行役員の異動、その他の人事異動に関するお知らせ
魚力 (75960)
Other
20260130 15:30
- Established the “IT室” within the Management Division to strengthen IT management.
- Makaji Koba appointed as Executive Officer and CFO.
- Ogokan Takashi appointed as Management Division Manager.
- Konishi Ryota appointed as Personnel Division Manager.
事業計画及び成長可能性に関する事項
Ｇ－ＧＬＯＥ (95650)
Other
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
当社取締役会の実効性に関する評価結果の概要について
ネオジャパン (39210)
Other
20260130 15:30
- The company conducted an evaluation of Board of Directors’ effectiveness using an anonymous questionnaire.
- The evaluation concluded that the Board functions appropriately and maintains overall effectiveness.
- Future tasks include enhancing information provision for strategic discussions and improving board composition and compensation systems.
- The company plans to strengthen corporate governance and monitoring functions by implementing measures to address identified areas for improvement.
会社分割(簡易吸収分割)によるソニーネットワークコミュニケーションズ株式会社との合弁会社への事業承継に関するお知らせ
ソフトバンク (94340)
Other
20260130 15:30
- SoftBank and Sony Network Communications are establishing a joint venture to operate Optical Line Terminal (OLT) and subscriber line construction, management, and operations.
- The joint venture will absorb SoftBank’s OLT business via a simplified absorption division, effective June 1, 2026.
- SoftBank will receive 292,626 shares of common stock from the JV as consideration.
- The transaction is expected to have a minor impact on SoftBank’s 2026 March quarter results.
会社分割（簡易吸収分割）及び子会社の異動（特定子会社の異動）に関するお知らせ
レオパレス２１ (88480)
Other
20260130 15:30
- Leo Palace 21 will spin off 22 nursing homes to wholly-owned subsidiary As Residence via absorption split effective April 1, 2026.
- As Residence to receive 380 million yen in additional capital for liquidity and management stability.
- Post-injection, As Residence capital exceeds 10% of parent company, classifying it as a specific subsidiary.
- Strategy aims to clarify Silver business management issues and improve operational efficiency.
執行役員人事及び人事異動に関するお知らせ
デジタルガレージ (48190)
Other
20260130 15:30
- Jonathan Hagan appointed as Executive Officer responsible for Fintech Business System Architect duties.
- Appointment effective February 1, 2026.
- Jonathan Hagan assumes a new executive role within the company.
海外子会社の工場閉鎖決定に関するお知らせ
河西工 (72560)
Other
20260130 15:30
- Decided to close the Pinthong factory of Thai subsidiary KTST by end of 2026.
- Restructuring aligns with the mid-term management plan to improve profitability amidst changing business conditions.
- The facility produced automotive interior parts.
- Product supply will continue via transferring production equipment to other sites.
- Financial impact is under assessment; earnings forecast revision may be necessary.
連結子会社の異動（株式譲渡）に関する基本合意書締結のお知らせ
日宣 (65430)
Other
20260130 15:30
- 日宣 signed a basic agreement to transfer 100% of subsidiary 日宣印刷 to TOWA.
- 日宣 is exiting the declining printing business to focus resources on digital growth sectors.
- 日宣印刷 is facing declining orders due to online printing competition and aging equipment.
- 日宣 expects to sign the contract on Feb 17, 2026, and complete the transfer on Feb 24, 2026.
希望退職者募集結果及び特別損失の計上に関するお知らせ
東北新社 (23290)
Other
20260130 15:30
- Accepted 42 applicants for voluntary retirement to reduce workforce.
- Estimated special loss of approximately 600 million yen to be recognized in Q4 2026.
- Proceeding with structural reforms to optimize scale and stabilize profits.
- No earnings forecast provided for FY2026 due to uncertainty regarding external environment and plan implementation.
2025年12月度 経営情報 Monthly Report
共立メンテ (96160)
Other
20260130 15:30
- Total monthly sales for December 2025 increased 1% year-over-year to 22.9 billion yen.
- Total year-to-date sales through December 2025 increased 7% year-over-year to 203.0 billion yen.
- Hotel Business sales increased 6% year-over-year to 13.0 billion yen.
- Development Business sales increased 39% year-over-year to 1.1 billion yen.
- Comprehensive Building Management sales decreased 44% year-over-year to 1.7 billion yen.
事業計画及び成長可能性に関する事項
Ｇ－クラシコ (442A0)
Other
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
（開示事項の経過）連結子会社の事業再編に関するお知らせ
シナネンＨＤ (81320)
Other
20260130 15:30
- Board approved integration of four subsidiaries into Shinannen Corporation effective April 1, 2026.
- Mirai Life Corporation to be renamed Shinannen Energy Tech Corporation via absorption split.
- Real estate brokerage business transferred to Shinannen Axia Corporation on April 1, 2026.
- Internal restructuring expected to have minor impact on consolidated financial results.
（開示事項の変更）第三者割当による新株予約権の発行に関する支出予定時期の変更について
Ｇ－ＭＤＮＴ (23700)
Other
20260130 15:30
- Changed timing of expenditures for funds raised via 19th new share subscription rights.
- Corporate operating funds previously planned for 2025 are now scheduled for 2026.
- R&D expenses for regenerative medicine reduced by 3 million yen.
- 138 million yen of unspent funds are managed at financial institutions.
- Impact on fiscal year 2026 earnings is negligible.
連結子会社の異動（株式譲渡）に関するお知らせ
ＮＸＨＤ (91470)
Other
20260130 15:30
- Nippon Express Holdings decided to transfer 100% of Osaka Warehouse Co., Ltd. to CRE.
- Transfer price is undisclosed but agreed upon via contract.
- Execution scheduled for June 1, 2026.
- Transaction aligns with portfolio strategy to focus on growth businesses.
- Impact on consolidated results for FY2026 is under review.
資金の借入に関するお知らせ
Ｐ－ＮＩＣＳ (222A0)
Other
20260130 15:30
- Board approved an 80 million yen unsecured loan from Okayama Shinkin Bank with a 0.5% interest rate.
- Loan execution date is January 30, 2026, with a 5-year term and monthly equal principal repayment schedule.
- Proceeds will be allocated for long-term working capital and growth investment.
- Impact on FY2026 financial results is expected to be minimal.
事業計画及び成長可能性に関する事項
Ｇ－ファンディーノ (462A0)
Other
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
資本コストや株価を意識した経営の実現に向けた対応について（2025年9月期までの振返り）
川岸工 (59210)
Other
20260130 15:30
- FY2025 sales decreased to 242 billion yen, despite a record high operating profit margin of 7.7%.
- Capital allocation included 440 million yen in human capital investment and 1 billion yen in equipment/R&D.
- PBR remains below 1.0x despite share buybacks raising the total return ratio to 80%.
- Company will formulate the Second Medium-Term Management Plan for FY2027 to enhance growth strategy and improve PBR.
第三者割当による第42回新株予約権の行使状況に関するお知らせ
サイバーステップＨＤ (38100)
Other
20260130 15:30
- Third-party allotment of 42nd new stock subscription rights was issued on November 28, 2025.
- No shares were delivered and no rights were exercised during the target period of January 23 to 29, 2026.
- Cumulative exercise ratio is 18.72%, totaling 4,000,000 shares delivered and 500 million yen in payments.
「2026-2028年度 ANAグループ中期経営戦略」に関するお知らせ
ＡＮＡ (92020)
Other
20260130 15:30
- Target operating profit of 250 billion yen (9% margin) in fiscal 2028 and 310 billion yen (10% margin) in fiscal 2030.
- Plans 27 trillion yen in capital investment over five years, the largest in history, focusing on international operations and digital transformation.
- Targets 30 billion yen in synergy from ANA and NCA integration and aims to expand fleet to approximately 330 aircraft.
- Introduces interim dividends starting next fiscal year and expands benefits for long-term shareholders.
MIRAINI（ミライニ）ホールディングス株式会社設立に関わる組織、役員、コーポレートロゴに関するお知らせ
萩原電気ＨＤ (74670)
Other
20260130 15:30
- Hagiwara Electric HD and Satori Electric will establish MIRAINI Holdings Co., Ltd. on April 1, 2026.
- The new entity will organize into five core departments: Management Planning, General Affairs/Legal, HR Planning, Finance/Acct, and IT Systems.
- Key leadership roles, including the President and Vice President, have been decided for the new holding company.
- The corporate logo features a 3D “M” motif in blue and red, symbolizing technology, challenge, and future-oriented growth.
組織変更及び人事異動に関するお知らせ
ヤマザワ (99930)
Other
20260130 15:30
- Appoints a Logistics General Manager (CLO) to lead logistics optimization and productivity improvements.
- Transfers Quality Management Office oversight to the Sales Dept Head and establishes a Store Organization Project for management reforms.
- Director Kazuhisa Kudo assumes additional roles as Store Strategy Dept Head and Sustainability Project Director.
- Executive Yukinori Takigumi moves from Store Operations to Sales Planning, and Hiroo Numakura moves from Product to Store Operations.
- Executive Kiyoshi Fuse departs the company effective February 20, 2026.
代表取締役の異動（追加選定）に関するお知らせ
ＮＳＤ (97590)
Other
20260130 15:30
- Effective April 1, 2026, Kikawada Hidetaka will become a Representative Director, moving from Representative Managing Executive Officer.
- The management change aims to strengthen execution for the “Next Medium-Term Management Plan” commencing in April 2026.
- Imakiyo Yoshikazu will continue to serve as Company President.
財務上の特約が付された債権者間協定書に係る財務制限条項変更、貸出コミットメント契約及び当座貸越契約締結に関するお知らせ
東邦鉛 (57070)
Other
20260130 15:30
- Changed financial covenants in the Creditor Agreement signed on Feb 14, 2025, effective Jan 30, 2026.
- Signed a 5 billion yen loan commitment and 5 billion yen overdraft agreement with MUFG expiring Jan 30, 2027.
- New covenants require maintaining consolidated net assets at 50% of the plan, cash and unused credit lines above 8.5 billion yen, and avoiding consecutive operating losses.
- Impact on fiscal 2026 results is minor, though metal price increases are expected to improve future performance.
株主優待制度の一部変更に関するお知らせ
ヨネックス (79060)
Other
20260130 15:30
- YONEX announced an increase in shareholder benefits coupon amounts effective for shareholders on the register as of March 31, 2026.
- Shareholders holding less than three years will receive 5,000 yen coupons, up from 3,000 yen.
- Shareholders holding three years or more will receive 10,000 yen coupons, up from 6,000 yen.
- The change aims to strengthen appreciation for shareholders and encourage long-term holding.
株主優待品の決定に関するお知らせ
Ｇ－ＶＥＧＡ (35420)
Other
20260130 15:30
- Eligibility requires holding 100 shares or more as of March 31, 2026.
- Beneficiaries receive a 5,000 yen discount coupon for LOWYA flagship and physical stores.
- Coupon distribution is scheduled for around June 2026.
- Coupon will be enclosed with the notice regarding the annual shareholders’ meeting.
投資有価証券の売却についてのお知らせ
三菱倉 (93010)
Other
20260130 15:30
- Decided to sell a portion of holding stocks to reduce the policy-holding ratio below 20% of net assets by the end of fiscal 2025.
- Selling three listed stocks scheduled between February and September 2026.
- Expected gain of approximately 20.5 billion yen.
- Gain will be recognized as special profit in Q4 FY2026, Q1 FY2027, and Q2 FY2027.
- Impact on the consolidated performance forecast for FY2026 is already included.
取締役の辞任に関するお知らせ
ポピンズ (73580)
Other
20260130 15:30
- No material changes stated.
株主優待制度の変更に関するお知らせ
ＮＳＳＯＬ (23270)
Other
20260130 15:30
- NSSOL is transitioning its shareholder benefit system from QUO cards to digital gifts.
- The monetary value of benefits remains unchanged: 1,000 yen for 100+ shares and 3,000 yen for 300+ shares held for three years.
- The new digital gift allows selection of points from various payment services.
- The change is effective for shareholders listed on the register as of March 31, 2026.
営業外費用（為替差損）の計上に関するお知らせ
ＳＦＪ (92060)
Other
20260130 15:30
- SFJ recognized a non-operating expense of 547 million yen due to foreign exchange losses in the first three quarters of fiscal 2026.
- The loss resulted from exchange rate fluctuations, revaluation at period-end, and derivative transactions for hedging purposes.
- The company confirmed the impact is already reflected in the Q3 financial results summary released on January 30, 2026.
FY2025/3Q決算実績
ＮＳＳＯＬ (23270)
Other
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
固定資産（信託受益権）の取得に関するお知らせ
ゴールドクレ (88710)
Other
20260130 15:30
- Decided to acquire fixed assets (trust beneficiary rights) consisting of land and buildings in Minato Ward, Tokyo.
- Estimated acquisition price exceeds 30% of consolidated net assets as of March 31, 2025.
- Funding will be sourced from internal funds and bank loans, with specific loan amounts currently undetermined.
- Transaction resolution is expected in March 2026, though the impact on consolidated performance for that period is expected to be minimal.
株主優待制度の変更（拡充）に関するお知らせ
エムケー精工 (59060)
Other
20260130 15:30
- MK Seiko enhances shareholder benefits effective March 20, 2026, to improve investment attractiveness and capital efficiency.
- Shareholding threshold for benefits lowered from 1,000 to 100 shares.
- Hotel vouchers replaced by catalog gifts and QUO Card Pay based on shareholding levels.
- New long-term holding incentive introduced for shareholders maintaining positions for over 2 years.
（開示事項の変更）「連結子会社（孫会社）への会社分割（簡易吸収分割）に関するお知らせ」の一部変更について
ＳＣＳＫ (97190)
Other
20260130 15:30
- The allocation scheme for the division of a subsidiary was modified to issue 216 shares to the parent company.
- The registered office address of the subsidiary is expected to change.
- The representative director of the subsidiary is scheduled to change as of April 1, 2026.
連結子会社への会社分割（簡易吸収分割）に関するお知らせ
ＳＣＳＫ (97190)
Other
20260130 15:30
- SCSK will transfer the Cato cloud platform and Smart One Cloud Security business to its wholly-owned subsidiary, SCSK Security, via a simple absorption split effective April 1, 2026.
- The spin-off is expected to have an immaterial impact on SCSK’s consolidated performance.
- The transferred business unit generated 758 million yen in sales for the fiscal year ended March 2025.
- SCSK forecast for fiscal year 2026 includes sales of 790,000 million yen, operating profit of 85,000 million yen, and net profit of 63,500 million yen.
投資法人債発行登録書提出に関するお知らせ
Ｒ－エクセレント (89870)
Other
20260130 15:30
- Submitted registration statement for REIT bond issuance to the Kanto Local Finance Bureau.
- Planned issuance amount is 100 billion yen.
- Issuance period is from February 9, 2026, to February 8, 2028.
- Funds will be used for asset acquisition, debt repayment, and working capital.
上場維持基準への適合に関するお知らせ
太洋テクノレックス (66630)
Other
20260130 15:30
- Tokyo Stock Exchange confirmed compliance with all listing standards as of December 20, 2025.
- Floating share market capitalization reached 1.018 billion yen, exceeding the 1 billion yen requirement.
- Company implemented OTC block trades and revised FY2025 dividend to 6 yen per share to meet standards.
- FY2025 dividend forecast revised to 6 yen per share, comprising 3 yen regular and 3 yen commemorative dividends.
株式分割及び株式分割に伴う定款の一部変更に関するお知らせ
マックス (64540)
Other
20260130 15:30
- Stock split ratio set at 1-for-4 effective April 1, 2026.
- Maximum number of authorized shares increased to 583,932,000.
- Q3 2026 dividends calculated based on pre-split share counts.
人事異動に関するお知らせ
トランスコスモス (97150)
Other
20260130 15:30
- Transcosmos announced personnel changes for Executive Officers effective February 1, 2026.
- Hirokazu Odagiri is appointed as Executive Officer with responsibilities for DCC under Group Sales Control.
- He previously oversaw sales control for the Fourth and Fifth Sales Headquarters.
コミットメントライン契約に基づく借入の実施について
シキボウ (31090)
Other
20260130 15:30
- Executed syndicated commitment line borrowing of 68.8 million yen on Jan 30, 2026.
- Transaction replaces existing debt and matures on Feb 27, 2026.
- Borrowing is unsecured and involves 15 financial institutions.
- Includes financial covenants: net assets must be maintained at 75% of the prior year and operating profit must not post a loss for two consecutive periods.
完全子会社への会社分割（簡易吸収分割）による事業承継に関するお知らせ
マクセル (68100)
Other
20260130 15:30
- Macxel decided to transfer optical lens unit business to wholly-owned subsidiary Macxel Frontier via simplified absorption split effective April 1, 2026.
- The transfer aims to improve operational efficiency and strengthen the automotive optical parts business by integrating management resources.
- Macxel Frontier will absorb the assets, liabilities, and rights related to the optical lens unit business.
- The company expects the split to have a minor impact on 2026 fiscal year consolidated performance.
公益財団法人財務会計基準機構への加入状況及び加入に関する考え方等に関するお知らせ
システム ディ (38040)
Other
20260130 15:30
- Not a member of the Financial Accounting Standards Foundation as of October 31, 2025.
- No prior history of membership with the organization.
- Monitoring accounting standards and changes via auditors, external brokers, and seminars.
- Deferred membership due to adequate current understanding of standards and cost-benefit considerations.
- Will reassess membership based on future changes in standards and cost-benefit analysis.
公益財団法人財務会計基準機構への加入状況に関するお知らせ
ＣＹＢＯＺＵ (47760)
Other
20260130 15:30
- CYBOZU is not a member of the Financial Accounting Standards Foundation as of Dec 31, 2025.
- The company currently has no plans to join the organization.
- The company maintains compliance with accounting standards through regular seminar attendance and coordination with auditors.
公益財団法人財務会計基準機構への加入状況及び加入に関する考え方等に関するお知らせ
Ｇ－イトクロ (60490)
Other
20260130 15:30
- As of Oct 31, 2025, the company is not a member of the Financial Accounting Standards Foundation.
- The company actively monitors accounting standards through auditors and seminars.
- The company considers joining the Foundation but has no immediate plans.
公認会計士等の異動に関するお知らせ
ワコム (67270)
Other
20260130 15:30
- Wacom plans to change statutory auditors effective late June 2026.
- Incoming statutory auditor is Akira Ishiguro of Limited Liability Azusa Audit Corporation.
- Outgoing statutory auditor is Hideki Yoshiba of PwC Japan Limited Liability Audit Corporation.
- Reason is to obtain new perspectives and ensure high-quality, independent auditing standards.
- The Audit Committee approved the transition as appropriate.
連結子会社の旧取締役に対する損害賠償請求訴訟（控訴審）の判決に関するお知らせ
Ｇ－くふうカンパニー (43760)
Other
20260130 15:00
- Tokyo High Court rejected the appeal against the damages lawsuit against KSC’s former directors.
- The judgment ordering KSC to pay 395 million yen in damages remains valid.
- Litigation costs are to be borne by the appellant shareholders.
- The company will announce if the outcome materially impacts earnings forecasts.
（開示事項の経過）連結子会社における固定資産の取得に伴う借入に関するお知らせ
Ｐ－環境のミカタＨＤ (406A0)
Other
20260130 15:00
- Environment’s Mitaka Inc. approved additional borrowing for fixed asset acquisition.
- 242 million JPY loan from Shizuoka Bank for 10 years to cover lease payments for crushing/separation lines.
- 215 million JPY loan from Shizuoka Bank for 4 months for EP0 business equipment installation.
- Earnings impact is expected to be minimal for the current period.
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
取締役の異動（退任）に関するお知らせ
興研 (79630)
Other
20260130 15:00
- On January 30, 2026, the Board approved the retirement of Director Senior Adviser Hiroyuki Sakai.
- The retirement is due to the expiration of his term.
- He will assume the position of Honorary Advisor (non-regular) starting March 26, 2026.
- The number of directors will decrease from eight to seven as a result.
役員人事に関するお知らせ
ＰＥＧＡＳＵＳ (62620)
Other
20260130 15:00
- Personnel changes effective February 1, 2026.
- Yoshide Okada appointed General Manager of Apparel Machinery Business Headquarters.
- Masakazu Tada appointed Executive Officer in charge of R&D Department.
資本コストや株価を意識した経営の実現に向けた対応について（アップデート）
ＰＥＧＡＳＵＳ (62620)
Other
20260130 15:00
- Set new shareholder equity cost target at approximately 9.0% based on long-term interest rate changes.
- Introduced BS management policy to minimize invested capital to achieve ROE exceeding capital cost.
- Changed dividend policy to BS management-based shareholder returns instead of payout ratio.
- Prioritized shareholder returns using operating cash flow and cash reserves, including flexible share buybacks.
販売用不動産取得のお知らせ
Ｐ－中山不動産 (55310)
Other
20260130 15:00
- Decided to acquire real estate near Nagoya Station for resale business.
- Property includes 250.08 sqm building and 172.45 sqm land area.
- Purchase price and seller details are confidential to protect trade secrets.
- Impact on current period earnings will be disclosed if material.
連結総資産の増加に関するお知らせ
豊トラスティ証券 (87470)
Other
20260130 15:00
- Consolidated total assets and liabilities increased by 53 billion yen as of January 30, 2026.
- The increase is due to an increase in collateral deposits from a specific client.
- The funds are temporary deposits intended to mitigate market risk in commodity derivatives trading.
- The impact on the 2026 financial results is minimal.
当社連結子会社による株式の取得（孫会社化）及び特定子会社の異動に関するお知らせ
Ｐ－環境のミカタＨＤ (406A0)
Other
20260130 15:00
- Environment Mikata HD and its subsidiary agreed to acquire 100% of Oshio and Sun-Oshio.
- Acquisition aims to expand the Environment Coordination business in the Kyushu region via a bridgehead.
- Purchase price is undisclosed but estimated at less than 15% of the parent company’s net assets.
- Transaction completion expected on April 3, 2026.
株主優待制度の変更（拡充）に関するお知らせ
平和不 (88030)
Other
20260130 15:00
- Announced enhancement to shareholder benefit system effective from March 31, 2026.
- Increased benefits for shareholders with 200-500 shares, raising the value to 5,000 yen for long-term holders.
- Increased benefits for shareholders with 500+ shares, raising the value to 8,000 yen for long-term holders.
- Defined long-term shareholders as those holding shares for 3+ years with 7+ consecutive register entries.
販売用不動産取得のお知らせ
Ｐ－中山不動産 (55310)
Other
20260130 15:00
- Acquired an RC apartment building in Nishi-Tokyo City consisting of 13 units (4 shops, 9 residences).
- The property is currently fully occupied, ensuring stable rental income, and is estimated to yield 7.0%.
- Located near Hanakoganei Station, the acquisition supports the company’s acquisition-resale profit business strategy.
- The transaction details and seller are confidential, with no related party relationships.
（開示事項の中止）販売用不動産の取得中止に関するお知らせ
Ｐ－中山不動産 (55310)
Other
20260130 15:00
- Canceled acquisition of a condominium building in Meguro, Tokyo.
- Contract signing with the owner terminated due to unresolved condition differences.
- No impact on current period financial performance is expected.
株式会社日生グリーンの株式取得（孫会社化）に関するお知らせ
Ｇ－テクノロジーズ (52480)
Other
20260130 15:00
- Eco-leather subsidiary to acquire 70% of Nissei Green for 222 million yen to integrate tree recycling with solar power development.
- Target company reported sales of 355 million yen and net profit of 12 million yen in fiscal year 2025.
- Transaction aims to reduce development costs by approximately 25% and improve ESG performance through a circular economy model.
- Impact on current fiscal year consolidated results is minimal, though long-term synergies are expected to drive revenue growth.
完全子会社（四浦珪石株式会社）との会社分割（簡易吸収分割・略式吸収分割）に関するお知らせ
日鉄鉱 (15150)
Other
20260130 15:00
- Effective April 1, 2026, Nippon Kougyo will execute an absorption split to transfer the Nizuya area limestone business from its wholly-owned subsidiary Shiraura Kaiseki.
- The split aims to streamline management by consolidating limestone operations at the parent level.
- The transfer involves assets of 15 million yen and liabilities of 10 million yen, resulting in no impact on consolidated financial performance.
- The target business recorded sales of 292 million yen in the fiscal year ending March 2025.
特別当座貸越契約の締結に関するお知らせ
Ｐ－ネオホーム (172A0)
Other
20260130 15:00
- Established a special overdraft facility of 100 million yen with Mizuho Bank to fund the Fukuoka branch expansion.
- Contract runs from February 2, 2026, to January 31, 2027, and is renewable annually without collateral.
- Funds are to be repaid as a lump sum at maturity.
- No changes to the 2026 fiscal year earnings forecast.
組織変更、取締役および執行役員の異動に関するお知らせ
ジーエルテクノＨＤ (255A0)
Other
20260130 15:00
- On April 1, 2026, the company will abolish the Planning and Management Departments to establish the Strategy and Finance Strategy Departments.
- Umebara Kouji will become a Director and head of the Finance Strategy Department.
- Honda Yoshitaka and Asada Toshihiro will become Executive Officers and heads of the Strategy Department.
代表取締役の異動に関するお知らせ
商船三井 (91040)
Other
20260130 15:00
- Representative Director Takeshida Toshinobu will resign effective April 1, 2026.
- Resignation is due to a change in management structure.
- Future role will be Representative Director without voting rights effective April 1, 2026.
定款の一部変更（取締役の任期変更）ならびに役員の異動に関するお知らせ
オエノンＨＤ (25330)
Other
20260130 15:00
- Director term reduced from two years to one year effective March 23, 2026, to strengthen accountability.
- Professor Chise Suzuki appointed as new director to replace Sadao Saito.
- Directors Yoji Nishinaga and Hideaki Okada to continue in their roles.
- Kurashima, Katayama, and Okada promoted to Executive Directors at subsidiary Gensan Shuzo.
- Takashi Sato appointed as Director at subsidiary Gensan Shuzo.
代表取締役の異動（社長交代・人数増加）及び組織変更に関するお知らせ
日特建 (19290)
Other
20260130 15:00
- President Takeshi Naoto will assume the role effective April 1, 2026.
- The company appointed Fumihiko Kajita and Atsushi Yamazaki as new Executive Vice Presidents.
- The Technology Development Headquarters will be merged into the Business Headquarters on April 1.
- A new Support Section will be established at branches to strengthen on-site support.
- The Information Systems Department will be integrated into the Business Strategy Headquarters’ DX Promotion Department.
「施設再生・リセール事業」第1号案件の取得に関するお知らせ
Ｇ－ブッキングＲ (324A0)
Other
20260130 14:30
- Acquired a hot spring accommodation facility in Izu City, Shizuoka for 34 million yen as the first project of the facility regeneration and resale business.
- Plans to renovate the property into a pet-friendly destination hotel and expects to sell it in March 2027 to generate capital efficiency.
- Anticipates minimal impact on the current fiscal year due to renovation costs, but expects to generate flow and stock income from fiscal year 2027.
- Demonstrates the company’s project execution speed and operational capabilities through the successful acquisition and renovation timeline.
- Personnel changes take effect on February 1, 2026.
- Satoshi Nakamura is appointed as an Executive Officer.
- He will concurrently serve as Leg Business Division Manager, Development Division Manager, and Brand Strategy Division Manager.
（経過開示）役員人事に関するお知らせ
クシム (23450)
Other
20260130 14:01
- CEO Takahara Hirotaka reappointed to lead business reconstruction and strategy execution.
- New appointees include Oshima Takuya as COO, Takenaka Daisuke as CFO, Ito Kousuke as CTO, and Ishihama Takahiro as outside director.
- Company will change name to “HODL1” effective February 2, 2026, shifting focus to Ethereum ecosystem (HODL ETH, BUIDL infrastructure).
- Personnel changes align with the transition to an “Ethereum Company” structure centered on Ethereum technology and treasury services.
- Personnel changes decided effective April 1, 2026.
- Kenji Nagakawa appointed Management Planning Dept Manager.
- Masanobu Terayama appointed Miyaya Seisakusho President.
- Kazuhiko Hayashi appointed Tanaka Engineering President.
- Kenji Kuse and Takeshi Hatta appointed to other management roles.
政策保有株式の保有方針に関するお知らせ
ＥＩＺＯ (67370)
Other
20260130 14:00
- EIZO plans to reduce policy-held stocks to improve capital efficiency.
- Target ratio of policy-held stocks to consolidated net assets: under 15% by end of March 2028 and under 10% by end of March 2031.
- Proceeds from stock sales will be allocated to M&A investments and strengthening shareholder returns.
- Stocks with diminishing benefits will be sold in the current fiscal year ending March 2026.
組織変更および人事異動に関するお知らせ
キーコーヒー (25940)
Other
20260130 14:00
- The First Sales Department will establish a New Account Creation Team (NAC Team) effective April 1, 2026, to target new markets and expand revenue.
- Executive Masatoshi Tanaka was assigned to lead the Overseas Business Team.
- Executive Tadayuki Yanagi was transferred from the Management Division to the Business Division effective April 1, 2026.
- Executive Masayuki Takahashi was transferred from the Quality Assurance Department to the Business Division.
人事異動についてのお知らせ
ヤマックス (52850)
Other
20260130 14:00
- No material changes stated.
代表取締役の異動に関するお知らせ
日軽金ＨＤ (57030)
Other
20260130 14:00
- Representative Director & President Okamoto Isao transitions to Chairman.
- Director Asakuno Shuichi transitions to Representative Director & President.
- The executive transition is effective April 1, 2026, due to a change in management structure.
株主優待制度の導入（新設）に関するお知らせ
リケンテクノス (42200)
Other
20260130 14:00
- Riken Technos introduced a new shareholder benefit system effective as of the March 31, 2026 record date.
- Shareholders holding 200 shares or more receive QOON cards ranging from 1,000 to 12,000 yen based on volume and holding duration.
- Shareholders holding 200 shares or more on the March 31, 2026 record date will also receive two units of household small roll film.
配当方針の変更（DOE指標導入）に関するお知らせ
リケンテクノス (42200)
Other
20260130 14:00
- Riken Technos changes dividend policy to enhance shareholder returns and capital efficiency.
- New policy sets a dual target of consolidated dividend payout ratio of 35% or higher, or DOE of 3.5% or higher, whichever is higher.
- The updated policy takes effect starting with the fiscal year ending March 2026.
固定資産の譲渡および特別利益の計上に関するお知らせ
中部飼料 (20530)
Other
20260130 14:00
- The Board of Directors approved the transfer of land and buildings in Yokohama on January 30, 2026.
- Estimated gain from the transfer is approximately 3.1 billion yen.
- The gain will be recognized as a special profit in the Q1 consolidated results for the fiscal year ending March 2027.
- The transfer is scheduled for April 2026 and will not affect the results of the fiscal year ending March 2026.
代表取締役の異動および社長交代に関するお知らせ
中外炉 (19640)
Other
20260130 14:00
- Current President Ozaki Akiharu will step down to become Chairman effective April 1, 2026.
- Sakata Mamoru will assume the role of President and Executive Officer effective April 1, 2026.
- The transition aims to initiate the next medium-term management plan focused on sustainable growth and corporate value enhancement.
- Sakata Mamoru has served in various executive roles including Plant Business Division Head and Management Planning Office Head.
株式分割および株式分割に伴う定款の変更ならびに株主優待制度の変更に関するお知らせ
東京鉄 (54450)
Other
20260130 13:30
- Tokyo Steel will execute a 1-for-3 stock split effective April 1, 2026, to lower the investment unit price.
- The company will amend its Articles of Incorporation to increase the number of authorized shares from 28 million to 84 million.
- Shareholder perk thresholds will increase from 100 shares to 300 shares effective April 1, 2026.
- A new long-term shareholder benefit will be introduced in 2027, offering 3,000 yen rewards for shareholders holding shares for three years or more.
- The dividend for the March 2026 period will be calculated based on the pre-split share count.
収益不動産の取得に関するお知らせ
パルマ (34610)
Other
20260130 13:00
- Acquired income-generating real estate “Villa Hakone” in Saitama Prefecture.
- Purchase price is less than 30% of the net assets at the end of the previous fiscal year.
- Source of acquisition is undisclosed.
- Impact on 2026 9th period earnings is minor.
株式併合並びに単元株式数の定めの廃止及び定款の一部変更に係る承認決議に関するお知らせ
アイネット (96000)
Other
20260130 13:00
- Stock merger approved: 3,000,000 shares combine to 1 share, effective March 2, 2026.
- Shares to be delisted from Tokyo Stock Exchange Prime Market on February 26, 2026.
- Remaining 5 shares to be purchased by OFI-01 Co., Ltd.
- 218,320 treasury shares to be cancelled on February 27, 2026.
- Articles of incorporation amended to reflect the merger and delisting.
米国NASDAQ上場企業 SuperX AI Technology Limited との業務提携（日本国内販売 代理店権の取得）及び基本合意書（MOU）締結に関するお知らせ
レダックス (76020)
Other
20260130 13:00
- Redax acquires sales agency rights for SuperX AI’s high-performance AI servers in the Japanese market.
- Strategic partnership supports the “Tech-Fin” strategy, expanding the business portfolio from used car distribution to AI infrastructure.
- Redax will handle domestic marketing, customer acquisition, and developing AI-based financial products.
- MOU signed on January 30, 2026, with the full contract expected to be executed by mid-March 2026.
- Impact on FY2026 Q3 consolidated earnings is projected as minimal, but the alliance is expected to drive performance improvement in the medium to long term.
役員および執行役員人事に関するお知らせ
信和 (34470)
Other
20260130 13:00
- Personnel changes decided effective June 26, 2026: Kuroki Tatsuo appointed Representative Director Chairman; Kito Kazuya appointed Representative Director Vice President.
- Personnel changes decided effective February 1, 2026: Takagi Kazuo appointed Executive Officer, Head of Sales Department; Yamada Osamu appointed Executive Officer, Head of Sales Second Department.
- Personnel changes decided effective February 1, 2026: Nakamura Yoshihiro appointed Executive Officer, Head of Special Equipment Logistics; Nakamura Akenori appointed Executive Officer, Vice Head of Manufacturing Department.
監査等委員である取締役辞任のお知らせ
住友精化 (40080)
Other
20260130 13:00
- Yoshieki Fujio resigned as an independent outside director and Audit & Supervisory Board Member.
- Resignation effective January 30, 2026, due to health reasons.
- Company maintains required director composition post-resignation.
- Independent outside director ratio becomes one-third.
株主優待制度の変更（中間優待の新設）に関するお知らせ
アイナボＨＤ (75390)
Other
20260130 13:00
- Established interim shareholder benefits with a record date of March 31.
- Target shareholders are those holding 100 units as of the record date.
- Benefit consists of a 1,000 yen QUO card.
- Purpose is to expand shareholder base and promote long-term holding.
- Decision made by Board of Directors on January 30, 2026.
- Effective April 1, 2026, Yuji Nitta appointed as Executive Officer and Director of the Stainless Steel Materials Division.
- Hirokawa Hironori and Nobuhiro Miki promoted to Senior Executive Officer.
財務上の特約が付されたコミットメントライン契約に基づく借入の実施について
飛島ＨＤ (256A0)
Other
20260130 13:00
- Secured 1.8 billion yen syndicated commitment line loan for working capital effective Jan 30, 2026.
- Loan matures on Feb 27, 2026, with no collateral.
- Covenant requires maintaining consolidated net assets at or above 75% of the higher of FY2025 end or previous year-end net assets.
- Covenants prohibit consecutive two-year losses in consolidated and individual operating profit starting from FY2026.
- 2026 Q3 performance guidance remains unchanged.
株主代表訴訟の和解に関するお知らせ
東亜道 (18820)
Other
20260130 13:00
- Settled shareholder representative lawsuit regarding antitrust violations in asphalt sales prior to 2015.
- Nine former directors agreed to jointly pay a settlement of 50 million yen.
- Payment is due by March 31, 2026, plus 20% interest for delayed payments.
- The settlement amount, minus legal fees, will be recognized as special profit in the March 2026 fiscal year.
剰余金の配当に関するお知らせ
ＫｅｅＰｅｒ技研 (60360)
Other
20260130 12:30
- Declared a special dividend of 40 yen per share for the fiscal year ending March 31, 2026.
- Revised annual guidance to 100 yen per share, comprising 60 yen ordinary dividend and 40 yen special dividend.
- Special dividend funded by 4.706 billion yen gain from investment securities sold in the second quarter of 2026.
- Allocated funds to employee bonuses, advertising campaigns, and growth investments including land purchases for KeePer LABO and a 50 million yen investment in Arakan Inc.
連結子会社における収益不動産取得に関するお知らせ
ＪＡＬＣＯ ＨＤ (66250)
Other
20260130 12:30
- Consolidated subsidiary JALCO acquired 9 income-generating properties in the Tohoku region for 5.1 billion yen.
- Properties will be leased to a major nationwide operator to enhance stability of rental income.
- Acquisition supports strategy to increase real estate holdings to 100 billion to 200 billion yen in fiscal year 2026.
- Settlement is scheduled for April 3, 2026; impact on 2026 Q3 results is expected to be minor.
AI電力削減ソリューション「AIrux8」、JA山梨厚生連の運営施設へ導入決定
Ｇ－トラースＯＰ (66960)
Other
20260130 12:00
- AI power reduction solution “AIrux8” to be introduced at Yamanashi Koseiren Health Management Center starting March 1, 2026.
- Sales from this contract expected to be recorded in Q1 of fiscal 2027.
- Deal expected to contribute to revenue increase for fiscal 2027.
- Company plans to brand AIrux as a DX platform and pursue partnerships for market expansion.
株式分割および株式分割に伴う定款の一部変更ならびに株主優待制度の変更に関するお知らせ
東邦瓦斯 (95330)
Other
20260130 11:40
- Toho Gas to split 1 share into 4 shares effective April 1, 2026.
- Authorized share capital increased from 160 million to 640 million shares.
- Shareholder benefit points for holders of 6 months to 3 years doubled for fiscal year 2027.
- 2026 fiscal year ending March 31 dividend calculated based on pre-split share count.
- Articles of incorporation amended to reflect increase in authorized share capital.
募集新株予約権（有償ストック・オプション）の発行内容確定に関するお知らせ
サーバーワークス (44340)
Other
20260130 11:30
- SW Works finalized the issuance details of paid stock options for directors and employees.
- Total options granted amount to 1,600 units, covering 160,000 underlying common shares.
- 23 directors and employees are designated to receive 1,550 options.
- One employee from a subsidiary is designated to receive 50 options.
- The decision was made during the Board of Directors meeting on January 14, 2026.
連結自己資本規制比率及び連結レバレッジ比率に関するお知らせ
大和証Ｇ (86010)
Other
20260130 11:30
- Consolidated CET1 ratio stood at 18.37% and Total Capital ratio reached 20.97% as of end of September 2025.
- Tier 1 capital totaled 1,542,917 million yen and capital buffer ratio remained at 12.97%.
- Real Estate related business assets decreased to 479 billion yen, while Investment business assets decreased to 227 billion yen.
- Total risk assets under international standards amounted to 7,381,082 million yen.
- Credit risk exposure totaled 2,824,868 million yen; derivative transaction exposure amounts to 2,082,672 million yen.
- Operational risk losses decreased to 1,657 million yen in September 2025, down from 2,048 million yen the previous year.
- Consolidated leverage ratio is 5.27% and counter-cyclical buffer requirements apply to assets totaling 4,194,288 million yen.
- Perpetual subordinated bonds issued with variable coupon rates based on LIBOR or JGB plus a spread feature principal reduction clauses if the Tier 1 ratio drops below 5.125% and are contractually subordinated to other general debt obligations.
連結流動性カバレッジ比率及び連結安定調達比率に関するお知らせ
大和証Ｇ (86010)
Other
20260130 11:30
- Consolidated Liquidity Coverage Ratio increased to 142.1%.
- Consolidated Stable Funding Ratio increased to 156.4%.
- Eligible liquid assets increased by approximately 158 billion yen year-on-year.
- Both liquidity metrics remain well above regulatory minimum requirements.
株式分割および定款の一部変更に関するお知らせ
ＩＤホールディングス (47090)
Other
20260130 11:30
- Company to implement a 1-for-2 stock split effective April 1, 2026.
- Issued shares increase to 34.46 million shares; authorized shares increase to 108 million.
- Dividends for FY2026/03 calculated based on pre-split share count.
- Limits for performance-linked stock compensation adjusted and doubled starting April 1.
株式分割および株式分割に伴う定款の一部変更に関するお知らせ
富士紡ＨＤ (31040)
Other
20260130 11:30
- Stock split ratio set at 1-for-3 effective April 1, 2026.
- Outstanding shares increase to 34.06 million, authorized shares to 90 million.
- Articles of Incorporation amended to raise authorized share limit to 90 million.
- Restricted stock grant annual limit increased from 15,000 to 45,000 shares.
- Fiscal 2026 year-end dividends calculated based on pre-split share counts.
商号の変更に関するお知らせ
富士紡ＨＤ (31040)
Other
20260130 11:30
- Board of Directors resolved to change the company name to Fujibo Holdings, Inc.
- Change is contingent upon approval of a partial amendment to the articles of incorporation at the 2026 annual shareholders’ meeting.
- New company name effective date is October 1, 2026.
- Strategic rationale involves shifting focus from life clothing to abrasives and chemical industries as the textile business revenue share drops to 15% in FY2025.
新たな米国法人設立に関するお知らせ
フコク (51850)
Other
20260130 11:00
- Established FKC America, Inc. in the United States to expand business operations and enter new markets.
- Capitalized with $7.4 million as a 50:50 joint venture with Fukoku Korea.
- Focus on supplying industrial rubber products and EV battery components to US automotive customers.
- Anticipated impact on current consolidated earnings is minimal.
投資有価証券売却に伴う特別利益計上見込みに関するお知らせ
三陽商 (80110)
Other
20260130 11:00
- Board of Directors approved the sale of a portion of investment securities.
- Estimated gain from the sale is 3,900 to 4,100 million yen.
- The gain will be recognized as a special profit in the 2026 fiscal year.
- Sale expected in February 2026 to optimize asset efficiency.
北海道苫小牧地域を起点とした新たなエネルギーサプライチェーン構想について
北海電力 (95090)
Other
20260130 11:00
- Acquiring manufacturing, sales, and pipeline operations from Petroleum Resource Development Co., Ltd. to build a unified gas supply chain.
- Constructing an LNG base with large-scale tanks and ship unloading facilities at Tanto-Atsuma for cost reduction and supply stability.
- Planning to install a new LNG power plant at Tanto-Atsuma by 2035 to support rising power demand from data centers and semiconductors.
- Developing a supply network from Muroran and Shiribeshi bases to cover all of Hokkaido, targeting large-scale industrial customers.
- Planning an ammonia supply chain starting from the Tomakomai region with facility readiness targeted for fiscal year 2030.
- Targeting 20% ammonia co-combustion at Tomakomai Thermal Power Station Unit 4 following its award in the long-term decarbonized power auction.
- Developing a CO2 supply chain (CCUS) at Tomakomai Unit 4 for separation, recovery, and storage by fiscal year 2030.
- Exploring e-methane production using hydrogen and CO2 recovery to achieve carbon neutrality in Hokkaido.
親会社等の決算に関するお知らせ
滝上工 (59180)
Other
20260130 11:00
- The document details the financial results of the parent company, Kaji Sada Co., Ltd., for the fiscal year ending November 30, 2025.
- Kaji Sada reported a net loss of 10,534 thousand yen for the fiscal year.
- As of November 30, 2025, the parent company had total assets of 2,933,736 thousand yen and total liabilities of 2,863,079 thousand yen.
- Takiage Kogyo holds an 17.22% indirect stake in Kaji Sada, with the Takiage president serving as its representative director.
スポンサードリサーチレポート（1Ｑ決算フォローアップ）発行に関するお知らせ
ヒトコムＨＤ (44330)
Other
20260130 10:30
- A sponsored research report covering the 2026 fiscal year first quarter results was published by Strategy-Advisors.
- The report aims to facilitate communication with shareholders and deepen their understanding of the business model and strategy.
- The company published the announcement on January 30, 2026.
代表取締役の異動および社長交代に関するお知らせ
日清粉Ｇ (20020)
Other
20260130 10:30
- Yuki Nagaki to succeed Kenji Takigawa as Representative Director and President effective late June 2026.
- Governance reform plans to increase the ratio of outside directors to enhance board effectiveness.
- Takigawa will transition to the position of Special Advisor after serving as President.
- Nagaki has extensive experience in corporate planning and international business management.
固定資産の譲渡（土地）及び特別利益の計上に関するお知らせ
セイヒョー (28720)
Other
20260130 10:00
- Selling land in Niigata City Kita-ward for 460 million JPY.
- Recognizing a special profit of 19 million JPY in the 4th quarter of FY2026.
- This special profit is already factored into the FY2026 forecast announced on Jan 9.
（開示事項の経過）池田泉州Ｍ＆Ａソリューション株式会社および池田泉州インベストメント株式会社の設立に関するお知らせ
池田泉州 (87140)
Other
20260130 09:30
- Established Idaka Senju M&A Solution Co., Ltd. to support succession planning.
- Established Idaka Senju Investment Co., Ltd. to manage investment funds.
- M&A Solution Co., Ltd. has a capital of 300 million yen; Investment Co., Ltd. has 100 million yen.
- Impact on consolidated financial results expected to be immaterial.
Freedom Holding Corp. との合弁事業展開のための準備会社設立及び事業推進に関する確認書の受領に関するお知らせ
レダックス (76020)
Other
20260130 09:00
- REDAXS established Freedom Japan Co., Ltd. to prepare for a strategic joint venture with Freedom Holding Corp.
- Target ownership structure after a private placement will be 90% Freedom Holding Corp. and 10% REDAXS.
- The venture aims to expand the business portfolio from used car distribution to FinTech.
- The impact on consolidated earnings for fiscal year 2026 is expected to be minimal.
「純プラチナ上場信託（現物国内保管型）」の基準価額と取引所価格の乖離に関するお知らせ
純プラ信 (15410)
Other
20260130 08:50
- Tokyo Stock Exchange price is currently trading at a 15.68% premium to the Net Asset Value due to strong buying demand.
- The management company continues to accept applications for additional issuance without interruption.
- Unit weight has decreased to approximately 0.9145g per share from 1g to cover trust fees.
- TSE prices exclude consumption tax, unlike retail prices, which should be noted for valuation.
四日市工場における合弁会社の契約期間延長について
キオクシアＨＤ (285A0)
Other
20260130 08:30
- Kioxia and SanDisk extended the Yokkaichi plant joint venture contract to 2034.
- Kioxia will receive $1.165 billion in installments between 2026 and 2029.
- Impact on consolidated performance for the current period is under review.
東京証券取引所スタンダード市場への市場区分変更に関するお知らせ
ＧｒｅｅｎＢｅｅ (39130)
Other
20260130 08:00
- Green Bee Co., Ltd. changes market segment from TSE Growth Market to TSE Standard Market effective January 30, 2026.
- The transition follows the 10th anniversary of listing on the Mothers Market (now Growth Market) in March 2025.
- The move aims to mark the company’s 20th anniversary in March 2027.
- The company commits to establishing a system for sustainable growth and stable profit creation.
M&A / Ownership Changes
日本パレットレンタル株式会社による当社株券等に対する公開買付けに関する賛同の意見表明及び応募推奨のお知らせ
日パレット (46900)
M&A / Ownership Changes
20260130 19:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
日本パレットレンタル株式会社による日本パレットプール株式会社（証券コード：4690）株券等に対する公開買付けの開始に関するお知らせ
日パレット (46900)
M&A / Ownership Changes
20260130 19:30
- Japan Palette Rental commenced a public tender offer for Japan Palette Pool to make the latter a wholly-owned subsidiary.
- The offer price is fixed at 2,510 JPY per share.
- The tender offer period is scheduled for Feb 2 to Mar 17, 2026.
- Japan Palette Rental plans to acquire up to 1,562,665 shares, including shares previously agreed to purchase from Nippon Express Holdings, Inc.
「第三者割当による新株式及び第８回新株予約権（行使価額修正条項付）の発行（中略）に関するお知らせ」の一部変更（発行条件等の変更・主要株主の異動の取消）
イー・ロジット (93270)
M&A / Ownership Changes
20260130 18:45
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
MMホールディングス株式会社による株式会社牧野フライス製作所株式（証券コード：6135）に対する公開買付けの実施に向けた進捗状況等のお知らせ
牧野フライス (61350)
M&A / Ownership Changes
20260130 17:15
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
支配株主等に関する事項について
Ｐ－大友ロジスティク (91490)
M&A / Ownership Changes
20260130 17:00
- Big Friends Co., Ltd. holds 53.67% of voting rights as the parent company.
- President Takemura Yutaka and relative Takemura Shu collectively own 99.99% of voting rights.
- Takemura Shu holds shares via a trust account managed by Japan Trust Service Bank.
- Related party transactions require Board approval to protect minority shareholders.
マザーサン グローバル インベストメンツ ビーブイによる当社株式に対する公開買付け実施に向けた進捗状況のお知らせ
ユタカ技研 (72290)
M&A / Ownership Changes
20260130 16:30
- Motherson Global Investments B.V. has completed all required competition law approvals for the tender offer in Japan, China, Brazil, Mexico, and the United States.
- The public tender offer is scheduled to commence in early February 2026, in accordance with the Framework Agreement with Honda Motor.
- The offer will be conducted under the conditions specified in the August 29, 2025 press release regarding the business reorganization framework.
（開示事項の経過）マザーサン グローバル インベストメンツ ビーブイによる当社株式に対する公開買付け実施に向けた進捗状況のお知らせ
ユタカ技研 (72290)
M&A / Ownership Changes
20260130 16:30
- Motherson Global Investments B.V. has completed all required competition law approvals for the tender offer in Japan, China, US, Brazil, and Mexico.
- The tender offer is scheduled to commence in early February 2026, in accordance with the previously announced conditions.
- Utaka Giken will announce immediately if there is a significant change to the tender offer start timing.
支配株主等に関する事項について
Ｐ－キャストリコ (66950)
M&A / Ownership Changes
20260130 16:00
- NFK Holdings acquired 52.06% of voting rights via a tender offer starting June 23, 2025.
- NFK Holdings became the parent company on August 20, 2025.
- Castrico operates in the electronics sector and maintains independent management without business transactions with the parent.
- Kato Yuzo from NFK Holdings was appointed as a director to provide management advice.
第三者割当による新株式発行並びに主要株主である筆頭株主の異動に関するお知らせ
Ｇ－アクアライン (61730)
M&A / Ownership Changes
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
第三者割当による新株式の発行及び主要株主である筆頭株主の異動に関するお知らせ
アクセスグループ (70420)
M&A / Ownership Changes
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
支配株主等に関する事項
ＲｅＹｕｕＪａｐａｎ (94250)
M&A / Ownership Changes
20260130 16:00
- Seacastle Singapore Pte. Ltd. holds 24.93% of ReYuujapan’s voting rights as of October 31, 2025.
- No business transactions or personnel relationships exist between the two entities.
- ReYuujapan maintains independent decision-making regarding its business operations.
- The company exercised 651,896 new share subscription rights worth approximately 651.9 million yen during fiscal 2025.
支配株主等に関する事項について
マーチャント (31210)
M&A / Ownership Changes
20260130 16:00
- Art Port Investment Co., Ltd. holds 32.83% of voting rights as the company’s top shareholder.
- One director of Art Port Investment serves as a director to strengthen relations and supervision, but independent management judgment is not hindered.
- Significant financial transactions occurred in the previous fiscal year, including a 140 million yen capital recovery and advisory fees, while no transactions occurred in the current fiscal year.
- Transactions with the top shareholder are conducted under proper conditions and reviewed by the board to protect minority shareholders.
支配株主等に関する事項について
Ｐ－アイビスＨＤ (93340)
M&A / Ownership Changes
20260130 15:30
- Ibis Work holds 94.22% of voting rights as the controlling shareholder as of Oct 31, 2025.
- No transactions are currently conducted between the company and the controlling shareholder.
- The company implements fair transaction policies and an independent Nomination and Remuneration Advisory Committee to protect minority shareholders.
支配株主等に関する事項について
Ｇ－ＧＬＯＥ (95650)
M&A / Ownership Changes
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
支配株主等に関する事項について
Ｐ－アイエヌＨＤ (132A0)
M&A / Ownership Changes
20260130 15:30
- Kikuzo Naga holds 99.94% of voting rights as the controlling shareholder.
- Related party transactions include guarantees for the subsidiary’s lease debt and rent payments.
- Transactions with controlling shareholders are subject to Board approval to ensure fair conditions and protect minority shareholders.
支配株主等に関する事項について
トップカルチャ (76400)
M&A / Ownership Changes
20260130 15:30
- Tohan Co., Ltd. holds 22.60% of voting rights as of Oct 31, 2025.
- Tohan is the largest shareholder and handles product sourcing for the main book business.
- Tohan’s executive officer serves as an outside director for advice, but the company maintains independent decision-making.
- No material transactions occurred between the company and its largest shareholder.
支配株主等に関する事項について
Ｇ－クラシコ (442A0)
M&A / Ownership Changes
20260130 15:30
- Elan Inc. holds 33.33% of G-Classic shares and is a subsidiary of M3 Inc.
- Elan accounted for 38.5% of consolidated sales for the fiscal year ending Oct 31, 2025.
- G-Classic manufactures the joint product “Patient Lift” and sells it to Elan, which focuses on daily necessity rental services.
- G-Classic recorded goods sales of 573,496 thousand yen and accounts receivable of 1,396,952 thousand yen related to Elan from Nov 1, 2024, to Oct 31, 2025.
- A G-Classic director concurrently serves as an Elan director and receives management consulting fees from Elan.
支配株主等に関する事項について
Ｐ－カレント自動車 (76900)
M&A / Ownership Changes
20260130 15:30
- Representative Osuke Egashima holds 81.6% of voting rights as of Oct 31, 2025.
- No listed stocks are held by the controlling shareholder.
- Treasury shares are excluded from the voting rights calculation.
- No transactions occurred with the controlling shareholder.
- Board approval is mandated for related party transactions to protect minority shareholders.
支配株主等に関する事項について
オハラ (52180)
M&A / Ownership Changes
20260130 15:30
- Seiko Group and Canon Inc. hold 40.9% and 19.2% of OHARA’s voting rights respectively.
- Seiko Group and Canon Inc. are significant shareholders and major customers of OHARA.
- No financial lending or guarantee relationships exist between OHARA and its parent companies.
- OHARA maintains operational independence for management decisions, excluding shareholder voting.
支配株主等に関する事項について
フィットイージー (212A0)
M&A / Ownership Changes
20260130 15:30
- Voting rights ownership ratio for Sennji Kuniie increased to 55.27% as of October 31, 2025.
- The ratio includes shares held by Olive Corporation, the spouse, and relatives.
- Sennji Kuniie acts as the controlling shareholder other than the parent company.
- The company has no current planned transactions with controlling shareholders.
- The company adopts policies to ensure unavoidable transactions are reviewed by an independent special committee and the Board of Directors.
当社の親会社である日本製鉄株式会社による当社株式に対する公開買付けの開始に係る賛同の意見表明及び応募推奨に関するお知らせ
黒崎播磨 (53520)
M&A / Ownership Changes
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
支配株主等に関する事項について
システム ディ (38040)
M&A / Ownership Changes
20260130 15:30
- Milli Capital Management LLC holds 23.63% of voting rights as of October 31, 2025.
- The affiliate has no business or personnel relations with System D.
- System D maintains operational independence from the affiliate.
- No transactions exist between the affiliate and controlling shareholders.
黒崎播磨株式会社株式（証券コード5352）に対する公開買付けの開始に関するお知らせ
日本製鉄 (54010)
M&A / Ownership Changes
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
支配株主等に関する事項について
Ｇ－イトクロ (60490)
M&A / Ownership Changes
20260130 15:30
- Yamaki Manabu holds 61.13% of voting rights as a controlling shareholder.
- No transactions involving controlling shareholders are currently reported.
- The company ensures transactions with controlling shareholders are fair and approved by the board to protect minority shareholders.
支配株主等に関する事項について
Ｐ－アーバンライク (29920)
M&A / Ownership Changes
20260130 15:00
- Yoshino Satoru holds 56.58% of voting rights as of Oct 31, 2025, acting as the controlling shareholder.
- Urban-Like Holding Co., Ltd. holds 15.01% of voting rights as a related company.
- Yoshino Satoru exercises ultimate control to determine the company’s direction.
- There are currently no related party transactions.
支配株主等に関する事項について
Ｐ－シンコーＨＤ (312A0)
M&A / Ownership Changes
20260130 15:00
- Yoshida Koutaro and Yoshida Hiromi hold 70.83% of voting rights each as of Oct 31, 2025.
- The company has no planned transactions with controlling shareholders.
- The Board will review transaction necessity and conditions for any future related transactions to protect minority shareholders.
主要株主の異動に関するお知らせ
三菱マ (57110)
M&A / Ownership Changes
20260130 12:00
- Silchester International Investors LLP reduced its position as a major shareholder in Mitsubishi Materials.
- Voting rights decreased from 133,525 votes (10.28%) as of Jan 13 to 117,466 votes (9.04%) as of Jan 28.
- The change was reported based on a filing submitted to the Kanto Regional Finance Bureau on Jan 29.
- The company did not disclose specific future outlooks regarding the shareholding.
支配株主等に関する事項について
ＲＥＶＯＬＵＴＩＯＮ (88940)
M&A / Ownership Changes
20260130 12:00
- Contract LLC FO1 holds 36.07% of voting rights as of January 9, 2026.
- FO1 is classified as an affiliate company rather than a parent company.
- The representative of FO1 concurrently serves as a Director of REVOLUTION.
- REVOLUTION maintains operational independence with no significant trading relationships or restrictions from FO1.
Financial Results & Forecasts
期末配当予想の修正（無配）に関するお知らせ.
日パレット (46900)
Financial Results & Forecasts
20260130 19:30
- Revises end-of-term dividend forecast for fiscal year ending March 2026 to zero yen.
- Decision made to ensure fairness regarding the tender offer by Japan Palette Rental Co., Ltd.
- Tender offer completion expected by March 17, 2026, assuming no dividend payment.
- Prevents economic disparity between shareholders accepting and rejecting the tender offer.
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
日パレット (46900)
Financial Results & Forecasts
20260130 19:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第3四半期決算短信
低ベータ５０ＥＴＮ (20690)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
高ベータ３０ＥＴＮ (20680)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
野村ＡＩ７０ＥＴＮ (20670)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
東証リートＥＴＮ (20660)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
日本株配当貴族ＥＴＮ (20650)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
ニッチトップ中小型 (20500)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
高配株＄ヘッジＥＴＮ (20480)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
インドベアＥＴＮ (20470)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
インドブルＥＴＮ (20460)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
シンガポールリート (20450)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
米国配当貴族ＥＴＮ (20440)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
アセアン５０ＥＴＮ (20430)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
グロース２５０ＥＴＮ (20420)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
ＮＹダウベアＥＴＮ (20410)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
ＮＹダウブルＥＴＮ (20400)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
ドバイ原油先物ベア (20390)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
ドバイ原油先物ブル (20380)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
金先物ベア (20370)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
金先物ダブルブル (20360)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
ＫＯＳＰＩベア (20340)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
ＫＯＳＰＩブル (20330)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
ハンセンベア (20320)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年３月期 第3四半期決算短信
ハンセンブル (20310)
Financial Results & Forecasts
20260130 17:45
financial results section missing: performance period
2026年５月期 第２四半期 決算説明会資料
レント (372A0)
Financial Results & Forecasts
20260130 17:45
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年５月期 第２四半期 決算説明会における質疑応答集
レント (372A0)
Financial Results & Forecasts
20260130 17:45
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2025年12月期 第３四半期 機関投資家QA
Ｇ－ブロードエンター (44150)
Financial Results & Forecasts
20260130 17:00
financial results section missing: performance period
2026年１月期通期連結業績予想の修正（取り下げ）に関するお知らせ
ＡＣＣＥＳＳ (48130)
Financial Results & Forecasts
20260130 17:00
- The company withdrew the previously announced FY2026 Jan consolidated performance forecast, replacing it with an “undetermined” status.
- The withdrawal is due to ongoing accounting review regarding a complex $70 million license and service contract with Evollabs Tech FZ-LLC.
- Revenue recognition for the current period is expected to decrease, likely resulting in lower sales and a significant negative impact on operating profit for FY2026.
- As of the announcement date, $16.25 million of the related payment remains outstanding and is subject to verification with Evollabs.
〈補足資料〉 第三者割当による新株式の発行について
日本精密 (77710)
Financial Results & Forecasts
20260130 17:00
- Third-party allotment of 1,941,748 new shares for approximately 200 million yen scheduled for March 6, 2026.
- Proceeds will be used to repay loans and compress interest-bearing debt to improve financial health.
- Target to increase equity ratio from 26.1% to around 30% pre-teen.
- Recent fiscal year saw operating profit, net profit, and operating cash flow turn positive due to restructuring.
2025年12月期 連結業績予想の修正に関するお知らせ
白洋舎 (97310)
Financial Results & Forecasts
20260130 17:00
- Sales forecast revised upward to 44.6 billion yen due to increased demand in the Rental Business Linen Supply Division driven by inbound travelers and higher hotel utilization.
- Net income attributable to parent shareholders revised upward to 2.1 billion yen or 553.76 yen per share due to lower tax expenses resulting from additional deferred tax assets.
- The company reclassified its tax status to record additional deferred tax assets, anticipating stable taxable income in the future.
創業120周年記念配当を含む剰余金の配当に関するお知らせ
白洋舎 (97310)
Financial Results & Forecasts
20260130 17:00
- Declared total dividend of 80 yen per share for FY ending Dec 2025.
- Ordinary dividend increased to 40 yen per share, up from the initial forecast of 30 yen.
- Added 10 yen per share commemorative dividend to celebrate 120th anniversary.
- Payment scheduled for March 26, 2026.
2026年３月期 第３四半期 決算短信〔日本基準〕(連結)
綿半ホールディングス (31990)
Financial Results & Forecasts
20260130 17:00
financial results section missing: performance rows
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
Ｊパワー (95130)
Financial Results & Forecasts
20260130 17:00
電源開発株式会社 (9513) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 864559 | 88265 | 131484 | 84049 |
|---|
| YoY | -9.8% | -22.8% | +5.1% | +5.4% |
|---|
| Fcst (mil yen) ○ | 1212000 | 92000 | 119000 | 89000 |
|---|
| YoY | -7.9% | -33.5% | -15.1% | -3.8% |
|---|
| Prog | 71.3% | 95.9% | 110.5% | 94.4% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 50.00, Total 100.00 · EPS 486.67 |
|---|
Despite a 9.8% revenue decline driven by Thailand volume drops and capacity market price pressure, Ordinary Profit increased due to accounting adjustments and gains from the US thermal power sale.
Business highlights
-
Accounting comparability
Retrospective adjustment of Genex Power accounting from fair value measurement to equity method to improve comparability with the prior quarter.
-
Revenue mix & demand
Global power sales volume rose, but was offset by a specific volume decline in Thailand and lower capacity market prices.
-
Cost structure & margins
Operating profit fell 22.8% despite lower fuel costs due to increased maintenance expenses and lower coal sales prices from the Australian subsidiary.
-
Non-core gains
Ordinary profit increased due to gains from the equity method investment in the US thermal power business sale.
Financial position
-
Leverage and Liabilities
Leverage decreased as equity increased by ~3.25% while total assets rose only ~0.4%.
-
Shareholder Equity Accumulation
Reference net assets rose to 1,379,475 million JPY, indicating strong retention of capital.
-
Asset Base Stability
Total assets increased moderately to 3,683,247 million JPY, lagging behind equity growth.
-
Cash Generation Proxy
Substantial net asset build-up suggests strong cash conversion or effective debt reduction.
Analyst take
- Core generation operations are facing structural headwinds (retirement of Matsushima plant, Thailand weakness) alongside cyclical pricing pressure, while the US asset sale masked operating profit weakness.
- The balance sheet demonstrates strong financial resilience. The company is effectively deleveraging while simultaneously strengthening its equity base, indicative of conservative management prioritizing balance sheet health over aggressive expansion.
- Capacity market price declines suggest oversupply or demand softness in the thermal power sector.
通期業績予想の修正に関するお知らせ
Ｐ－アプライズ (134A0)
Financial Results & Forecasts
20260130 16:30
- FY2025 sales forecast slightly reduced by 4 million yen to 660 million yen.
- Operating profit forecast increased by 9 million yen to 23 million yen due to higher-margin service sector orders.
- Net profit forecast increased by 5 million yen to 43 million yen, with earnings per share rising to 180.92 yen.
2026年３月期第３四半期決算短信〔日本基準〕(非連結)
ホクシン (78970)
Financial Results & Forecasts
20260130 16:30
ホクシン株式会社 (7897) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 7744 | -92 | -88 | -62 |
|---|
| YoY | +0.9% | - | - | - |
|---|
| Fcst (mil yen) ○ | 11000 | 60 | 30 | 20 |
|---|
| YoY | +7.6% | - | - | -1.7% |
|---|
| Prog | 70.4% | -153.3% | -293.3% | -310.0% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 2.00, Total 2.00 · EPS 0.71 |
|---|
Sales grew slightly despite a 13.7% YoY drop in new housing starts, driven by a shift toward structural materials, but operating losses persist as cost inflation exceeds price hikes.
Business highlights
-
Housing market demand contraction
Core thin-line floor material sales declined amidst a 13.7% YoY drop in new housing starts due to high construction and mortgage costs.
-
Product mix shift to structural materials
Sales increased 0.9% YoY driven by production volume expansion in thick-line structural floor materials, offsetting declines in thin-line products.
-
Cost structure and margin pressure
Operating losses widened despite price hikes and cost-cutting initiatives, as inflationary pressures on materials, labor, and general expenses were not fully absorbed.
Financial position
-
Asset Base Expansion
Total assets increased to 14,057 million yen from 13,730 million yen, indicating continued business expansion.
-
Equity Retention
Net assets remained largely stable at 5,819 million yen, showing resilience in capital maintenance despite asset growth.
-
Leverage Profile
The equity ratio declined to 41.4% from 42.4%, signaling a modest deterioration in the balance sheet structure.
Analyst take
- Management is navigating a 'perfect storm' of cyclical demand contraction and structural cost inflation. The modest sales growth is a defensive maneuver driven by product mix (structural vs. thin lines) rather than volume expansion. The admission that cost cuts failed to restore profitability suggests tight margin pressure is structural rather than purely cyclical.
- The balance sheet demonstrates a solid foundation with successful asset accumulation and strong equity retention. However, the slight contraction in the equity ratio suggests the company is leveraging up to fund growth, which is a key metric for conservative analysis.
- The broader Japanese construction and materials sector faces a prolonged demand slump driven by affordability constraints. Regulatory hurdles are exacerbating the slowdown, creating a challenging environment for all peers reliant on new housing starts.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
ＡＧＳ (36480)
Financial Results & Forecasts
20260130 16:30
ＡＧＳ株式会社 (3648) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 20884 | 1983 | 2037 | 1470 |
|---|
| YoY | +22.3% | +82.3% | +79.1% | +94.1% |
|---|
| Fcst (mil yen) ○ | 28000 | 2350 | 2390 | 1690 |
|---|
| YoY | +12.6% | +27.0% | +25.8% | +22.5% |
|---|
| Prog | 74.6% | 84.4% | 85.2% | 87.0% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 16.00, Total 32.00 · EPS 101.07 |
|---|
Group sales and profit surged on strong performance across all segments, though net income growth was disproportionately high due to a one-time securities gain.
Business highlights
-
Sales Performance
Sales increased 22.3% YoY across all segments, driven by robust demand for software development.
-
Profitability Expansion
Operating profit jumped 82.3% YoY due to sales growth combined with improved margins and productivity.
-
Net Profit Composition
Net profit rose 94.1% YoY, significantly boosted by a one-time gain from selling policy-holding securities in September.
-
Structural Market Drivers
The IT services industry is supported by accelerating DX, AI adoption, and government core system standardization.
Financial position
-
Leverage and Liabilities
Equity ratio improved from 68.0% to 72.0% (FY2025 to FY2026 Q3)
-
Net Asset Base
Net assets rose to 15,753 million yen, representing a significant year-over-year increase
-
Data Availability
Cannot assess cash generation, working capital movements, or capital allocation
Analyst take
- Management is executing well within the second mid-term plan, demonstrating resilience across all software-related segments. The significant net profit beat is largely non-recurring, driven by asset sales, while the core operating profit growth is driven by organic leverage.
- The balance sheet exhibits a conservative profile characterized by a high equity ratio (72.0%). The expansion of net assets suggests a focus on strengthening shareholder equity, though the specific source of capital (profit vs. debt repayment) is not distinguishable from the provided figures.
- The IT services sector continues to benefit from structural tailwinds (AI, DX, government spending) and is resilient against economic volatility.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ハチバン (99500)
Financial Results & Forecasts
20260130 16:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
四電工 (19390)
Financial Results & Forecasts
20260130 16:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
業績予想および期末配当予想の修正（増配）に関するお知らせ
四電工 (19390)
Financial Results & Forecasts
20260130 16:30
- Consolidated sales forecast for FY2026 remains at 100.0 billion yen.
- Consolidated operating profit forecast revised upward to 8.0 billion yen (+1.0 billion), and net profit to 6.0 billion yen (+1.0 billion).
- Annual dividend forecast increased from 65 yen to 72 yen, with year-end dividend raised to 40 yen.
- Forecast revisions were driven by improved construction progress and cost control.
2026年3月期 第3四半期決算短信［日本基準］（連結）
岩井コスモ (87070)
Financial Results & Forecasts
20260130 16:30
financial results section missing: forecast rows
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ウェッズ (75510)
Financial Results & Forecasts
20260130 16:30
株式会社ウェッズ (7551) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 26855 | 1767 | 1858 | 1187 |
|---|
| YoY | -3.1% | -15.1% | -12.8% | -12.2% |
|---|
| Fcst (mil yen) ○ | 35500 | 2000 | 2040 | 1310 |
|---|
| YoY | +1.0% | -11.0% | -11.5% | -8.4% |
|---|
| Prog | 75.6% | 88.3% | 91.1% | 90.6% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 17.00, Total 27.00 · EPS 81.68 |
|---|
Consolidated revenue fell 3.1% driven by weak auto wholesale and logistics segments; resilience in retail and welfare offset margin compression caused by macro headwinds and operational inefficiencies.
Business highlights
-
Core Auto Wholesale Performance
Sales declined 3.8% due to lower aluminum wheel sales and product mix shifts, while operating profit plummeted 16.9%.
-
Logistics Segment Pressures
Operating profit dropped 37.5% despite high vehicle production levels, indicating a structural disconnect between production volume and actual logistics utilization.
-
Retail Segment Resilience
Auto retail sales rose 3.9% driven by front-running demand ahead of tire price hikes and increased service revenue.
-
Welfare Sector Growth
Sales increased 8.9% driven by inflation-driven revenue growth in care and nursing services.
-
Macro Headwinds
Operating margins were compressed by long-term yen depreciation and a strengthening deflationary mindset among consumers despite improved income levels.
Financial position
-
Asset Base Expansion
Total assets increased by 1,839 million yen (approx 7.1%) year-over-year to 27,710 million yen.
-
Equity Ratio & Leverage
Equity ratio declined from 66.1% to 64.9%, reflecting asset growth slightly outpacing net asset growth.
-
Net Asset Value Growth
Net assets increased by 914 million yen (approx 4.9%) year-over-year to 19,731 million yen.
Analyst take
- The company faces a 'division of labor' issue where auto production is strong but logistics volume is weak, and core wholesale sales are shrinking while retail is buoyed by temporary pre-hike demand. Management candor is high, explicitly attributing logistics issues to operational volume declines rather than external excuses.
- The balance sheet demonstrates high capital efficiency with a solid equity position. While the equity ratio dipped slightly, the simultaneous growth in assets and net assets indicates a healthy expansion of the business footprint without immediate deleveraging.
- Auto logistics margins are under structural pressure due to international cost factors, while auto retail faces volatility from inflation-driven consumer behavior.
2026年３月期 第３四半期決算短信〔ＩＦＲＳ〕（連結）
日特殊陶 (53340)
Financial Results & Forecasts
20260130 16:30
financial results section missing: performance period
2026年3月期 第3四半期決算短信[日本基準](非連結)
加地テック (63910)
Financial Results & Forecasts
20260130 16:30
株式会社加地テック (6391) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 5199 | 676 | 677 | 498 |
|---|
| YoY | -1.6% | +13.8% | +13.0% | +18.1% |
|---|
| Fcst (mil yen) ○ | 7100 | 680 | 720 | 510 |
|---|
| YoY | +1.4% | +9.7% | -6.4% | -11.9% |
|---|
| Prog | 73.2% | 99.4% | 94.0% | 97.6% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 40.00, Total 40.00 · EPS 308.27 |
|---|
Sales remained flat as delays in major projects offset stable after-sales demand, while strong cost reduction and a litigation win drove a significant profit beat.
Business highlights
-
Sales Execution
Sales flat as delays in major projects offset stable after-sales demand.
-
Cost Structure
Gross profit surged 12.8% driven by successful cost reduction efforts.
-
Strategic Investment
SG&A increased 12.2% to fund P2G system R&D expenses.
-
One-off Profit Driver
Net profit beat YoY due to a win in a patent lawsuit against Kobe Steel.
Financial position
-
Net Asset Growth
Net assets increased by 431 million yen from 7,818 million yen (FY2025) to 8,249 million yen (FY2026 Q3).
-
Equity Ratio
The equity ratio improved by 1.7 percentage points, reaching 69.3%.
Analyst take
- The company is currently trading on cost efficiency and legal gains rather than top-line revenue growth. Management candidly admits to execution delays on large projects and cites geopolitical risks for the cautious outlook.
- The company demonstrates strong balance sheet quality with a healthy equity ratio and growing net assets.
- Geopolitical risks and tariff uncertainties are impacting the execution timelines of large-scale manufacturing projects across peers.
2026年3月期第3四半期 決算説明資料
ニチハ (79430)
Financial Results & Forecasts
20260130 16:20
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ニチハ (79430)
Financial Results & Forecasts
20260130 16:20
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期第3四半期決算補足説明資料
菱化工機 (63310)
Financial Results & Forecasts
20260130 16:00
financial results section missing: performance period
2026年８月期第１四半期決算Q＆A集
Ｇ－グロースエクスパ (244A0)
Financial Results & Forecasts
20260130 16:00
financial results section missing: performance period
決算期（事業年度の末日）変更に伴う通期業績予想の修正に関するお知らせ
Ｐ－キャストリコ (66950)
Financial Results & Forecasts
20260130 16:00
- The company changed its fiscal year-end from March 31 to April 1 effective April 2026.
- Revised 5-month forecast (Nov 2025 to Mar 2026) replaces prior 12-month forecast.
- Sales forecast for the 5-month period is 1.264 billion yen.
- Net profit forecast for the 5-month period is 24 million yen.
２０２６年３月期通期業績予想の修正に関するお知らせ
日アビオ (69460)
Financial Results & Forecasts
20260130 16:00
- Revised full-year operating performance forecast for fiscal year ending March 2026.
- Projected revenue increased to 28,500 million yen.
- Projected operating profit increased to 5,000 million yen.
- Projected net profit increased to 3,440 million yen.
- Revision driven by high defense spending, increased orders, and accelerated production.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
名古屋電機工業 (67970)
Financial Results & Forecasts
20260130 16:00
名古屋電機工業株式会社 (6797) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 9725 | 356 | 401 | 482 |
|---|
| YoY | -1.9% | -65.1% | -62.5% | -37.2% |
|---|
| Fcst (mil yen) ○ | 17500 | 2250 | 2320 | 1740 |
|---|
| YoY | +1.4% | -18.2% | -16.6% | -21.1% |
|---|
| Prog | 55.6% | 15.8% | 17.3% | 27.7% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 45.00, Total 45.00 · EPS 148.39 |
|---|
Sales remained stable as backlog progress offset demand weakness, but profitability collapsed 65% due to construction delays inflating project costs.
Business highlights
-
Profitability execution
Operating profit plunged 65% YoY despite flat sales due to construction delays causing cost estimation overruns.
-
Backlog progress
Sales maintained parity with last year driven solely by progress in existing order backlog.
-
Macroeconomic environment
Japanese economy recovering slowly but remains fragile due to US trade policy uncertainty and persistent inflation.
Financial position
-
Balance Sheet Structure
Net assets increased by 200 million yen while total assets contracted by 435 million yen, resulting in a significant reduction in liabilities.
-
Leverage Profile
Debt obligations (liabilities) are estimated to have contracted by approximately 635 million yen quarter-over-year.
-
Financial Health Indicators
The equity ratio strengthened to 83.4% and book value per share rose to 1,922.55 yen.
Analyst take
- Management took ownership of the earnings miss by citing construction delays rather than external demand factors, demonstrating candor.
- The company demonstrates a strong commitment to balance sheet quality, actively reducing leverage while maintaining robust equity levels.
- Execution capabilities are becoming a key differentiator in the social infrastructure sector; peers managing schedules better may outperform.
2026年３月期 第３四半期決算説明資料
Ｇ－グローバルセキュ (44170)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
Ｇ－グローバルセキュ (44170)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算説明資料
スパークス (87390)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 配当予想の修正に関するお知らせ
スパークス (87390)
Financial Results & Forecasts
20260130 16:00
- Revised FY2026 Mar final dividend forecast to 90.00 yen per share.
- Final dividend increased by 22.00 yen from previous fiscal year’s 68.00 yen.
- Revision driven by increase in base profit and stable financial position.
- Management plans to continue steady dividend increases based on growing base profit.
減損損失の計上、棚卸資産評価損の計上、繰延税金資産の取り崩し、繰延税金負債の計上及び2025年12月期通期業績予想の修正に関するお知らせ
ツバキ・ナカシマ (64640)
Financial Results & Forecasts
20260130 16:00
- Recorded 16.7 billion yen in goodwill and fixed asset impairment losses due to deteriorating European and ceramic business environments.
- Recorded 6.4 billion yen in inventory asset impairment losses following a review of US factories and market competition.
- Reversed deferred tax assets in US subsidiary, incurring approximately 2.9 billion yen in corporate tax expenses.
- Recognized 1.5 billion yen in deferred tax liabilities due to changes in subsidiary dividend policy, incurring 1.5 billion yen in tax expenses.
- Revised FY2025 consolidated performance forecast: Sales down 1.7 billion yen, operating profit down 23.2 billion yen, and net profit down 713.43 yen per share.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
スパークス (87390)
Financial Results & Forecasts
20260130 16:00
financial results section missing: forecast rows
2025年12月期 決算短信〔日本基準〕（連結）
Ｖコマース (24910)
Financial Results & Forecasts
20260130 16:00
financial results section missing: forecast rows
2026年3月期通期連結業績予想の修正及び期末配当予想の修正に関するお知らせ
菱化工機 (63310)
Financial Results & Forecasts
20260130 16:00
- Sales forecast remains 88.5 billion yen.
- Operating profit forecast raised to 9.0 billion yen from 8.55 billion yen.
- Net profit forecast raised to 6.85 billion yen from 5.85 billion yen.
- Annual dividend forecast raised to 105 yen from 86 yen.
2026年３月期第３四半期決算短信〔日本基準〕(連結)
菱化工機 (63310)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
中山福 (74420)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算概要
日進工具 (61570)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
日進工具 (61570)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔日本基準〕(連結)
第四北越ＦＧ (73270)
Financial Results & Forecasts
20260130 16:00
financial results section missing: performance rows
2026年９月期 第１四半期決算短信［日本基準］（非連結）
キャリアＤＣ (24100)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信〔日本基準〕(連結)
関西電力 (95030)
Financial Results & Forecasts
20260130 16:00
関西電力株式会社 (9503) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 2949122 | 387777 | 462913 | 340199 |
|---|
| YoY | -6.5% | -3.0% | +1.5% | -6.1% |
|---|
| Fcst (mil yen) ○ | 4050000 | 450000 | 490000 | 360000 |
|---|
| YoY | -6.6% | -4.0% | -7.8% | -14.4% |
|---|
| Prog | 72.8% | 86.2% | 94.5% | 94.5% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 45.00, Total 75.00 · EPS 323.14 |
|---|
Preliminary headline figures released showing mixed performance; sales and net profit declined YoY, while ordinary profit improved slightly, though specific operational drivers are unavailable pending the Jan 30 supplementary report.
Business highlights
-
Preliminary Financial Headlines
Sales and operating profit decreased YoY (-6.5% and -3.0% respectively), while ordinary profit increased slightly (+1.5%). Net profit declined (-6.1%).
Financial position
-
Leverage & Equity Ratio
Equity ratio improved significantly to 34.9% from 31.8% year-over-year.
-
Net Worth Accumulation
Strong balance sheet strengthening driven by significant net asset growth.
Analyst take
- This document is a data release notice rather than an earnings report. The analysis is currently constrained by the lack of operational details, which are explicitly scheduled for release on Jan 30, 2026.
- Balance sheet quality has strengthened materially over the quarter. The disconnect between asset growth and net asset growth implies a deleveraging or equity-heavy capital structure, characteristic of a conservative management approach.
- N/A (Insufficient data to assess industry trends).
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
マースグループＨＤ (64190)
Financial Results & Forecasts
20260130 16:00
株式会社マースグループホールディングス (6419) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 25210 | 7262 | 8062 | 5539 |
|---|
| YoY | -27.5% | -31.5% | -28.7% | -23.0% |
|---|
| Fcst (mil yen) ○ | 37500 | 10700 | 11500 | 7800 |
|---|
| YoY | -11.2% | -13.2% | -12.1% | -10.5% |
|---|
| Prog | 67.2% | 67.9% | 70.1% | 71.0% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 75.00, Total 150.00 · EPS 422.93 |
|---|
Severe year-over-year contraction in revenue and profits, with operating margins deteriorating as profit declines exceeded sales declines.
Business highlights
-
Revenue Performance
Total sales fell 27.5% year-over-year.
-
Profitability
Operating profit dropped 31.5%, exceeding the sales decline.
-
Net Income
Net profit decreased 23.0% year-over-year.
Financial position
-
Leverage and Solvency
The equity ratio remains exceptionally high at 90.6%, signaling a conservative financial stance with minimal reliance on debt financing.
-
Net Asset Expansion
Net assets increased by approximately 5,030 million yen (6.4%) to 83,260 million yen, driving a rise in book value per share.
-
Asset Base Growth
Total assets grew by 4,848 million yen, reflecting a structural expansion of the company's asset base.
-
Cash Flow & Working Capital
Specific cash flow metrics (Operating/Free Cash Flow) and working capital components (Inventory, AR) are not provided in the source text.
Analyst take
- The provided qualitative text is a standard disclaimer regarding forward-looking statements and provides no specific insight into the causes of the sharp decline. The financials suggest a material downturn.
- The company maintains an ultra-conservative financial profile with a fortress balance sheet, prioritizing solvency and stability over aggressive leverage.
- Likely reflects broader sector headwinds or cyclical weakness.
業績予想の修正に関するお知らせ
日清紡ＨＤ (31050)
Financial Results & Forecasts
20260130 16:00
- Sales forecast lowered to 502.0 billion yen from 506.0 billion yen.
- Operating profit forecast raised to 26.4 billion yen from 19.7 billion yen.
- Ordinary profit forecast raised to 29.3 billion yen from 21.6 billion yen.
- Net profit forecast raised to 13.9 billion yen from 11.0 billion yen.
2026年３月期第３四半期決算短信〔日本基準〕(非連結)
幼児活動研究会 (21520)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期 決算ハイライト
りそなＨＤ (83080)
Financial Results & Forecasts
20260130 16:00
financial results section missing: performance period
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
日本電設 (19500)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
日本空調 (46580)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
デジアーツ (23260)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
通期業績予想及び配当予想の修正に関するお知らせ
日本空調 (46580)
Financial Results & Forecasts
20260130 16:00
- Revised consolidated sales forecast to 68.2 billion yen, up 3.3%.
- Revised consolidated operating profit forecast to 4.7 billion yen, up 11.9%.
- Revised consolidated net profit forecast to 3.55 billion yen, up 12.7%.
- Revised annual dividend forecast to 52 yen per share, up 6 yen.
- Drivers include strong demand for AC equipment renovation and wage increases.
2026年９月期 第１四半期決算補足説明資料
キャリアＤＣ (24100)
Financial Results & Forecasts
20260130 16:00
financial results section missing: performance period
剰余金の配当（中間配当）に関するお知らせ
ウェルネット (24280)
Financial Results & Forecasts
20260130 16:00
- Board decided to pay interim dividend of 12.00 yen per share as of record date 2025-12-31.
- Total interim dividend amount amounts to 227.46 million yen, to be paid on 2026-03-06.
- This marks the company’s first implementation of an interim dividend.
- Full-year dividend forecast remains unchanged at 29.50 yen per share total.
2026年６月期第２四半期決算説明資料
ウェルネット (24280)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年５月期第２四半期 決算説明動画と決算説明資料及び事前質問の回答についてのお知らせ
ケイブ (37600)
Financial Results & Forecasts
20260130 16:00
- Management plans to focus on shooting games and global expansion, while considering other companies’ IP as a viable development strategy.
- The company intends to strengthen information disclosure and dialogue with shareholders to maximize corporate value.
- CEO Takahashi provided a personal report video attached to the main results presentation.
2026年６月期 第２四半期（中間期）決算短信〔日本基準〕（非連結）
ウェルネット (24280)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信〔日本基準〕(連結)
ＮＩＴＴＡＮ (64930)
Financial Results & Forecasts
20260130 16:00
株式会社ＮＩＴＴＡＮ (6493) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 37529 | 2640 | 2936 | 1932 |
|---|
| YoY | +0.1% | +217.3% | +147.1% | +538.7% |
|---|
| Fcst (mil yen) ▲ | 51400 | 3300 | 3600 | 2200 |
|---|
| YoY | -0.1% | +118.9% | +89.8% | +249.1% |
|---|
| Prog | 73.0% | 80.0% | 81.6% | 87.8% |
|---|
| Dividends ▲ 2026年3月期(予想) | YE 13.00, Total 20.00 · EPS 76.41 |
|---|
Sales held flat (+0.1%) while operating profit surged 217% driven by cost structure improvements and FX; net profit spiked 539% primarily due to non-recurring asset sales. Strategic restructuring advanced via a capital partnership with Yokohama Capital.
Business highlights
-
Profitability & Cost Structure
Operating profit surged 217% YoY driven by productivity gains, pricing normalization, and FX benefits.
-
Sales Mix & Portfolio
Sales flat YoY as growth in 4-wheeler and general valves was offset by weakness in small engine valves and 2-wheeler.
-
Strategic Restructuring
Partnered with Yokohama Capital for capital infusion and strategic advisory to execute 'NITTAN Challenge 10'.
-
Net Profit Volatility
Net profit surged 539% YoY, largely attributable to non-recurring gains from share and asset sales.
Financial position
-
Leverage & Liabilities
Total liabilities decreased by approximately 1.16 billion yen while total assets remained stable, indicating active reduction of debt or interest-bearing liabilities.
-
Net Equity Accumulation
Net assets increased by 1.16 billion yen, suggesting strong retained earnings or internal capital generation despite a slight reduction in the asset base.
-
Solvency Ratio
The equity ratio improved by 2.0 percentage points to 45.6%, demonstrating a shift toward a more conservative financial structure.
-
Total Assets
Total assets decreased slightly by 129 million yen, potentially reflecting asset rationalization or efficient capital usage.
Analyst take
- The company is executing a deliberate turnaround via cost discipline and a strategic partnership to stabilize capital and drive restructuring. The massive profit increase is misleading as ~90% is non-recurring, masking underlying sales headwinds in legacy segments.
- The company has successfully deleveraged while simultaneously strengthening its equity base, resulting in a higher equity ratio and lower liabilities. This points to prudent financial management.
- The auto parts sector faces structural challenges from US tariffs and EV transition, forcing traditional suppliers to pivot to xEV and niche markets.
通期業績予想および期末配当予想の修正に関するお知らせ
ＮＩＴＴＡＮ (64930)
Financial Results & Forecasts
20260130 16:00
- NITTON revised FY2026 consolidated forecast upward due to recovery in high-value-added valve sales and favorable currency effects.
- Revised forecast projects revenue of 51.4 billion yen, operating profit of 330 million yen, and net profit of 220 million yen.
- One-time gain from the sale of policy-holding stocks contributed to the improved earnings structure.
- Year-end dividend forecast increased to 13 yen per share, raising the total annual dividend to 20 yen per share.
通期連結業績予想及び期末配当予想の修正(増配)に関するお知らせ
菱友システム (46850)
Financial Results & Forecasts
20260130 16:00
- Consolidated performance forecast raised for 2026 fiscal year: revenue to 43.00 billion yen, operating profit to 5.20 billion yen, and net profit to 3.70 billion yen.
- Net profit attributable to parent shareholders increased to 580.32 yen per share.
- Year-end dividend forecast revised upward to 50.00 yen per share, bringing total annual dividend to 185.00 yen.
- Revision attributed to strengthened project management in large-scale system development and expanded orders in peripheral areas.
2026年3月期 第3四半期決算短信[日本基準](連結)
菱友システム (46850)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算補足資料
旭有機材 (42160)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 通期連結業績予想の修正に関するお知らせ
旭有機材 (42160)
Financial Results & Forecasts
20260130 16:00
- Revised FY2026 consolidated forecast: Sales unchanged at 8.0 billion yen, Operating Profit down 6.7% to 7.0 billion yen, Net Profit down 5.9% to 4.8 billion yen.
- Downward revision primarily due to delayed semiconductor-related projects in the pipe system business and lower-than-expected sales of electronic materials in the resin business, resulting in increased depreciation costs.
- Dividend forecast remains unchanged.
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
旭有機材 (42160)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
遠藤照明 (69320)
Financial Results & Forecasts
20260130 16:00
株式会社遠藤照明 (6932) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 39388 | 3638 | 3828 | 2715 |
|---|
| YoY | +1.7% | +20.1% | +24.5% | +26.1% |
|---|
| Fcst (mil yen) ○ | 55700 | 5300 | 5600 | 4100 |
|---|
| YoY | +3.7% | +7.5% | +3.5% | -14.6% |
|---|
| Prog | 70.7% | 68.6% | 68.4% | 66.2% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 44.00, Total 84.00 · EPS 277.47 |
|---|
Solid Q3 earnings beat driven by aggressive cost control and productivity gains, offsetting modest top-line growth in a recovering Japanese domestic market amidst global volatility.
Business highlights
-
Domestic Demand Recovery
Sales increased 1.7% YoY, supported by improved economic conditions in Japan including wage hikes and inbound tourism, alongside strong demand for high-value lighting products.
-
Cost Structure & Margins
Operating profit surged 20.1% YoY, significantly outpacing sales growth due to successful manufacturing efficiency improvements and strict G&A expense suppression.
-
Strategic Focus: ESG & R&D
Management is prioritizing R&D for 'space creation' lighting and high-efficiency products to capture sustainability trends, though specific volume targets are not yet disclosed.
Financial position
-
Leverage and Equity Ratio
Equity ratio declined to 63.1% despite an increase in absolute net assets.
-
Total Asset Base (Capital Allocation)
Total assets expanded to 74,224 million yen.
-
Net Assets and Resilience
Net assets increased to 46,814 million yen, maintaining a high buffer.
Analyst take
- Management is successfully leveraging a favorable domestic macro backdrop to drive margin expansion through cost discipline rather than volume growth. The disclosure includes standard forward-looking disclaimers but lacks specific details on export performance, leaving a visibility gap regarding exposure to global economic slowdowns.
- The company is structurally expanding its balance sheet, which is positive for growth, but the financing mix is shifting slightly towards liabilities. While the absolute equity level is healthy, the declining equity ratio signals a need for conservative monitoring of leverage levels.
- Japanese lighting manufacturers are benefitting from domestic wage-driven consumption and capex recovery, likely shifting competitive dynamics away from pure price competition toward quality differentiation.
2026年３月期第３四半期決算短信〔日本基準〕(非連結)
アルメタックス (59280)
Financial Results & Forecasts
20260130 16:00
アルメタックス株式会社 (5928) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 6141 | 4 | 141 | 167 |
|---|
| YoY | -5.4% | - | +307.0% | - |
|---|
| Fcst (mil yen) ○ | 8300 | 10 | 170 | 105 |
|---|
| YoY | 0.0% | - | - | +277.7% |
|---|
| Prog | 74.0% | 40.0% | 82.9% | 159.0% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 4.00, Total 8.00 · EPS 10.02 |
|---|
Sales declined amidst weak housing demand but profitability improved significantly due to cost cuts and a one-off gain, turning the company to profit despite a drop in revenue.
Business highlights
-
Core product demand
Sales decreased 5.4% YoY to 6.14 billion yen driven by persistent weakness in new housing material demand.
-
Renovation demand
Orders for renovation materials expanded, supported by government subsidy policies, helping to partially offset the decline in new housing sales.
-
Cost structure
Operating profit turned positive (4 million yen) from a prior-year loss, driven by productivity improvements, business rationalization, and price negotiations.
-
One-off factors
Net profit included a special gain from the sale of policy-holding shares, contributing to the recovery in profitability.
Financial position
-
Leverage and Liabilities
Total assets increased by approximately 4.8%, while net assets grew by only 2.2%, causing total liabilities to rise and the equity ratio to decline.
-
Net Assets and Book Value
Net assets and book value per share (BPS) both increased quarter-over-quarter, supporting shareholder equity levels.
-
Asset Structure
Total assets expanded to 11,771 million JPY, indicating operational or structural growth in the balance sheet footprint.
Analyst take
- The turnaround from a net loss to profit is largely driven by operational efficiency and one-off gains rather than organic revenue growth. Management candidly acknowledges the structural weakness in new housing demand.
- The company maintains a strong balance sheet with a high equity ratio (79.8%), yet the divergence between asset growth and equity growth signals a shift toward utilizing leverage for expansion rather than equity financing.
- The sector faces a cyclical downturn in new construction. However, the renovation market remains a key focus area supported by government intervention.
特別損失（減損損失）の計上及び業績予想の修正に関するお知らせ
Ｇ－Ｗｅｌｂｙ (44380)
Financial Results & Forecasts
20260130 16:00
- Recognized JPY 94 million impairment loss on software assets due to reduced recoverability.
- Revised 2025 Dec period sales forecast to JPY 635 million, down 44.8% from the previous forecast of JPY 1,152 million.
- Revised 2025 Dec period operating profit forecast to a loss of JPY 452 million, down from a loss of JPY 86 million, due to delayed PHR platform orders and product development delays.
- Anticipates revenue growth in 2026 driven by strong PHR platform orders and expanded insurance participation in healthcare solutions.
2026年３月期第３四半期 決算発表補足資料
サンワテクノス (81370)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
投資家のみなさまからのご質問について（2026年１月期 第３四半期決算発表後）
ポールＨＤ (36570)
Financial Results & Forecasts
20260130 16:00
financial results section missing: performance period
通期業績予想の修正に関するお知らせ
大研医器 (77750)
Financial Results & Forecasts
20260130 16:00
- Revenue forecast revised downward to 10,200 million yen due to weaker sales of Cudec Amy PCA, Syringejector PCA, and Balloonjector PCA.
- Net profit forecast revised upward to 880 million yen.
- Operating profit forecast revised upward to 1,250 million yen.
- Profitability improvements attributed to a favorable product mix and controlled manufacturing costs.
2026年３月期 第３四半期決算説明資料
Ｇ－ｖｉｓｕｍｏ (303A0)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
大研医器 (77750)
Financial Results & Forecasts
20260130 16:00
大研医器株式会社 (7775) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 7880 | 1115 | 1115 | 840 |
|---|
| YoY | +2.8% | -15.2% | -15.2% | -12.2% |
|---|
| Fcst (mil yen) ▲ | 10200 | 1250 | 1250 | 880 |
|---|
| YoY | +2.5% | -17.3% | -17.2% | -19.8% |
|---|
| Prog | 77.3% | 89.2% | 89.2% | 95.5% |
|---|
| Dividends ○ 2026年3月期(予想） | YE 11.00, Total 20.00 · EPS 30.63 |
|---|
Sales increased modestly due to strong demand for core products, but operating profitability declined significantly as material cost inflation and increased R&D spending outpaced revenue growth.
Business highlights
-
Core product demand
Sales grew 2.8% YoY, driven by robust performance in Fit-fix (suction) and Cuedex Ami PCA (injectors).
-
Margin compression
Operating profit fell 15.2% YoY despite top-line growth, indicating gross margin erosion due to cost inflation.
-
Cost structure & external environment
Management is prioritizing a cost-competitive production structure and quality assurance to mitigate inflation and labor shortages.
Financial position
-
Leverage and Liabilities
Liabilities contracted significantly by approximately 252 million yen (from 3,666 million to 3,414 million), driving the deleveraging.
-
Net Asset Position
Net assets increased by 181 million yen to 7,696 million yen, representing a year-over-year increase.
-
Total Assets
Total assets decreased slightly by 71 million yen to 11,110 million yen.
-
Capital Structure Strength
Equity ratio strengthened to 69.0%, up 2.1 percentage points from the previous year-end (66.9%).
Analyst take
- The negative operating profit despite sales growth suggests the company is prioritizing volume over immediate margin maximization, investing in production optimization and R&D to protect long-term competitiveness.
- The company successfully deleveraged during the quarter by reducing liabilities more than offsetting the slight asset contraction. This resulted in a robust increase in the equity ratio, signaling a shift toward a more conservative financial profile.
- Medical device manufacturers are facing a 'margin squeeze' where raw material inflation cannot be passed on to cash-strapped healthcare institutions, potentially leading to industry consolidation.
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
Ｇ－ｖｉｓｕｍｏ (303A0)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
洋シヤター (59360)
Financial Results & Forecasts
20260130 16:00
東洋シヤッター株式会社 (5936) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 15626 | 826 | 780 | 501 |
|---|
| YoY | +4.3% | -3.9% | -3.5% | -5.5% |
|---|
| Fcst (mil yen) ○ | 21000 | 1320 | 1240 | 800 |
|---|
| YoY | +0.6% | +1.4% | +2.4% | +0.9% |
|---|
| Prog | 74.4% | 62.6% | 62.9% | 62.6% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 40.00, Total 40.00 · EPS 126.33 |
|---|
Toyo Shutter achieved sales growth (+4.3%) amidst weak order trends (-1.8%), but profit margins compressed significantly due to competitive pressures and inflationary costs, signaling that the new strategic plan has yet to improve bottom-line execution.
Business highlights
-
Orders & Competition
Order intake declined slightly due to fierce competition in mid-to-large projects despite a slow recovery in private equipment investment.
-
Sales Performance
Sales increased driven by the execution of the new 'TOYO ADVANCE 5' strategy and human capital investment.
-
Profitability & Margins
Operating profit declined despite sales growth, driven by rising input costs and promotional spending to secure orders.
Financial position
-
Balance Sheet Expansion
Total assets increased to 19,017 million yen from 18,719 million yen, while net assets rose to 9,779 million yen from 9,493 million yen.
-
Equity Ratio
The equity ratio improved by 0.7 percentage points to 51.4% from 50.7%.
-
Data Limitations
The provided text does not contain data regarding cash flow, working capital movements, specific liabilities, or one-off balance sheet changes.
Analyst take
- The divergence between sales (+4.3%) and profit (-3.9%) indicates that the company is absorbing costs to maintain market share rather than passing them on to customers. Management is candid about the 'wait-and-see' macro environment, which suggests the new strategy will take time to yield returns.
- The balance sheet expanded in the period, with a simultaneous increase in net assets, indicating that asset growth is not reliant on debt financing. The equity ratio remains healthy above 50%.
- The industry remains in a trough with low pricing power, likely leading to consolidation where stronger players with better cost structures will survive.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
三井住友トラストＧ (83090)
Financial Results & Forecasts
20260130 16:00
financial results section missing: performance rows
2026年３月期第３四半期決算短信〔日本基準〕(連結)
ゲンキＧＤＣ (98280)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算補足説明資料
椿本興 (80520)
Financial Results & Forecasts
20260130 16:00
financial results section missing: performance period
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
ゼンリン (94740)
Financial Results & Forecasts
20260130 16:00
株式会社ゼンリン (9474) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 45171 | 692 | 1020 | 509 |
|---|
| YoY | +1.8% | -5.3% | +43.4% | -5.8% |
|---|
| Fcst (mil yen) ○ | 65500 | 4300 | 4400 | 3000 |
|---|
| YoY | +1.8% | +9.6% | +11.8% | +15.1% |
|---|
| Prog | 69.0% | 16.1% | 23.2% | 17.0% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 21.00, Total 42.00 · EPS 56.20 |
|---|
Sales grew modestly (+1.8%) driven by Public Solutions, offsetting a decline in Mobility Solutions; however, operating margins compressed due to personnel costs and unfavorable timing of fixed expenses.
Business highlights
-
Public Solutions resilience
Residential map data supply increased, supported by carryover effects from prior period backlog.
-
Mobility Solutions volatility
Sales and contribution dropped due to the reversal of last year's one-time gains and reduced nav data sales.
-
Operating margin pressure
Operating profit declined despite small sales growth due to rising personnel costs and sales mix changes.
-
Non-core profit drivers
Ordinary profit surged due to dividend income and FX effects, masking weaker organic operating performance.
-
Cost structure timing
Fixed costs are incurred annually but booked ahead of seasonal year-end sales, creating a timing mismatch.
Financial position
-
Leverage and Liabilities
Total assets contracted by 4.0% year-on-year to 70,998 million yen, accompanied by a 3.6% reduction in net assets to 48,063 million yen.
-
Equity Structure and Solvency
Self-capital ratio increased to 67.7% from 67.4%, indicating that the shrinkage in the asset base is being driven by liability reduction rather than equity erosion.
-
Capital Base Scale
The scale of the consolidated balance sheet has decreased quarter-over-quarter as of the third quarter of FY2026.
Analyst take
- Organic growth is tepid (+1.8% sales), but operating profit is under pressure from personnel costs and a reversal of last year's one-off gains in Mobility. The spike in Ordinary profit is purely external (dividents/FX), so the core business narrative remains one of margin compression.
- The balance sheet is undergoing a prudent de-leveraging process. The reduction in total assets paired with a slight increase in the self-capital ratio suggests management is prioritizing balance sheet stability over asset expansion.
- Map data providers face a tough environment balancing structural cost increases (personnel) against cyclical demand swings (Mobility sales).
2026年３月期業績予想の修正及び配当予想の修正（増配）に関するお知らせ
日本電設 (19500)
Financial Results & Forecasts
20260130 16:00
- Revised 2026 consolidated sales forecast to 228.37 billion yen (-0.9%), while raising operating profit to 22.27 billion yen (+26.1%) and net profit to 16.79 billion yen (+25.5%).
- Revised individual 2026 sales forecast to 182.80 billion yen (-1.5%), with operating profit raised to 18.00 billion yen (+33.7%) and net profit to 15.86 billion yen (+31.6%).
- Raised total annual dividend forecast to 115 yen per share, an increase of 23 yen from the previous 92 yen.
- Updated forecasts driven by sustained demand for station redevelopment and data centers, with cost increases reflected in project prices despite some delays.
2026年３月期 第３四半期決算短信〔日本基準〕(非連結)
ＣＯＴＡ (49230)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
積水樹脂 (42120)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
サンワテクノス (81370)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信〔日本基準〕(非連結)
鶴弥 (53860)
Financial Results & Forecasts
20260130 16:00
株式会社鶴弥 (5386) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 4943 | 159 | 282 | 360 |
|---|
| YoY | -6.5% | -34.7% | -41.2% | +11.0% |
|---|
| Fcst (mil yen) ○ | 6700 | 270 | 380 | 430 |
|---|
| YoY | -1.7% | +45.4% | -16.6% | +254.2% |
|---|
| Prog | 73.8% | 58.9% | 74.2% | 83.7% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 6.50, Total 10.50 · EPS 57.16 |
|---|
Revenue fell 6.5% YoY despite cost reductions and new sales hires, driven by a sharp 10%+ drop in housing starts; net profit rose 11% solely due to a one-off land sale, masking severe operating margin compression.
Business highlights
-
Housing Market Downturn
Sales declined 6.5% YoY due to a 10%+ plunge in housing starts and weak demand for high-price homes caused by construction cost inflation and lower real wages.
-
Margin Compression
Gross margin compressed 1.4 p.p. YoY to 73.5% as rising material costs and efficiency investments failed to offset significant cost inflation.
-
SG&A Efficiency
SG&A expenses were reduced 6.6% YoY to 1,150m yen, demonstrating successful discipline despite a difficult operating environment.
-
Profit Quality & One-offs
Net profit increased 11.0% YoY driven by a 233m yen land sale gain, while core operating profit still dropped 34.7% YoY.
-
Strategic Innovation
New product 'Super Try 110 Smart Jun-Ibushi' won an environmental award, signaling a strategic pivot to eco-friendly differentiation.
Financial position
-
Leverage & Solvency
Equity ratio improved to 79.0% from 76.0%, indicating a reduction in financial risk.
-
Net Asset Position
Net assets increased by 306 million JPY year-over-year, reflecting a solid capital base.
Analyst take
- Management is proactively hiring and cutting costs, but the macro environment (building laws, inflation) is overriding these efforts. The net profit increase is a 'cleaning' effect from a land sale, not operational strength. Candor is high regarding the housing start decline, which is a key risk factor.
- The company maintains an exceptionally strong balance sheet with a high equity ratio (>75%), signaling conservative capital management.
- The clay roofing industry faces a structural volume contraction due to regulatory changes and inflation; competitors with better cost structures or green innovation will likely outperform.
2026年3月期 第３四半期決算短信〔日本基準〕（連結）
ｅＢＡＳＥ (38350)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
２０２６年３月期 第３四半期決算短信〔日本基準〕（連結）
日アビオ (69460)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期第3四半期決算短信〔日本基準〕（連結）
ＲＹＯＤＥＮ (80840)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
令和８年３月期 第３四半期決算短信〔日本基準〕（連結）
名工建 (18690)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
連結業績予想及び個別業績予想の修正並びに配当予想の修正（増配）に関するお知らせ
ハウスフリーダム (89960)
Financial Results & Forecasts
20260130 16:00
- Revised consolidated performance forecast for FY2025 (ended Dec 2025) upward due to strong sales in real estate brokerage and new home divisions, and improved leasing business performance.
- Consolidated sales forecast raised to 16.9 billion yen, operating profit to 1.11 billion yen, and net profit to 660 million yen, representing increases of 12.7%, 20.7%, and 32.0% respectively.
- Stated individual performance forecast for FY2025, with sales of 10.76 billion yen and net profit of 630 million yen, exceeding previous year’s actuals.
- Revised annual dividend forecast to 55 yen per share (up 10 yen from 45 yen) to reward shareholders, subject to approval at the March 24, 2026 general meeting.
2026年３月期 第３四半期 決算補足資料
アズワン (74760)
Financial Results & Forecasts
20260130 16:00
- Consolidated sales increased 5.1% year-over-year to 792.04 billion yen, marking 16 consecutive periods of revenue growth.
- Operating profit, ordinary profit, and net profit reached record highs, with operating profit climbing 12.4% to 94.35 billion yen.
- Gross profit margin improved 0.3 percentage points to 30.6% due to enhanced profitability from long-tail and imported goods.
- E-commerce sales grew 10.7% to 273.84 billion yen, achieving 96.1% of the annual target, while Medical sector sales declined 3.1%.
2026年３月期第３四半期決算短信〔日本基準〕(連結)
アズワン (74760)
Financial Results & Forecasts
20260130 16:00
アズワン株式会社 (7476) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 79204 | 9435 | 9723 | 6715 |
|---|
| YoY | +5.1% | +12.4% | +12.2% | +12.4% |
|---|
| Fcst (mil yen) ○ | 108900 | 12510 | 12950 | 8940 |
|---|
| YoY | +5.0% | +7.9% | +7.3% | +8.6% |
|---|
| Prog | 72.7% | 75.4% | 75.1% | 75.1% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 32.00, Total 63.00 · EPS 124.77 |
|---|
Consolidated sales and profits increased solidly in Q3, driven by operating leverage, though specific qualitative drivers remain undisclosed in this snippet.
Business highlights
-
Profitability Expansion
Operating profit growth (+12.4%) outpaced sales growth (+5.1%), indicating positive operational leverage or improved product mix.
-
Information Visibility
Text provided consists only of a standard disclaimer regarding forecast reliability; no business-specific updates or segment details are included.
Financial position
-
Leverage and Net Asset Position
Net assets increased by approximately 1.7 billion yen, significantly boosting the equity ratio to 68.4%.
-
Asset Structure
Total assets contracted slightly compared to the previous fiscal year end, indicating efficient capital allocation.
-
Solvency Metrics
Self-capital ratio improved by nearly 2 percentage points, marking a significant strengthening of the balance sheet.
Analyst take
- The financial results are strong with clear operating leverage, but the lack of qualitative context (e.g., which segments drove growth) makes it difficult to determine if this is a one-time event or sustained improvement.
- The balance sheet is undergoing fortification. The increase in net assets coupled with stable total assets suggests the company is prioritizing equity strength over asset expansion, likely through share repurchases or debt reduction.
- Unable to gauge industry trend impact due to insufficient data.
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
ＸＮＥＴ (47620)
Financial Results & Forecasts
20260130 16:00
株式会社エックスネット (4762) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 4179 | 741 | 729 | 349 |
|---|
| YoY | +5.5% | +15.8% | +16.2% | -17.1% |
|---|
| Fcst (mil yen) ▲ | 5600 | 1000 | 990 | 520 |
|---|
| YoY | +5.6% | +16.2% | +16.6% | -10.6% |
|---|
| Prog | 74.6% | 74.1% | 73.6% | 67.1% |
|---|
| Dividends ▲ 2026年3月期（予想） | YE 25.00, Total 47.50 · EPS 124.40 |
|---|
Revenue increased 5.5% driven by core maintenance and price hikes, while operating profit rose 15.8%. However, net profit decreased 17.1% due to personnel investments and cost absorption measures.
Business highlights
-
Core Maintenance Expansion
Core AMO and SO services revenue grew 9.7% YoY, supported by price adjustments to cover personnel costs and the expansion of core monthly maintenance contracts.
-
New Market Penetration (SO Services)
SO Services revenue increased 9.7% YoY, driven by continued demand from fund managers and successful entry into the life/insurance industry.
-
Product Mix Optimization
Company successfully shifted focus away from unprofitable spot AMO projects toward larger-scale integration and core maintenance.
-
Net Profit Lag
Net profit decreased 17.1% despite operating profit growth, indicating that investments in personnel and cost absorption measures are weighing on net earnings.
Financial position
-
Leverage & Solvency
Equity ratio improved significantly to 51.4% from 43.7% year-over-year.
-
Asset Base Structure
Total assets declined by 718 million JPY (approx. 10.7% YoY) to 5,963 million JPY.
-
Net Asset Position
Net assets increased by 144 million JPY (+4.9% YoY) to 3,065 million JPY.
Analyst take
- Management is executing a clear 'quality over quantity' strategy by exiting low-margin spot work and focusing on core maintenance, which is successfully protecting margins. The expansion into the life/insurance sector for SO services shows promising cross-selling potential.
- The company has executed a significant balance sheet strengthening initiative. Despite a reduction in total assets, the rise in the equity ratio suggests aggressive liability reduction or asset disposal that improved the quality of the balance sheet.
- The asset management industry is undergoing digital transformation; companies that can offer integrated, core-maintenance solutions are better positioned than those relying on one-off implementation projects.
2026年3月期第3四半期決算補足資料
丸文 (75370)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
りそなＨＤ (83080)
Financial Results & Forecasts
20260130 16:00
financial results section missing: performance rows
2025年3月期第3四半期 決算短信〔日本基準〕（連結）
丸文 (75370)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
業績予想の修正に関するお知らせ
名工建 (18690)
Financial Results & Forecasts
20260130 16:00
- Revised consolidated and individual earnings forecasts for the fiscal year ending March 31, 2026.
- Consolidated sales forecast remains 98.0 billion yen, while operating profit increased by 1.0 billion yen to 6.5 billion yen (+18.2%).
- Consolidated net profit attributable to parent increased by 1.15 billion yen to 5.2 billion yen (+28.4%).
- Individual forecast shows sales unchanged at 96.0 billion yen, with operating and net profits increasing by 1.0 billion yen and 1.15 billion yen, respectively.
- Revisions attributed to improved construction profits from selective contract acceptance and active construction cost compression.
配当予想の修正（増配）および、資本コストや株価を意識した経営の実現に向けた対応の取り組み状況に関するお知らせ
名工建 (18690)
Financial Results & Forecasts
20260130 16:00
- FY2028 final dividend forecast revised to 54 yen, up 12 yen from the previous estimate of 42 yen.
- Total dividend forecast increased to 87 yen (33 yen interim, 54 yen final) to align with progressive dividend policies.
- The company aims for a dividend payout ratio of approximately 30% for FY2027.
- Management is discussing strategies mindful of capital costs and stock prices, with details expected around May 2026.
2026年3月期第3四半期決算短信〔日本基準〕（連結）
日缶 (59050)
Financial Results & Forecasts
20260130 16:00
financial results section missing: performance period
2026年３月期 第３四半期決算短信[日本基準](連結)
中央魚 (80300)
Financial Results & Forecasts
20260130 16:00
中央魚類株式会社 (8030) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 123380 | 3110 | 3533 | 2703 |
|---|
| YoY | +5.3% | -2.0% | +1.1% | +4.4% |
|---|
| Fcst (mil yen) ○ | 150000 | 3300 | 3600 | 2500 |
|---|
| YoY | +0.1% | +2.2% | +2.6% | -13.8% |
|---|
| Prog | 82.3% | 94.2% | 98.1% | 108.1% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 120.00, Total 120.00 · EPS 625.87 |
|---|
Revenue grew modestly, but a decline in operating profit indicates margin compression, while net profit improvement is likely driven by non-operating factors rather than core operations.
Business highlights
-
Revenue Growth
Sales increased 5.3% year-on-year, suggesting underlying demand resilience or pricing power.
-
Operating Profit
Operating profit declined 2.0% despite revenue growth, signaling cost inflation or margin erosion.
-
Net Profit Composition
Net profit rose 4.4% YoY, likely driven by non-operating gains or FX effects rather than core business improvements.
Financial position
-
Leverage & Solvency
Equity ratio declined from 42.9% to 37.7%.
-
Asset Expansion
Total assets increased by approximately 27% year-over-year.
-
Net Asset Growth
Net assets increased by 11%.
Analyst take
- Management provided only a boilerplate disclaimer regarding forward-looking statements without disclosing specific operational drivers or margin targets. The disconnect between revenue growth (+5.3%) and operating margin contraction (-2.0%) is a key negative signal. The net profit beat is likely a one-time benefit.
- The balance sheet is undergoing a structural shift from a conservative, asset-light posture (42.9% equity ratio) to a higher leverage structure (37.7% equity ratio).
- Margin pressure appears to be a broader issue affecting the company, suggesting a challenging macro environment for cost management.
2026年9月期 第1四半期決算短信〔日本基準〕（連結）
ユーラシア (93760)
Financial Results & Forecasts
20260130 16:00
株式会社ユーラシア旅行社 (9376) FY2026 Q1 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 1138 | 4 | - | -5 |
|---|
| YoY | +16.8% | - | - | - |
|---|
| Fcst (mil yen) ○ | 5150 | 141 | 141 | 115 |
|---|
| YoY | +7.6% | +22.5% | +13.8% | +1.0% |
|---|
| Prog | 22.1% | 2.8% | 0.0% | -4.3% |
|---|
| Dividends ○ 2026年9月期（予想） | 2Q 25.00, YE 25.00, Total 50.00 · EPS 31.17 |
|---|
Revenue grew 16.8% YoY driven by the 40th-anniversary product lineup and price increases in overseas package tours, resulting in an operating profit turnaround after last year's loss. The company also reaffirmed its dividend target and secured sufficient hiring for the year.
Business highlights
-
Overseas Package Tour Demand
Overseas package tour revenue surged in October with a 12% increase in participants and a 5% price hike.
-
Profitability Turnaround
Achieved operating profit of 4 million yen in the first quarter after a loss of 31 million yen last year.
-
Dividend Policy & Valuation
Stock price has risen following the announcement of a new medium-term plan targeting a DOE (Dividend Payout Ratio) of 10% or higher.
-
HR Capacity Planning
Hiring plans for April 2026 are confirmed to be at levels equal to or exceeding last year's numbers.
Financial position
-
Asset Structure
Total assets decreased by 126 million yen, driven by a structural reduction in net assets.
-
Liabilities & Leverage
Liabilities decreased by 34 million yen, which exceeded the reduction in equity to slightly improve the debt-to-asset ratio.
-
Capital Allocation
The reduction in net assets indicates active capital deployment, likely via share buybacks or asset sales.
Analyst take
- Management successfully executed its 40th-anniversary strategy, evidenced by double-digit sales growth and a profitable quarter. The turnaround from an operating loss to profit is a key improvement, and management candor is evident in linking the stock price rise to the new dividend policy.
- The balance sheet remains solid with a healthy equity ratio (56.7%), though the company is actively reducing its scale.
- The travel sector demonstrates resilience to macro risks, with demand likely supported by wage growth and consumer focus on packaged experiences.
2026年3月期 第3四半期決算短信〔日本基準〕（非連結）
ヤスハラケミ (49570)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
配当予想の修正（増配）及び株主優待制度の継続に関するお知らせ
ＸＮＥＴ (47620)
Financial Results & Forecasts
20260130 16:00
- Revised FY2026 annual dividend forecast to 25 yen per share.
- Increased total dividend forecast by 2.5 yen per share.
- Established new dividend policy prioritizing stable and active returns without dividend cuts.
- Decided to continue the shareholder benefit system for the next medium-term management plan.
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
椿本興 (80520)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
タクミナ (63220)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
アイネス (97420)
Financial Results & Forecasts
20260130 16:00
株式会社アイネス (9742) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 25212 | -734 | -564 | -465 |
|---|
| YoY | -10.4% | - | - | - |
|---|
| Fcst (mil yen) ○ | 39000 | 1400 | 1500 | 1000 |
|---|
| YoY | -3.9% | -60.4% | -58.4% | -59.0% |
|---|
| Prog | 64.6% | -52.4% | -37.6% | -46.5% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 30.00, Total 55.00 · EPS 48.05 |
|---|
Sales declined double-digits driven by transitional delays in public sector standardization and reduced financial system projects, leading to a period loss. Management is pivoting to high-value AI-driven next-generation solutions to offset revenue declines.
Business highlights
-
Public sector revenue decline
Sales in the public sector dropped 14.2% due to delays in standardization migrations and regulatory changes.
-
Financial sector and outsourcing exit
Private sector sales fell 7.3% due to lower financial systems development and partial withdrawal from outsourcing services.
-
Hardware sales collapse
Hardware sales plummeted 62.8% as the company shifts focus away from low-margin hardware distribution.
-
Next-generation solution investment
R&D focus is shifting to the next-gen version of 'WebRings' with No-Code and AI agent features to drive differentiation.
Financial position
-
Leverage and Asset Structure
Total assets decreased significantly by 7.17 billion yen (approx. 12.6%) year-on-year, indicating active deleveraging.
-
Equity Ratio
Equity ratio improved sharply from 69.1% to 76.2% (+7.1 percentage points), demonstrating strong financial resilience.
-
Net Assets Quality
Net assets decreased modestly by 1.42 billion yen, suggesting that asset reduction was primarily funded by debt repayment rather than equity dilution.
-
Working Capital and Cash Flow
Data insufficient to assess working capital movements or the relationship between cash generation and accounting profit.
Analyst take
- The current profit and loss results represent a 'transition cost' phase rather than a cyclical downturn. Management candidly attributes the public sector slump to necessary infrastructure standardization, while the financial sector decline appears to be specific contract exits. The company is investing heavily in AI capabilities to modernize its legacy government systems.
- The company is demonstrating a structural improvement in balance sheet strength through aggressive asset reduction, resulting in a very high equity ratio of 76.2%.
- The IT public sector faces a structural shift towards standardization and AI, which benefits firms with strong technological capabilities but penalizes those slow to adapt. The exit from hardware distribution aligns with the industry trend of moving from product sales to service-based revenue.
2026年3月期 第3四半期決算短信〔日本基準〕（非連結）
センチュリー２１ (88980)
Financial Results & Forecasts
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
大光銀 (85370)
Financial Results & Forecasts
20260130 16:00
financial results section missing: performance period
業績予想の修正および期末配当予想の修正（増配）に関するお知らせ
電算 (36400)
Financial Results & Forecasts
20260130 15:50
- Revised FY2026 earnings forecast upwards. Sales forecast raised to 27.85 billion yen, operating profit to 630 million yen, and net profit to 450 million yen (all record highs).
- Increased year-end dividend forecast by 40 yen to 123 yen per share. Total annual dividend forecast set at 140 yen per share.
- Revised forecast driven by strong public sector standard system deliveries and increased orders for medical systems and equipment.
- Management strategy prioritizes shareholder returns, utilizing record high earnings to implement a dividend increase.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
電算 (36400)
Financial Results & Forecasts
20260130 15:50
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
業績予想の修正に関するお知らせ
ＫＨネオケム (41890)
Financial Results & Forecasts
20260130 15:50
- Revised FY2025 consolidated revenue forecast down 9.7% to 115.0 billion yen.
- Revised FY2025 operating profit down 20.0% to 11.2 billion yen and net profit down 23.0% to 7.7 billion yen.
- Lowered forecast due to weak domestic demand, cheaper imports, and prolonged inventory adjustment in refrigeration oil raw materials.
- FY2026 operating profit expected to increase YoY to approximately 13.0 billion yen.
- Dividend forecast for 2025 remains unchanged; formal 2025 forecast announced Feb 6, 2026.
2026年6月期 第2四半期（中間期）決算短信〔日本基準〕 （連結）
レーザーテック (69200)
Financial Results & Forecasts
20260130 15:45
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 配当予想の修正に関するお知らせ
システムリサーチ (37710)
Financial Results & Forecasts
20260130 15:45
- Revised the annual dividend per share forecast for the fiscal year ending March 2026 from 60 yen to 70 yen.
- Increased the final dividend per share by 10 yen compared to the previous forecast.
- The revision aligns with the company’s policy of targeting a 40% payout ratio for shareholder returns.
2026年３月期通期連結業績予想及び期末配当予想の修正に関するお知らせ
ブルボン (22080)
Financial Results & Forecasts
20260130 15:45
- Bourbon Corporation revised its fiscal year ending March 2026 consolidated forecast.
- Sales forecast increased to 119.7 billion yen, supported by strong performance in mainstay biscuit products.
- Operating profit forecast increased to 7.3 billion yen due to sales growth and cost efficiency measures.
- Net profit forecast increased to 5.7 billion yen, reflecting a 32.6% increase from previous estimates.
- Annual dividend forecast increased to 42 yen per share, raised by 2 yen from the prior projection.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ブルボン (22080)
Financial Results & Forecasts
20260130 15:45
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信〔日本基準〕(連結)
システムリサーチ (37710)
Financial Results & Forecasts
20260130 15:45
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年6月期通期業績予想の修正に関するお知らせ
レーザーテック (69200)
Financial Results & Forecasts
20260130 15:45
- Revised FY2026 (June 2026 period) performance forecast.
- Raised sales forecast to 220 billion yen and operating profit to 10 billion yen.
- Increased net profit forecast to 7.2 billion yen.
- Revision driven by earlier product sales recognition and FX impact.
- Changed FX assumption to 145 JPY/USD from 135 JPY/USD.
剰余金の配当（中間配当）に関するお知らせ
レーザーテック (69200)
Financial Results & Forecasts
20260130 15:45
- Interim dividend set at 132 JPY per share for record date ending December 31, 2025.
- Total dividend forecast for fiscal year 2025 remains 329 JPY per share.
- Dividend payout ratio target maintained at 35%.
- Payment scheduled for March 12, 2026.
2026年3月期配当予想の修正（特別配当）に関するお知らせ
アルゴグラフ (75950)
Financial Results & Forecasts
20260130 15:45
- Accepted SCSK tender offer, resulting in 16,032 million yen special profit.
- Revised 2026 fiscal year dividend forecast to 60 yen per share total.
- Consists of 20 yen ordinary dividend and 40 yen special dividend.
- Previous forecast was 20 yen per share.
2026年３月期第３四半期決算短信〔日本基準〕(連結)
アルゴグラフ (75950)
Financial Results & Forecasts
20260130 15:45
株式会社アルゴグラフィックス (7595) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 48893 | 6967 | 7382 | 16185 |
|---|
| YoY | -2.2% | -7.1% | -7.3% | +207.0% |
|---|
| Fcst (mil yen) ○ | 73700 | 10750 | 11330 | 18831 |
|---|
| YoY | +6.0% | +5.4% | +3.8% | +152.9% |
|---|
| Prog | 66.3% | 64.8% | 65.2% | 85.9% |
|---|
| Dividends ▲ 2026年3月期(予想) | YE 60.00 · EPS 258.59 |
|---|
Sales and operating profit declined, while net profit surged due to a one-time adjustment, masking underlying margin pressure from global trade headwinds.
Business highlights
-
Sales & Margin Pressure
Sales decreased 2.2% and operating profit declined 7.1% on a consolidated basis.
-
Net Profit Disparity
Net profit surged 207% due to a significant one-time profit adjustment unrelated to core operations.
-
Macro Environment Outlook
Domestic economy shows resilience in employment/income, but long-term visibility remains clouded by external uncertainties.
Financial position
-
Leverage and Solvency
Equity ratio declined to 59.4% from 66.1%.
-
Net Asset Value
Total equity base fell to 46,083 million yen from 57,188 million yen.
-
Asset Structure
Total assets decreased to 77,524 million yen from 86,490 million yen.
Analyst take
- Management attributes the decline in operating profit to external factors (inflation/tariffs) rather than internal operational missteps, which is a reasonable stance given the environment. However, the massive divergence between operating profit (-7.1%) and net profit (+207%) clearly signals a one-off financial impact, likely tax-related, rather than a fundamental improvement in earnings power.
- The balance sheet is contracting significantly, with total equity dropping at a faster pace than total assets, driving the equity ratio below the 60% threshold.
- Japanese exporters and manufacturers are facing significant headwinds from US trade policy and global inflation, putting pressure on pricing power and margins.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
日本ライフライン (75750)
Financial Results & Forecasts
20260130 15:40
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期通期 連結業績予想の修正に関するお知らせ
八洲電機 (31530)
Financial Results & Forecasts
20260130 15:40
- Revised consolidated sales forecast to 7.5 billion yen (+1.4%).
- Revised operating profit forecast to 710 million yen (+7.6%).
- Revised net profit forecast to 490 million yen (+6.5%).
- Revision driven by strong demand in public/equipment and plant businesses.
2026年３月期 第３四半期決算説明資料
ｓａｎｔｅｃＨＤ (67770)
Financial Results & Forecasts
20260130 15:40
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期第3四半期決算短信〔日本基準〕（連結）
日車輌 (71020)
Financial Results & Forecasts
20260130 15:40
no text extracted from PDF
2026年３月期連結業績予想の修正および期末配当予想の修正に関するお知らせ
ｓａｎｔｅｃＨＤ (67770)
Financial Results & Forecasts
20260130 15:40
- Revised FY2026 consolidated sales forecast to 3,000 million yen and net profit attributable to equity holders to 6,400 million yen.
- Revised operating profit forecast to 930 million yen and ordinary profit to 9,750 million yen.
- Revised year-end dividend forecast to 200 yen per share, up 50 yen from previous expectations.
- Upward revisions attributed to strong optical measuring equipment sales and a revised average exchange rate to 150 yen per USD.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ｓａｎｔｅｃＨＤ (67770)
Financial Results & Forecasts
20260130 15:40
ｓａｎｔｅｃＨｏｌｄｉｎｇｓ株式会社 (6777) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 21248 | 6836 | 7238 | 5101 |
|---|
| YoY | +22.7% | +26.1% | +21.7% | +27.5% |
|---|
| Fcst (mil yen) ▲ | 30000 | 9300 | 9750 | 6400 |
|---|
| YoY | +24.9% | +25.2% | +23.6% | +26.3% |
|---|
| Prog | 70.8% | 73.5% | 74.2% | 79.7% |
|---|
| Dividends ▲ 2026年3月期（予想） | YE 125.00, Total 200.00 · EPS 544.20 |
|---|
Strong double-digit growth across sales, operating profit, and net income in Q3 FY2026, though qualitative drivers were limited to a standard risk disclaimer in the text.
Business highlights
-
Revenue Growth
Sales increased 22.7% year-over-year to 21,248 million yen.
-
Profitability Expansion
Operating profit rose 26.1% to 6,836 million yen.
-
Net Income
Net profit surged 27.5% to 5,101 million yen.
Financial position
-
Leverage and Capital Structure
Self-capital ratio decreased slightly from 72.6% to 69.7%.
-
Asset Growth and Allocation
Total assets grew by 6.1 billion yen (+20.5%) to 35.6 billion yen.
-
Net Asset Quality
Net assets increased by 3.4 billion yen (+15.8%) to 24.8 billion yen.
Analyst take
- The provided text is limited to a boilerplate disclaimer regarding forward-looking statements and does not disclose specific business drivers (e.g., FX tailwinds, export volume, or mix changes) necessary to assess the sustainability of growth.
- The balance sheet demonstrates high resilience with a robust equity ratio (69.7%). The company is aggressively expanding its asset base while simultaneously growing equity, suggesting a disciplined approach to capital allocation.
- The strong financials suggest positive sector momentum, though the underlying cause cannot be determined from the current disclosure.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
八洲電機 (31530)
Financial Results & Forecasts
20260130 15:40
八洲電機株式会社 (3153) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 44742 | 3533 | 3635 | 2363 |
|---|
| YoY | +22.3% | +118.7% | +113.5% | +101.3% |
|---|
| Fcst (mil yen) ▲ | 75000 | 7100 | 7200 | 4900 |
|---|
| YoY | +13.5% | +35.2% | +34.0% | +22.1% |
|---|
| Prog | 59.7% | 49.8% | 50.5% | 48.2% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 45.00, Total 45.00 · EPS 230.13 |
|---|
Record Q3 results with margin expansion outpacing sales growth, though qualitative drivers remain entirely undisclosed in the management discussion.
Business highlights
-
Sales Momentum
Sales increased 22.3% year-over-year, driven by unidentified volume or mix shifts.
-
Profitability Expansion
Operating profit surged 118.7% YoY, significantly outpacing sales growth.
-
Management Visibility
Management provided no insight into the drivers behind the outperformance, only standard boilerplate forward-looking disclaimers.
Financial position
-
Leverage
Equity ratio surged to 58.3% from 47.7%.
-
Asset Structure
Total assets declined by approximately 7,937 million JPY.
-
Net Asset Quality
Net assets increased by approximately 2,140 million JPY.
Analyst take
- While the financials signal strong execution, the analyst cannot determine if the massive profit spike is due to cost cutting, pricing, or one-off items. The lack of candor is concerning.
- The company is aggressively deleveraging, evidenced by a sharp drop in total assets offset by a rise in equity ratio.
- Cannot draw peer comparisons or industry trend inferences from this specific disclosure.
2026年3月期第3四半期決算短信〔日本基準〕(連結)
芝浦機械 (61040)
Financial Results & Forecasts
20260130 15:40
芝浦機械株式会社 (6104) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 92719 | 1875 | 2812 | 1944 |
|---|
| YoY | -30.3% | -85.7% | -79.3% | -84.2% |
|---|
| Fcst (mil yen) ○ | 140000 | 5000 | 5000 | 3300 |
|---|
| YoY | -16.8% | -64.5% | -64.5% | -73.8% |
|---|
| Prog | 66.2% | 37.5% | 56.2% | 58.9% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 70.00, Total 140.00 · EPS 139.58 |
|---|
Consolidated orders rebounded (+15.6%), but sales collapsed (-30.3%) due to China EV inventory correction and weak auto investment, causing a severe profit shock (-85.7% op profit). The resilience of high-margin Machine Tools (+9.8x profit) provided some relief, though management admits 2027 targets are likely missed.
Business highlights
-
Molding Machine Performance
Orders increased (+13.3%) but Sales plummeted (-38.3%) as China EV separator inventory correction and global auto investment pause hit volume.
-
Machine Tools Recovery
Orders (+23.7%) and Sales (+21.7%) surged, with Operating Profit exploding (+9.8x) driven by AI/Server (China) and Energy (Semiconductor) demand.
-
Strategic Pivot & Outlook
Management disclosed 2027 targets are likely missed and launched 'Emergency Response' to accelerate shift towards System Engineering and DX.
-
Control Machinery Weakness
Sales dropped (-23.6%) despite order growth (+4.9%), resulting in a segment loss (-4.2B yen), driven by domestic electronic control weakness.
Financial position
-
Leverage and Equity Quality
Equity ratio improved significantly to 65.4% from 58.7%, driven by a contraction in total assets and a slight increase in net assets.
-
Asset Base Structure
Total assets contracted by approximately 15.9 billion yen (7.9%) year-over-year, signaling a prudent reduction in the asset base.
-
Net Asset Position
Net assets increased to 120.1 billion yen, contributing to the strengthened balance sheet position despite the asset contraction.
Analyst take
- The massive divergence between Molding (inventory correction) and Machine Tools (structural demand) is the key narrative. Despite the profit drop, the profit rebound in Machine Tools suggests the company's product mix is improving, though this is currently being overwhelmed by the sheer volume collapse in Molding and Control segments.
- The company has effectively deleveraged its balance sheet, achieving a very high equity ratio of 65.4%. The reduction in total assets aligns with a conservative asset management approach.
- China's EV supply chain is pausing for inventory correction, while industrial AI hardware demand remains robust. This bifurcation creates winners and losers within the industrial machinery space.
2026年３月期第３四半期決算短信〔日本基準〕(非連結)
ジーダット (38410)
Financial Results & Forecasts
20260130 15:40
株式会社ジーダット (3841) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 1502 | 156 | 164 | 120 |
|---|
| YoY | -1.2% | -4.8% | -17.8% | -16.4% |
|---|
| Fcst (mil yen) ○ | 2200 | 290 | 300 | 220 |
|---|
| YoY | +6.7% | +12.8% | +3.4% | +3.1% |
|---|
| Prog | 68.3% | 53.8% | 54.7% | 54.5% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 40.00, Total 40.00 · EPS 57.15 |
|---|
Revenue remained flat due to the absence of large-scale projects versus the previous year, while profitability declined due to sales volume drops and wage increases, despite growth in dev services and strategic AI initiatives.
Business highlights
-
Top-line performance
Sales decreased by 1.2% due to the lack of large projects compared to the previous year, despite growth in dev service revenue.
-
Profitability pressure
Operating profit decreased despite dev service growth, driven by lower sales volume and increased wage costs.
-
Product innovation (AI)
Released SX-Meister V20.0 focusing on AI-driven design automation and layout efficiency improvements.
-
Strategic expansion (Education)
Partnered with Kawasaki IT to launch a cloud-based version of SX-Meister for educational institutions.
-
Industry dichotomy
Market remains split between strong AI semiconductor demand and weak demand for consumer/industrial devices.
Financial position
-
Net Assets & Capital Allocation
Net assets declined by 34 million yen (0.9%) to 3,560 million yen, while total assets increased by 83 million yen (1.9%) to 4,356 million yen.
-
Debt Levels & Leverage
Debt increased by 117 million yen (17.2%) to 796 million yen, causing the equity ratio to fall from 84.1% to 81.7%.
Analyst take
- Management is taking proactive steps to pivot toward AI and education sectors, but current results are hampered by a cyclical downturn in traditional markets and rising internal costs. The candor is high regarding the macro headwinds, though the lack of new large orders is a near-term risk.
- The balance sheet remains robust with a very high equity ratio (81.7%), indicating a conservative financial structure. The slight decline in net assets alongside asset growth suggests the company is distributing capital or managing liquidity, while the rise in debt supports asset expansion.
- The bifurcation in semiconductor demand is evident; companies must specialize in high-growth areas (AI) to survive the slow-down in general electronics.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
スクリン (77350)
Financial Results & Forecasts
20260130 15:35
株式会社SCREENホールディングス (7735) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 425352 | 77439 | 78846 | 54946 |
|---|
| YoY | -7.5% | -23.0% | -23.0% | -21.0% |
|---|
| Fcst (mil yen) ○ | 621000 | 117000 | 117000 | 88000 |
|---|
| YoY | -0.7% | -13.8% | -15.4% | -11.5% |
|---|
| Prog | 68.5% | 66.2% | 67.4% | 62.4% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 157.00, Total 280.00 · EPS 930.90 |
|---|
Group earnings underperformed relative to the recovering semiconductor and FPD industry backdrop, with sales down 7.5% and operating profit down 23% due to volume decline and fixed cost expansion.
Business highlights
-
Margin compression
Operating profit dropped 23% YoY, significantly widening the margin contraction despite a 7.5% sales decline.
-
Industry vs. Execution
Positive industry tailwinds (semiconductor capex, FPD recovery) are not yet translating into group sales performance.
-
Macro uncertainty
Sales decreased driven by global economic foot-dragging and increased uncertainty regarding US trade policies.
Financial position
-
Leverage and Net Asset Growth
Net assets increased by approximately 22.6 billion yen, significantly outpacing the modest growth in total assets, indicating a strengthening balance sheet structure.
-
Equity Ratio
The self-capital ratio improved from 62.7% to 65.4%, demonstrating a higher proportion of equity relative to total assets.
-
Total Assets
Total assets increased by approximately 0.9% to 677.1 billion yen, showing stable but controlled expansion.
Analyst take
- The 23% profit decline versus a 7.5% sales drop implies a gross margin hit, contradicting the positive industry commentary. Management candor is standard (standard disclaimer used), but the disconnect between the improving industry outlook and current results is a key concern.
- The company is actively deleveraging or retaining earnings to bolster equity, resulting in a materially improved equity ratio despite slight asset inflation.
- The semiconductor and FPD capex cycles are likely to turn positive in the near term, supporting the medium-term investment thesis, but execution timing will be critical.
2026年３月期第３四半期決算短信〔日本基準〕(連結)
アサガミ (93110)
Financial Results & Forecasts
20260130 15:35
アサガミ株式会社 (9311) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 30255 | 2356 | 2479 | 1573 |
|---|
| YoY | -1.3% | +37.1% | +34.5% | +39.2% |
|---|
| Fcst (mil yen) ▲ | 38863 | 2502 | 2618 | 1710 |
|---|
| YoY | -0.2% | +29.7% | +27.3% | +45.7% |
|---|
| Prog | 77.9% | 94.2% | 94.7% | 92.0% |
|---|
| Dividends ○ 2026年3月期 | - · EPS 1209.21 |
|---|
Revenue dipped slightly (-1.3%) amid broad industry headwinds, yet operating profit surged (+37.1%) driven by successful cost management and margin expansion in logistics and real estate.
Business highlights
-
Operating margin expansion
Operating profit jumped 37% on flat sales figures.
-
Logistics sector headwinds
Logistics environment remains severe with high input costs and labor shortages.
-
Printing segment divergence
Wedding sector recovery is lagging, while New Year/Greeting and newspaper volumes continue to decline.
-
Real estate tailwinds
Central Tokyo office vacancy rates are falling and rents are rising.
Financial position
-
Leverage and Asset Accumulation
Total assets expanded by 12.2% to 49,651 million JPY, significantly outpacing the 9.4% growth in net assets.
-
Financial Structure and Solvency
Net assets increased to 23,325 million JPY, but the equity ratio declined to 46.7% from 47.9%.
Analyst take
- The sharp profit increase despite flat revenue suggests management is effectively extracting value through cost rationalization ('appropriate profit') rather than volume growth. The explicit focus on returning to core principles indicates a disciplined turnaround strategy.
- The balance sheet demonstrates aggressive asset expansion relative to equity, diluting the financial structure slightly despite an increase in absolute net asset value.
- The divergence between resilient high-margin segments (Logistics/Real Estate) and declining volume-based traditional printing underscores industry consolidation trends.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
新光商 (81410)
Financial Results & Forecasts
20260130 15:35
新光商事株式会社 (8141) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 70428 | 779 | 1057 | 839 |
|---|
| YoY | -24.2% | -53.8% | -38.8% | -19.3% |
|---|
| Fcst (mil yen) ○ | 107500 | 1000 | 1000 | 730 |
|---|
| YoY | -7.3% | +56.8% | +72.9% | +44.5% |
|---|
| Prog | 65.5% | 77.9% | 105.7% | 114.9% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 6.50, Total 12.50 · EPS 24.54 |
|---|
Significant revenue contraction and margin compression reported with no specific qualitative drivers disclosed in the MD&A.
Business highlights
-
Revenue Performance
Sales declined 24.2% YoY driven by broad-based demand weakness, though specific causes remain undisclosed.
-
Profitability
Operating profit cratered 53.8% YoY, highlighting severe margin compression and reversal of operating leverage.
Financial position
-
Leverage & Liabilities
Equity ratio declined to 62.5% due to asset expansion outpacing equity accumulation.
-
Capital Structure
Balance sheet expanded significantly with strong equity coverage.
-
Net Asset Position
Net assets increased quarter-over-quarter, though at a slower pace than total assets.
Analyst take
- Management provided a standard disclaimer regarding forecast risks but failed to explain the root causes of the steep decline. The lack of qualitative commentary regarding specific drivers (e.g., exchange rates, raw material costs) raises transparency concerns.
- The company maintains a strong balance sheet with a high equity ratio (62.5%), but the slight deterioration in the ratio signals a shift toward leveraging the balance sheet to support asset growth rather than relying solely on internal capital generation.
- Suggests sector-wide headwinds affecting the entire portfolio, rather than isolated unit issues.
2026年3月期第3四半期決算短信〔日本基準〕（連結）
イマジニア (46440)
Financial Results & Forecasts
20260130 15:31
イマジニア株式会社 (4644) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 4240 | 1 | 535 | 353 |
|---|
| YoY | -11.7% | -99.6% | -32.9% | -33.2% |
|---|
| Fcst (mil yen) ○ | 6250 | 365 | 720 | 460 |
|---|
| YoY | -3.6% | -20.4% | -22.1% | -23.7% |
|---|
| Prog | 67.8% | 0.3% | 74.3% | 76.7% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 35.00, Total 60.00 · EPS 47.73 |
|---|
Revenue and operating profit are declining sharply despite aggressive R&D investment and new game launches, indicating a lag in hit content creation.
Business highlights
-
New Game Pipeline
Launched Switch titles but failed to replace legacy revenue, causing sales to fall 11.7% and operating profit to plunge 99.6%.
-
R&D Strategy
Management is increasing R&D spending to target 'hit content' in consumer and smartphone games.
-
Macroeconomic Environment
Japan economy recovering slowly with downside risks from US trade policy and inflation.
Financial position
-
Leverage and Liabilities
Total liabilities decreased by approximately 306 million yen, indicating a reduction in debt or financial obligations.
-
Equity Ratio
Equity ratio strengthened to 91.3%, an increase of 1.8 percentage points from the previous quarter.
-
Asset Base Size
Total assets contracted by 429 million yen, suggesting a potential reduction in scale or asset optimization.
-
Net Assets Quality
Net assets remain robust at approximately 12,045 million yen, with the equity ratio comfortably above the conservative 90% threshold.
Analyst take
- Management is trading current cash flow for future potential, but the execution risk is high. The near-zero operating profit suggests the new titles are not monetizing effectively.
- The balance sheet has strengthened significantly over the quarter through deleveraging. The company is actively reducing its liability base while maintaining a very high equity ratio, characteristic of a conservative financial posture.
- Japanese content studios face intense pressure to replace aging IP with global hits in a saturated market.
特別損失の計上及び業績予想の修正に関するお知らせ
高島屋 (82330)
Financial Results & Forecasts
20260130 15:30
- The company expects to record a special loss of 38.98 billion yen from the cancellation of 2028 maturity Euro-yen convertible bonds.
- Consolidated net profit forecast for FY2026 Q2 is revised down by 27 billion yen to 13 billion yen.
- Individual net profit forecast for FY2026 Q2 is revised down by 27 billion yen to 400 million yen.
- The specific loss amount is expected to be finalized on February 24, 2026.
配当予想の修正（増配）に関するお知らせ
光・彩 (78780)
Financial Results & Forecasts
20260130 15:30
- Company raised annual dividend forecast by 5 yen per share to 30 yen per share for the fiscal year ending March 2026.
- Adjustment applies to ordinary dividends.
- Decision made at a temporary board meeting on January 30, 2026.
2026年３月期 第３四半期 決算補足資料
東映アニメ (48160)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔米国基準〕（連結）
野村 (86040)
Financial Results & Forecasts
20260130 15:30
financial results section missing: forecast rows
2026年３月期 第３四半期 決算計数資料
東映アニメ (48160)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
奥田グループCEO決算コメントおよびハイライト（2026年3月期第3四半期 連結決算）
野村 (86040)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2026年6月期第2四半期累計期間の業績予想と実績値との差異に関するお知らせ
タウンニュース (24810)
Financial Results & Forecasts
20260130 15:30
- Digital and promotional businesses performed well, while print-related business sales fell short of forecasts due to slower progress in proposal sales and ad demand.
- Operating profit, ordinary profit, and mid-term net profit all exceeded forecasts by 20.1%, 26.8%, and 32.4% respectively.
- Cost reduction efforts, including staff cost adjustments and print page optimization, drove the profit beats despite lower sales.
- The full-year earnings forecast for fiscal 2026 remains unchanged.
2026年３月期（第42期）第３四半期 決算補足資料
テクマト (37620)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔ＩＦＲＳ〕（連結）
テクマト (37620)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
特別損失の計上及び通期連結業績予想の修正に関するお知らせ
スクロール (80050)
Financial Results & Forecasts
20260130 15:30
- Recognized 851 million yen special loss from exiting parallel import e-commerce business.
- Consolidated sales forecast remains unchanged at 87 billion yen.
- Operating and ordinary profit forecasts increased; net profit forecast decreased to 2.8 billion yen.
- Dividend forecast remains unchanged at 59 yen per share.
2026年３月期 第３四半期決算説明資料
スクロール (80050)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信〔日本基準〕(連結)
アコム (85720)
Financial Results & Forecasts
20260130 15:30
アコム株式会社 (8572) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 251268 | 81984 | 82196 | 68688 |
|---|
| YoY | +6.1% | +9.8% | +9.6% | +46.4% |
|---|
| Fcst (mil yen) ○ | 331800 | 88600 | 88900 | 72200 |
|---|
| YoY | +4.4% | +51.3% | +50.9% | +124.8% |
|---|
| Prog | 75.7% | 92.5% | 92.5% | 95.1% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 10.00, Total 20.00 · EPS 46.09 |
|---|
Revenue grew 6.1% driven by interest income, while profit beat expectations largely due to a tax classification adjustment; management is prioritizing overseas expansion and credit card rebranding to offset domestic cost inflation.
Business highlights
-
Interest income & cost structure
Revenue increased 6.1% due to higher interest income, offsetting a 4.4% rise in expenses driven by wage hikes and bad debt provisions.
-
Overseas expansion
ASEAN operations in Thailand, Philippines, and Malaysia are seeing growth driven by rising personal and inbound consumption.
-
Credit card rebranding
Initiated a 'reconstruction of perception' strategy to improve new customer acquisition and accelerate approval speeds.
-
Asset quality improvement
Interest claims (delinquencies) are steadily decreasing, signaling improving credit risk despite external economic volatility.
Financial position
-
Leverage and Liabilities
Liabilities increased by 27.5 billion JPY (3.5%) to 804.9 billion JPY, while total assets rose 4.7% to 1,556.9 billion JPY.
-
Net Assets / Equity Quality
Net assets rose by 42.9 billion JPY (6.1%) to 752.0 billion JPY, growing faster than the asset base.
-
Asset Expansion
Total assets grew by 70.5 billion JPY to reach 1.56 trillion JPY, marking a solid quarter of balance sheet growth.
-
Cash Generation vs Accounting Profit
Asset expansion (70.5bn) was financed by a combination of debt (27.5bn) and equity retention (42.9bn).
Analyst take
- The significant net profit beat (46.4%) is largely an accounting anomaly caused by a change in the classification of deferred tax assets, which masks the true operational impact of rising expenses. Management is actively addressing domestic cost inflation through overseas expansion and card rebranding, showing a willingness to pivot strategy.
- The company demonstrates a robust balance sheet quality profile. It successfully expanded its asset base significantly while simultaneously strengthening its equity position and reducing leverage ratios.
- The 'spend-up' cycle in Japan is benefiting non-bank lenders, but the industry is now entering a phase where margin preservation depends on controlling human capital costs rather than just securing volume.
2026年３月期第３四半期決算説明会資料
東京メトロ (90230)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔日本基準〕(連結)
エンプラス (69610)
Financial Results & Forecasts
20260130 15:30
株式会社エンプラス (6961) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 32374 | 5200 | 5378 | 3876 |
|---|
| YoY | +12.4% | +27.3% | +24.8% | +35.0% |
|---|
| Fcst (mil yen) ▲ | 42500 | 6300 | 6500 | 4700 |
|---|
| YoY | +11.6% | +19.1% | +19.3% | +19.2% |
|---|
| Prog | 76.2% | 82.5% | 82.7% | 82.5% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 45.00, Total 90.00 · EPS 523.14 |
|---|
Strong financial performance driven by AI demand and equipment investment, despite headwinds in China.
Business highlights
-
AI Demand & Global Recovery
Revenue and profits grew significantly (Sales +12.4%, Op Profit +27.3%) driven by AI-related demand and a resilient US economy.
-
Strategic Realignment
Transitioning portfolio toward 'Essential' sectors focusing on Quality of Life to ensure sustainable growth.
-
Human Capital Investment
Aggressive investment in human resources to support the transition and strengthen the foundation for sustainable growth.
Financial position
-
Leverage and Solvency
Net assets increased by 4.36 billion yen, and the equity ratio improved to 89.5%, indicating a strengthening balance sheet.
-
Asset Base Growth
Total assets grew by 4.69 billion yen compared to the prior year, signaling business scale expansion.
-
Per-Share Value
Book value per share appreciated by approximately 7.3% to 6,716 yen.
Analyst take
- Management is executing well in high-growth areas (AI) while navigating global slowdown. The pivot to 'Essential' sectors is strategic but requires patience.
- The company maintains a highly conservative financial profile, evidenced by the jump in the equity ratio and robust net asset growth. The balance sheet appears robust and low-risk.
- AI supply chain demand remains resilient; peers exposed to China face headwinds.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
キッセイ薬 (45470)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
バッファロー (33520)
Financial Results & Forecasts
20260130 15:30
株式会社バッファロー (3352) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 10550 | 533 | 568 | 372 |
|---|
| YoY | +13.4% | +29.7% | +30.6% | +37.4% |
|---|
| Fcst (mil yen) ○ | 13192 | 572 | 592 | 370 |
|---|
| YoY | +8.3% | +11.7% | +8.9% | +7.7% |
|---|
| Prog | 80.0% | 93.2% | 95.9% | 100.5% |
|---|
| Dividends ▲ 2026年3月期（予想） | YE 35.00, Total 65.00 · EPS 157.99 |
|---|
Strong revenue and profit growth driven by domestic demand recovery, while facing headwinds from global export slowdown and trade policies.
Business highlights
-
Domestic Demand Recovery
Strong sales growth of 13.4% supported by improved employment/income and recovering personal consumption trends.
-
Profitability Expansion
Operating profit increased by 29.7% as the company benefits from the improving domestic economic environment.
-
Strategic Infrastructure Expansion
Pivoting focus towards 'Car-related' and 'Food service' businesses to establish a stronger business base and contribute to society.
-
Export Headwinds
Export growth remains constrained due to overseas economic slowdown and US tariff policy impacts.
Financial position
-
Leverage and Solvency
Equity ratio declined to 63.1% in Q3 2026 from 68.0% in fiscal 2025.
-
Asset Base Expansion
Total assets increased significantly to 10,194 million JPY.
-
Net Assets
Net assets increased modestly to 6,429 million JPY.
Analyst take
- The company is successfully capitalizing on the domestic 'wage-driven consumption' recovery, which is a positive structural tailwind. The explicit mention of geopolitical risks (Ukraine, China) and a standard disclaimer about forward-looking statements suggests management is managing expectations realistically.
- While the company is growing its asset base, the decline in the equity ratio signals a deterioration in balance sheet leverage, indicating that liabilities are growing faster than equity or that assets are being funded by debt.
- Positive for domestic-focused Japanese cyclicals; negative for export-dependent manufacturers. The recovery in equipment investment signals confidence in corporate spending.
2026年３月期 第３四半期決算説明会資料
Ｇ－Ｊストリーム (43080)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年９月期第１四半期 決算説明資料
アズーム (34960)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年９月期第１四半期決算短信［日本基準］（連結）
アズーム (34960)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信〔日本基準〕(連結)
フジ日本 (21140)
Financial Results & Forecasts
20260130 15:30
フジ日本株式会社 (2114) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 21546 | 2959 | 3133 | 2628 |
|---|
| YoY | +1.7% | +15.6% | +6.1% | +9.5% |
|---|
| Fcst (mil yen) ▲ | 28700 | 3500 | 3600 | 3000 |
|---|
| YoY | +1.7% | +8.3% | -1.4% | +5.4% |
|---|
| Prog | 75.1% | 84.5% | 87.0% | 87.6% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 10.50 · EPS 58.48 |
|---|
Operating profit surged 15.6% while sales rose 1.7%, indicating margin expansion, though specific qualitative drivers remain undisclosed in the provided text.
Business highlights
-
Profitability Expansion
Operating profit increased 15.6% YoY, significantly outpacing revenue growth.
-
Net Profit Growth
Net profit rose 9.5% YoY, demonstrating effective bottom-line leverage despite modest top-line growth.
Financial position
-
Leverage & Equity Ratio
Equity ratio strengthened to 72.0% (up 1.4 percentage points), indicating a lower reliance on debt.
-
Net Asset Accumulation
Net assets increased by 3,224 million yen, driven by robust equity growth relative to asset expansion.
-
Asset Base Growth
Total assets grew by approximately 11% (3,820 million yen), funded largely by equity rather than debt.
Analyst take
- The company is successfully translating revenue into profit, likely through cost control or mix shifts, which is a positive signal for operational execution.
- The company is executing a conservative capital structure strategy, prioritizing equity to fund growth while maintaining a high equity ratio.
- Margin expansion in the current environment suggests a competitive advantage in cost management compared to peers.
2026年3月期第3四半期 決算説明資料
エスコン (88920)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期第3四半期 決算説明資料
マーベラス (78440)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
オリコ (85850)
Financial Results & Forecasts
20260130 15:30
株式会社オリエントコーポレーション (8585) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 185979 | 11301 | 11301 | 8756 |
|---|
| YoY | +1.9% | +33.6% | +33.6% | -14.5% |
|---|
| Fcst (mil yen) ○ | 250000 | 12000 | 12000 | 12000 |
|---|
| YoY | +1.9% | -2.8% | -2.8% | -13.9% |
|---|
| Prog | 74.4% | 94.2% | 94.2% | 73.0% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 40.00, Total 40.00 · EPS 70.11 |
|---|
Net profit declined year-on-year due to the reversal of a pension benefit from the previous fiscal year, despite robust operating profit growth driven by strong settlement/guarantee sales and real estate income; the company initiated a medium-term strategic plan to focus on structural reforms and resource allocation to growth areas.
Business highlights
-
Net Profit Drivers
Net profit decreased by 14.5% due to the loss of the special benefit from last year's pension reform, masking the underlying operational strength.
-
Settlement & Guarantee Business
Sales increased driven by solid rent demand from single households and the expansion of credit guarantee partnerships with major banks.
-
Overseas Business Restructuring
Overseas exposure was intentionally reduced via credit tightening to improve governance and focus on quality assets, resulting in lower sales volume.
-
Card & Lending Sales
Card sales volume grew due to strong utilization by major partners, while new loan origination slowed, reducing the outstanding loan balance.
-
Cost Structure
Operating expenses increased due to higher interest costs, partially offsetting efficiency gains from reduced overseas credit costs.
Financial position
-
Leverage and Equity Ratio
Equity ratio declined from 8.3% to 8.2%, indicating asset expansion is outpacing equity growth.
-
Asset Expansion vs Equity Build-up
Total assets grew significantly (+1.7%) while net assets increased marginally (+0.36%), suggesting reliance on debt or depreciation to fund growth.
-
Net Asset Position
Net assets remain stable with a slight quarterly increase, but the absolute value is low relative to total assets.
Analyst take
- Management is executing a visible strategic pivot by deleveraging overseas exposure and prioritizing governance/quality credit, while the core settlement business remains a stable cash generator. The drop in net profit is a clean, one-time reversal unrelated to core operations.
- The balance sheet shows a classic expansionary trend where asset growth outstrips equity accumulation. While net assets are growing, the slight decline in the equity ratio suggests a deterioration in leverage metrics.
- The rent settlement sector is seeing structural tailwinds from demographic shifts (single households), while Japanese financial institutions are becoming more cautious about overseas credit risks following recent governance reforms.
2026年３月期第３四半期決算短信〔日本基準〕(連結)
マーベラス (78440)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年6月期第2四半期決算説明資料
アバントグループ (38360)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
明治電機 (33880)
Financial Results & Forecasts
20260130 15:30
明治電機工業株式会社 (3388) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 53817 | 2187 | 2494 | 1785 |
|---|
| YoY | +1.4% | +40.2% | +38.5% | +40.3% |
|---|
| Fcst (mil yen) ○ | 82500 | 3730 | 3990 | 2800 |
|---|
| YoY | +4.9% | +13.2% | +10.9% | +15.0% |
|---|
| Prog | 65.2% | 58.6% | 62.5% | 63.7% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 44.00, Total 88.00 · EPS 219.87 |
|---|
Operating profit surged 40% YoY driven by productivity gains and lower one-off costs, offsetting flat sales amidst global economic uncertainty.
Business highlights
-
Profitability improvement
Operating profit increased 40.2% YoY despite flat sales, driven by productivity enhancements and the normalization of last year's system investment costs.
-
Revenue drivers
Sales remained flat YoY, supported by R&D investment and stable demand in semiconductors and logistics sectors.
-
Cost structure
SG&A costs increased due to wage hikes and welfare expenses, but were partially offset by the decline of last year's system investment.
-
Macro risk factors
Auto sector customers are expanding in next-gen mobility but remain cautious due to US tariff policy and geopolitical instability.
-
Strategic execution
Active execution of the 11th mid-term plan focused on R&D investment and establishing 'Area No. 1' partnership status.
Financial position
-
Total Assets
Total assets decreased from 54,208 million yen to 52,331 million yen.
-
Net Assets
Net assets increased from 34,770 million yen to 36,401 million yen.
-
Equity Ratio
Equity ratio improved from 63.4% to 68.8%.
Analyst take
- The significant profit beat is likely a mix of structural productivity gains and the wash-out of last year's system costs. Flat sales suggest the business is currently riding specific demand waves (semis/logistics) rather than a broad market recovery.
- The balance sheet has strengthened structurally through a combination of asset reduction and net asset accumulation, resulting in a markedly higher equity ratio.
- The automotive industry is bifurcating: aggressive investment in new mobility technology despite defensive spending driven by trade war risks.
2026年３月期 第３四半期決算説明資料
Ｇ－ファンデリー (31370)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
Ｇ－ファンデリー (31370)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年6月期第2四半期（中間期）決算短信〔日本基準〕(連結)
アバントグループ (38360)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期通期連結業績予想の修正及び配当予想の修正に関するお知らせ
アルプスアルパイン (67700)
Financial Results & Forecasts
20260130 15:30
- Revised consolidated forecast for FY2026 (Mar 31) projects sales of 1.01 billion yen, operating profit of 370 million yen, and net profit of 210 million yen.
- Revision driven by unfavorable yen exchange rates and increased collection of development fees during the fiscal year.
- Annual dividend forecast increased to 62 yen per share, raising the final dividend to 32 yen while keeping the interim dividend unchanged at 30 yen.
- Dividend adjustment supports a 3% DOE target, following a share buyback program that reduced shares outstanding in the first half of FY2025.
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
Ｇ－ＴＤＳＥ (70460)
Financial Results & Forecasts
20260130 15:30
ＴＤＳＥ株式会社 (7046) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 2171 | 147 | 164 | 112 |
|---|
| YoY | +10.7% | +1.5% | +3.8% | +5.2% |
|---|
| Fcst (mil yen) ○ | 3000 | 200 | 204 | 137 |
|---|
| YoY | +11.1% | +0.7% | +1.3% | +0.3% |
|---|
| Prog | 72.4% | 73.5% | 80.4% | 81.8% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 10.00, Total 10.00 · EPS 65.53 |
|---|
Revenue grew 10.7% driven by Product and AI Agent services, but profit growth lagged due to heavy labor investments for consulting expansion and new AI capabilities. Execution of 'MISSION 2025' is ongoing with a focus on GenAI differentiation.
Business highlights
-
Revenue Drivers
Sales increased 10.7% YoY across all quarters, driven by strong sales of QUID products and proprietary AI agent KAIZODE.
-
Cost Structure & Margins
Profit growth lagged revenue expansion (Net +5.2%, Op +1.5% YoY) due to increased personnel costs for the Consulting division and the launch of the new AI Agent department.
-
Strategic AI Move
Launched a co-branded AI Agent service using NVIDIA DGX B200 (via Deep Dive) scheduled for June 2025, leveraging high-end GPU infrastructure to capture the GenAI market.
-
Consulting Focus
Consulting revenue remains a core pillar, focusing on GenAI solutions and 'Databricks' data management, supported by a newly expanded sales organization and alliances.
Financial position
-
Leverage and Equity
Net assets increased by 102 million JPY to 2,311 million, driving the equity ratio up to 84.4%.
-
Asset Base Stability
Total assets remained virtually unchanged at 2,737 million JPY.
-
Capital Retention
Significant growth in equity despite flat asset levels signals strong earnings retention and conservative capital allocation.
Analyst take
- Management is executing a deliberate shift from pure consulting to a product-service hybrid model. The margin contraction is a conscious trade-off for future scale, and the hiring of specialized AI teams suggests execution is aligned with the 3-year 'MISSION 2025' plan.
- The balance sheet demonstrates exceptional financial strength with a very high equity ratio, indicating a conservative and robust capital structure.
- The collaboration with NVIDIA indicates a trend where Japanese tech firms are securing high-end hardware partnerships to validate their AI capabilities. This suggests increased competition in the 'AI Agent' space, where infrastructure access is becoming a differentiator.
2026年3月期第3四半期 決算補足資料
ベルーナ (99970)
Financial Results & Forecasts
20260130 15:30
- Sales rose 3.6% to 164.36 billion yen; operating profit surged 48.1% to 10.86 billion yen.
- Property and Hotel segment recorded a 10.42 billion yen real estate sale gain and increased sales due to domestic travel demand.
- Apparel and Goods segment closed unprofitable EC sites, reducing sales but improving margins despite high material costs.
- Total assets grew 31.81 billion yen; total liabilities increased 26.21 billion yen due to significant long-term borrowing expansion.
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
たけびし (75100)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
通期連結業績予想の修正及び期末配当予想の修正（増配）に関するお知らせ
トレイダーズＨＤ (87040)
Financial Results & Forecasts
20260130 15:30
- Consolidated revenue forecast revised down to 12,000 million yen.
- Operating profit forecast revised down to 5,000 million yen.
- Net profit forecast revised down to 3,500 million yen.
- Annual dividend per share increased to 64 yen total (up 25.0%).
- Revision driven by prolonged currency volatility and lower Q3 trading revenue.
2026年3月期 第3四半期決算説明資料
トレイダーズＨＤ (87040)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
オートバックス (98320)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期第3四半期 決算補足説明資料
王将フード (99360)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
ベルーナ (99970)
Financial Results & Forecasts
20260130 15:30
株式会社ベルーナ (9997) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 164360 | 10869 | 10965 | 7750 |
|---|
| YoY | +3.6% | +48.1% | +25.9% | +44.7% |
|---|
| Fcst (mil yen) ○ | 214600 | 13500 | 13500 | 9500 |
|---|
| YoY | +1.8% | +13.6% | +1.8% | +8.0% |
|---|
| Prog | 76.6% | 80.5% | 81.2% | 81.6% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 15.00, Total 30.00 · EPS 98.72 |
|---|
Beluna reported robust earnings driven by a strategic reorganization into Growth and Sustainable segments, resulting in 48% operating profit growth despite flat sales, though net income was inflated by one-off security gains.
Business highlights
-
Operating Margin Expansion
Operating profit surged 48.1% YoY despite flat sales, indicating successful margin expansion from the new Growth/Sustainable segment structure.
-
Earnings Quality (Net Income)
Net profit rose 44.7% YoY, primarily driven by gains from investment securities sales rather than organic revenue growth.
-
Cost Structure & Leverage
Ordinary profit growth (25.9%) was dampened by increased interest expenses and syndicated loan fees, signaling rising financial leverage.
-
Macro Environment & Demand
While tourism hit record highs, real wage stagnation due to inflation suggests headwinds for consumer spending on discretionary goods.
Financial position
-
Leverage
Equity ratio declined 2.5 percentage points to 42.7%.
-
Asset Expansion
Total assets increased by ~10.2% year-on-year.
-
Net Assets
Net assets increased to 147,258 million yen.
Analyst take
- Management is executing a clear structural pivot to segregate high-growth and stable businesses, which is driving impressive operating leverage. However, the reliance on asset sales to boost net profit raises questions about the sustainability of earnings quality.
- Balance sheet expansion is driven by liability financing rather than equity, diluting the equity ratio.
- Japanese companies are increasingly using segmentation and restructuring to insulate profit margins from global inflation and wage pressure.
通期業績予想の修正および投資有価証券売却に伴う特別利益の計上見込みに関するお知らせ
島精機 (62220)
Financial Results & Forecasts
20260130 15:30
- Revised full-year 2026 forecast downward due to intensified price competition in Asia and delayed rollout of cost-performance model molding machines.
- FY2026 sales forecast lowered to 3.3 billion yen, operating profit to a loss of 130 million yen.
- Plan to sell one shareholding in March 2026 for 125 million JPY to improve capital efficiency.
- Special profit expected in Q4 2026 will be reflected in the revised forecast.
- Year-end dividend expectations remain unchanged.
2026年3月期 第3四半期 決算説明資料
ＴＯＴＯ (53320)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信〔日本基準〕(連結)
東京メトロ (90230)
Financial Results & Forecasts
20260130 15:30
東京地下鉄株式会社 (9023) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 316805 | 76545 | 68041 | 51372 |
|---|
| YoY | +3.5% | -1.5% | -1.8% | +22.4% |
|---|
| Fcst (mil yen) ○ | 420600 | 88700 | 77400 | 58200 |
|---|
| YoY | +3.1% | +2.0% | +0.5% | +8.3% |
|---|
| Prog | 75.3% | 86.3% | 87.9% | 88.3% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 21.00, Total 42.00 · EPS 100.22 |
|---|
Revenue rose 3.5% on strong passenger traffic, but operating profit fell 1.5% due to cost inflation; net profit surged 22.4% driven by a one-time retirement benefits gain.
Business highlights
-
Passenger demand
Passenger transport income drove revenue growth of 3.5%.
-
Cost structure
Operating profit declined 1.5% despite revenue growth.
-
Net profit composition
Net profit jumped 22.4% significantly above revenue trends.
Financial position
-
Net Asset Position & Leverage
Net assets increased by 10.9 billion yen, while the equity ratio rose to 36.1% from 35.3%.
-
Asset Base Structure
Total assets contracted by approximately 15.3 billion yen year-over-year.
-
Financial Cushion
The equity ratio exceeded the 36% threshold, signaling a robust equity buffer.
Analyst take
- The company is experiencing healthy top-line growth from volume, but it is failing to translate into bottom-line expansion due to rising costs. The net profit beat is purely mechanical and driven by accounting adjustments to pension liabilities.
- The company is demonstrating a conservative balance sheet strategy by reducing total assets while simultaneously growing net assets, effectively de-leveraging the balance sheet.
- Strong passenger volume suggests resilience in the Tokyo metro market despite broader economic conditions, but the cost pressure may reflect typical infrastructure maintenance cycles common to utilities.
2026年3月期 第3四半期決算補足資料
アートネイチャー (78230)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信〔日本基準〕(連結)
ＫＹＯＲＩＴＳＵ (77950)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔日本基準〕(連結)
ＴＯＴＯ (53320)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ジェイテック (24790)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期 決算説明資料
三社電機製作所 (68820)
Financial Results & Forecasts
20260130 15:30
- Revenue increased 1.4% to 18.18 billion yen, but operating profit decreased 43.8% to 347 million yen due to increased depreciation and weak market demand.
- Semiconductor revenue rose 4.9% driven by discrete sales, though power module sales to China remain sluggish and prior investment-related depreciation increased.
- Power equipment revenue grew 0.2% as inverter sales surged 32.1%, despite lower surface treatment power sales and rising material costs.
- Net cash position strengthened 39.2% to 3.84 billion yen, indicating improved financial flexibility despite the quarterly profit decline.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ドウシシャ (74830)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年6月期 第2四半期（中間期）決算短信〔日本基準〕（連結）
オルバヘルスケアＨＤ (26890)
Financial Results & Forecasts
20260130 15:30
オルバヘルスケアホールディングス株式会社 (2689) FY2026 Q2 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 62444 | 673 | 675 | 450 |
|---|
| YoY | +3.0% | -16.6% | -18.0% | -30.5% |
|---|
| Fcst (mil yen) ○ | 127978 | 2000 | 1928 | 1321 |
|---|
| YoY | +4.3% | +1.0% | -1.7% | -7.6% |
|---|
| Prog | 48.8% | 33.7% | 35.0% | 34.1% |
|---|
| Dividends ○ 2026年6月期(予想) | YE 80.00, Total 80.00 · EPS 223.04 |
|---|
Sales grew modestly (+3%) but profitability declined significantly due to a prior-year tax gain reversal and inflationary cost pressures; management is actively investing in high-tech areas to support medium-term growth.
Business highlights
-
Profitability vs. Sales Discrepancy
Sales increased 3.0% YoY, but operating profit dropped 16.6% and net profit fell 30.5% YoY.
-
Strategic Vision 2030
Management established 'VISION 2030' targeting 20% of operating profit from overseas and 30+ new products/services by 2030.
-
Customer Capex Trends
Hospitals remain cautious on general spending but are aggressively investing in robotic surgery and arrhythmia treatment equipment.
-
Cost Structure Inflation
Input costs and inventory/logistics costs are continuing to rise due to broader inflationary pressures.
Financial position
-
Leverage and Solvency
Equity ratio declined from 26.7% to 25.3% as total assets expanded significantly.
-
Asset Base Expansion
Total assets grew by approximately 2,240 million JPY, signaling active business expansion.
-
Net Asset Position
Net assets remained stable despite the increase in total assets.
Analyst take
- Management is candid about the operational headwinds (inflation, labor shortage) impacting their customers. The significant profit decline is not indicative of a demand collapse but rather a normalization after a strong prior year (tax gain). The focus on robotics and new tech aligns with industry trends.
- The balance sheet is undergoing structural expansion, but the accompanying decrease in the equity ratio suggests a slight deterioration in financial leverage. While the absolute increase in assets is positive, the shift in the capital structure raises a modest concern regarding financial resilience.
- The healthcare sector is bifurcating: general equipment spending is cooling, while high-tech/labor-saving solutions remain robust. Logistics costs are a systemic challenge for Japanese distributors.
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
島精機 (62220)
Financial Results & Forecasts
20260130 15:30
株式会社島精機製作所 (6222) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 24261 | -1061 | 504 | 392 |
|---|
| YoY | +11.0% | - | - | - |
|---|
| Fcst (mil yen) ▲ | 33000 | -1300 | 200 | 1300 |
|---|
| YoY | +1.5% | - | - | - |
|---|
| Prog | 73.5% | - | 252.0% | 30.2% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 10.00, Total 20.00 · EPS 38.28 |
|---|
Consolidated sales rose 11.0% driven by a massive earnings turnaround due to the reversal of last year's large-scale provisions, while core weft knitting machines saw robust growth in Asia and Europe.
Business highlights
-
Core Weft Knitting Machines
Sales increased 17.6%, driven by recovery in Bangladesh post-riots, steady equipment replacement demand in China, and a rebound in premium brand demand in Italy.
-
Design System / Auto-cutting
Sales decreased 8.2%, as growth in subscription software was insufficient to offset a decline in P-CAM auto-cutting machine sales.
-
Financial Performance Drivers
Net profit swung from a loss to a profit, primarily due to the reversal of large inventory write-downs and foreign exchange gains rather than organic sales growth.
-
Glove & Sock Knitting Machines
Sales decreased 26.5%, continuing to lag behind the group average and indicating persistent structural weakness.
Financial position
-
Leverage (Equity Ratio)
Equity ratio declined from 78.2% to 74.7% as total assets grew faster than net assets.
-
Net Asset Accumulation
Net assets increased to 81,611 million JPY, reflecting strong internal capital retention.
-
Asset Base Expansion
Total assets grew by approximately 10% (9,843 million JPY) to reach 109,248 million JPY.
Analyst take
- The earnings turnaround is largely accounting-driven due to the reversal of last year's large-scale provisions, masking underlying operational volatility. While core weft knitting shows signs of recovery, the 'Ever Onward 2026' plan faces execution risks in expanding the auto-cutting business and stabilizing glove/sock segments.
- The company is expanding its asset base significantly, funded partly by increased leverage which compressed the equity ratio. While absolute net assets are rising, the shift in capital structure suggests a slight tightening of financial resilience.
- Global textile machinery demand remains uneven; while developed markets (Europe) and specific Asian hubs (Bangladesh) are recovering, broader economic uncertainty persists.
2026年３月期 第３四半期 決算補足説明資料
ウェーブロックＨＤ (79400)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
（訂正・数値データ訂正）「2026年3月期 第2四半期(中間期)決算短信〔日本基準〕(連結)」の一部訂正に関するお知らせ
ＴＲＥＨＤ (92470)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ウェーブロックＨＤ (79400)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年６月期の通期業績予想の修正に関するお知らせ
三ツ知 (34390)
Financial Results & Forecasts
20260130 15:30
- Sales forecast increased 0.3% to 12.557 billion yen due to higher orders for existing products.
- Operating profit forecast reduced 21.2% to 201 million yen due to delayed tariff pass-through in North America.
- Net profit forecast increased 30.2% to 237 million yen due to FX effects.
- EPS revised upward to 50.92 yen.
- Dividend forecast for the fiscal year remains unchanged.
剰余金の配当（中間配当）に関するお知らせ
Ｇ－ギックス (92190)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算説明資料
ＳＭＮ (61850)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年６月期 第２四半期決算説明資料
Ｇ－ギックス (92190)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年６月期第２四半期の業績予想と実績値との差異に関するお知らせ
三ツ知 (34390)
Financial Results & Forecasts
20260130 15:30
- Sales increased 1.0% to 6.185 billion yen due to higher orders for existing products.
- Operating profit decreased 53.3% to 43 million yen due to delayed tariff price pass-through in North America.
- Ordinary profit increased 102.4% to 168 million yen driven by exchange rate effects.
- Net profit attributable to parent increased 125.8% to 140 million yen.
2026年６月期 第２四半期（中間期）決算短信〔日本基準〕（連結）
Ｇ－ギックス (92190)
Financial Results & Forecasts
20260130 15:30
financial results section missing: forecast rows
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ＳＭＮ (61850)
Financial Results & Forecasts
20260130 15:30
financial results section missing: forecast rows
株式会社SHOEI決算説明資料（2026年９月期第１四半期決算説明資料）
ＳＨＯＥＩ (78390)
Financial Results & Forecasts
20260130 15:30
- Q1 2026/9 revenue decreased 13.0% year-over-year to 7,838 million yen and net profit decreased 17.0% to 2,488 million yen.
- Progress against initial consolidated guidance is better than assumed.
- North American sales increased 22.9% year-over-year to 1,802 million yen.
- Inventory decreased 2,516 million yen and cash decreased 4,431 million yen year-over-year.
業績予想の修正に関するお知らせ
フジ日本 (21140)
Financial Results & Forecasts
20260130 15:30
- Revised consolidated earnings forecast for FY2026 ending March 31.
- Revenue forecast lowered to 28.7 billion yen.
- Operating profit forecast raised to 3.5 billion yen (+12.9%).
- Net profit forecast raised to 3.0 billion yen (+30.4%).
- Revision driven by strong sales in functional materials and cost reductions in sugar business.
業績予想の修正に関するお知らせ
牧野フライス (61350)
Financial Results & Forecasts
20260130 15:30
- Consolidated forecast for FY2026 March revised upward.
- Revenue forecast increased to 252.0 billion yen (+5.0%).
- Operating profit forecast increased to 23.8 billion yen (+10.7%).
- Net profit forecast increased to 19.4 billion yen (+7.8%).
- Revision attributed to cost reductions and improved foreign exchange rates.
2026年3月期 第３四半期決算短信〔日本基準〕（連結）
日ケミファ (45390)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2025年12月期 決算短信〔日本基準〕（非連結）
東邦レマック (74220)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
セリア (27820)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ソシオネクスト (65260)
Financial Results & Forecasts
20260130 15:30
株式会社ソシオネクスト (6526) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 142140 | 7204 | 6634 | 4782 |
|---|
| YoY | -2.2% | -65.1% | -68.6% | -71.0% |
|---|
| Fcst (mil yen) ○ | 190000 | 10000 | 9000 | 6700 |
|---|
| YoY | +0.8% | -60.0% | -64.2% | -65.8% |
|---|
| Prog | 74.8% | 72.0% | 73.7% | 71.4% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 25.00, Total 50.00 · EPS 38.16 |
|---|
Sales remained stable, but profitability suffered a significant decline due to margin compression from low-margin new product mass production and sustained R&D investment, offset by a strong pipeline of future growth opportunities.
Business highlights
-
Product Sales Performance
Product sales flat at 114.7B yen (-0.3% YoY), with China auto new mass production ramp-up partially offsetting weakness in Data Center/Network equipment demand in China.
-
Profitability & Cost Structure
Operating profit plummeted 65.1% as gross margins compressed due to the shift to low-margin new products and continued heavy investment in front-end R&D.
-
Strategic Pipeline & Growth Drivers
Successfully secured large-scale deals in DC/NW, Auto, and Smart Devices, with SOC mass production beginning to contribute to revenue.
-
Technology & R&D Strategy
Accelerated collaboration with Arm and TSMC on 2nm+ process technologies and advanced packaging, launching a chiplet design library platform.
Financial position
-
Leverage and Solvency
Equity ratio declined from 80.5% to 78.9%, indicating a deterioration in balance sheet strength.
-
Asset Base Composition
Asset base shrank significantly, driven by a reduction in net assets outpacing the increase in liabilities.
-
Net Asset Quality
Net assets contracted at a faster pace than total assets, eroding shareholder equity.
Analyst take
- The profit decline is structural rather than cyclical, driven by the transition to new product lines (low initial margins) and necessary R&D spend. Management candor is high, explicitly citing margin pressure and FX impacts. The China Data Center weakness is a specific execution risk but is balanced by strong pipeline momentum in Auto and AI infrastructure.
- While the balance sheet remains robust with a high equity ratio (>75%), the structural trend is concerning. The company is shrinking its asset base while simultaneously increasing liabilities, which implies a deleveraging of assets via debt financing—a negative signal for financial resilience.
- While AI infrastructure demand globally remains robust, the China market continues to be a volatile swing factor for SOC vendors. The broader industry trend of moving to advanced packaging and 2nm+ technologies is accelerating, requiring substantial capital investment.
通期業績予想の修正及び配当予想の修正に関するお知らせ
Ｐ－ＮＩＣＳ (222A0)
Financial Results & Forecasts
20260130 15:30
- Revised FY2025 sales forecast down 3.0% to 753 million yen and operating profit down 38.7% to 19 million yen due to US tariffs.
- Revised net profit forecast to 0 yen (down 100%) due to executive retirement benefits and security incident investigation costs.
- Revised annual dividend to 1 yen per share.
通期連結業績予想の修正に関するお知らせ
アクシーズ (13810)
Financial Results & Forecasts
20260130 15:30
- Revised full-year consolidated earnings forecast for FY2026 (ending June 2026) upward across all metrics.
- Sales forecast increased by 2,200 million yen to 28,700 million yen.
- Net profit attributable to parent increased by 600 million yen to 2,000 million yen.
- Revision driven by higher domestic chicken prices and lower feed costs for fattening.
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
今村証券 (71750)
Financial Results & Forecasts
20260130 15:30
financial results section missing: forecast rows
2026年6月期第2四半期（中間期）決算短信〔日本基準〕（連結）
アクシーズ (13810)
Financial Results & Forecasts
20260130 15:30
株式会社アクシーズ (1381) FY2026 Q2 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 14550 | 1828 | 1938 | 1351 |
|---|
| YoY | +12.5% | +124.7% | +129.7% | +61.8% |
|---|
| Fcst (mil yen) ▲ | 28700 | 2700 | 2900 | 2000 |
|---|
| YoY | +8.6% | +27.3% | +33.5% | +16.2% |
|---|
| Prog | 50.7% | 67.7% | 66.8% | 67.5% |
|---|
| Dividends ○ 2026年6月期(予想) | YE 112.50, Total 112.50 · EPS 356.15 |
|---|
Revenue increased 12.5% driven by favorable chicken market conditions and cost controls, resulting in a 124.7% operating profit surge, though expansion in the F&B segment incurred immediate losses.
Business highlights
-
Core Food Performance
Sales rose 13.9% and profit surged 258.9% due to favorable market prices and lower fattening costs.
-
F&B Expansion Economics
Sales grew 6.9% following the opening of 3 KFC stores, but profits declined 12.3% due to high fixed costs and labor inflation.
-
Industry Cost Structure
Despite a drop in feed prices, the industry remains structurally challenged by persistent labor cost inflation.
Financial position
-
Leverage and Liabilities
Equity ratio decreased slightly from 86.1% to 85.2% in the interim period, while total liabilities increased by approximately 427 million yen.
-
Total Asset Growth
Total assets increased significantly by 1.251 billion yen (approx. 5%) from the previous year-end, driven by expansionary activity.
-
Net Asset Quality
Net assets rose by 822 million yen, reinforcing the fundamental strength of the balance sheet.
Analyst take
- The massive jump in operating profit is largely cyclical, driven by a one-time spike in chicken prices and cost cuts, rather than sustainable organic volume growth. Management is investing for future capacity but faces immediate margin pressure from labor inflation.
- The balance sheet demonstrates high conservatism with an equity ratio exceeding 85%. The quarter reflects an active expansion phase where assets are growing faster than equity, slightly diluting the leverage metric, but the absolute capital strength remains exceptional.
- The chicken industry remains structurally fragile despite falling feed costs, as labor inflation continues to erode manufacturing margins across peers.
2026年9月期第１四半期決算短信〔日本基準〕(非連結)
川岸工 (59210)
Financial Results & Forecasts
20260130 15:30
川岸工業株式会社 (5921) FY2026 Q1 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 5786 | -65 | 13 | 8 |
|---|
| YoY | -2.8% | - | -97.7% | -98.0% |
|---|
| Fcst (mil yen) ○ | 22000 | 1000 | 1150 | 800 |
|---|
| YoY | -9.2% | -46.6% | -46.4% | -44.7% |
|---|
| Prog | 26.3% | -6.5% | 1.1% | 1.0% |
|---|
| Dividends ○ 2026年9月期(予想) | YE 140.00, Total 140.00 · EPS 291.59 |
|---|
Profitability deteriorated sharply from a profit to a loss, driven by construction delays and weak precast concrete demand, despite flat sales volume.
Business highlights
-
Order & Sales Momentum
Orders declined 5.3% YoY to ¥5.6B driven by weak precast concrete demand; sales fell 2.8% to ¥5.8B due to factory utilization issues caused by project delays and budget cuts.
-
Profitability
Shifted from ¥524M operating profit to a ¥65M loss; Net profit dropped 98% to ¥8M due to lack of large change orders and reduced project completion volume.
-
Market Environment
Steel frame demand continues to under 4M tons for 3 consecutive quarters; industry faces severe cost inflation, labor shortages, and weak inbound demand.
-
Pricing Power
Management explicitly cites the 'appropriate price' issue as a top priority, noting that construction cost inflation is not passing through to customers.
Financial position
-
Leverage
Equity ratio strengthened significantly to 84.6%, marking an improvement from 82.8%.
-
Asset Composition
Total assets decreased by approximately 3% (33,967 million yen vs 34,992 million yen).
-
Net Asset Quality
Net assets held steady at 28,752 million yen, demonstrating capital retention amidst asset reduction.
Analyst take
- Management candidly identifies 'securing orders' and 'appropriate pricing' as the dual, unresolved challenges; the swing to loss suggests previous profitability was likely one-off driven rather than sustainable structural growth.
- The company exhibits a highly conservative financial profile characterized by a very high equity ratio, indicating robust balance sheet health.
- The construction sector is facing a prolonged earnings squeeze where cost inflation is not fully passed to customers, likely leading to consolidation.
通期業績予想の修正に関するお知らせ
エンプラス (69610)
Financial Results & Forecasts
20260130 15:30
- Revised 2026 March period forecast: Sales 42,500 million yen, Operating Profit 6,300 million yen, Net Profit 4,700 million yen.
- Drivers include increased Semiconductor sales from AI server sockets for GPU makers and ASIC projects, plus auto segment growth.
- Segment forecasts: Semiconductor up to 23,700 million yen; Digital Communication down to 1,800 million yen.
- Strategy involves accelerating growth investment for new businesses to achieve medium-term management plan targets.
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
アートネイチャー (78230)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期の期末配当予想の修正（増配）に関するお知らせ
バッファロー (33520)
Financial Results & Forecasts
20260130 15:30
- Revised end-of-term dividend forecast for FY2026 to 35 yen per share.
- Increased by 5 yen from previous forecast of 30 yen per share.
- Total annual dividend forecast remains at 65 yen per share.
- Increase driven by policy on shareholder returns and positive financial status.
- Approval subject to resolution at the June 2026 annual shareholders’ meeting.
2026年3月期 第3四半期決算補足説明資料
日本ケア (23930)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
中間配当制度の導入に関するお知らせ
ＡＮＡ (92020)
Financial Results & Forecasts
20260130 15:30
- The company decided to introduce an interim dividend system.
- Approval is required at the 81st Annual General Meeting of Shareholders in June 2026.
- The record date will be on or after September 30th each year.
- The decision aims to enhance opportunities for profit distribution to shareholders.
通期業績予想の修正に関するお知らせ
日本ケア (23930)
Financial Results & Forecasts
20260130 15:30
- Revised full-year sales forecast for FY2026 to 35.0 billion yen, up from 34.5 billion yen.
- Revised full-year operating profit forecast to 3.15 billion yen, up from 2.65 billion yen.
- Revised full-year net profit forecast to 2.2 billion yen, up from 1.9 billion yen.
- Outlook raised due to strong sales in welfare equipment services and lower depreciation from delayed asset procurement.
- Dividend forecast remains unchanged at 72 yen per share.
株式分割及び定款の一部変更、配当予想の修正に関するお知らせ
ストライク (61960)
Financial Results & Forecasts
20260130 15:30
- Stock split ratio set at 1:3 effective April 1, 2026.
- Issued shares increased from 19.2 million to 57.6 million.
- Issuable shares cap raised to 210 million.
- Dividend forecast for FY26 Sep term revised to 60 yen per share.
2026年９月期 第１四半期決算説明資料
ストライク (61960)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期の通期業績予想の修正に関するお知らせ
ドウシシャ (74830)
Financial Results & Forecasts
20260130 15:30
- Revised full-year performance forecast for Fiscal Year ending March 2026.
- Sales forecast remains unchanged at 120 billion yen; operating profit increased to 11.3 billion yen.
- Net profit forecast increased to 8.0 billion yen, representing a 5.3% increase.
- Revision driven by strong third-quarter performance despite continued uncertainty in market trends.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
日本ケア (23930)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年９月期 第１四半期決算短信〔日本基準〕(非連結)
ストライク (61960)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算補足資料
明電舎 (65080)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信〔日本基準〕(連結)
明電舎 (65080)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ＡＮＡ (92020)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
牧野フライス (61350)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信〔日本基準〕(連結)
山九 (90650)
Financial Results & Forecasts
20260130 15:30
山九株式会社 (9065) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 472376 | 32052 | 32271 | 23599 |
|---|
| YoY | +3.7% | -2.5% | -3.5% | +5.9% |
|---|
| Fcst (mil yen) ○ | 624500 | 42000 | 41000 | 30000 |
|---|
| YoY | +2.9% | -4.4% | -8.2% | -2.4% |
|---|
| Prog | 75.6% | 76.3% | 78.7% | 78.7% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 118.00, Total 236.00 · EPS 584.56 |
|---|
Sales increased 3.7% YoY driven by global economic recovery, but operating and ordinary profits declined due to cost inflation and China's domestic slowdown, while net profit beat forecasts due to gains from share sales.
Business highlights
-
Revenue Drivers
Sales increased 3.7% YoY as global economic recovery and export growth offset China's domestic weakness.
-
Margin Pressure
Operating and ordinary profits fell despite revenue growth, constrained by cost-push factors.
-
Net Profit vs Core
Net profit rose 5.9% YoY, driven by asset restructuring rather than core operations.
-
Regional Divergence
SE Asia shows partial recovery driven by semiconductors, while China remains a drag on Japanese operations.
Financial position
-
Leverage and Debt Levels
Liabilities increased by approximately 3.8 billion yen while equity declined, resulting in a deterioration of the debt-to-asset ratio despite flat total assets.
-
Net Asset Position
Net assets contracted by approximately 3.9 billion yen, indicating a net outflow of capital from the balance sheet to shareholders.
-
Asset Base Stability
Total assets remained stable around 545 billion yen, showing no material expansion of the asset base during the period.
Analyst take
- The company is navigating a bifurcated environment where strong domestic capital expenditure in Japan contrasts with weak consumer demand. The profit decline is primarily cyclical, driven by external macro factors (China slowdown, wage inflation) rather than operational failure, but the sustainability of margins is a key watch point.
- The balance sheet is undergoing a modest contraction. While asset quality remains stable, the simultaneous rise in liabilities and fall in equity suggests a strategy of capital return (dividends) which comes at the expense of balance sheet resilience.
- Japanese manufacturers are facing a classic trade-off: resilient capex in Japan vs. fragile consumption in China. The divergence suggests a split investment view—supporting domestic capex exposure while remaining cautious on China consumer logistics exposure.
2026年３月期第３四半期決算短信〔日本基準〕(連結)
積水化成 (42280)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 期末配当予想の修正（増配）に関するお知らせ
ＮＳＤ (97590)
Financial Results & Forecasts
20260130 15:30
- NSD revised the end-of-term dividend forecast for FY2026 ending March 31, 2026, to 94 yen per share.
- The forecast represents an increase of 7 yen per share from the previous forecast of 92 yen.
- The revision is driven by an upward revision of total performance forecasts and adherence to shareholder return policies.
- The company expects a payout ratio of 56.5% and a total return ratio of 71.9% for the period.
2026年3月期 第3四半期決算に関する質疑応答集
Ｇ－サイバートラスト (44980)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
業績予想の修正に関するお知らせ
ＮＳＤ (97590)
Financial Results & Forecasts
20260130 15:30
- NSD revised its consolidated FY2026 forecast upward due to strong third-quarter results driven by a favorable order environment.
- Sales forecast increased to 117.2 billion yen from 115.5 billion yen.
- Operating profit forecast increased to 18.4 billion yen from 17.8 billion yen.
- Net profit forecast increased to 12.7 billion yen from 12.4 billion yen.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
東京きらぼしＦＧ (71730)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance rows
2026年３月期第３四半期末の有価証券含み損に関するお知らせ
山口ＦＧ (84180)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2026年３月期第３四半期決算短信〔日本基準〕(連結)
日本Ｍ＆Ａ (21270)
Financial Results & Forecasts
20260130 15:30
株式会社日本Ｍ＆Ａセンターホールディングス (2127) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 37738 | 15640 | 15725 | 10021 |
|---|
| YoY | +26.5% | +48.2% | +46.8% | +47.2% |
|---|
| Fcst (mil yen) ○ | 46300 | 17000 | 17000 | 11000 |
|---|
| YoY | +5.0% | +1.7% | +0.5% | +0.4% |
|---|
| Prog | 81.5% | 92.0% | 92.5% | 91.1% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 15.00, Total 29.00 · EPS 34.67 |
|---|
Record-high profits achieved driven by increased deal volume and higher average deal size, with margins recovering to the 40% range. Strategic focus shifted from volume to deal quality, resulting in fewer new contracts but significantly improved closure rates.
Business highlights
-
Deal volume & pricing
Closed 810 deals (+9.8%) with an average price of ¥45.1M (+15.3%), driving record-high sales and operating profit.
-
New business pipeline
New contract intake decreased 10.4% due to stricter screening to prioritize higher closure rates over volume.
-
Operational efficiency
Operating margin expanded significantly following the implementation of AI-driven voice analysis and data visualization tools.
-
Profit structure adjustment
¥1.384B reclassified from COGS to SG&A due to organizational changes to improve cost transparency.
Financial position
-
Leverage and Liabilities
Total liabilities decreased by approximately 2,443 million JPY, indicating active deleveraging or asset contraction.
-
Net Asset Position
Net assets increased by 668 million JPY, despite a decrease in total assets, suggesting share buybacks or retained earnings.
-
Financial Structure (Equity Ratio)
Equity ratio strengthened to 79.7% from 76.4%, reflecting a conservative balance sheet profile.
Analyst take
- Management is executing effectively within its normal cycle, with the trade-off in new contracts being a calculated risk to improve quality. The use of AI for process management (Bring Out) suggests a modernization of the business model that could enhance long-term sustainability.
- The balance sheet has materially strengthened over the period. The simultaneous reduction in liabilities and increase in net equity demonstrates a disciplined approach to capital management.
- The M&A sector is seeing a return to volume, but success is increasingly tied to execution quality and data utilization rather than just market activity.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
三社電機製作所 (68820)
Financial Results & Forecasts
20260130 15:30
株式会社三社電機製作所 (6882) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 18180 | 347 | 282 | 84 |
|---|
| YoY | +1.4% | -43.8% | -60.6% | -83.2% |
|---|
| Fcst (mil yen) ○ | 27700 | 1200 | 1200 | 840 |
|---|
| YoY | +8.9% | +11.8% | +1.6% | +67.1% |
|---|
| Prog | 65.6% | 28.9% | 23.5% | 10.0% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 30.00, Total 40.00 · EPS 63.16 |
|---|
Sales held steady amidst weak macro, but operating profit collapsed 43.8% due to cost pressures and execution lag in new product pipelines.
Business highlights
-
Profitability Compression
Operating profit fell 43.8% on flat sales, driven by macro headwinds and a lag between strategy implementation and results.
-
Semiconductor Pipeline
Developing SiC product lineups and strengthening sales efforts in renewable energy and infrastructure markets.
-
Power Equipment Strategy
Focusing on battery test power supplies and overseas expansion of surface treatment models with design standardization.
-
Macro and Execution Risk
Results are being negatively impacted by global trade policy uncertainty and inflationary pressures, despite strategic progress.
Financial position
-
Net Assets and Book Value
Net assets increased from 24,341 million yen to 24,415 million yen; Book value per share rose to 1,834.32 yen (+4.13 yen).
-
Leverage and Equity Ratio
Equity ratio decreased marginally from 72.5% to 71.7%, remaining well above conservative safety thresholds.
-
Total Asset Composition
Total assets increased by 492 million yen (1.5%) to 34,063 million yen.
Analyst take
- The profit decline is disproportionate to revenue growth, indicating a margin squeeze. Management's candor regarding execution lag is accurate, yet the severity of the profit drop suggests the cost reduction initiatives are not yet offsetting macro headwinds.
- The balance sheet exhibits a high degree of conservatism with a robust equity ratio (>70%). The increase in book value while maintaining a healthy leverage position suggests strong earnings quality and financial resilience.
- The power electronics and semiconductor sectors are facing continued pressure from global trade policy shifts and reduced capex spending.
2026年６月期第２四半期決算短信〔日本基準〕（連結）
三ツ知 (34390)
Financial Results & Forecasts
20260130 15:30
株式会社三ツ知 (3439) FY2026 Q2 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 6185 | 43 | 168 | 140 |
|---|
| YoY | -1.9% | -66.8% | -12.0% | - |
|---|
| Fcst (mil yen) ▲ | 12557 | 201 | 340 | 237 |
|---|
| YoY | +1.2% | +89.0% | +95.1% | - |
|---|
| Prog | 49.3% | 21.4% | 49.4% | 59.1% |
|---|
| Dividends ○ 2026年6月期(予想) | YE 10.00, Total 20.00 · EPS 50.92 |
|---|
Sales held steady with slight decline, but operating profit collapsed 66.8% due to severe global order constraints and price pressure despite cost reduction efforts.
Business highlights
-
Auto Industry Environment & Orders
Global order environment remains severe despite stable US production; regional shifts show Japanese market share decline in China while Japan/SE Asia production lags.
-
Cost Structure & Profitability
Operating profit plummeted 66.8% as cost reduction efforts failed to offset material cost inflation and price negotiation headwinds.
-
FX Impact
Forex gains mitigated the drop in ordinary profit, preventing a larger decline despite the operating performance weakness.
-
Strategic Direction
Launched the second year of 'Vision 24' strategy, aiming to connect people and thoughts via new technology.
Financial position
-
Leverage and Net Asset Position
Net assets increased by 362 million JPY (+3.8%) and the equity ratio improved from 60.8% to 62.8%.
-
Asset Base Expansion
Total assets increased modestly by 74 million JPY (+0.5% year-on-year).
Analyst take
- Management is candid about the severe order environment but is pivoting to a technology-led strategy. The massive operating margin compression suggests external cost pressures are overriding internal efficiency gains.
- The company has demonstrated a strong balance sheet improvement over the quarter, evidenced by a jump in net assets and equity ratio. This suggests the company is successfully retaining earnings or deleveraging.
- The auto supply chain faces continued headwinds from tariffs and China's competitive pricing, affecting all Japanese parts manufacturers.
配当方針の変更及び配当予想の修正（増配）に関するお知らせ
Ｇ－ＶＥＧＡ (35420)
Financial Results & Forecasts
20260130 15:30
- Adopted new dividend policy based on the larger of 20% payout ratio or DOE2.0%.
- Revised annual dividend forecast to 15 yen per share, an increase from 12 yen.
- New policy effective from fiscal year 2026 ending March 2026.
- Proposal to be submitted to the 22nd Annual General Meeting of Shareholders in June 2026.
2026年９月期 第１四半期決算説明資料
Ｍ＆Ａキャピタル (60800)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
通期連結業績予想の修正に関するお知らせ
三菱倉 (93010)
Financial Results & Forecasts
20260130 15:30
- FY2026 consolidated revenue and operating profit forecasts remain unchanged at 280 billion yen and 16 billion yen, respectively.
- Net profit forecast increased to 50 billion yen (+11.1%) due to a 5 billion yen gain from selling policy-holding stocks.
- The forecast includes a 5 billion yen special loss for goodwill impairment at Cavalier Logistics Group due to U.S. policy changes.
- Dividend forecast remains unchanged.
2026年３月期通期業績予想の修正に関するお知らせ
Ｇ－ＶＥＧＡ (35420)
Financial Results & Forecasts
20260130 15:30
- Revised FY2026/03 full-year forecasts: Sales 18.0 billion yen, Operating Profit 1.25 billion yen, Net Profit 756 million yen.
- Revised forecasts driven by five new store openings and improved gross margins due to FX hedging.
- Q3 sales and profits achieved record highs, with full-year results expected to surpass previous guidance.
2026年９月期 第１四半期決算短信〔ＩＦＲＳ〕(連結)
Ｍ＆Ａキャピタル (60800)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance rows
2026年３月期 第３四半期決算説明資料
Ｇ－ＶＥＧＡ (35420)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕(非連結)
Ｇ－ＶＥＧＡ (35420)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
配当予想の修正（創立80周年記念配当実施）に関するお知らせ
キッセイ薬 (45470)
Financial Results & Forecasts
20260130 15:30
- Revised fiscal year 2026 dividend forecast to 100 yen per share (60 yen regular + 40 yen celebratory).
- Added celebratory dividend of 40 yen per share for fiscal year 2027.
- Total dividend forecast revised to 160 yen per share.
- Maintains target dividend payout ratio of over 40%.
業績予想の修正に関するお知らせ
日ゼオン (42050)
Financial Results & Forecasts
20260130 15:30
- Revised FY2026 consolidated sales forecast to 407.5 billion yen.
- Consolidated operating profit forecast raised to 3.1 billion yen.
- Consolidated net profit forecast increased to 3.15 billion yen.
- Revision driven by lower raw material prices and strong demand for optical films and battery materials.
- Weakening yen improved ordinary profit and net profit forecasts.
2025年12月期通期連結業績予想の修正に関するお知らせ
六甲バター (22660)
Financial Results & Forecasts
20260130 15:30
- Sales forecast for fiscal year 2025 lowered by 300 million yen due to lower-than-expected cheese product sales.
- Operating profit forecast raised by 400 million yen following suppression of raw material and logistics costs.
- Net profit attributable to parent shareholders raised by 250 million yen to 1.45 billion yen.
- Earnings per share forecast raised to 74.42 yen (up by 12.83 yen).
2026年3月期 第3四半期決算補足資料
キッセイ薬 (45470)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ＮＳＤ (97590)
Financial Results & Forecasts
20260130 15:30
株式会社ＮＳＤ (9759) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 86849 | 13890 | 14103 | 9033 |
|---|
| YoY | +9.2% | +14.0% | +13.9% | +11.7% |
|---|
| Fcst (mil yen) ▲ | 117200 | 18400 | 18600 | 12700 |
|---|
| YoY | +8.7% | +9.2% | +9.2% | +7.7% |
|---|
| Prog | 74.1% | 75.5% | 75.8% | 71.1% |
|---|
| Dividends ▲ 2026年3月期(予想) | YE 94.00, Total 94.00 · EPS 166.43 |
|---|
The company exceeded its medium-term sales target two years ahead of schedule, driven by robust demand in the automotive and security sectors, while achieving significant margin expansion in IndIT.
Business highlights
-
IndIT Margin Expansion
System Development (IndIT) operating profit surged 23.5% due to strong orders from auto manufacturers and realized margin improvements.
-
Cybersecurity Demand
Solutions sales increased 14.0% driven by significant growth in security product orders and robust demand from public entities.
-
Core System Replacements
System Development (FinIT) grew 6.9% supported by core system replacements at major banks and the extension of existing projects.
-
AI & DX Strategy
Management is advancing AI integration through the BizInsight platform and a strategic collaboration with Hitachi to leverage overseas networks.
Financial position
-
Net Assets
Net assets increased by 1,265 million yen to 69,517 million yen.
-
Equity Ratio
Equity ratio improved by 1.0 percentage point to 75.5%.
-
Total Assets
Total assets increased slightly by 263 million yen to 90,748 million yen.
Analyst take
- The early achievement of the 100 billion yen sales target indicates underlying demand is resilient. The standout performance in IndIT, specifically the margin expansion, is a key quality indicator separating this company from cyclical peers.
- The balance sheet quality is strengthening, evidenced by a robust equity ratio and steady net asset growth.
- The collaboration with Hitachi and focus on GenAI suggests a shift toward larger-scale system integrators (SIH) capable of handling complex AI implementations, likely to consolidate market share among larger players.
2026年３月期 第３四半期決算 補足説明資料
日清粉Ｇ (20020)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
日清製粉グループ 第３四半期連結累計期間決算、通期連結業績予想
日清粉Ｇ (20020)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
日ゼオン (42050)
Financial Results & Forecasts
20260130 15:30
日本ゼオン株式会社 (4205) FY2026 Q3
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 309712 | 27600 | 29964 | 28325 |
|---|
| YoY | -1.8% | +14.2% | +9.5% | +40.7% |
|---|
| Fcst (mil yen) ▲ | 407500 | 31000 | 34000 | 31500 |
|---|
| YoY | -3.1% | +5.7% | +2.9% | +20.2% |
|---|
| Prog | 76.0% | 89.0% | 88.1% | 89.9% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 36.00, Total 72.00 · EPS 162.32 |
|---|
Despite a slight YoY revenue decline, the company delivered a robust earnings beat driven by targeted cost reduction ('ZΣ Movement') and production innovation, successfully offsetting macroeconomic headwinds.
Business highlights
-
Cost structure & margin expansion
Operating profit surged due to the 'ZΣ Movement' cost reduction initiative and production innovation efforts.
-
Elastomer segment performance
Revenue declined slightly, but the segment maintained focus on profitability through global expansion despite a challenging environment.
-
High-functional materials growth
Expansion is driven by the development and sales of high-value new products.
-
Macro & external risks
Operating environment remains uncertain with persistent headwinds from trade policies and inflation.
Financial position
-
Leverage and Liabilities
Total assets increased by 3.1% to 550,300 million yen, driven by significant liability growth to fund expansion, while net assets lagged behind at a 1.3% increase.
-
Net Asset Accumulation
Net assets grew by approximately 4.6 billion yen, reflecting continued retention of earnings and underlying profitability despite the leverage increase.
Analyst take
- The earnings beat is structural rather than cyclical, specifically attributable to aggressive cost management. Management is successfully navigating a fragile macro environment by prioritizing profitability over volume.
- The balance sheet is undergoing aggressive expansion but is becoming less conservative. The decline in the self-capital ratio from 66.9% to 65.7% suggests increased reliance on external financing.
- The chemical sector faces increasing volatility from geopolitical trade policies and raw material costs, necessitating a shift toward cost leadership and high-value material differentiation.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
日清粉Ｇ (20020)
Financial Results & Forecasts
20260130 15:30
株式会社日清製粉グループ本社 (2002) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 653955 | 37498 | 41295 | 22921 |
|---|
| YoY | +1.0% | -5.0% | -1.5% | -24.9% |
|---|
| Fcst (mil yen) ○ | 870000 | 47000 | 50000 | 30000 |
|---|
| YoY | +2.2% | +1.3% | +1.6% | -13.5% |
|---|
| Prog | 75.2% | 79.8% | 82.6% | 76.4% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 30.00, Total 60.00 · EPS 104.46 |
|---|
Revenue growth was flat (1.0% YoY), but profitability deteriorated significantly with operating profit (-5.0%) and net profit (-24.9%) declining, indicating margin compression or cost overruns.
Business highlights
-
Revenue Growth
Sales increased 1.0% YoY to 653,955 million yen.
-
Operational Margins
Operating profit declined 5.0% YoY despite flat sales.
-
Net Income
Net profit plummeted 24.9% YoY to 22,921 million yen.
Financial position
-
Leverage and Liabilities
Self-capital ratio declined from 61.4% to 59.9%, indicating a deterioration in balance sheet strength.
-
Asset Accumulation vs. Retained Earnings
Total assets grew significantly (+7.6%) while net assets grew slower (+5.2%), suggesting reinvestment rather than cash hoarding.
-
Net Asset Quality
Net assets increased by approximately 26 billion yen, showing underlying financial strength continues to expand.
Analyst take
- The company is facing significant margin headwinds, evidenced by the 6-percentage-point contraction between flat sales and declining operating profit. The severe drop in net income relative to ordinary profit suggests an external non-operating shock (likely FX or tax) is exacerbating profitability issues.
- The company is executing an expansionary strategy, evidenced by a robust increase in total assets. However, this expansion has diluted the leverage metrics, specifically the self-capital ratio, which is a negative signal for conservative balance sheet quality assessment.
- Margin pressure appears to be a broader sector trend, affecting pricing power in this period.
2026年３月期第３四半期決算説明会資料
ＳＭＳ (21750)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
中国電力 (95040)
Financial Results & Forecasts
20260130 15:30
中国電力株式会社 (9504) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 1056019 | 99343 | 89665 | 70203 |
|---|
| YoY | -3.7% | +10.4% | -4.8% | -10.8% |
|---|
| Fcst (mil yen) ○ | 1400000 | 115000 | 100000 | 81000 |
|---|
| YoY | -8.4% | -11.0% | -22.2% | -17.7% |
|---|
| Prog | 75.4% | 86.4% | 89.7% | 86.7% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 17.00, Total 27.00 · EPS 225.30 |
|---|
Revenue contracted modestly, but operating profit surged on cost control, while net profit suffered a double-digit decline driven by a widening gap between operating and ordinary profit.
Business highlights
-
Operating leverage
Operating profit increased 10.4% YoY despite a 3.7% revenue decline, indicating successful cost control and fixed cost leverage.
-
Profit quality
Net profit fell 10.8% YoY, decoupling from operating profit growth due to a 4.8% decline in ordinary profit.
-
Full-year guidance
Full-year forecast remains unchanged, projecting continued sales contraction with flat growth but a lower net profit outlook.
Financial position
-
Leverage Ratio
Equity ratio improved slightly to 16.6% from 16.2%.
-
Asset Base Expansion
Total assets expanded by 4.7% (~205 billion yen) to 4.5 trillion yen.
-
Net Asset Position
Net assets increased by 7.3% to 757.2 billion yen.
Analyst take
- The company is executing well operationally (Op profit up) but is facing headwinds in profit quality (Net profit down). The provided text lacks qualitative insight into the drivers, so specific factors like FX or tax impacts are inferred from the financial discrepancies.
- The company is aggressively expanding its asset base while maintaining a thin equity cushion (below 20%). The marginal improvement in the equity ratio suggests equity-funded growth, but the balance sheet remains highly leveraged.
- Suggests a company navigating sector volatility with strict cost discipline, though external factors are significantly impacting consolidated earnings.
2026年３月期第３四半期決算短信〔日本基準〕（連結）
ＳＭＳ (21750)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔日本基準〕(連結)
ＧセブンＨＤ (75080)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
特別損失の計上及び業績予想の修正に関するお知らせ
Ｇ－ネットイヤー (36220)
Financial Results & Forecasts
20260130 15:30
- Recorded 86 million yen special loss for advisory fees related to long-term corporate value strategy review.
- Revised FY2026 forecast: Operating profit and regular profit increased 30% to 325 million yen each due to AI productivity and cost reduction.
- Net profit forecast revised down to 166 million yen (from 173 million) due to special loss impact.
- EPS forecast remains at 72 yen.
- Dividend forecast unchanged at 6.00 yen per share.
2026年3月期 連結業績予想および期末配当予想の修正に関するお知らせ
ＪＳＰ (79420)
Financial Results & Forecasts
20260130 15:30
- Revised FY2026 consolidated forecast upward to 143 billion yen in sales, 7 billion yen in operating profit, and 5.8 billion yen in net profit due to strong demand for “ARPRO” materials despite weak North American auto market.
- Raised year-end dividend forecast from 40 yen to 50 yen per share, increasing the total annual dividend forecast to 90 yen.
- Adjusted assumptions: lowered oil price forecast to 65 USD/barrel and raised average exchange rate assumptions for USD, EUR, and CNY.
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
Ｇ－ネットイヤー (36220)
Financial Results & Forecasts
20260130 15:30
ネットイヤーグループ株式会社 (3622) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 2555 | 140 | 143 | 97 |
|---|
| YoY | +9.5% | - | - | - |
|---|
| Fcst (mil yen) ▲ | 3700 | 325 | 325 | 166 |
|---|
| YoY | +9.5% | +293.3% | +291.1% | - |
|---|
| Prog | 69.1% | 43.1% | 44.0% | 58.4% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 6.00, Total 6.00 · EPS 23.72 |
|---|
NetYear Group reversed Q3 losses into profits with revenue up 9.5%, driven by robust sales execution and successful cost control, while accelerating GenAI integration and strategic partnerships.
Business highlights
-
Revenue Growth & Customer Acquisition
Sales increased 9.5% YoY driven by active proposal activities and new customer wins.
-
Profitability Turnaround
Switched from an operating loss to a profit of 140 million JPY via margin expansion.
-
GenAI Strategy & Partnerships
Formed a task force to integrate Generative AI into proposals and strengthened collaboration with NTT Data.
Financial position
-
Net Asset Position
Net assets increased by ¥56 million (from ¥2.64B to ¥2.70B), outpacing the modest growth in total assets.
-
Leverage Profile
Equity ratio rose to 85.1%, the highest level in the observed period.
-
Total Assets
Total assets increased by ¥35 million, signaling a conservative and measured expansion of the business base.
Analyst take
- Management has successfully executed a double play of top-line growth and bottom-line recovery. The shift from a loss-making to profit-generating quarter signals execution capability, while the admission of past sales seasonality suggests a growing understanding of their cycle.
- The company maintains a fortress-like balance sheet with a very high equity ratio. The net asset growth exceeding total asset growth suggests a strengthening of the equity base.
- Confirms that the Japanese IT services sector remains in a recovery phase, supported by digital transformation and inbound tourism, despite macroeconomic uncertainties.
(訂正・数値データ修正）2025年3月期 第3四半期決算短信〔ＩＦＲＳ〕(連結)の一部訂正
三井物産 (80310)
Financial Results & Forecasts
20260130 15:30
financial results section missing: forecast rows
2025年度（2026年3月期）第3四半期決算 決算説明会資料
住友ファーマ (45060)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期第3四半期 決算補足説明資料
栄研化 (45490)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2025年度（2026年3月期）第3四半期決算(IFRS)補足資料
住友ファーマ (45060)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期第3四半期決算短信〔IFRS〕（連結）
住友ファーマ (45060)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
日鋳鉄管 (56120)
Financial Results & Forecasts
20260130 15:30
日本鋳鉄管株式会社 (5612) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 12164 | 120 | 91 | 91 |
|---|
| YoY | -7.2% | -48.6% | -62.7% | - |
|---|
| Fcst (mil yen) ○ | 18000 | 230 | 230 | - |
|---|
| YoY | +6.3% | -11.8% | -14.1% | - |
|---|
| Prog | 67.6% | 52.2% | 39.6% | - |
|---|
| Dividends ○ 2026年3月期(予想) | YE 25.00, Total 25.00 · EPS 0.00 |
|---|
Revenue and operating profit declined due to weak utility demand and rising input costs, though net profit improved year-over-year due to favorable one-off gains.
Business highlights
-
Utility demand
Ductile iron pipe orders for water utilities nationwide remain sluggish despite efforts to secure volume.
-
Margins
Earnings compressed despite cost-cutting and price adjustment efforts due to inflation and new facility start-up costs.
-
Net profit dynamics
Net profit increased year-over-year driven by a one-time gain on the joint venture settlement.
-
Strategic restructuring
Advancing cost optimization by establishing a JV with Kubota to address overcapacity and shifting to 100% electric furnace operation.
Financial position
-
Leverage and Asset Growth
Total assets increased significantly by 15.4% (from 22,221M to 25,653M yen) while Net Assets remained virtually flat (from 9,639M to 9,642M yen).
-
Balance Sheet Structure
The equity ratio declined sharply by 5.7 percentage points (41.8% to 36.1%).
-
Shareholder Value (Book Value)
Net asset value per share (BPS) decreased slightly from 2,888.18 yen to 2,885.29 yen.
Analyst take
- Management candidly admits to structural headwinds in water utility demand and rising input costs, which are outpacing pricing power. The current net profit improvement is misleading as it is driven by accounting items (gain vs. loss) rather than organic growth.
- The company is aggressively expanding its balance sheet, but this expansion is not backed by sufficient earnings retention or capital injection, leading to a structural decline in financial resilience.
- The joint venture with Kubota confirms industry-wide overcapacity in ductile iron pipes, signaling a necessary consolidation phase for the sector.
2026年3月期 第3四半期決算説明会資料
マックス (64540)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期第3四半期末の有価証券含み損に関するお知らせ
ゆうちょ銀行 (71820)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2026年3月期 第3四半期決算補足説明資料
マックス (64540)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
マックス (64540)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕(非連結)
ＳＦＪ (92060)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算 参考資料
ＮＳＳＯＬ (23270)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2026年３月期の通期業績予想の修正に関するお知らせ
ＳＦＪ (92060)
Financial Results & Forecasts
20260130 15:30
- Revised FY2026 forecasts show significant profitability declines due to exchange rate impacts.
- Operating profit decreased by 1,250 million yen (-58.1%) and net profit decreased by 1,460 million yen (-83.0%) compared to previous guidance.
- Diluted EPS revised down to 79.67 yen.
- Sales forecasts remain unchanged due to strong domestic demand, but sharp yen depreciation (USD to JPY 156.54) increased costs for fuel and lease payments.
- Reclassification of aircraft lease contracts to finance leases contributed to additional foreign exchange losses.
業績予想の修正に関するお知らせ
モロゾフ (22170)
Financial Results & Forecasts
20260130 15:30
- Raised consolidated sales forecast for FY2026 to 36,140 million yen.
- Raised consolidated operating profit forecast for FY2026 to 1,280 million yen.
- Raised consolidated ordinary profit forecast for FY2026 to 1,310 million yen.
- Sales increased due to new brands, event promotions, and strong cookie sales.
- Profit increased due to sales growth, price adjustments, and efficiency measures offsetting rising raw material and labor costs.
2026年３月期 第３四半期決算短信〔ＩＦＲＳ〕(連結)
ＮＳＳＯＬ (23270)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
虹技 (56030)
Financial Results & Forecasts
20260130 15:30
虹技株式会社 (5603) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 19115 | 529 | 587 | 382 |
|---|
| YoY | -2.2% | -44.4% | -40.1% | -43.9% |
|---|
| Fcst (mil yen) ○ | 25760 | 780 | 740 | 500 |
|---|
| YoY | -2.1% | -30.2% | -34.7% | -37.4% |
|---|
| Prog | 74.2% | 67.8% | 79.3% | 76.4% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 50.00, Total 50.00 · EPS 152.65 |
|---|
Revenue remained flat while operating profit and net profit plummeted ~44%, indicating severe margin compression or cost inefficiencies that are not detailed in the provided disclosure.
Business highlights
-
Margin Compression
Operating profit and net profit fell sharply despite stable sales figures.
-
Disclosure Transparency
Management discussion consists only of a standard forward-looking statement disclaimer without operational commentary.
Financial position
-
Leverage & Equity Ratio
Equity ratio declined slightly from 42.6% to 42.1% as total asset growth (~4.5%) outpaced equity accumulation.
-
Net Asset Quality
Net assets increased by 406 million JPY (+2.2%), and net assets per share rose to 4,516.10 JPY (+125 JPY).
-
Asset Position
Total assets expanded by 1,530 million JPY (+4.5%) quarter-over-quarter, indicating active investment.
Analyst take
- The dramatic decline in profitability without any qualitative defense suggests potential structural cost issues or a hidden one-off event.
- The balance sheet demonstrates solid structural health with a maintained equity ratio above 40%. The quarter shows a classic growth pattern where asset accumulation slightly dilutes the equity ratio, which is acceptable if proceeds support ROE.
- N/A (Insufficient data to infer broader industry trends)
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
明星工業 (19760)
Financial Results & Forecasts
20260130 15:30
明星工業株式会社 (1976) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 44145 | 5480 | 6039 | 3974 |
|---|
| YoY | -6.7% | -8.8% | -7.2% | -11.1% |
|---|
| Fcst (mil yen) ○ | 59000 | 6500 | 6900 | 5400 |
|---|
| YoY | -11.0% | -38.8% | -38.6% | -36.1% |
|---|
| Prog | 74.8% | 84.3% | 87.5% | 73.6% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 40.00, Total 60.00 · EPS 113.45 |
|---|
Revenue and profit declined as major ongoing projects concluded, despite a robust 10.2% increase in new orders driven by domestic construction and boiler demand.
Business highlights
-
Order intake momentum
Orders increased 10.2% YoY to 49,288m JPY, driven by strong demand in domestic construction and boiler sectors.
-
Revenue realization lag
Sales decreased 6.7% YoY to 44,145m JPY due to a reduction in volume from ongoing large-scale projects.
-
Profitability pressure
Operating, ordinary, and net profits all declined, reflecting the base effect of lower sales volume from large projects.
Financial position
-
Leverage & Liabilities
Liabilities contracted significantly by approximately 3,469 million yen (18%) while total assets decreased modestly, driving the equity ratio up from 77.4% to 80.5%.
-
Net Asset Value
Net assets per share increased 3.0% to 1,484.62 yen despite a slight decline in aggregate net assets, suggesting share buybacks.
-
Asset Structure
Total assets decreased by approximately 3,970 million yen (4.5%) to 84,613 million yen.
Analyst take
- Management clearly explains the 'lag' effect common in engineering/construction sectors; the company is successfully booking orders but is currently in a transition period where those orders have not yet been billed. The candor regarding the specific reduction in large-scale project volumes is positive.
- The balance sheet demonstrates strong balance sheet quality through aggressive deleveraging and a focus on capital efficiency.
- Indicates a mixed environment for Japanese construction/engineering firms: demand (orders) appears stronger than realized revenue, suggesting potential pricing power or a shift in project mix toward smaller, quicker-to-bill jobs, or simply timing variance.
2026年3月期第3四半期決算短信〔日本基準〕(連結)
栄研化 (45490)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔ＩＦＲＳ〕（連結）
プロネクサス (78930)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
スクロール (80050)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
クニミネ工業 (53880)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
京都ＦＧ (58440)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance rows
2026年３月期 第３四半期決算短信（日本基準）（連結）
東映アニメ (48160)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
業績予想及び配当予想の修正に関するお知らせ
エムケー精工 (59060)
Financial Results & Forecasts
20260130 15:30
- Revised FY2026 consolidated sales forecast to 29,000 million yen, an increase of 1,200 million yen.
- Revised FY2026 consolidated operating profit forecast to 2,300 million yen, an increase of 600 million yen.
- Revised FY2026 consolidated net profit forecast to 1,800 million yen, an increase of 450 million yen.
- Raised annual dividend forecast to 15.00 yen per share, an increase of 3.00 yen.
- Revision attributed to robust demand for door-type car washers, low-temperature freezers, and rice-related products.
2026年６月期 第２四半期（中間期）決算短信〔日本基準〕(非連結)
タウンニュース (24810)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
九州電力 (95080)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ＤＶｘ (30790)
Financial Results & Forecasts
20260130 15:30
financial results total assets parse failed: empty number
特別損失（訴訟関連損失）の計上及び通期連結業績予想の修正に関するお知らせ
ＴＯＹＯイノベックス (62100)
Financial Results & Forecasts
20260130 15:30
- Recorded a special loss of 445 million yen in Q3 FY2026 due to a lawsuit ruling in China regarding medical device sales contracts.
- Revised full-year consolidated forecast for FY2026 to a net loss of 295 million yen, a decrease of 445 million yen from the previous profit forecast.
- Revenue, operating profit, and ordinary profit forecasts for FY2026 remain unchanged at 3,000 million yen, 300 million yen, and 400 million yen respectively.
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
ダイニチ工 (59510)
Financial Results & Forecasts
20260130 15:30
ダイニチ工業株式会社 (5951) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 18289 | 2588 | 2794 | 1985 |
|---|
| YoY | +4.3% | +37.8% | +37.2% | +34.2% |
|---|
| Fcst (mil yen) ○ | 20000 | 1400 | 1600 | 1200 |
|---|
| YoY | +0.5% | +1.4% | +1.8% | +3.4% |
|---|
| Prog | 91.4% | 184.9% | 174.6% | 165.4% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 22.00, Total 22.00 · EPS 74.14 |
|---|
Sales grew 4.3% to 182.9B JPY, while profitability surged 37%+, driven by strong performance in Environment and Other segments offsetting flat Heating Equipment sales due to weather.
Business highlights
-
Heating Equipment Seasonality
Sales remained flat (0.2%) as accelerated demand in late Oct/early Nov was offset by mild weather in December.
-
Environment Equipment Growth
Sales increased 12.4% driven by new product features and resilient demand for air purification products despite a decline in fuel cells.
-
New Product Innovation
The 'Others' segment grew 24.2% due to the successful launch of a high-end coffee roaster (Barista supervised) and a new garbage dryer.
-
Margin Expansion
Operating profit grew 37.8% despite flat sales, indicating a favorable product mix shift and cost control.
Financial position
-
Leverage & Equity Quality
Equity ratio decreased from 87.6% to 85.1% despite significant asset growth.
-
Balance Sheet Scale
Total assets increased by approximately 3,332 million JPY, while net assets increased by approximately 2,048 million JPY.
Analyst take
- Management is executing well on product differentiation ('easy maintenance') and successfully navigating a volatile macro environment, though candor regarding specific weather forecasts remains standard.
- The company retains a very conservative balance sheet structure with a high equity ratio (>85%). The data confirms robust asset accumulation, though the slight decline in the equity ratio suggests the company is leveraging the balance sheet to support growth.
- The trend toward 'easy-to-clean' home appliances is becoming a competitive differentiator in the Japanese market.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ＴＯＹＯイノベックス (62100)
Financial Results & Forecasts
20260130 15:30
TOYOイノベックス株式会社 (6210) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 20286 | 211 | 470 | -307 |
|---|
| YoY | +2.8% | - | - | - |
|---|
| Fcst (mil yen) ▲ | 30000 | 300 | 400 | -295 |
|---|
| YoY | +11.0% | - | - | - |
|---|
| Prog | 67.6% | 70.3% | 117.5% | - |
|---|
| Dividends ○ 2026年3月期（予想） | YE 17.50, Total 35.00 · EPS -14.41 |
|---|
Group achieved operating and ordinary profit for Q3 driven by strong overseas sales, while net profit was negatively impacted by a litigation-related loss despite operating recovery.
Business highlights
-
Geographic performance
Overseas sales surged 14% while domestic sales plunged 21%, driving gross overseas ratio to 75.5%.
-
Injection molding machines
Orders rose 5.4% and sales rose 3.2%; domestic weakness offset by growth in China IT/Medical and US Lifestyle sectors.
-
Die casting machines
Orders fell 10.6% but sales increased 1.8%, suggesting inventory correction or pricing power amidst order weakness.
-
Net income & exceptional items
Net loss of 307m despite operational turnaround due to a litigation-related loss (special loss).
-
Market environment
Industry faces prolonged demand slump, high input costs, and geopolitical risks (tariffs, energy prices).
Financial position
-
Leverage and Equity Ratio
Equity ratio declined from 56.8% to 51.9%, a deterioration of approximately 5 percentage points.
-
Net Asset Value
Net assets contracted to 16,658 million yen, indicating a loss of shareholder equity capital.
-
Asset Accumulation
Total assets expanded to 30,997 million yen, growing slightly year-over-year.
Analyst take
- Management successfully navigated a deteriorating market by leveraging overseas exposure, particularly in injection molding for IT and medical sectors. The turnaround from operating loss to profit is structural rather than cyclical. The net loss is purely a legal exception, not an operational issue.
- The balance sheet shows a negative trend in quality, characterized by a shrinking equity base and a declining equity ratio despite slight asset growth.
- Injection molding appears less cyclical than die casting at present, with IT/Medical demand proving more resilient than auto demand. The industry is bifurcating between regions and applications.
2026年３月期 第３四半期決算 連結業績について
ＳＣＳＫ (97190)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2025年12月期 通期業績予想の修正に関するお知らせ
東ソワール (80400)
Financial Results & Forecasts
20260130 15:30
- No material changes stated.
2026年３月期第３四半期決算短信〔日本基準〕（連結）
ＭＩＸＩ (21210)
Financial Results & Forecasts
20260130 15:30
株式会社MIXI (2121) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 116425 | 17963 | 13168 | 15090 |
|---|
| YoY | +5.5% | -13.0% | -22.7% | -9.8% |
|---|
| Fcst (mil yen) ○ | 168000 | 27000 | 20000 | 19000 |
|---|
| YoY | +8.5% | -14.8% | -24.8% | -28.3% |
|---|
| Prog | 69.3% | 66.5% | 65.8% | 79.4% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 60.00, Total 120.00 · EPS 13000.00 |
|---|
Revenue grew 5.5% year-on-year, but operating profit declined 13.0% due to significant margin compression, though management provided no qualitative explanation for the divergence.
Business highlights
-
Revenue Growth
Sales increased 5.5% year-on-year, indicating robust demand or pricing power in the top-line figures.
-
Margin Compression
Operating profit fell 13.0% despite revenue growth, indicating severe margin erosion driven by cost overhang or unfavorable product mix.
-
Profitability Quality
Ordinary profit dropped 22.7% (wider than operating profit decline), widening the gap between revenue and earnings.
Financial position
-
Leverage and Equity Ratio
Equity ratio collapsed from 79.4% (FY2025) to 66.3% (Q3 FY2026), signaling a major deterioration in balance sheet conservatism.
-
Net Asset Base
Net assets declined from 181.3 billion yen to 175.5 billion yen despite the expansion of the total asset base.
-
Asset Expansion Strategy
Total assets surged to 262.3 billion yen, indicating aggressive growth in scale.
Analyst take
- The disconnect between a +5.5% sales increase and a -13.0% operating profit decline is a key red flag. The management discussion provided only a boilerplate note on forecast usage, failing to explain the root cause of the margin collapse.
- The balance sheet has shifted from conservative (79.4% equity ratio) to aggressive (66.3%). The company is expanding its balance sheet size while shrinking its equity base, which is a classic signal of leverage accumulation.
- Suggests industry-wide cost inflation or a shift in product mix away from high-margin items, raising questions about pricing power in the current macro environment.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
高速 (75040)
Financial Results & Forecasts
20260130 15:30
株式会社高速 (7504) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 95614 | 4239 | 4531 | 3083 |
|---|
| YoY | +8.2% | +8.8% | +9.4% | +9.5% |
|---|
| Fcst (mil yen) ○ | 124000 | 4850 | 5150 | 3650 |
|---|
| YoY | +7.0% | +7.0% | +6.4% | +5.3% |
|---|
| Prog | 77.1% | 87.4% | 88.0% | 84.5% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 58.00, Total 116.00 · EPS 187.23 |
|---|
Consolidated Q3 results show solid top-line and profit growth (+8-9%) driven by stable supply amidst challenging macro conditions.
Business highlights
-
Profitability Expansion
Operating profit grew 8.8% vs. sales 8.2%, indicating improved cost control and pricing power.
-
Demand Resilience
Sales increased 8.2% despite severe headwinds from inflation, currency weakness, and global uncertainty.
-
Macro Headwinds
Input costs (materials/fuel) and a weak yen remain significant cost pressures.
Financial position
-
Leverage & Equity Ratio
Equity ratio declined 4.7 percentage points to 60.2% as total assets grew faster than net assets.
-
Asset vs. Equity Expansion
Total assets increased by 8,470 million yen, while net assets rose by only 1,189 million yen.
-
Net Asset Position
Net assets increased by 1,189 million yen quarter-on-quarter/fiscal-year-on-fiscal-year.
Analyst take
- Management is executing well by maintaining supply and growing margins despite a 'severe' operating environment. The company is a single-segment entity, making it difficult to isolate which verticals (e.g., food service vs. general retail) are driving growth, though tourism recovery is likely a key factor.
- The balance sheet shows a classic trade-off: while the company is profitable enough to increase net assets, it is aggressively expanding assets funded by debt, leading to a noticeable erosion of the equity ratio below 65%.
- Packaging firms with strong relationships in the tourism and food sectors are capturing inflation premiums, while those in general retail may be facing margin compression.
2026年３月期 第３四半期決算説明資料
イーグランド (32940)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
イーグランド (32940)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
三菱倉 (93010)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信〔ＩＦＲＳ〕（連結）
ＳＣＳＫ (97190)
Financial Results & Forecasts
20260130 15:30
financial results section missing: forecast rows
2026年３月期第３四半期決算短信〔日本基準〕(連結)
ヨシコン (52800)
Financial Results & Forecasts
20260130 15:30
ヨシコン株式会社 (5280) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 17293 | 2195 | 2304 | 1514 |
|---|
| YoY | -3.7% | -29.2% | -26.3% | -25.4% |
|---|
| Fcst (mil yen) ○ | 30000 | 5000 | 5000 | 3200 |
|---|
| YoY | +9.2% | +6.9% | +6.1% | +6.0% |
|---|
| Prog | 57.6% | 43.9% | 46.1% | 47.3% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 80.00, Total 80.00 · EPS 451.11 |
|---|
FY2026 Q3 results exhibit significant margin compression, with operating profit falling nearly 30% despite a marginal 3.7% revenue decline, driven by macro cost headwinds.
Business highlights
-
Real Estate Business Strategy
Actively promoted new condominium sales and land development while strengthening ties with listed REITs through asset supply.
-
Materials Business Operations
Continued execution of the asset-light 'fabless' model focusing on high-value product planning and sales without owning factories.
-
Profitability Performance
Operating profit declined 29.2% year-over-year alongside a 3.7% revenue drop, indicating structural margin pressure.
Financial position
-
Leverage and Asset Growth
Total assets increased YoY (+4,161 million yen / +9.4%), causing a decline in the equity ratio from 61.9% to 59.0%.
-
Net Assets (Equity)
Net assets increased by 1,178 million yen YoY (+4.3%), indicating shareholder value is being preserved.
-
Cash Generation
Cash flow data not provided in the statement.
-
Working Capital
Specific current asset and liability data (AR/AP/Inventory) not provided.
-
Capital Allocation
Data on dividends, buybacks, or capex not provided.
Analyst take
- The company is executing its strategy in Real Estate and Materials, but the sharp profit decline suggests that input cost inflation is outpacing pricing power and sales volume, which is currently dragging on bottom-line results.
- The balance sheet is expanding, but the equity ratio is contracting, suggesting the firm is funding growth primarily through asset expansion rather than equity retention. The drop from 61.9% to 59.0% is a material shift in the leverage profile.
- The broader construction and materials sectors in Japan are facing headwinds from global instability (Middle East, Ukraine) and high energy prices, making margin recovery a key challenge for the industry.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
エスコン (88920)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
特別損失（貸倒引当金繰入額）の計上及び業績予想の修正に関するお知らせ
ＹＫＴ (26930)
Financial Results & Forecasts
20260130 15:30
- Recognized a special loss of 122 million yen due to frozen assets of an Italian supplier.
- Revised sales forecast upward to 13,000 million yen driven by higher electronics exports.
- Adjusted operating profit forecast to a loss of 200 million yen (previously 300 million yen).
- Raised net profit forecast to 4.31 yen per share.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
鳥取銀 (83830)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance rows
2026年3月期第3四半期 決算説明会資料
ＺＯＺＯ (30920)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期第3四半期 決算短信〔日本基準〕(連結)
ＺＯＺＯ (30920)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信補足資料
愛知時 (77230)
Financial Results & Forecasts
20260130 15:30
- Q3 sales rose 6.9% YoY to 41.59 billion JPY, achieving a record high.
- Operating profit increased 45.6% YoY to 33.45 billion JPY, also a record high.
- Full-year forecast revised upward: Net profit expected to increase 25.9% due to securities gains.
- Dividend policy: Payout ratio target raised to 40% for the medium-term plan; year-end dividend revised up to 68 JPY (annual 113 JPY).
2026年３月期第３四半期決算短信〔日本基準〕(連結)
愛知時 (77230)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
トランスコスモス (97150)
Financial Results & Forecasts
20260130 15:30
トランス・コスモス株式会社 (9715) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 292904 | 13409 | 15525 | 10419 |
|---|
| YoY | +4.7% | +20.5% | +24.0% | +37.4% |
|---|
| Fcst (mil yen) ○ | 400000 | 15500 | 17000 | 11500 |
|---|
| YoY | +6.4% | +7.1% | +8.4% | +1.5% |
|---|
| Prog | 73.2% | 86.5% | 91.3% | 90.6% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 108.00, Total 108.00 · EPS 306.89 |
|---|
Revenue increased modestly (+4.7%), while profitability surged (+37.4% net profit) driven by AI-driven efficiency and expansion of high-margin BPO/CX services. The strong margin expansion indicates successful structural transformation rather than cyclical recovery.
Business highlights
-
AI Platform Evolution (CX)
Self-developed 'transpeech' evolved from voice recognition to an autonomous AI assist solution, and AI integration in creative production increased marketing activities.
-
Logistics DX & Facility Expansion
Launched 'trans-logiManager' for logistics reform and opened 'BPO Center Fukuoka Ominami' to address labor shortages in manufacturing/construction.
-
Global Strategic Partnerships
Tightened alliances with CJ Logistics (Korea) for cross-border EC and Cogent E-Services (India) to capture multilingual market demand.
-
Margin Expansion Drivers
Operating profit grew 20.5% vs. revenue growth of 4.7%, driven by improved profitability in both CX and BPO segments via service mix and cost control.
Financial position
-
Cash Generation vs. Accounting Profit
Insufficient data provided to compare operating cash flow and net profit; liquidity cannot be assessed.
-
Leverage and Liabilities
Total liabilities increased by approximately 2.1 billion JPY (2.7%) as total assets expanded faster than net assets.
-
Net Asset Growth
Net assets increased by 3.4% year-on-year, driving a rise in book value per share.
-
Asset Base Expansion
Total assets grew by 3.1% to 214.5 billion JPY, signaling ongoing business expansion.
Analyst take
- Management is executing a clear structural transformation from traditional BPO to AI-enhanced CX and logistics solutions. The significant margin expansion is a key differentiator, proving the strategy works.
- The balance sheet remains robust with a high equity ratio (57.2%). While asset growth is positive, the expansion was partially funded by an increase in liabilities, though the equity ratio still ticked up to 57.2%.
- The BPO/Contact center sector will increasingly face a bifurcation: companies that automate will win, while those relying solely on labor will face margin pressure.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
モリタＨＤ (64550)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
配当予想の修正（増配）に関するお知らせ
ＳＭＳ (21750)
Financial Results & Forecasts
20260130 15:30
- Revised full-year dividend forecast to 29.50 yen per share, an increase of 1 yen from the previous period.
- Targets a progressive dividend payout ratio of 30% prioritizing growth investments, excluding major M&A opportunities.
- The dividend corresponds to a 34.7% payout ratio against forecasted net income per share of 85.13 yen.
- Total return ratio for the period is projected at 91.3% following treasury stock acquisition and dividend revision.
2026年３月期 第３四半期決算補足説明資料
黒崎播磨 (53520)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
黒崎播磨 (53520)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
特別利益の計上及び業績予想並びに配当予想の修正に関するお知らせ
愛知時 (77230)
Financial Results & Forecasts
20260130 15:30
- Recognized special profit of approximately 1.2 billion yen from the sale of policy-holding stocks to improve capital efficiency, with proceeds expected in February to March 2026.
- Revised fiscal year ending March 31, 2026 sales forecast to 57.66 billion yen and net profit forecast to 4.62 billion yen, citing strong domestic and international demand and favorable product mix.
- Raised annual dividend forecast for fiscal year ending March 31, 2026 to 113 yen per share, up from 90 yen, reflecting improved earnings and a medium-term plan targeting a 40% payout ratio.
2026年３月期第３四半期決算短信〔日本基準〕(連結)
島根銀行 (71500)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance rows
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
ＡＢホテル (65650)
Financial Results & Forecasts
20260130 15:30
ＡＢホテル株式会社 (6565) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 9535 | 4043 | 3997 | 2491 |
|---|
| YoY | +16.3% | +25.8% | +25.9% | +24.3% |
|---|
| Fcst (mil yen) ○ | 12000 | 4690 | 4600 | 2900 |
|---|
| YoY | +12.4% | +18.4% | +17.7% | +14.1% |
|---|
| Prog | 79.5% | 86.2% | 86.9% | 85.9% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 24.00, Total 24.00 · EPS 204.58 |
|---|
Record-high financial results driven by solid business traveler demand and Kansai inbound growth, supported by successful cost control and revenue management despite softening domestic demand and external headwinds.
Business highlights
-
Domestic demand & Inbound mix
Solid demand from business travelers and increased Kansai region inbound traffic drove double-digit sales and profit growth.
-
Cost efficiency & Margin expansion
Achieved record-high ordinary profit margin of 41.9% through operational efficiency and proactive revenue management.
-
Market environment & Risks
External factors including geopolitical supply constraints and softening domestic demand present ongoing volatility.
-
Expansion pipeline
Opened first store in Fukui Prefecture, expanding the portfolio to 37 locations with 4,804 rooms.
Financial position
-
Leverage & Solvency
Equity ratio improved to 53.2% from 48.5%, indicating a reduction in financial risk.
-
Net Asset Quality
Asset leverage declined as net assets expanded faster than total assets.
Analyst take
- Management candidly acknowledges 'softening domestic demand' while delivering outsized margin expansion. The record 41.9% ordinary profit margin is a key differentiator, suggesting pricing power is holding up better than expected compared to peers. The shift toward self-cleaning stores indicates a disciplined approach to operational leverage.
- The balance sheet demonstrates a clear strengthening trend with improved leverage metrics and a robust equity cushion.
- The hotel sector is navigating a bifurcated environment: resilient inbound vs. cooling domestic. Companies with strong revenue management capabilities are outperforming.
2026年３月期第３四半期決算短信[日本基準](連結)
マクセル (68100)
Financial Results & Forecasts
20260130 15:30
financial results section missing: forecast rows
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
トレイダーズＨＤ (87040)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2025年12月期配当予想の修正に関するお知らせ
山崎パン (22120)
Financial Results & Forecasts
20260130 15:30
- Revised annual dividend forecast for FY2025 to 60 yen per share.
- Previous annual dividend forecast was 50 yen per share.
- Increase driven by company performance and financial outlook.
- Proposal to be submitted at the March 2026 AGM.
2026年3月期 第3四半期決算補足説明資料
高速 (75040)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
京成 (90090)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信〔日本基準〕（連結）
アルプスアルパイン (67700)
Financial Results & Forecasts
20260130 15:30
アルプスアルパイン株式会社 (6770) FY2026 Q3
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 761189 | 33263 | 40248 | 23962 |
|---|
| YoY | +2.8% | +31.5% | +64.6% | +141.7% |
|---|
| Fcst (mil yen) ▲ | 1010000 | 37000 | 42000 | 21000 |
|---|
| YoY | +2.0% | +8.5% | +37.6% | -44.5% |
|---|
| Prog | 75.4% | 89.9% | 95.8% | 114.1% |
|---|
| Dividends ▲ 2026年3月期(予想) | YE 32.00, Total 62.00 · EPS 104.53 |
|---|
Group operating profit surged, driven by operational improvements in Mobility and a one-time real estate gain, while Components grew organically, despite currency headwinds and a cyclical dip in Sensors & Communication.
Business highlights
-
Components business growth
Sales increased 5.1% and operating profit rose 4.4% driven by strength across Mobile, Lifestyle, and Automotive markets.
-
Mobility business turnaround
Sales increased 2.0% and operating profit swung from a loss to profit (+7.8bn yen) driven by cost reduction and accounting improvements.
-
Sensors & Communication decline
Sales decreased 1.4% with an expanded operating loss due to the end-of-life phase of digital key products and the divestiture of Power Inductors.
-
Non-operating income tailwind
Net profit surged 141.7% primarily due to a one-time investment gain from real estate disposal.
Financial position
-
Leverage & Equity Ratio
Equity ratio improved to 56.3% as the total asset base expanded significantly faster than liabilities.
-
Net Asset Value (BVPS)
Book value per share increased to 2,243.85 yen, reflecting solid equity value accumulation.
-
Asset Base Growth
Total assets grew from 740,715 to 777,045 million yen, indicating structural expansion.
-
Cash Flow vs Profit
Data insufficient to compare cash generation against accounting profit or working capital movements.
Analyst take
- The earnings beat is a combination of successful structural cost cuts in Mobility and a favorable non-operating item. While organic sales growth is modest (+2.8%), the ability to turn a segment loss into profit shows strong control over the cost base.
- The balance sheet demonstrates robust quality with a strengthening equity position. The increase in book value per share is a positive indicator of shareholder value creation.
- Automotive Tier 2 remains stable while Tier 1 is recovering slowly. Consumer demand for gaming and mobile products is resilient, acting as a buffer against industrial headwinds.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
イエローハット (98820)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2025年度第3四半期(4～12月)決算について
北海電力 (95090)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2026年３月期第３四半期決算短信〔日本基準〕(連結)
北海電力 (95090)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期第3四半期決算短信〔日本基準〕（連結）
クイック (43180)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2025年12月期通期連結業績予想の修正に関するお知らせ
ジェイ・イー・ティ (62280)
Financial Results & Forecasts
20260130 15:30
- Revised consolidated FY2025 sales forecast upward to 15,133 million yen due to better-than-expected sales of cleaning equipment for Korean memory makers.
- Revised consolidated FY2025 operating profit forecast downward to -1,878 million yen due to unexpected expenses related to new development projects.
- Revised consolidated FY2025 net profit forecast downward to -211 million yen and earnings per share downward to 40 yen.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ＪＳＰ (79420)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
配当予想の修正に関するお知らせ
セリア (27820)
Financial Results & Forecasts
20260130 15:30
- No material changes stated.
2026年3月期第3四半期決算短信〔日本基準〕（連結）
ゴールドクレ (88710)
Financial Results & Forecasts
20260130 15:30
株式会社ゴールドクレスト (8871) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 22913 | 7133 | 6905 | 4740 |
|---|
| YoY | -5.5% | +4.2% | +5.4% | +3.2% |
|---|
| Fcst (mil yen) ○ | 30000 | 7900 | 7500 | 5000 |
|---|
| YoY | +2.4% | +5.1% | +6.5% | -0.3% |
|---|
| Prog | 76.4% | 90.3% | 92.1% | 94.8% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 50.00, Total 100.00 · EPS 150.44 |
|---|
Despite a 5.5% decline in sales, profitability improved due to a favorable product mix and high pricing power in the premium segment.
Business highlights
-
Profitability vs. Volume
Operating profit increased 4.2% YoY despite a 5.5% sales decline, driven by a shift towards higher-priced units and cost control measures.
-
Demand Environment
Real demand for new condos in central Tokyo remains robust due to government support policies and low mortgage rates.
-
Strategic Positioning
The company is selectively acquiring profitable land to supply competitive, high-quality properties, maintaining a focus on capital efficiency.
Financial position
-
Leverage Position
Equity ratio declined from 60.1% to 59.1% despite a rise in net assets.
-
Asset Base Expansion
Total assets expanded by 5,405 million yen quarter-over-period.
-
Net Asset Growth
Net assets increased by 1,089 million yen quarter-over-period.
Analyst take
- Management has successfully navigated a sales volume decline by leveraging a premium product mix and pricing power, demonstrating operational discipline. The focus on 'profitable land' acquisition is a prudent defensive strategy.
- The balance sheet has expanded, but the expansion was funded with a mix that diluted the equity ratio. While the company is building net asset value, the debt-to-equity relationship has tightened.
- The high-end residential sector is showing resilience against broader macroeconomic headwinds due to strong underlying demand from real buyers. Peers with similar central-locations and high-quality assets should see similar margin expansion.
2026年3月期 第３四半期決算短信〔日本基準〕（連結）
ニッキ (60420)
Financial Results & Forecasts
20260130 15:30
株式会社ニッキ (6042) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 6604 | 735 | 846 | 606 |
|---|
| YoY | +3.8% | +16.6% | +16.4% | +20.0% |
|---|
| Fcst (mil yen) ○ | 8500 | 800 | 850 | 650 |
|---|
| YoY | +1.7% | -9.6% | +30.9% | +3.1% |
|---|
| Prog | 77.7% | 91.9% | 99.5% | 93.2% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 110.00, Total 110.00 · EPS 348.49 |
|---|
Solid Q3 earnings driven by firm US general product sales and favorable FX, though management cautions on persistent global macro uncertainties.
Business highlights
-
US Market Demand
Sales of general products for the US market remained firm despite broader economic headwinds.
-
Profitability Drivers
Operating profit increased significantly driven by sales growth and favorable currency translation.
-
Macro Risk Factors
Management identifies persistent inflation, geopolitical instability, and China's economic slowdown as key risks.
Financial position
-
Asset Structure
Total assets grew year-over-year to 23,790 million yen.
-
Equity Position
Net assets increased to 13,549 million yen, with the equity ratio rising from 55.8% to 56.8%.
-
Intrinsic Value (BPS)
Book value per share increased to 7,236.86 yen.
-
Data Constraints
Income statement and cash flow data are not provided in the input.
Analyst take
- The company is executing well operationally, but the profit beat is likely 50% FX-driven. Management is appropriately cautious regarding the outlook.
- The balance sheet shows prudent accumulation of equity and steady asset growth, resulting in a stronger equity ratio.
- General industrial products appear to be acting as a defensive play amidst the turbulence in the broader global economy.
2026年３月期 第３四半期決算短信［日本基準］（連結）
アイネット (96000)
Financial Results & Forecasts
20260130 15:30
financial results section missing: forecast rows
2026年９月期第１四半期決算短信〔日本基準〕（連結）
ＳＨＯＥＩ (78390)
Financial Results & Forecasts
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕(連結）
住石ＨＤ (15140)
Financial Results & Forecasts
20260130 15:30
住石ホールディングス株式会社 (1514) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 8286 | 183 | 1444 | 1346 |
|---|
| YoY | +12.5% | - | -38.9% | -41.6% |
|---|
| Fcst (mil yen) ○ | 9700 | 300 | 1600 | 1600 |
|---|
| YoY | -5.5% | +521.8% | -66.0% | -61.9% |
|---|
| Prog | 85.4% | 61.0% | 90.2% | 84.1% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 15.00, Total 15.00 · EPS 26.76 |
|---|
Revenue increased on volume, but profitability collapsed due to softening coal prices and external risks, resulting in a significant net profit decline.
Business highlights
-
Revenue Growth Drivers
Sales rose 12.5% year-on-year driven by volume expansion rather than pricing power.
-
Margin Compression
Ordinary and net profits fell significantly despite revenue growth, highlighting a disconnect between top-line and bottom-line performance.
-
Structural Market Headwinds
The core coal business faces a sustained softening trend rooted in global macroeconomic factors.
Financial position
-
Leverage & Liabilities
Liabilities surged significantly to 3,393 million yen (from 1,023 million yen), causing the equity ratio to drop 7.4 percentage points to 89.1%.
-
Net Assets
Net assets contracted slightly by 245 million yen to 27,779 million yen, despite total asset growth.
-
Capital Allocation
Aggressive reduction in the equity ratio suggests that asset growth is either funded by debt issuance or supported by significant dividend payouts.
-
Total Assets
Total assets increased by 2,125 million yen (7.3%) to 31,172 million yen.
Analyst take
- The company is in a 'volume trap,' where selling more fails to compensate for margin erosion from a weak coal market. Management's candor regarding the structural demand issues is a positive, but the sharp decline in net profit despite revenue growth raises concerns about sustainability.
- The balance sheet quality is weakening due to a rapid increase in liabilities that outpaced equity retention. While asset growth is positive, the financing mix has become riskier.
- The broader coal sector is facing a prolonged demand slump; peers with better cost structures or active energy transition strategies may outperform.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
王将フード (99360)
Financial Results & Forecasts
20260130 15:30
株式会社王将フードサービス (9936) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 87277 | 7627 | 7867 | 5208 |
|---|
| YoY | +7.2% | +0.4% | -0.3% | +0.1% |
|---|
| Fcst (mil yen) ○ | 119731 | 11271 | 11417 | 8085 |
|---|
| YoY | +7.8% | +3.4% | +0.9% | +0.2% |
|---|
| Prog | 72.9% | 67.7% | 68.9% | 64.4% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 28.00, Total 56.00 · EPS 152.44 |
|---|
The company achieved a four-year high in sales (+7.2%) and sustained five consecutive years of operating profit growth (+0.4%) despite significant margin pressure from inflation and labor costs. The reported decline in ordinary profit was driven by a one-time non-recurring item, masking a resilient operational core.
Business highlights
-
Consumer demand & pricing power
Revenue reached a 47-month high driven by membership initiatives and new menu launches, though growth is being partially offset by inflationary price increases on raw materials and restrained consumer spending.
-
Cost structure & margin resilience
Operating profit increased for a fifth consecutive year despite an 8.2% wage hike and rising input costs, achieved through factory upgrades and operational efficiency.
-
Profit quality
Ordinary profit decreased 0.3% solely due to the absence of temporary insurance income in the current period, whereas net profit remained stable due to settlement allowance income.
-
Strategic expansion & digitalization
Management is accelerating capital-region expansion through a new HR hub in Tokyo and optimizing infrastructure via an IT Expert Council to guide AI and DX investments.
Financial position
-
Leverage and Liabilities
Equity ratio declined 0.6 percentage points to 76.2% due to a larger relative reduction in liabilities compared to net assets.
-
Net Assets Position
Net assets contracted by 16.4% (approx. 12.1 billion yen) from the prior year-end figure.
-
Total Assets
Total assets shrank by 15.7% (approx. 15.1 billion yen) year-over-year.
Analyst take
- The company is successfully navigating a high-inflation environment by driving top-line volume through menu innovation and loyalty programs while aggressively managing costs. The five-year profit streak demonstrates resilience, though the low operating margin growth suggests a challenging path ahead.
- The company is actively shrinking its balance sheet size aggressively, maintaining a high equity ratio but at the cost of absolute equity levels. This indicates a conservative stance focused on risk reduction.
- In the F&B sector, success requires balancing cost-push inflation with consumer price sensitivity. Companies that invest in digitalization and quality differentiation are better positioned to weather inflationary cycles than pure-play commodity players.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
エムケー精工 (59060)
Financial Results & Forecasts
20260130 15:30
エムケー精工株式会社 (5906) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 23186 | 2684 | 2822 | 2274 |
|---|
| YoY | +1.0% | +18.2% | +20.1% | +44.0% |
|---|
| Fcst (mil yen) ▲ | 29000 | 2300 | 2400 | 1800 |
|---|
| YoY | +2.6% | +15.4% | +13.7% | +34.9% |
|---|
| Prog | 80.0% | 116.7% | 117.6% | 126.3% |
|---|
| Dividends ▲ 2026年3月期（予想） | YE 15.00, Total 15.00 · EPS 127.67 |
|---|
Operating profit expanded significantly due to cost restructuring and portfolio optimization, while sales grew modestly amidst a mixed domestic economic environment.
Business highlights
-
Revenue Drivers
Sales increased 1.0% YoY, supported by increased equipment investment in the auto sector but offset by weak demand in home appliances.
-
Operating Efficiency
Operating profit surged 18.2% YoY despite flat sales, indicating successful execution of cost discipline and structural reforms.
-
Net Income Performance
Net profit jumped 44.0% YoY, significantly outpacing the increase in operating profit, likely driven by foreign exchange or tax factors.
-
Strategic Direction
Management is focusing on portfolio reorganization and shifting resources toward new verticals centered on 'Beauty, Food, and Living' to drive long-term value.
Financial position
-
Leverage and Liabilities
Equity ratio slightly declined from 63.5% to 63.1%, indicating asset expansion outpaced the accumulation of equity.
-
Net Asset Value
Net assets increased by 2,071 million yen (12.4% YoY) to 18,761 million yen.
-
Book Value Per Share
Book value per share rose significantly by 213.33 yen (18.8% YoY) to 1,347.25 yen.
-
Total Assets
Total assets grew by 3,454 million yen (13.1% YoY) to reach 29,738 million yen.
Analyst take
- The company is effectively tightening its cost structure to protect margins in a weak sales environment. While the net profit beat is impressive, the divergence from operating profit suggests external factors are inflating the bottom line, masking the true organic growth rate.
- The balance sheet demonstrates robust expansion with healthy equity levels. The slight reduction in the equity ratio is a minor negative signal but is offset by strong growth in net assets and book value per share.
- The auto equipment sector appears to be a relative safe haven supported by policy, while the home appliance sector faces continued deflationary pressure.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ワコム (67270)
Financial Results & Forecasts
20260130 15:30
株式会社ワコム (6727) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 81638 | 9884 | 10354 | 7444 |
|---|
| YoY | -6.7% | +30.0% | +23.3% | +38.3% |
|---|
| Fcst (mil yen) ▲ | 110000 | 13000 | 13000 | 9400 |
|---|
| YoY | -4.9% | +27.3% | +25.1% | +79.9% |
|---|
| Prog | 74.2% | 76.0% | 79.6% | 79.2% |
|---|
| Dividends ▲ 2026年3月期（予想） | YE 15.00, Total 26.00 · EPS 69.87 |
|---|
Profitability surged significantly despite a revenue decline, driven by strong operating leverage and favorable net income contributions.
Business highlights
-
Operating leverage
Operating profit jumped 30% YoY despite a 6.7% sales decline, indicating successful cost control and margin expansion.
-
Net Profit Growth
Net profit increased 38.3% YoY, outpacing operating profit growth due to positive non-operating items.
Financial position
-
Leverage and Equity Structure
Net assets surged (+15.4%) significantly outpacing total asset growth (+4.3%), driving the equity ratio to 48.2%.
-
Balance Sheet Composition
Total assets reached 73,827 million JPY supported by a substantial increase in equity capital to 35,611 million JPY.
Analyst take
- The company achieved significant operating leverage, but the qualitative discussion provided was limited to reporting methodology and legal disclaimers. This lack of forward-looking commentary makes it difficult to assess the sustainability of the margin expansion.
- The balance sheet is strengthening, characterized by a rapid expansion of equity capital which outpaced asset growth.
- Suggests a focus on efficiency and cost control over volume expansion, a strategy often adopted when market demand is weak.
2026年３月期通期連結業績予想の修正（利益上方修正）、及び期末配当予想の修正（増配及び記念配当）に関するお知らせ
ワコム (67270)
Financial Results & Forecasts
20260130 15:30
- Wacom revised fiscal 2026 consolidated profit forecast upward due to better-than-expected brand product business performance.
- Operating profit forecast increased to 13.0 billion yen, and net profit attributable to shareholders increased to 9.4 billion yen.
- Sales forecast remains unchanged at 110.0 billion yen, supported by improved performance and updated currency assumptions.
- Year-end dividend forecast revised to 15 yen per share, including a 3 yen special dividend for winning the Annie Award.
2026年３月期 第３四半期決算補足説明資料
フィード・ワン (20600)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2025年12月期決算短信〔日本基準〕（連結）
太洋テクノレックス (66630)
Financial Results & Forecasts
20260130 15:30
太洋テクノレックス株式会社 (6663) FY2025 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 3751 | 142 | 158 | 136 |
|---|
| YoY | +6.6% | - | - | - |
|---|
| Fcst (mil yen) | 4873 | 121 | 113 | 75 |
|---|
| YoY | +29.9% | -14.9% | -28.3% | -44.8% |
|---|
| Prog | 77.0% | 117.4% | 139.8% | 181.3% |
|---|
| Dividends 2026年12月期(予想) | YE 3.00, Total 24.00 · EPS 12.50 |
|---|
Sales rose 6.6% to 3.75B JPY driven by gains in non-EV segments, with profitability turning positive from a loss to an operating profit of 142M JPY due to revenue growth and voluntary retirement cost reductions.
Business highlights
-
Revenue Growth Drivers
Sales increased 6.6% driven by gains in electronic sheet, mirror polishing, and industrial systems, offset by a decline in test systems.
-
Profitability Turnaround
Operating profit swung from a 54M loss to a 142M profit in the current period.
-
One-Off Financial Impact
Net profit was supported by non-recurring gains and costs related to the voluntary retirement program.
Financial position
-
Leverage & Solvency
Equity ratio improved from 55.0% to 58.4%, signaling a strengthening balance sheet.
-
Shareholder Equity Quality
Net assets reached 2,698 million yen, driving a 6.8% increase in book value per share to 445.86 yen.
-
Asset Structure
Total assets grew modestly by 27 million yen (+0.6%) while equity grew significantly.
Analyst take
- Management is capitalizing on AI/Data Center demand while effectively trimming headcount via voluntary retirements, successfully navigating a difficult macro environment.
- The company is prioritizing equity accumulation over aggressive asset expansion, indicating conservative capital management.
- Confirms a bifurcation in the electronics industry where legacy EV demand struggles but high-tech infrastructure demand thrives.
2026年３月期 第３四半期決算短信 [日本基準]（連結）
フィード・ワン (20600)
Financial Results & Forecasts
20260130 15:30
フィード・ワン株式会社 (2060) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 219072 | 5632 | 6149 | 4585 |
|---|
| YoY | -2.9% | +31.8% | +30.1% | +23.5% |
|---|
| Fcst (mil yen) ○ | 311000 | 6800 | 7000 | 5200 |
|---|
| YoY | +5.1% | +7.2% | +3.1% | -3.5% |
|---|
| Prog | 70.4% | 82.8% | 87.8% | 88.2% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 21.00, Total 42.00 · EPS 135.88 |
|---|
Net profit surged 23.5% driven by margin expansion or cost efficiency, despite flat sales, though the specific drivers remain unexplained in the provided qualitative text.
Business highlights
-
Profitability Expansion
Operating profit jumped 31.8% despite a 2.9% revenue decline.
-
Sales Performance
Sales remained flat year-on-year at 219.1 billion yen.
Financial position
-
Leverage and Liabilities
Equity ratio declined to 42.6% from 44.0%.
-
Total Assets
Total assets surged to 139,193 million yen, representing a significant increase from the prior year's full year total.
-
Net Asset Base
Net assets increased to 60,007 million yen, reflecting accumulation of retained earnings.
Analyst take
- The significant gap between revenue and profit suggests successful cost management or pricing power, but the lack of qualitative disclosure regarding *how* this margin expansion was achieved (e.g., FX, restructuring vs. organic pricing) prevents a full assessment of sustainability. Management candor is low as the qualitative text provided is purely boilerplate.
- The balance sheet is undergoing rapid expansion, characterized by a decline in the equity ratio indicating potential leverage build-up.
- Suggests peers with similar revenue pressure are likely facing a similar margin compression/division battle.
2026年3月期 第3四半期決算短信〔日本基準〕(連結)
三井住友 (83160)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance rows
2026年3月期 第3四半期決算補足説明資料
阪急阪神 (90420)
Financial Results & Forecasts
20260130 15:30
financial results section missing: performance period
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
阪急阪神 (90420)
Financial Results & Forecasts
20260130 15:30
阪急阪神ホールディングス株式会社 (9042) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 881504 | 111243 | 115703 | 73800 |
|---|
| YoY | +9.6% | +20.1% | +18.0% | +8.6% |
|---|
| Fcst (mil yen) ○ | 1200000 | 127400 | 125000 | 78000 |
|---|
| YoY | +8.4% | +14.9% | +12.4% | +15.8% |
|---|
| Prog | 73.5% | 87.3% | 92.6% | 94.6% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 50.00, Total 100.00 · EPS 328.14 |
|---|
Q3 results show robust sales growth (+9.6%) and operating profit expansion (+20.1%), though specific drivers are deferred to the supplementary material.
Business highlights
-
Operating Leverage
Operating profit surged 20.1% YoY, outpacing the 9.6% increase in sales.
-
Disclosure Strategy
Detailed qualitative analysis of drivers is located in a supplementary document released today.
Financial position
-
Leverage & Balance Sheet Expansion
Total assets increased by 159.5 billion yen (4.9%) driven by organic growth and investment activities.
-
Equity Ratio Stability
The equity ratio remained constant at 31.6% despite significant asset growth, indicating disciplined capital structure management.
-
Equity Accumulation
Reference equity increased by 50.9 billion yen (4.9%), reflecting robust retained earnings generation over the period.
-
Debt Dynamics
Liabilities grew in tandem with assets at a similar rate (~4.9%), avoiding aggressive leverage increases.
Analyst take
- The company has chosen to withhold specific qualitative drivers in the main text, likely to manage expectations or avoid over-interpreting temporary factors. The strong profit beat is a positive signal, but sustainability cannot be confirmed without the supplementary details.
- The balance sheet exhibits solid structural health with synchronized growth across assets, liabilities, and equity. The company is expanding its base efficiently without sacrificing financial stability.
- N/A (Data insufficient to assess industry trends).
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
セフテック (74640)
Financial Results & Forecasts
20260130 15:10
セフテック株式会社 (7464) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 7913 | 277 | 292 | 164 |
|---|
| YoY | -1.0% | -6.4% | -2.5% | -5.2% |
|---|
| Fcst (mil yen) ○ | 10418 | 370 | 383 | 255 |
|---|
| YoY | +1.0% | +4.3% | +6.7% | +10.9% |
|---|
| Prog | 76.0% | 74.9% | 76.2% | 64.3% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 60.00, Total 60.00 · EPS 143.63 |
|---|
Consolidated revenue remained flat while operating profit declined significantly due to persistent cost inflation, highlighting the impact of competitive pressure despite favorable government tailwinds.
Business highlights
-
Margin Compression
Operating profit fell 6.4% on flat revenue driven by rising raw material and logistics costs.
-
Revenue Performance
Sales declined 1.0% year-on-year, failing to capitalize on growth opportunities in disaster prevention and land resilience policies.
-
Strategic Product Shift
Management is aggressively promoting AI cameras and rental models to secure data and strengthen sales moats.
Financial position
-
Leverage and Net Asset Position
Net assets increased to 7,316 million yen, and the equity ratio strengthened to 60.1% from 58.2%.
-
Total Asset Base
Total assets contracted slightly to 12,181 million yen from 12,422 million yen.
Analyst take
- Management is defensive, attributing the profit miss to external factors (raw materials, FX) and competition rather than operational errors. However, the failure to grow revenue despite government infrastructure spending suggests competitive intensity may be outweighing policy tailwinds.
- The balance sheet is strengthening, characterized by a healthy equity ratio and a reduction in total assets.
- The construction safety market is structurally supported by policy but faces a price war; profitability is being squeezed by input costs.
2026年3月期連結業績予想の修正に関するお知らせ
野崎印 (79190)
Financial Results & Forecasts
20260130 15:00
- Revises 2026 fiscal year consolidated forecast downward.
- Sales forecast lowered to 14,000 million yen, down 6.6%.
- Operating profit forecast lowered to 470 million yen, down 32.8%.
- Net profit forecast lowered to 347 million yen, down 34.5%.
- Drivers include deflation from logistics demand and price competition, as well as increased costs from IT equipment replacement and repair works.
2025年度 第3四半期決算説明資料
東北電力 (95060)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期通期業績予想の修正、配当方針の変更及び配当予想の修正に関するお知らせ
ＰＥＧＡＳＵＳ (62620)
Financial Results & Forecasts
20260130 15:00
- FY2026 sales forecast lowered 16.8% to 21.64 billion yen due to delayed demand recovery from US tariffs and price pressure in the automotive sector.
- FY2026 operating profit lowered 64.2% to 880 million yen due to sales declines and increased cost rates from intense competition.
- Revised final dividend to 20 yen and total dividend to 30 yen per share, while changing the dividend payout target from 30% to a new BS management policy focused on capital optimization.
- Capital costs set to approximately 9.0% with a new strategy aiming to minimize invested capital and achieve ROE exceeding the cost of capital.
2026年３月期第３四半期決算短信〔日本基準〕(連結)
ＰＥＧＡＳＵＳ (62620)
Financial Results & Forecasts
20260130 15:00
株式会社ＰＥＧＡＳＵＳ (6262) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 16507 | 893 | 1046 | 628 |
|---|
| YoY | +3.0% | -29.9% | -27.2% | -36.5% |
|---|
| Fcst (mil yen) ▲ | 21640 | 880 | 1000 | 440 |
|---|
| YoY | -1.8% | -44.1% | -35.7% | -54.4% |
|---|
| Prog | 76.3% | 101.5% | 104.6% | 142.7% |
|---|
| Dividends ▲ 2026年3月期(予想) | YE 20.00, Total 30.00 · EPS 17.98 |
|---|
Sales increased modestly (+3.0%), but operating profitability contracted sharply (-29.9%) as revenue growth failed to offset margin erosion.
Business highlights
-
Profitability Compression
Operating profit fell significantly despite slight sales growth, indicating negative operating leverage.
-
Net Profit Decline
Net profit declined more steeply than operating profit, suggesting non-operating factors or tax impacts.
Financial position
-
Asset Base Reduction
Total assets decreased by approximately 5.8% (from 46,391 to 43,677 million yen), alongside a drop in net assets, indicating a strategic consolidation of the business footprint.
-
Leverage and Solvency
The equity ratio strengthened to 70.7% (from 70.0%), demonstrating an increase in the cushion against insolvency risk despite the simultaneous reduction in total assets.
-
Net Asset Position
Net assets declined by 4.9% (from 33,637 to 31,989 million yen), reflecting a prudent adjustment to capital structure.
Analyst take
- The provided management text consists solely of standard disclaimers regarding forward-looking statements and risk factors, offering no specific rationale for the earnings decline. The data highlights a disconnect between top-line momentum and bottom-line performance.
- The company is executing a deleveraging strategy by reducing its total asset scale while maintaining a robust equity cushion. This structural shift aligns with conservative financial management principles.
- Margin compression appears to be an industry-wide issue affecting sector peers.
業績予想の修正に関するお知らせ
Ｇ－Ｊ・ＴＥＣ (77740)
Financial Results & Forecasts
20260130 15:00
- Revised FY2026 sales forecast to 2.21 billion yen, down 23.8% to 28.7%; operating loss forecast widened to 550 million yen.
- Reduced burn wound cases for “J-ACE” and fewer new patients for “Jasmine,” “Nepic,” and “Ocular.”
- Revenue recognition for contract manufacturing business delayed to the next fiscal year.
- Downgraded segment forecasts: Skin sales cut by 28.8% and Cornea sales cut by 58.3%.
2026年3月期 第3四半期決算の概要
Ｇ－ＡＩＡＩ (65570)
Financial Results & Forecasts
20260130 15:00
financial results section missing: performance period
2026年３月期 第３四半期決算説明資料
Ｇ－Ｊ・ＴＥＣ (77740)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
エフアンドエム (47710)
Financial Results & Forecasts
20260130 15:00
株式会社エフアンドエム (4771) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 15020 | 2601 | 2630 | 1767 |
|---|
| YoY | +21.9% | +39.6% | +39.8% | +42.8% |
|---|
| Fcst (mil yen) ○ | 20867 | 3132 | 3157 | 2088 |
|---|
| YoY | +22.3% | +15.3% | +15.1% | +15.1% |
|---|
| Prog | 72.0% | 83.0% | 83.3% | 84.6% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 21.00, Total 42.00 · EPS 141.22 |
|---|
Strong Q3 FY2026 performance marked by double-digit revenue growth and accelerated profit expansion, driven by membership growth and service upgrades while maintaining operational efficiency.
Business highlights
-
Revenue growth drivers
Sales increased 21.9% YoY, driven by the expansion of the membership base and supplementary services.
-
Profitability improvement
Operating profit surged 39.6% YoY, significantly outpacing revenue growth.
-
Strategic digital transformation
Management positions GenAI and DX investments as essential survival strategies to combat chronic labor shortages.
-
Macroeconomic headwinds
Selective consumption trends persist due to inflation and the BOJ's rate hike environment.
Financial position
-
Leverage
Equity ratio declined from 76.4% to 73.2% as total assets expanded faster than net assets.
-
Balance Sheet Expansion
Total assets surged 13.4% year-on-year to 19,637 million yen.
-
Net Assets
Net assets increased 8.7% to 14,368 million yen, outpacing the growth in total assets.
Analyst take
- The company is successfully executing its growth strategy, evidenced by margin expansion that outpaces revenue growth. Management candidly acknowledges the transition to a 'world with interest rates' and selective consumption.
- The company is undergoing a structural shift toward a larger, faster-growing balance sheet. While the surge in net assets is a positive sign of retained earnings, the simultaneous expansion of total assets has diluted the equity cushion. The rising leverage profile is a structural change that shifts the risk profile from 'highly conservative' to 'growth-oriented'.
- GenAI integration is becoming a critical differentiator for survival in a tight labor market.
2026年９月期 連結業績予想の修正に関するお知らせ
アサカ理研 (57240)
Financial Results & Forecasts
20260130 15:00
- Revised consolidated performance forecast for the fiscal year ending September 2026.
- Projected sales increased to 9,500 million yen; operating profit increased to 590 million yen.
- Net profit attributable to owners of the parent increased to 270 million yen.
- Revision driven by higher-than-expected gold prices in the precious metal business.
期末配当予想の修正（増配）に関するお知らせ
クラフティア (19590)
Financial Results & Forecasts
20260130 15:00
- The year-end dividend forecast for FY2026 is increased to 110 yen per share.
- The total annual dividend forecast is revised up to 200 yen per share.
- The increase is based on the company’s progressive dividend policy targeting a 40% payout ratio.
- This revision reverses the previous forecast of 180 yen total dividends per share.
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
Ｇ－Ｊ・ＴＥＣ (77740)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期第3四半期決算補足説明資料
平和不 (88030)
Financial Results & Forecasts
20260130 15:00
financial results section missing: performance period
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
クラフティア (19590)
Financial Results & Forecasts
20260130 15:00
株式会社クラフティア (1959) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 319253 | 36444 | 39083 | 25464 |
|---|
| YoY | -3.0% | +23.7% | +23.1% | +22.3% |
|---|
| Fcst (mil yen) ▲ | 475000 | 51500 | 55000 | 36000 |
|---|
| YoY | +0.2% | +24.4% | +23.8% | +24.6% |
|---|
| Prog | 67.2% | 70.8% | 71.1% | 70.7% |
|---|
| Dividends ▲ 2026年3月期(予想) | YE 110.00, Total 200.00 · EPS 508.95 |
|---|
Sales declined 3.0% YoY due to the normalization of large-scale project completions, but operating profit surged 23.7% driven by improved construction margins and a 12.0% increase in order intake led by Tokyo redevelopment and data center projects.
Business highlights
-
Order intake momentum
Order intake rose 12.0% YoY to 369.7 billion yen, driven by successful execution on Tokyo redevelopment, Kansai IR, and data center projects.
-
Sales normalization
Sales decreased 3.0% YoY to 319.3 billion yen, specifically attributed to the 'rebound decrease' from the progress of large-scale complex buildings completed last year.
-
Margin expansion
Operating profit increased 23.7% YoY despite lower sales, reflecting a structural improvement in construction margins.
-
Ukuhima Mega Solar execution
The Nagasaki Prefectural sea usage rights negotiation remains critical; construction prep has started with a FY2026 completion target.
Financial position
-
Leverage and Liabilities
Total liabilities decreased significantly by approximately 25.8 billion yen, indicating a strong deleveraging effort as assets contracted.
-
Net Assets and Equity Ratio
Net assets increased by approximately 20.3 billion yen (6.5%), driving the equity ratio up to 68.0% from 63.5%.
-
Asset Base Structure
Total assets decreased by approximately 5.5 billion yen (1.1%), suggesting a deliberate reduction in scale.
Analyst take
- Management is executing well within a cyclical construction environment. The disconnect between falling sales and rising profit suggests effective pricing power and cost management is winning over volume contraction. The candor regarding the sales drop being purely cyclical is a positive sign of transparency.
- The company demonstrates a conservative balance sheet strategy, actively reducing debt while expanding equity to strengthen solvency.
- The resilience of orders in Tokyo redevelopment and data centers indicates strong demand for high-value construction projects. Peers may face similar margin pressure if they cannot pass on inflation costs.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
平和不 (88030)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
通期業績予想の修正及び配当予想の修正（増配）に関するお知らせ
平和不 (88030)
Financial Results & Forecasts
20260130 15:00
- FY2026 forecast revised upward: Sales to 505 billion yen, operating profit to 148 billion yen, net profit to 10.3 billion yen.
- EPS forecast increased to 154.63 yen, expecting record-high profits and achieving medium-term targets one year early.
- Annual dividend forecast increased to 93 yen per share, a 5 yen increase from previous guidance.
- Projected 9th consecutive year of dividend increases following a 7 yen increase over the previous fiscal year.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
日亜鋼 (56580)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
Ｇ－ＡＩＡＩ (65570)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
通期連結業績予想の修正に関するお知らせ
蝶理 (80140)
Financial Results & Forecasts
20260130 15:00
- Revises FY2026 consolidated forecast due to decreased general demand in the textile business and sluggish performance chemicals sector.
- Reduces sales forecast to 300 billion yen, down 30 billion yen from the previous estimate.
- Reduces operating profit forecast to 13.5 billion yen, down 1.5 billion yen from the previous estimate.
- Maintains net profit attributable to parent shareholders at 11 billion yen, driven by expected tax expense reductions.
業績予想の上方修正に関するお知らせ
Ｇ－ＡＩＡＩ (65570)
Financial Results & Forecasts
20260130 15:00
- FY2026 revenue forecast increased to 750 million yen due to higher enrollment and subsidies.
- FY2026 net profit forecast increased to 500 million yen, a 92.3% increase from previous estimate.
- FY2026 EBITDA forecast established at 1,440 million yen.
- Acquisition of Kira-ra Group Holdings pending review and not included in current forecast.
個別決算の前年実績値との差異に関するお知らせ
竹本容器 (42480)
Financial Results & Forecasts
20260130 15:00
- Revenue decreased 12.0% to 11,021 million JPY due to fewer spot and large repeat projects and lower new project booking.
- Operating profit decreased 14.9% to 679 million JPY.
- Ordinary profit increased 105.2% to 1,655 million JPY driven by dividends received from 100% subsidiaries.
- Net profit increased 183.9% to 1,316 million JPY.
2025年12月期決算説明資料
竹本容器 (42480)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算説明資料（ハイライト情報）
蝶理 (80140)
Financial Results & Forecasts
20260130 15:00
- Promoting CIP2025 global growth strategy and launching a new medium-term management plan project.
- Revised full-year guidance down for sales, operating profit, and adjusted net income, while keeping net income attributable to parent forecast unchanged.
- Textile and chemical segments reported decreased revenue and profit driven by weak overseas sales and reversals of one-time gains.
- Maintained high net asset ratio of 64.7% and confirmed annual dividend forecast at 144 yen per share.
2025年12月期決算短信〔日本基準〕（連結）
竹本容器 (42480)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ＤＭ三井製糖 (21090)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
東北電力 (95060)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期第3四半期決算短信〔日本基準〕（連結）
中電工 (19410)
Financial Results & Forecasts
20260130 15:00
株式会社中電工 (1941) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 149568 | 17562 | 18484 | 12281 |
|---|
| YoY | -2.5% | +18.7% | +14.5% | -18.2% |
|---|
| Fcst (mil yen) ○ | 232000 | 24000 | 24800 | 16100 |
|---|
| YoY | +4.6% | +10.6% | +5.8% | -19.1% |
|---|
| Prog | 64.5% | 73.2% | 74.5% | 76.3% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 65.00, Total 130.00 · EPS 297.26 |
|---|
Sales remained flat while operating profit surged, signaling margin expansion, but net profit declined significantly due to non-operating impacts.
Business highlights
-
Operating Profit vs. Sales Divergence
Operating profit increased 18.7% despite flat sales, indicating substantial margin expansion.
-
Net Profit Disconnect
Net profit fell 18.2% despite higher operating profit, indicating a drag from non-operating items.
-
Management Communication
Qualitative discussion consists solely of a boilerplate disclaimer regarding forecast risks without explaining the earnings drivers.
Financial position
-
Leverage and Liabilities
Equity ratio improved to 78.6%.
-
Net Asset Position
Net assets increased by 12.0 billion JPY.
-
Asset Base
Total assets increased by 9.4 billion JPY.
Analyst take
- The company is achieving margin expansion in a challenging sales environment, but transparency is low. The specific drivers for the operating profit beat and the reason for the net profit miss are not disclosed in the provided text.
- The balance sheet demonstrates a strengthening financial position characterized by a conservative capital structure and robust equity accumulation.
- Margin expansion amidst flat sales suggests a cost-cutting or pricing strategy common in mature or cyclical sectors facing demand headwinds.
通期連結業績予想および期末配当予想の修正に関するお知らせ
ミスミＧ (99620)
Financial Results & Forecasts
20260130 15:00
- FY2026 sales forecast revised up to 440,000 million yen; operating profit forecast increased to 46,200 million yen and ordinary profit forecast to 47,300 million yen.
- Net profit forecast remains unchanged at 33,900 million yen; EPS forecast revised slightly upward to 125.11 yen.
- Final dividend forecast increased to 44.06 yen per share; annual dividend forecast set at 44.06 yen.
- Revisions driven by strong performance from Fictiv Inc. and favorable exchange rates, despite continued uncertainty in the automotive industry.
2026年3月期第3四半期決算短信〔日本基準〕(連結)
ミスミＧ (99620)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第3四半期 FACT BOOK
京阪神ビ (88180)
Financial Results & Forecasts
20260130 15:00
financial results section missing: performance period
2026年３月期第３四半期決算短信〔日本基準〕（連結）
京阪神ビ (88180)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期通期業績予想の修正に関するお知らせ
有機薬 (45310)
Financial Results & Forecasts
20260130 15:00
- Revised net profit forecast to 390 million yen, down 35.0% from previous guidance.
- Operating profit forecast revised down to 400 million yen due to sharp revenue deterioration in electronic materials caused by new competitors.
- Sales forecast increased to 15.5 billion yen supported by strong demand across amino acids, chemicals, and pharmaceuticals.
- Dividends per share reduced to 18 yen.
- Company plans structural reforms and supply chain strengthening to mitigate future profit pressure.
2026年３月期第３四半期決算短信〔日本基準〕(連結)
蝶理 (80140)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信〔日本基準〕(連結)
北日本銀 (85510)
Financial Results & Forecasts
20260130 15:00
financial results section missing: performance rows
2026年3月期 第3四半期決算短信[日本基準]（連結）
西部電機 (61440)
Financial Results & Forecasts
20260130 15:00
financial results section missing: performance rows
2026年3月期 第3四半期決算短信〔日本基準〕（非連結）
有機薬 (45310)
Financial Results & Forecasts
20260130 15:00
financial results section missing: forecast rows
2026年３月期第３四半期決算短信〔日本基準〕(非連結)
三晃金 (19720)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期第3四半期決算説明資料
栃木銀 (85500)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第3四半期決算短信〔日本基準〕(連結)
栃木銀 (85500)
Financial Results & Forecasts
20260130 15:00
financial results section missing: performance rows
営業外収益(持分法による投資利益)の計上及び業績予想の修正に関するお知らせ
大平洋金 (55410)
Financial Results & Forecasts
20260130 15:00
- Recognizes 5,981 million yen in investment income from a Philippine affiliate for FY2026 Q3.
- Revised full-year sales forecast upward by 606 million yen to 9,138 million yen.
- Revised full-year net profit forecast upward by 1,699 million yen to -181 million yen.
- Revision driven by persistent high costs, geopolitical instability, and tariff concerns.
業績予想の修正および配当予想の修正（増配）に関するお知らせ
オエノンＨＤ (25330)
Financial Results & Forecasts
20260130 15:00
- Revised sales forecast to 87.6 billion yen, operating profit to 4.1 billion yen, and net profit to 3.1 billion yen for FY2025 ending Dec 31, 2025.
- Increased dividend forecast to 11 yen per share for FY2025, up from 10 yen, aligning with the medium-term management plan target to raise the dividend payout ratio to approximately 2.5%.
- Revised forecasts surpass previous expectations and anticipate record-high profit and sales figures.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
ほくほく (83770)
Financial Results & Forecasts
20260130 15:00
financial results section missing: performance rows
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
野崎印 (79190)
Financial Results & Forecasts
20260130 15:00
野崎印刷紙業株式会社 (7919) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 10726 | 389 | 434 | 247 |
|---|
| YoY | -4.6% | -37.7% | -35.5% | -44.1% |
|---|
| Fcst (mil yen) ▲ | 14000 | 470 | 525 | 347 |
|---|
| YoY | -3.9% | -31.8% | -30.1% | -33.5% |
|---|
| Prog | 76.6% | 82.8% | 82.7% | 71.2% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 5.00, Total 7.50 · EPS 21.42 |
|---|
Sales and profits declined YoY, primarily driven by the unwinding of 2023 special demand and rising structural costs from wage hikes and IT replacement.
Business highlights
-
Cost structure and profitability
Operating profit fell 37.7% due to wage increases, planned maintenance, and capital expenditures for IT equipment replacement.
-
Commercial printing demand
Sales decreased 10.4% as a biennial catalog production cycle created a demand gap, compounded by reduced government orders despite robust trade show demand.
-
Information equipment segment
Sales grew 1.4% as demand for small/mid-sized printers and custom machines remained resilient, counterbalancing weak logistics label demand.
-
Packaging segment mix
Flexible packaging sales declined 6.5% due to weak retail gift demand, while paper containers saw growth driven by food and optics sectors.
Financial position
-
Net Asset Growth
Net assets increased by 112 million yen (2.4%) to 4,739 million yen.
-
Equity Ratio
Equity ratio declined from 41.3% to 40.8%.
-
Net Asset per Share
Net asset per share rose to 278.31 yen, an increase of 10.98 yen (4.1%).
-
Balance Sheet Composition
Gap between Net Assets (4,739m) and Reference Net Assets (4,493m) widened to 246 million yen.
Analyst take
- The profit decline is largely a result of cyclical factors (special demand fading) and unavoidable structural cost inflation (wages/capex). Management candor is high regarding the specific drivers, such as the catalog cycle and inflation.
- Balance sheet expanded modestly, driven by asset growth. While net asset value per share is healthy, the slight decline in the equity ratio suggests a reduction in financial conservatism. The significant discrepancy between Net Assets and Reference Net Assets points to substantial unrealized gains.
- The printing industry faces headwinds from paperless trends and global inflation, but resilient niches in specialized equipment and specific packaging lines (e.g., food) show pockets of strength.
2026年3月期 第3四半期決算短信〔日本基準〕(連結)
小糸製 (72760)
Financial Results & Forecasts
20260130 15:00
株式会社小糸製作所 (7276) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 690005 | 33703 | 39112 | 23056 |
|---|
| YoY | +2.2% | +11.8% | +14.3% | -21.1% |
|---|
| Fcst (mil yen) ○ | 913000 | 45000 | 51000 | 28000 |
|---|
| YoY | -0.4% | +0.3% | +3.8% | -39.4% |
|---|
| Prog | 75.6% | 74.9% | 76.7% | 82.3% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 28.00, Total 56.00 · EPS 104.75 |
|---|
Global revenue grew 2.2% driven by Asian production, while operating profit surged 11.8% due to volume increases and efficiency measures, though net profit declined YoY due to a prior-year one-off income comparison.
Business highlights
-
Geographic Sales Mix
Sales increased due to production growth in China and Asia, offsetting declines in Japan and the Americas.
-
Profitability Drivers
Operating profit rose 11.8% despite US tariff headwinds, driven by volume gains and efficiency improvements.
-
Japan & Americas Market Conditions
Volume declined in Japan and the Americas due to auto production/sales issues, though new orders were secured.
-
Net Profit Comparison
Net profit decreased 21.1% primarily due to the absence of prior-year special compensation income.
Financial position
-
Leverage Ratio
Self-capital ratio declined slightly from 70.5% to 69.6%.
-
Net Asset Quality
Book value per share increased significantly by 6.8% to 2,360.32 yen.
-
Asset Structure
Total assets increased by 1.87%, modestly exceeding the growth in Net Assets.
Analyst take
- The company successfully decoupled profit growth from volume expansion in key markets, utilizing cost structure improvements to deliver strong operating leverage despite a challenging macro environment.
- The balance sheet remains solid with a high equity ratio (over 69%), demonstrating a conservative financial structure. However, the slight widening of the gap between assets and net assets indicates a marginal increase in leverage.
- The divergence between Asian production growth and regional declines in Japan/US highlights the uneven recovery of the global auto supply chain, with Asia retaining resilience.
2026年3月期 第3四半期決算短信［日本基準］（連結）
ヨシタケ (64880)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
アマノ (64360)
Financial Results & Forecasts
20260130 15:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
カノークス (80760)
Financial Results & Forecasts
20260130 14:40
株式会社カノークス (8076) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 118430 | 1852 | 2278 | 1617 |
|---|
| YoY | -8.8% | -3.6% | 0.0% | +2.0% |
|---|
| Fcst (mil yen) ○ | 168766 | 2665 | 2910 | 2015 |
|---|
| YoY | -2.5% | +6.1% | +1.9% | +1.4% |
|---|
| Prog | 70.2% | 69.5% | 78.3% | 80.2% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 52.00, Total 104.00 · EPS 210.15 |
|---|
Sales declined YoY in the third quarter, but profit held relatively steady due to cost control measures, while the FY2026 forecast relies on a specific timing of share disposal.
Business highlights
-
Sales Performance
Sales decreased significantly YoY, indicating weak market demand or cyclical headwinds.
-
Profitability & Cost Structure
Operating profit and net profit increased YoY despite the sales decline, demonstrating improved operational efficiency.
-
FY2026 Forecast Drivers
The FY2026 EPS forecast assumes the complete disposal of shares held by the 'Stock Supply/Demand Buffer Trust' by March 2026.
Financial position
-
Leverage
Equity ratio improved to 40.0%, increasing by 3.9 percentage points year-over-year.
-
Asset Structure
Total assets decreased by approximately 4,943 million yen.
-
Net Asset Position
Net assets increased by 1,454 million yen despite the decline in total assets.
Analyst take
- Management provided minimal qualitative insight into the YoY sales decline, relying instead on standard legal disclaimers regarding forecasts. This lack of transparency makes it difficult to distinguish between cyclical and structural issues driving the sales drop.
- The balance sheet has materially strengthened, characterized by deleveraging and asset reduction alongside an increase in net equity. This suggests management is prioritizing financial stability and shareholder value over asset expansion.
- Suggests broad-based industry headwinds affecting volume, likely impacting peers with similar market exposure.
2025年度第3四半期（4-12月）決算説明会資料
コマツ (63010)
Financial Results & Forecasts
20260130 14:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔米国基準〕（連結）
コマツ (63010)
Financial Results & Forecasts
20260130 14:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ユナイテド海 (91100)
Financial Results & Forecasts
20260130 14:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 業績予想の修正及び配当予想の修正に関するお知らせ
ユナイテド海 (91100)
Financial Results & Forecasts
20260130 14:30
- Consolidated sales forecast revised upward to 224,000 million yen.
- Consolidated net profit forecast revised upward to 20,800 million yen.
- Annual dividend forecast increased to 425 yen per share.
- Revision driven by sustained demand for iron ore and grains, favorable dry bulk market conditions, and the weak yen.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
アルビス (74750)
Financial Results & Forecasts
20260130 14:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期第3四半決算補足資料
東光高岳 (66170)
Financial Results & Forecasts
20260130 14:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期通期連結業績予想および期末配当予想の修正に関するお知らせ
東光高岳 (66170)
Financial Results & Forecasts
20260130 14:30
- FY2026 consolidated sales forecast revised upward to 112 billion yen.
- FY2026 consolidated operating profit forecast revised upward to 8.3 billion yen.
- FY2026 net profit attributable to parent forecast revised upward to 5.2 billion yen.
- Annual dividend forecast revised upward to 95 yen per share from 86 yen.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
弘電社 (19480)
Financial Results & Forecasts
20260130 14:30
株式会社弘電社 (1948) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 31015 | 1889 | 1976 | 1300 |
|---|
| YoY | +14.1% | +13.9% | +15.7% | +5.9% |
|---|
| Fcst (mil yen) ○ | 42000 | 3100 | 3200 | 2050 |
|---|
| YoY | +7.0% | +0.6% | +1.0% | -25.1% |
|---|
| Prog | 73.8% | 60.9% | 61.8% | 63.4% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 45.00, Total 90.00 · EPS 234.72 |
|---|
Solid earnings driven by steady execution of a large backlog in the Electric Equipment Works segment, supported by robust market investment in the construction sector.
Business highlights
-
Electric Equipment Works performance
Revenue and profit surged 18.3% and 18.9% YoY, driven by steady execution of large-scale new construction projects and high market investment levels.
-
Product sales stability
Revenue remained flat (+0.9% YoY) as sales of electric materials and pipes mirrored last year's levels, reflecting a stable but non-growth market.
-
Backlog visibility
Electric Equipment Works backlog increased 30% YoY to 49.7 billion yen, creating a strong foundation for Q4 performance due to low completion rates in Q3.
Financial position
-
Leverage and Liabilities
Total assets increased by 1,061 million yen; liabilities increased slightly, yet the equity ratio remained robust at 65.5%.
-
Net Assets and Equity Ratio
Net assets rose by 781 million yen, driving the equity ratio from 65.3% to 65.5%.
-
Asset Base Expansion
The total asset base expanded by 3.2% year-over-year without diluting equity quality.
Analyst take
- Management is successfully translating high market demand into top-line growth. The massive carry-over backlog indicates the current earnings strength is repeatable through the fiscal year-end.
- The company maintains a strong, conservative balance sheet with a high equity ratio, indicating financial prudence despite a slight increase in liabilities.
- Reflects the broader trend of continued capital expenditure in the Japanese construction and infrastructure sectors.
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
石原ケミカル (44620)
Financial Results & Forecasts
20260130 14:30
石原ケミカル株式会社 (4462) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 17498 | 2651 | 2777 | 2064 |
|---|
| YoY | -2.8% | -0.2% | +0.8% | +3.2% |
|---|
| Fcst (mil yen) ○ | 24500 | 3510 | 3600 | 2550 |
|---|
| YoY | +3.7% | +3.2% | +4.1% | +3.4% |
|---|
| Prog | 71.4% | 75.5% | 77.1% | 80.9% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 22.00, Total 44.00 · EPS 186.64 |
|---|
Sales declined 2.8% amidst macroeconomic uncertainty, but profitability remained resilient with net income rising 3.2% due to cost efficiency.
Business highlights
-
Macro environment & strategy
Domestic economy recovering slowly but facing headwinds from inflation, interest rates, and US trade policy.
-
Profitability drivers
Revenue dropped while operating profit held flat and net profit rose, indicating successful cost control despite weak sales.
-
Market expansion efforts
Expansion activities are underway domestically and internationally, though results have not yet offset the revenue decline.
Financial position
-
Leverage Position
Equity ratio improved significantly from 81.1% to 83.6%.
-
Net Asset Accumulation
Net assets grew by 1,807 million JPY, indicating strong internal capital generation.
-
Asset Base Expansion
Total assets increased by 1,370 million JPY, signaling organic business growth.
Analyst take
- The resilience in net profit despite falling sales suggests strong cost discipline, but the revenue drop highlights the immediate impact of macro headwinds on the chemical demand cycle.
- The company maintains a conservative balance sheet with a very high equity ratio, indicating a strong preference for equity financing over debt. The simultaneous growth in both total assets and net assets suggests the company is growing while simultaneously strengthening its financial cushion.
- The company is facing similar pricing pressure and demand uncertainty as peers in the Japanese specialty chemical sector.
2026年3月期第3四半期決算短信〔日本基準〕（連結）
東光高岳 (66170)
Financial Results & Forecasts
20260130 14:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期第３四半期決算短信〔日本基準〕（連結）
フジッコ (29080)
Financial Results & Forecasts
20260130 14:30
フジッコ株式会社 (2908) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 42727 | 1281 | 1662 | 1385 |
|---|
| YoY | -2.6% | +39.7% | +27.7% | +41.8% |
|---|
| Fcst (mil yen) ○ | 56600 | 1650 | 1900 | 1350 |
|---|
| YoY | -0.8% | +45.9% | +22.2% | +41.8% |
|---|
| Prog | 75.5% | 77.6% | 87.5% | 102.6% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 23.00, Total 46.00 · EPS 47.42 |
|---|
Revenue declined 2.6% due to weakness in side-dishes and desserts, but operating profit surged nearly 40% driven by cost-efficiency, advertising discipline, and strong performance in Konbu and Yogurt categories.
Business highlights
-
Portfolio Restructuring
Aggressive portfolio reshaping via divestitures and consolidation alongside Asia foundation building.
-
Konbu Product Demand
Sales exceeded previous year driven by Salt Kelp and Cup Tsukemono despite inflation.
-
Yogurt Product Demand
Sales increased YoY driven by strong existing brands and successful new product launches.
-
Side-dish Product Demand
Sales declined due to customer mix changes and pricing pressure affecting volume.
-
Dessert & Bean Product Demand
Sales declined across segments due to volume shortfalls and weak year-end market trends.
Financial position
-
Leverage
Equity ratio remained stable at a very high level of 86.3%.
-
Net Asset Growth
Net assets increased by 1.00 billion yen despite significant asset growth.
-
Total Asset Base
Total assets expanded by 1.16 billion yen quarter-over-quarter.
-
Data Limitations
Insufficient data provided to assess cash flow quality, working capital dynamics, or specific liability movements.
Analyst take
- Profit growth is primarily 'earnings quality' improvement rather than organic top-line expansion, achieved through prudent ad spending and portfolio pruning. The company is proactively managing structural headwinds in side-dishes and desserts.
- The balance sheet demonstrates a defensive, conservative posture with a near-90% equity ratio, signaling minimal financial risk.
- Consumer price sensitivity is persisting; 'value-for-money' positioning (Salt Kelp) is winning while premium items face pressure.
2026年3月期 第3四半期決算短信〔日本基準〕(連結)
七十七銀 (83410)
Financial Results & Forecasts
20260130 14:30
financial results section missing: performance rows
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
東瓦斯 (95310)
Financial Results & Forecasts
20260130 14:15
東京瓦斯株式会社 (9531) FY2026 Q3
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 2039636 | 138257 | 133335 | 166268 |
|---|
| YoY | +10.6% | +87.5% | +105.1% | +395.8% |
|---|
| Fcst (mil yen) ▲ | 2890000 | 185000 | 171000 | 194000 |
|---|
| YoY | +9.6% | +39.0% | +50.5% | +161.5% |
|---|
| Prog | 70.6% | 74.7% | 78.0% | 85.7% |
|---|
| Dividends ○ 2026年3月期 (予想) | YE 50.00, Total 100.00 · EPS 560.15 |
|---|
Exceptional earnings beat driven by massive profit expansion, though specific operational drivers remain undisclosed in the provided text.
Business highlights
-
Profitability Expansion
Operating profit surged 87.5% and net profit expanded nearly 400% year-on-year.
-
Top-line Growth
Sales increased 10.6% year-on-year, supporting the margin expansion.
Financial position
-
Balance Sheet Base Size
Total assets and net assets decreased year-over-year, indicating a contraction of the corporate balance sheet.
-
Leverage (Equity Ratio)
The equity ratio declined slightly to 43.4%.
-
Cash Flow & Working Capital
Data regarding cash generation, working capital movements, accruals, and capital allocation is not disclosed in the provided text.
Analyst take
- The company is delivering a severe earnings surprise, but the provided text (a generic earnings forecast header) offers no insight into whether this is driven by external factors (e.g., FX) or internal operational improvements.
- The company is actively reducing its asset base and net worth. The drop in net assets (~116 billion yen) is significant. Notably, the 'Reference Net Assets' (1.6T) are lower than the reported net assets (1.7T), suggesting a substantial non-cash adjustment or revaluation reserve reduction.
- Cannot be determined from the provided qualitative text.
業績予想の修正に関するお知らせ
東応化 (41860)
Financial Results & Forecasts
20260130 14:00
- Revised FY2025 sales forecast to 237 billion yen, a 4.4% increase.
- Revised operating profit forecast to 47.3 billion yen, a 18.3% increase.
- Revised net profit forecast to 33 billion yen, a 24.5% increase.
- Revisions driven by semiconductor market growth due to GenAI demand and FX impact.
2026年３月期 第３四半期決算短信［日本基準］（非連結）
大冷 (28830)
Financial Results & Forecasts
20260130 14:00
株式会社大冷 (2883) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 19572 | 497 | 532 | 372 |
|---|
| YoY | -2.9% | -29.3% | -26.4% | -21.7% |
|---|
| Fcst (mil yen) ▲ | 24500 | 650 | 650 | 435 |
|---|
| YoY | -4.8% | -22.7% | -23.1% | - |
|---|
| Prog | 79.9% | 76.5% | 81.8% | 85.5% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 60.00, Total 60.00 · EPS 74.25 |
|---|
Despite sales recovery in key segments due to aggressive low-price strategies, the company faced significant margin compression from high input costs and increased discounts, failing to restore profitability.
Business highlights
-
Gross margin compression
Gross margins declined due to aggressive low-price strategies, requiring increased discounts and value-oriented product development.
-
Segment sales recovery
Sales recovered YoY in the Meat and Boneless Fish businesses due to specific product rebounds, though they failed to fully cover accumulated losses.
Financial position
-
Asset Expansion
Total assets rose 6.5% to 12,257 million yen, driven by asset acquisition.
-
Net Asset Retention
Net assets decreased 0.9% to 8,713 million yen, signaling a net outflow.
-
Leverage Profile
Equity ratio declined 5.3 percentage points to 71.1%.
Analyst take
- Management candidly admits a difficult operating environment where price hikes are ineffective against consumer thriftiness. The failure to close cumulative deficits suggests the pricing strategy needs further refinement.
- Strong balance sheet quality maintained with a high equity ratio, but structure is shifting toward higher asset density.
- The broader food industry is facing a structural margin squeeze driven by a deflationary consumer mindset and persistent input inflation.
業績予想の修正に関するお知らせ
大冷 (28830)
Financial Results & Forecasts
20260130 14:00
- Revenue forecast lowered to 24,500 million yen, a 7.2% decrease from previous guidance.
- Operating profit forecast revised down to 650 million yen, a 35.0% decrease.
- Net profit forecast reduced to 435 million yen, a 35.5% decrease.
- Gross margins compressed due to price-sensitive demand and increased discounts; Q4 is a slow season.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
日軽金ＨＤ (57030)
Financial Results & Forecasts
20260130 14:00
日本軽金属ホールディングス株式会社 (5703) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 427065 | 18600 | 16924 | 11479 |
|---|
| YoY | +5.7% | +20.2% | +13.8% | +20.8% |
|---|
| Fcst (mil yen) ○ | 590000 | 23000 | 21000 | 15000 |
|---|
| YoY | +7.2% | +5.8% | +6.1% | +21.2% |
|---|
| Prog | 72.4% | 80.9% | 80.6% | 76.5% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 55.00, Total 80.00 · EPS 243.69 |
|---|
Group sales grew 5.7% driven by pricing power and overseas demand, while operating profit surged 20.2% due to strong processing margins, partially offset by margin compression in commodity segments from high aluminum costs.
Business highlights
-
Commodity margin compression
Alumina & Metal segment sales increased 8.9%, but operating profit declined 12.2% due to cost inflation from aluminum ingot prices outpacing sales price hikes.
-
Processing margin turnaround
Processing Products segment achieved a significant profit improvement (from loss to profit) despite industry-wide cost inflation, driven by price hikes and productivity gains.
-
Li-ion battery demand segmentation
Li-ion battery demand is diverging; foil casing sales are in an adjustment phase, while sheet sales for battery cases remain strong.
-
Semiconductor recovery lag
Demand for semiconductor manufacturing equipment remains delayed, pressuring sales and margins in the Sheet and Extruded Products segments.
-
Geographic mix divergence
International demand (US, India, Taiwan) is outperforming domestic and Chinese markets, helping to offset global economic slowdowns.
Financial position
-
Total Assets
Total assets increased to 569,467 million yen, a 4.6% rise compared to the prior fiscal year.
-
Net Assets
Net assets grew to 260,746 million yen, an increase of 4.1% year-over-year.
-
Equity Ratio
Equity ratio decreased to 42.5% from 42.8%.
-
Financial Leverage
Asset growth (4.6%) slightly outpaced equity growth (4.1%), implying a marginal increase in leverage.
-
Liquidity & Cash Flow
Specific data on cash generation, working capital movements, and capital allocation was not provided.
Analyst take
- The company is successfully passing on cost increases to customers, evidenced by strong sales growth across almost all segments. However, the 'cost-inflation vs. price-hike' dynamic remains the primary driver of profit volatility, particularly in commoditized aluminum products.
- The balance sheet demonstrates resilience with a solid equity ratio, but the slight contraction in this ratio suggests the company is funding asset growth with an increasing reliance on liabilities rather than equity.
- The aluminum industry faces a bifurcated outlook: commodity players are squeezed by raw material volatility, while value-added processors (like this company) can sustain margins through efficiency and niche demand (e.g., battery cases, heat dissipation powders).
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
田中精密 (72180)
Financial Results & Forecasts
20260130 14:00
田中精密工業株式会社 (7218) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 31641 | 2038 | 2240 | 1399 |
|---|
| YoY | +3.3% | -14.9% | -17.3% | -6.2% |
|---|
| Fcst (mil yen) ○ | 40600 | 2100 | 2200 | 1300 |
|---|
| YoY | +0.3% | -22.4% | -29.8% | -27.3% |
|---|
| Prog | 77.9% | 97.0% | 101.8% | 107.6% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 16.00, Total 32.00 · EPS 134.70 |
|---|
Sales increased 3.3% YoY driven by strategic expansion and acquisitions, yet profitability declined due to margin compression in North America.
Business highlights
-
Sales Growth Drivers
Revenue increased 3.3% YoY driven by the acquisition of Miyako Seisakusho and expansion of the solution business.
-
Margin Compression
Operating profit fell 14.9% YoY, trailing the sales increase due to revenue declines in North America.
-
Strategic Direction
Management is prioritizing the solution business while navigating geopolitical risks to sustain recovery.
Financial position
-
Leverage (Equity Ratio)
Equity ratio declined to 52.4% from 55.0% year-over-year.
-
Asset Accumulation
Total assets increased significantly to 49,710 million yen year-over-year.
-
Net Asset Value per Share (NAVPS)
NAVPS rose 8.0% to 2,681.88 yen, supporting intrinsic value despite ratio decline.
Analyst take
- The company is executing its growth strategy (acquisition + solutions) but faces a structural challenge in maintaining margins while integrating new assets and navigating a volatile macro environment.
- The balance sheet is undergoing significant expansion, but the reduction in the equity ratio signals a deterioration in financial leverage. While net asset value per share is improving, the company is accumulating assets faster than equity is growing, which increases financial risk.
- The auto recovery narrative is present, but pricing power remains suppressed by trade barriers and FX volatility, limiting margin expansion potential for peers.
2026年3月期 第3四半期 連結決算説明資料
ＥＩＺＯ (67370)
Financial Results & Forecasts
20260130 14:00
- Q3 Sales increased to 58.8 billion yen.
- Q3 Net profit increased to 2.84 billion yen.
- Revised FY2026 Sales forecast lowered to 79.0 billion yen.
- Revised FY2026 Operating profit forecast lowered to 1.4 billion yen.
- Revised FY2026 Net profit forecast lowered to 3.2 billion yen.
- Special loss of 350 million yen expected for fixed asset write-offs.
- Fixed liabilities increased to 20.62 billion yen.
- Launching “mitococa Edge V3” AI computer.
- Launching new railway and medical monitors (DuraVision FDF1691W, CuratOR EX2742).
- Healthcare sales recovered in Europe, North America, and China.
通期業績予想の修正に関するお知らせ
ＥＩＺＯ (67370)
Financial Results & Forecasts
20260130 14:00
- FY2026 consolidated net sales forecast lowered to 79.0 billion yen (down 7.1%).
- Operating profit forecast revised down to 1.4 billion yen due to weak European demand and inventory write-downs.
- Profitability impacted by asset impairments and losses in European subsidiaries and write-downs of obsolete inventory.
- Forecasts special gains of 950 million yen from securities sales and special losses of 200 million yen from fixed asset write-offs in Q4.
- Dividend forecast remains unchanged at 55 yen per share.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
ＥＩＺＯ (67370)
Financial Results & Forecasts
20260130 14:00
EIZO株式会社 (6737) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 58809 | 1319 | 2796 | 2842 |
|---|
| YoY | +1.2% | -39.1% | -6.7% | +42.6% |
|---|
| Fcst (mil yen) ▲ | 79000 | 1400 | 2900 | 3200 |
|---|
| YoY | -1.9% | -62.2% | -36.3% | -22.9% |
|---|
| Prog | 74.4% | 94.2% | 96.4% | 88.8% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 55.00, Total 110.00 · EPS 78.93 |
|---|
Total sales grew modestly (1.2%) driven by Healthcare, but profitability was hammered by structural cost inflation from new facilities and wage hikes, while the core B&P segment struggled with inventory transition and weak European demand.
Business highlights
-
Healthcare segment recovery
Sales surged 5.8% driven by recovery in Europe, North America, and China, offsetting weakness in Japan due to hospital budget cuts.
-
B&P segment transition lag
Sales fell 12.6% as Europe/Germany stagnated; new product launches failed to offset slow inventory clearance of legacy models.
-
Cost structure expansion
Gross margin compressed 0.5pp despite flat sales; SG&A spiked 4.4% due to new building costs, wage hikes, and expansion efforts in India/Middle East.
-
Non-operational profit driver
Net profit surged 42.6% driven by a one-time gain from selling policy-holding stocks (1,328m), masking underlying operational earnings pressure.
Financial position
-
Net Asset Growth
Net assets rose to 134.4 billion yen (+8% YoY), pushing book value per share to 3,400 yen (+12% YoY).
-
Leverage & Debt
Liabilities increased by 9.0 billion yen to fund asset expansion, causing the equity ratio to dip to 76.0% from 78.8%.
-
Asset Composition
Total assets surged by 19.0 billion yen (+12% YoY), indicating active capital deployment.
-
Capital Allocation
Significant balance sheet expansion driven by a mix of equity retention and liability growth.
Analyst take
- Organic revenue growth is fragile, particularly in the core B&P segment, while the company is in a transition phase where significant capital and labor investments are currently weighing on short-term margins.
- The company is actively expanding its asset base and equity, but the financing mix has shifted slightly towards liabilities, reducing the high equity ratio.
- European industrial tech market remains in a recovery slump, suggesting peers with heavy exposure there will face similar margin compression.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
エスビー食 (28050)
Financial Results & Forecasts
20260130 14:00
ヱスビー食品株式会社 (2805) FY2026 Q3
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 100132 | 9356 | 9817 | 7272 |
|---|
| YoY | +3.7% | +0.7% | +1.3% | +4.2% |
|---|
| Fcst (mil yen) ○ | 127000 | 9600 | 9800 | 7600 |
|---|
| YoY | +2.8% | +1.7% | +1.5% | +0.5% |
|---|
| Prog | 78.8% | 97.5% | 100.2% | 95.7% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 24.00, Total 48.00 · EPS 314.40 |
|---|
Sales grew 3.7% driven by Spices & Herbs and Seasoning groups, but operating profit expansion was muted (0.7%) by persistent raw material inflation, leading to a modest net profit increase.
Business highlights
-
Top-line Growth Drivers
Sales increased 3.7% YoY, driven by the Spices & Herbs and Seasoning groups, supported by the mid-term plan's focus on high-value-added products.
-
Cost Structure & Margins
Operating profit rose only 0.7% despite sales growth, indicating raw material inflation is compressing margins as the company absorbs costs rather than passing them to consumers.
-
Strategic Expansion & Mix
The company is focusing on overseas business expansion and upcycling product development to drive future growth and address social issues.
Financial position
-
Leverage and Asset Growth
Total assets expanded by approximately 15.8% (¥21,700 million) to ¥158,793 million, while net assets grew by approximately 14.8% (¥11,929 million) to ¥92,196 million. The equity ratio declined marginally from 58.5% to 58.1%, indicating asset accumulation slightly outpaced equity retention.
-
Net Asset Position
Net assets increased to ¥92,196 million, reflecting a strong increase in shareholder value and capital reserves.
Analyst take
- Management is executing its plan, but the defensive tone regarding the outlook (geopolitical risks, consumer price sensitivity) suggests caution. The ability to pass through raw material costs is the key differentiator for this quarter's marginal profit growth.
- The company is in an asset accumulation phase characterized by significant expansion in total assets, supported by a concurrent rise in net assets. Although the equity ratio experienced a minor one-quarter decline, the financial structure remains conservative with a healthy 58.1% equity ratio.
- The F&B sector continues to face headwinds from inflation; peers are likely experiencing similar margin pressure, making cost management and pricing power critical differentiators.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
日フエルト (35120)
Financial Results & Forecasts
20260130 14:00
日本フエルト株式会社 (3512) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 7101 | 338 | 622 | 462 |
|---|
| YoY | -3.1% | +12.2% | +11.4% | +20.8% |
|---|
| Fcst (mil yen) ○ | 9600 | 450 | 700 | 500 |
|---|
| YoY | -1.0% | +124.7% | +49.5% | +16.3% |
|---|
| Prog | 74.0% | 75.1% | 88.9% | 92.4% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 10.00, Total 20.00 · EPS 28.36 |
|---|
Despite a softening top line amid global uncertainty, the company achieved double-digit profit growth driven by operational efficiency improvements.
Business highlights
-
Sales Performance
Sales contracted 3.1% YoY as demand struggles to gain traction despite a slow domestic economic recovery.
-
Profitability Drivers
Operating profit surged 12.2% YoY driven by production and sales efficiency gains despite lower revenue.
Financial position
-
Leverage
Equity ratio declined slightly from 80.1% to 79.3%.
-
Net Asset Growth
Net assets increased to 22,144 million yen, rising approximately 6.9% quarter-over-quarter.
-
Shareholder Value
Net assets per share rose to 1,251.05 yen, a significant increase of approximately 9.6%.
-
Minority Interest
Consolidated net assets (22,144m) exceed reference net assets (21,682m) by 462 million yen.
Analyst take
- Management is prioritizing operational efficiency over volume expansion to navigate a weak demand environment. The disconnect between falling sales and rising profits suggests the company is successfully leveraging its cost base rather than benefiting from cyclical demand.
- The balance sheet remains robust, characterized by a high equity ratio and strong per-share asset growth. The slight dip in the equity ratio is likely driven by the inclusion of non-controlling interests in the denominator or specific asset classifications, but overall solvency is intact.
- Export-oriented manufacturers in Japan are likely facing similar headwinds (FX, trade policy), forcing a shift from aggressive growth strategies to margin preservation.
2026年3月期第3四半期末の有価証券含み損に関するお知らせ
岩手銀 (83450)
Financial Results & Forecasts
20260130 14:00
financial results section missing: performance period
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
岩手銀 (83450)
Financial Results & Forecasts
20260130 14:00
financial results section missing: performance rows
業績予想の修正に関するお知らせ
四国電力 (95070)
Financial Results & Forecasts
20260130 14:00
- Revised consolidated performance forecast for FY2026 (ending March 31) shows increased operating, ordinary, and net profits, while sales decreased slightly.
- Consolidated net profit attributable to parent shareholders is raised by 1.1 billion yen to 5.2 billion yen, with EPS increasing to 253 yen.
- The revision is attributed to an improvement in the supply and demand balance in the electric power business and increased earnings from non-electric power operations following actual Q3 results.
- Retail sales volume is revised up by 8 billion kWh, while total sales volume is revised down by 3 billion kWh, adjusted for changes in coal, LNG, oil CIF prices, and the exchange rate.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
四国電力 (95070)
Financial Results & Forecasts
20260130 14:00
四国電力株式会社 (9507) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 561030 | 65336 | 65344 | 48228 |
|---|
| YoY | -9.2% | 0.0% | -3.0% | -2.7% |
|---|
| Fcst (mil yen) ▲ | 770000 | 68500 | 68000 | 52000 |
|---|
| YoY | -9.6% | -23.1% | -25.8% | -23.9% |
|---|
| Prog | 72.9% | 95.4% | 96.1% | 92.7% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 25.00, Total 50.00 · EPS 253.00 |
|---|
Despite a significant 9.2% decline in total sales driven by weak wholesale performance, the company maintained flat operating profit through aggressive cost control; meanwhile, a shift in the generation mix shows a recovery in nuclear power and strong growth in new energy despite hydro drought conditions.
Business highlights
-
Sales Mix and Revenue Pressure
Total sales decreased 9.2% year-over-year, driven by a sharp drop in wholesale revenue due to lower capacity reservation fees and reduced retail sales due to lower fuel surcharge adjustments.
-
Cost Structure and Margin Protection
Operating expenses fell 10.3% to 495.6 billion yen, allowing operating profit to remain flat at 65.3 billion yen despite the revenue decline.
-
Generation Mix Dynamics
Nuclear generation rebounded 8.3% with improved utilization (73% vs 68%), while hydro generation dropped 24.1% due to lower rainfall and outflow rates.
-
New Energy Growth Strategy
New energy power generation surged 62.1%, highlighting a successful pivot toward renewable sources and diversification away from thermal dependence.
Financial position
-
Leverage Ratio
Leverage improved as net assets grew (approx 28.3 billion JPY) at a pace comparable to total assets, indicating a reduction in the liability burden relative to equity.
-
Capital Structure (Equity Ratio)
The self-capital ratio (equity ratio) increased from 26.0% to 27.2%.
-
Net Asset Growth
Net assets saw a significant jump of approximately 25.3 billion JPY year-over-year.
Analyst take
- Management is demonstrating effective cost discipline which is shielding operating profitability from a cyclical sales decline in the wholesale market. However, the significant drop in wholesale sales suggests a challenging pricing environment or market saturation in capacity reservations.
- The balance sheet demonstrates a solid strengthening trend. The key observation is that equity is growing faster than total assets, which is a hallmark of a conservative balance sheet strategy. This indicates the company is expanding its scale while maintaining a stronger equity cushion.
- The drop in capacity reservation fees points to potential oversupply or intense competition in the wholesale energy market, while the strong nuclear recovery and new energy growth reflect industry trends toward baseload reliability and decarbonization.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
中外炉 (19640)
Financial Results & Forecasts
20260130 14:00
中外炉工業株式会社 (1964) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 23784 | 619 | 816 | 2333 |
|---|
| YoY | +7.0% | +125.8% | +65.7% | +132.1% |
|---|
| Fcst (mil yen) ○ | 37500 | 3000 | 3150 | 3700 |
|---|
| YoY | +3.5% | +9.7% | +4.9% | +23.4% |
|---|
| Prog | 63.4% | 20.6% | 25.9% | 63.1% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 150.00, Total 150.00 · EPS 510.18 |
|---|
Sales and orders grew double-digits amid strong demand for carbon-neutral equipment; operating margin expanded via pricing power, while net profit was artificially elevated by a one-time equity sale.
Business highlights
-
Order Book Growth
Orders surged 114.2% YoY driven by demand for next-gen batteries, solar equipment, and energy-saving steel retrofits.
-
Revenue Execution
Sales increased 7.0% YoY as projects for solid electrolytes and overseas stainless steel facilities progressed steadily.
-
Margin Expansion
Operating profit jumped 125.8% YoY due to aggressive pricing on rising input costs and successful procurement cuts.
-
Non-Recurring Gain
Net profit surged 232.1% YoY primarily from the sale of policy-holding shares to meet ownership reduction targets.
Financial position
-
Leverage and Liabilities
Debt-to-equity ratio improved significantly with liabilities declining by approximately 2.48 billion yen despite a slight increase in net assets.
-
Asset Structure
Total assets contracted by approximately 4% (approx. 1.95 billion yen) from the previous fiscal year-end.
-
Net Assets / Equity
Net assets increased slightly (approx. 0.53 billion yen) while the equity ratio rose to 61.7%.
Analyst take
- Management is successfully executing its carbon-neutral roadmap, evidenced by the robust order book. The jump in margins appears structural, driven by successful pass-through of rising costs and improved procurement. The equity sale serves as a nice financial cushion but is not core operational performance.
- The company is executing a conservative balance sheet strategy, prioritizing balance sheet quality by deleveraging while maintaining a solid equity base.
- The heat treatment equipment sector is benefiting from tailwinds in decarbonization policies (NEDO) and the EV supply chain. Competitors focusing on retrofits and green tech are likely seeing similar demand.
業績予想の修正に関するお知らせ
帝国ホテル (97080)
Financial Results & Forecasts
20260130 14:00
- Revised consolidated earnings forecast for FY2026 upward.
- Net profit attributable to parent shareholders increased to 2,050 million yen (17.30 yen per share).
- Sales forecast remains unchanged at 56,100 million yen.
- Revision driven by strong high-margin accommodation business in Osaka and improved productivity.
2026年３月期 通期業績予想及び期末配当予想の修正に関するお知らせ
リケンテクノス (42200)
Financial Results & Forecasts
20260130 14:00
- Consolidated revenue forecast remains at 134,000 million yen.
- Consolidated operating profit forecast revised upward to 11,100 million yen (+6.0%).
- Consolidated ordinary profit forecast revised upward to 11,400 million yen (+10.7%).
- Consolidated net profit forecast revised upward to 7,200 million yen (+10.8%).
- Annual dividend forecast increased to 52.00 yen per share from 27.00 yen.
2026年３月期 第３四半期決算短信（日本基準）（連結）
リケンテクノス (42200)
Financial Results & Forecasts
20260130 14:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
帝国ホテル (97080)
Financial Results & Forecasts
20260130 14:00
株式会社帝国ホテル (9708) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 41973 | 2564 | 2906 | 2866 |
|---|
| YoY | +6.6% | +62.7% | +55.7% | +19.3% |
|---|
| Fcst (mil yen) ▲ | 56100 | 1600 | 2100 | 2050 |
|---|
| YoY | +6.6% | +0.6% | +1.8% | -20.7% |
|---|
| Prog | 74.8% | 160.2% | 138.4% | 139.8% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 4.00, Total 6.00 · EPS 17.30 |
|---|
Q3 results show robust profit expansion driven by hotel operations and EBITDA growth, supported by the upcoming Kyoto hotel opening, while management cautions on external trade risks.
Business highlights
-
Hotel Operations Recovery
Hotel segment sales and operating profit increased YoY, supported by improving domestic employment/income.
-
EBITDA Leverage
EBITDA growth significantly outpaced sales growth, indicating margin expansion driven by cost control.
-
Kyoto Expansion Catalyst
Pre-opening bookings initiated for 'Imperial Hotel Kyoto', leveraging historical assets for a new brand segment.
-
Real Estate Rental Mix
Real estate rental segment sales surged +63.4%, but operating profit remained flat, indicating a volume vs. margin trade-off.
-
Macro Risk Disclosure
Management explicitly cited downside risks from US trade policy and geopolitical factors.
Financial position
-
Leverage and Liabilities Expansion
Total assets expanded by 11,153 million yen (16.6% YoY) to 80,187 million yen, driven by aggressive asset accumulation.
-
Equity Ratio Compression
The equity ratio declined by 6.8 percentage points to 58.9%, indicating a shift in the financing structure towards debt.
-
Net Asset Accumulation
Net assets increased nominally by 1,911 million yen (4.2% YoY) to 47,258 million yen.
Analyst take
- The significant operating profit jump (+15.1%) and EBITDA growth (+27.8%) suggest the recovery is structural/efficiency-driven rather than purely pricing power, validating the DX strategy.
- The company is expanding its balance sheet aggressively, but the financing mix is shifting towards liabilities rather than equity, structurally lowering the quality of the balance sheet.
- Japanese hospitality is benefiting from domestic recovery, but peers remain exposed to global geopolitical volatility and currency fluctuations.
2026年３月期 第３四半期決算短信[日本基準](連結)
阿波銀 (83880)
Financial Results & Forecasts
20260130 14:00
financial results section missing: performance rows
2026年３月期 第３四半期決算補足説明資料
中部飼料 (20530)
Financial Results & Forecasts
20260130 14:00
financial results section missing: performance period
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
中部飼料 (20530)
Financial Results & Forecasts
20260130 14:00
中部飼料株式会社 (2053) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 158120 | 4423 | 4908 | 3721 |
|---|
| YoY | +0.4% | +63.4% | +56.9% | +57.0% |
|---|
| Fcst (mil yen) ○ | 212000 | 5200 | 5600 | 4100 |
|---|
| YoY | +1.0% | +21.4% | +16.3% | +17.0% |
|---|
| Prog | 74.6% | 85.1% | 87.6% | 90.8% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 30.00, Total 60.00 · EPS 138.65 |
|---|
Earnings surged 60%+ driven by sharp declines in raw material costs and favorable currency rates, while sales volume remained flat following aggressive feed price cuts.
Business highlights
-
Margin Expansion
Operating profit jumped 63.4% due to lower corn prices and a favorable yen trend, despite continued pressure from the 'Feed Price Stabilization Fund'.
-
Sales Volume
Sales grew only 0.4% YoY, indicating that aggressive price cuts were necessary to offset lower raw material costs rather than driving volume growth.
-
Strategic Shift
The 'Medium-Term Business Plan 2024' has begun, focusing on diversifying revenue streams beyond feed products.
Financial position
-
Leverage & Equity Ratio
Equity ratio declined to 64.7% from 66.4%, indicating a slight deterioration in the capital structure.
-
Net Asset Position
Net assets increased to 70,362 million yen from 67,517 million yen.
-
Asset Expansion
Total assets grew significantly to 108,600 million yen year-on-year.
Analyst take
- The earnings beat is largely a cost-driven phenomenon rather than organic volume growth. Management's candid acknowledgment of the 'harsh environment' regarding the stabilization fund is a constructive signal.
- The company maintains a robust balance sheet with a high equity ratio (>64%), though the slight decline suggests a shift towards slightly higher leverage or asset-heavy growth strategies.
- The industry is seeing a margin recovery as corn prices fall, but competitive pressure to maintain market share via price cuts remains high.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
トーモク (39460)
Financial Results & Forecasts
20260130 14:00
株式会社トーモク (3946) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 166925 | 7961 | 8079 | 5399 |
|---|
| YoY | +1.7% | +25.5% | +23.6% | +25.4% |
|---|
| Fcst (mil yen) ○ | 230000 | 11000 | 10800 | 7000 |
|---|
| YoY | +4.7% | +17.5% | +14.9% | +7.5% |
|---|
| Prog | 72.6% | 72.4% | 74.8% | 77.1% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 65.00, Total 130.00 · EPS 424.56 |
|---|
Revenue growth remained flat year-on-year, but profitability surged significantly (+25%+) driven by operational leverage and cost management, signaling a focus on margin expansion over top-line growth.
Business highlights
-
Profitability Expansion
Operating and net profits increased by over 25% YoY, significantly outpacing flat sales growth.
-
Revenue Stability
Sales increased slightly (+1.7%) despite a fragile global economic backdrop.
-
Macro Risks
Management explicitly cites risks from US trade policies and inflation as persistent headwinds.
Financial position
-
Total Asset Expansion
Total assets increased by approximately 11.3 billion yen.
-
Net Asset Accumulation
Net assets grew by approximately 5.4 billion yen.
-
Leverage & Equity Ratio
Equity ratio remained strong at 44.9% despite significant asset growth.
-
Liability Profile
Liabilities increased in absolute terms by approximately 6.0 billion yen.
-
Net Asset Valuation Quality
Reference net assets are lower than consolidated net assets by 808 million yen.
Analyst take
- The company is successfully navigating a difficult macro environment by prioritizing margin preservation and efficiency. The disconnect between flat revenue and massive profit growth suggests a defensive stance or favorable cost dynamics rather than a strong demand recovery.
- The balance sheet demonstrates resilience through organic asset accumulation and a slight improvement in the equity ratio. The company is funding growth primarily through internal equity rather than leverage.
- Many Japanese exporters face similar pressure from US trade policies and inflation, making this company's ability to protect margins a relative competitive advantage.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
フジ住宅 (88600)
Financial Results & Forecasts
20260130 14:00
フジ住宅株式会社 (8860) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 105277 | 6770 | 5960 | 3991 |
|---|
| YoY | +19.2% | +16.8% | +17.3% | +17.1% |
|---|
| Fcst (mil yen) ○ | 126000 | 7200 | 5700 | 3700 |
|---|
| YoY | +1.7% | -8.8% | -18.4% | -22.3% |
|---|
| Prog | 83.6% | 94.0% | 104.6% | 107.9% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 16.00, Total 32.00 · EPS 103.37 |
|---|
Sales and profit increased double-digits YoY, driven primarily by the timing of property deliveries due to the company's delivery-basis accounting policy.
Business highlights
-
Revenue Recognition Structure
Revenue is recognized upon delivery to customers, not upon contract signing.
-
Q3 Financial Performance
Sales and operating profit rose approximately 16-19% YoY.
Financial position
-
Leverage and Liabilities
Expanded total assets by approximately 4,968 million yen while net assets increased, driving the equity ratio up from 29.8% to 30.5%.
Analyst take
- The strong YoY growth is likely a function of the delivery calendar rather than a surge in new orders. Management's candor regarding seasonality is a positive, but the absence of detailed volume drivers or segment commentary limits visibility into whether this is a cyclical spike or structural growth.
- The balance sheet is expanding in line with business operations, supported by retained earnings rather than solely debt financing, resulting in marginally better financial leverage.
- This highlights the typical volatility profile of real estate developers reliant on property deliveries rather than contract signings.
2025年３月期 第３四半期決算説明資料
フジ住宅 (88600)
Financial Results & Forecasts
20260130 14:00
- Q3 sales reached ¥105.2 billion (up 19.2% YoY) and operating profit ¥6.77 billion (up 16.8% YoY), marking record highs with full-year sales expected to exceed the plan.
- Housing Distribution segment revenue grew 25.1% YoY, while Construction segment revenue remained flat with a segment profit loss driven by material inflation.
- Fuji Home Bank acquired 963 rental condos as income-generating assets, boosting revenue and profit by over 40% YoY.
- 2026F annual dividend forecast set at 32 yen (including a 3 yen special dividend), with payout ratio revised to 31.0%.
- Share buyback program completed in October 2025, acquiring 560,900 shares.
- Targeted 9.0% ROE for FY2026; secured ESG-linked loans and positive impact finance totaling 35 billion yen to expand senior housing supply.
- Inventory increased 2.5 billion yen; order backlog slightly decreased 0.9% to ¥62.9 billion, while rental management utilization remained high at 97.3%.
- Launching a “Next-generation system construction project” to optimize operations and digital infrastructure, alongside cybersecurity measures via “Cyber Incident Guard.”
- Ranked first domestically in service housing for the elderly and maintains approximately 3% market share in Osaka Prefecture new housing construction.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ＫＳＫ (96870)
Financial Results & Forecasts
20260130 13:30
株式会社ＫＳＫ (9687) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 19060 | 2167 | 2267 | 1713 |
|---|
| YoY | +10.3% | +31.7% | +32.9% | +38.9% |
|---|
| Fcst (mil yen) ○ | 25400 | 2620 | 2700 | 1970 |
|---|
| YoY | +7.6% | +8.3% | +7.7% | +5.9% |
|---|
| Prog | 75.0% | 82.7% | 84.0% | 87.0% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 163.00, Total 163.00 · EPS 325.09 |
|---|
Sales and profit surged double-digits driven by pricing power and sector mix shifts, though absolute margins are pressured by structural wage hikes and the reversal of a one-time bonus.
Business highlights
-
Revenue growth drivers
Sales increased 10.3% year-over-year, supported by contract price revisions and a shift toward high-growth areas like Cloud, IoT, and GenAI.
-
Structural cost inflation
Operating margin expansion was primarily driven by revenue growth rather than cost control, as the company implemented three consecutive quarters of salary hikes.
-
Non-recurring profit boost
Net profit jumped 38.9% due to the absence of a 50th-anniversary special payment compared to the previous year.
-
Domestic demand weakness
Domestic sales growth is constrained by stagnant consumption caused by a wage-price gap and high inflation, despite robust inbound demand.
Financial position
-
Leverage & Equity Ratio
Equity ratio improved to 73.7% (+1.7 pp) as net assets grew at a faster pace than total assets.
-
Net Worth
Net assets increased 7.4% (1,239 million yen) to 17,958 million yen, reflecting significant accumulation of capital.
-
Asset Base
Total assets expanded by 4.8% (1,109 million yen) to 24,053 million yen, indicating continued business expansion.
Analyst take
- Management is candid about the challenging macro environment (stagnant domestic demand, geopolitical risks) and is effectively executing their growth strategy by passing costs to customers and shifting toward higher-margin DX services. The profit beat is a mix of structural (pricing) and cyclical (bonus reversal) factors.
- The company is actively strengthening its balance sheet, prioritizing solvency over leverage. The rise in equity ratio suggests a defensive stance, possibly due to cautious capital allocation or asset appreciation.
- The IT services sector is facing a universal 'wage-price spiral' where clients are investing in digital transformation, but vendors are struggling with escalating labor costs and talent shortages.
２０２５年度第３四半期末連結決算概要
明和産 (81030)
Financial Results & Forecasts
20260130 13:30
- Revenue increased 1.2% year-on-year to 121.85 billion yen.
- Net profit decreased 11.0% year-on-year to 2.18 billion yen.
- Profit decline driven by losses on equity method investment and exchange rate losses.
- Company maintained full-year net profit forecast of 3.0 billion yen and dividend forecast of 38 yen per share.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
亀田菓 (22200)
Financial Results & Forecasts
20260130 13:30
亀田製菓株式会社 (2220) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 104311 | 6186 | 6369 | 24907 |
|---|
| YoY | +34.9% | +43.6% | +7.4% | +609.1% |
|---|
| Fcst (mil yen) ○ | 137500 | 7000 | 7200 | 24200 |
|---|
| YoY | +33.2% | +27.3% | +4.1% | +346.7% |
|---|
| Prog | 75.9% | 88.4% | 88.5% | 102.9% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 43.00, Total 58.00 · EPS 1147.83 |
|---|
Net profit surged 609% YoY due to a one-time gain on the TH FOODS acquisition, while underlying operating profit rose 43.6% driven by strong pricing power in domestic snacks and successful North American integration.
Business highlights
-
Overseas Growth (North America)
North American sales surged 196% YoY driven by the integration of TH FOODS, with restructuring efforts successfully improving operating margins.
-
Domestic Pricing Power
Domestic Rice Snack operating profit increased despite high raw material costs, achieved through brand focus on '6 Key Brands' and cost pass-through measures.
-
Food Business Restructuring
Tonen Seika operating profit declined 46.7% YoY due to the investment phase for new products and raw material hikes, prompting a strategic pivot to B2B protein ingredients.
-
Asia FX & Supply Chain Risks
Asia operating profit declined due to unfavorable exchange rates and reduced export volumes from Cambodia and Thailand.
Financial position
-
Leverage and Equity Ratio
Equity ratio declined from 61.0% to 56.6%, indicating a reduction in financial conservatism.
-
Asset Base Expansion
Total assets surged 43.1% year-over-year to 177,240 million yen.
-
Net Asset Quality and BPS
Net assets increased and Book Value Per Share (BPS) surged 32.7% to 4,759.12 yen.
-
Equity Structure Discrepancy
Note a significant difference between reported Net Assets (103,639m) and reference Net Assets (100,336m).
Analyst take
- The company is currently bifurcated in performance: successful operational execution and pricing power in core domestic and North American segments, versus structural cost challenges and FX risks in the Asia and specialized food divisions.
- The company is undergoing a structural transformation characterized by aggressive asset accumulation. While the balance sheet remains robust with a high absolute equity base, the deterioration of the equity ratio suggests a shift towards higher leverage to fuel growth.
- Highlights the competitive advantage of strong local brands in battling inflation, but underscores the fragility of cross-border operations and supply chain resilience in the food sector.
2025年度第3四半期決算説明会資料
ＷＯＷＯＷ (48390)
Financial Results & Forecasts
20260130 13:30
- Original drama “Kenzo Kitazawa Water Margin” premieres on February 15.
- Planned expansion of original dramas and sports content.
- Implementation of music live content series featuring artists like DREAMS COME TRUE.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
ＷＯＷＯＷ (48390)
Financial Results & Forecasts
20260130 13:30
株式会社ＷＯＷＯＷ (4839) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 57126 | 3972 | 4666 | 3205 |
|---|
| YoY | +1.2% | +165.3% | +111.9% | +365.1% |
|---|
| Fcst (mil yen) ○ | 76600 | 700 | 1500 | 800 |
|---|
| YoY | -0.2% | -65.6% | -50.0% | +25.4% |
|---|
| Prog | 74.6% | 567.4% | 311.1% | 400.6% |
|---|
| Dividends ○ 2026年3月期 (予想) | YE 30.00, Total 30.00 · EPS 28.25 |
|---|
Sales remained flat while operating profit surged 165% and net profit jumped 365%, driven by significant operating leverage, though the specific drivers remain unexplained in the provided text.
Business highlights
-
Operating Leverage
Operating profit surged 165% on flat sales, indicating a material expansion in operating margins.
Financial position
-
Leverage and Equity Structure
Balance sheet strength improved significantly with the equity ratio rising to 72.6% from 67.7%.
-
Asset Base Optimization
Total assets contracted slightly, signaling a potential shift in asset structure or deleveraging.
Analyst take
- The company achieved a substantial leverage effect where profitability improved drastically without revenue growth. The provided text is a standard disclaimer; actual insights are likely in the attached Earnings Briefing.
- The company is actively strengthening its balance sheet through a combination of asset reduction and net asset accumulation, leading to a stronger equity cushion.
- Margin expansion driven by cost cuts is a common peer trend in current market conditions but may not indicate pricing power.
2026年３月期 第３四半期決算短信〔ＩＦＲＳ〕（連結）
ＨＯＹＡ (77410)
Financial Results & Forecasts
20260130 13:30
ＨＯＹＡ株式会社 (7741) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 699619 | 250095 | 197539 | 198865 |
|---|
| YoY | +7.8% | +30.1% | +31.1% | +32.1% |
|---|
| Fcst (mil yen) ▲ | 940000 | 324000 | 254000 | 254000 |
|---|
| YoY | +8.5% | +24.6% | +25.9% | +25.7% |
|---|
| Prog | 74.4% | 77.2% | 77.8% | 78.3% |
|---|
| Dividends ○ 2026年3月期 | YE 125.00 · EPS 746.14 |
|---|
Profit performance significantly outpaced sales growth, indicating robust margin expansion, though specific qualitative drivers were not disclosed in the provided text.
Business highlights
-
Margin Expansion
Operating profit surged 30.1% with only 7.8% sales growth, signaling significant margin expansion.
-
Disclosure Quality
Management discussion focuses on regulatory compliance regarding forecast adjustments rather than operational details.
Financial position
-
Leverage and Debt
Debt-to-equity ratio declined from approximately 27.0% to 25.3%, indicating a reduction in financial leverage.
-
Equity Accumulation
Total equity surged 7.2% (YoY) to 1,041.8 billion JPY, driven by strong retained earnings and profit generation.
-
Asset Base Expansion
Total assets increased by 71.7 billion JPY (+5.8%) to 1,306.0 billion JPY.
-
Consolidation Structure
Parent shareholder ratio decreased from 78.9% to 78.7%, suggesting a slight expansion in the portion of equity attributable to non-controlling interests.
Analyst take
- The financials suggest strong operational efficiency, but the boilerplate management text provides a 'black box' regarding demand trends and specific segment performance.
- The balance sheet is strengthening significantly, characterized by a reduction in leverage alongside a substantial increase in equity. This suggests the company is growing assets while simultaneously deleveraging or generating sufficient cash to fund growth internally.
- N/A (Insufficient data): Cannot assess peer competitiveness or broader industry demand trends without qualitative commentary.
2026年3月期 第３四半期連結決算短信 補足資料（ＩＦＲＳ）
ＨＯＹＡ (77410)
Financial Results & Forecasts
20260130 13:30
- 9-month sales increased 7.8% to 699.6 billion yen.
- 9-month operating profit increased 66.0% to 250.1 billion yen.
- Segment profit margin improved to 35.7%.
- Lifecare segment profit surged 182.7%.
- Foreign exchange effects contributed approximately 41 billion yen to profit growth.
- FY2026 YTD revenue exceeded forecast by 27.6%.
- FY2026 YTD net income fell short of forecast by approximately 20.5%.
- FY2026 forecast raised to 940 billion yen revenue and 259.965 billion yen pre-tax profit.
- Q4 pre-tax profit expected to decline 33.3% sequentially.
- Financing cash flow decreased to -98.12 billion yen reflecting share repurchases.
業績予想の修正に関するお知らせ
東京鉄 (54450)
Financial Results & Forecasts
20260130 13:30
- Revised FY2026 consolidated sales forecast downward to 73,000 million yen from 77,000 million yen.
- Revised FY2026 consolidated operating profit forecast downward to 11,500 million yen from 12,000 million yen.
- Revised FY2026 consolidated net profit attributable to parent forecast downward to 8,100 million yen from 8,450 million yen.
- Downward revisions attributed to lower-than-planned rebar shipments and recent rise in iron scrap prices.
- Dividend forecast for the fiscal year remains unchanged at 200 yen per share.
2026年３月期第３四半期決算短信〔日本基準〕(連結)
東京鉄 (54450)
Financial Results & Forecasts
20260130 13:30
東京鐵鋼株式会社 (5445) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 54124 | 9316 | 9421 | 6334 |
|---|
| YoY | -14.4% | -13.1% | -15.1% | -20.1% |
|---|
| Fcst (mil yen) ▲ | 73000 | 11500 | 11500 | 8100 |
|---|
| YoY | -11.6% | -21.6% | -23.6% | -25.4% |
|---|
| Prog | 74.1% | 81.0% | 81.9% | 78.2% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 200.00, Total 300.00 · EPS 946.30 |
|---|
Tokyo Steel reported a double-digit decline in sales and profit for Q3 FY2026, driven by a contraction in domestic demand for reinforcing bars resulting in reduced shipment volumes and prices.
Business highlights
-
Domestic Rebar Demand
Domestic demand for reinforcing bar small-diameter bars shrank significantly, acting as the primary headwind.
-
Product Volume & Pricing
Shipment volume and prices of core products fell year-over-year, compressing the top line.
-
Earnings Compression
All profit metrics declined double-digits as the drop in volume outweighed cost management efforts.
Financial position
-
Leverage and Liabilities
Total assets decreased by approximately 1.5 billion JPY, while net assets increased by approximately 1.8 billion JPY, indicating a reduction in leverage.
-
Self-Asset Ratio
The self-asset ratio rose significantly to 77.2% from 73.5%, reflecting a deeper equity cushion relative to total capitalization.
-
Net Equity Position
Net assets grew despite a decline in total assets, signaling efficient management of the capital structure.
Analyst take
- The results are a textbook cyclical downturn aligned with the construction sector, though the -14.4% revenue decline exceeds typical expectations for a seasonal slowdown.
- The balance sheet is strengthening, characterized by a high self-asset ratio and a favorable shift toward higher equity relative to total assets.
- The construction sector slump is exerting significant pressure on steelmakers, suggesting a broader macro headwind for industrial materials.
2026年3月期 第３四半期 決算説明会プレゼンテーション資料
ＨＯＹＡ (77410)
Financial Results & Forecasts
20260130 13:30
- Record high sales and profits for Q3 and full-year guidance.
- Life Care and ICT segments achieved double-digit growth.
- Profit boosted by one-time factors including joint venture buyback adjustments and FX gains.
- Company authorized second round of share buybacks totaling 2 trillion yen and raised interim dividend.
- Guidance projects record high sales and profits driven by AI market expansion.
業績予想の修正に関するお知らせ
明和産 (81030)
Financial Results & Forecasts
20260130 13:30
- Revised FY2026 consolidated forecast: Sales unchanged at 160.0 billion yen; Operating profit increased to 3.8 billion yen (+600 million); Ordinary profit unchanged at 4.0 billion yen; Net profit per share unchanged at 74.63 yen.
- Revision attributed to consolidation of Takaroku Corporation and favorable performance in flame retardant and inorganic chemicals businesses.
- Ordinary profit and net profit remained unchanged due to unfavorable performance in equity method companies and one-time foreign exchange losses.
2026年３月期第３四半期決算短信〔日本基準〕(連結)
明和産 (81030)
Financial Results & Forecasts
20260130 13:30
明和産業株式会社 (8103) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 121849 | 3264 | 3370 | 2177 |
|---|
| YoY | +1.2% | +16.0% | -3.7% | -11.0% |
|---|
| Fcst (mil yen) ▲ | 160000 | 3800 | 4000 | 3000 |
|---|
| YoY | +2.1% | +6.5% | -11.5% | -11.2% |
|---|
| Prog | 76.2% | 85.9% | 84.2% | 72.6% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 38.00, Total 38.00 · EPS 74.63 |
|---|
Revenue grew 1.2% driven by strength in Business 1 and equity method gains, but net profit fell 11.0% due to FX losses and losses from the equity method investment in Takaroku.
Business highlights
-
Revenue Growth Drivers
Revenue increased 1.2% YoY due to strong performance in Business 1 and contributions from the equity method investment in Takaroku, offsetting weakness in Business 2.
-
Profitability Compression
Operating profit rose 16.0% on sales leverage, but ordinary profit declined 3.7% and net profit fell 11.0% due to FX losses and losses from the equity method investment in Takaroku.
-
Segment Performance Mix
Business 1 is performing well, Business 2 remains weak, and Business 3 is driven by a strategic equity stake in Takaroku rather than organic sales growth.
-
FX Impact
Foreign exchange losses occurred in specific transactions, negatively impacting ordinary profit despite a favorable revenue environment.
Financial position
-
Leverage and Capital Structure
Total assets expanded by 18% (13,481 million yen), significantly outpacing equity growth, leading to a 5.1 percentage point decline in the equity ratio.
-
Net Asset Position
Net assets increased to 41,120 million yen, driven by a rise in common equity to 40,433 million yen.
Analyst take
- The company achieved revenue growth through a favorable mix (strong organic business 1 + investment gains), but the net profit decline reveals the fragility of the earnings base. The FX and equity method losses act as a significant drag.
- The balance sheet has shifted from a conservative, equity-heavy structure to a more leveraged expansion model. The company is funding the growth of total assets through a mix of debt and retained earnings, which is operationally positive but structurally riskier from a balance sheet quality perspective.
- The divergence between Business 1 (growth) and Business 2 (weakness) suggests sector-specific headwinds for the conglomerate's diverse portfolio.
2026年3月期 第3四半期決算短信〔日本基準〕(連結)
合同鉄 (54100)
Financial Results & Forecasts
20260130 13:30
合同製鐵株式会社 (5410) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 142309 | 7855 | 9116 | 6548 |
|---|
| YoY | -7.8% | -15.6% | -16.5% | -17.5% |
|---|
| Fcst (mil yen) ○ | 195000 | 10500 | 12000 | 8500 |
|---|
| YoY | -5.0% | -23.6% | -22.2% | -24.9% |
|---|
| Prog | 73.0% | 74.8% | 76.0% | 77.0% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 80.00, Total 180.00 · EPS 581.24 |
|---|
Volume contraction and cost inflation in the flat-rolled steel market led to double-digit revenue and profit declines, falling significantly below even the company's revised guidance.
Business highlights
-
Demand environment
Persistent weak demand due to prolonged construction schedules and labor shortages forced significant volume cuts.
-
Margin pressure
Sales volume reduction outweighed price improvement efforts, while input costs remained elevated, resulting in a margin squeeze.
-
Strategic outlook
Q3 results missed the already-reduced targets announced in Feb 2024, highlighting the severity of the downturn for the final year of 'Vision 2025.'
Financial position
-
Leverage and Solvency
Net assets grew at a faster pace than total assets, maintaining a solid equity ratio of 53.0%.
-
Asset Base Expansion
Total assets expanded by approximately 10.5 billion yen (4.1%) quarter-over-quarter.
-
Net Asset Composition
Net assets increased by approximately 6.0 billion yen, outpacing total asset growth slightly.
Analyst take
- Management is actively managing supply (volume cuts) but is losing the price battle against structural cost inflation. The admission that results are below even the *revised* expectations suggests a lack of pricing power.
- The company demonstrates a conservative balance sheet posture. Asset growth is well-supported by equity, indicating a strong financial buffer. There is no evidence of deleveraging, but the slight compression of the liability base suggests prudent management.
- The flat-rolled sector faces a prolonged 'wait-and-see' period until construction demand fully materializes, likely keeping peer valuations depressed.
2025年度 第3四半期決算説明会資料
第一三共 (45680)
Financial Results & Forecasts
20260130 13:00
no text extracted from PDF
2026年3月期 第3四半期決算〈補足資料）
塩野義薬 (45070)
Financial Results & Forecasts
20260130 13:00
- Revenue increased 8.1% year-on-year to 3,607 billion yen.
- Net profit increased 18.7% year-on-year to 1,582 billion yen.
- Cash decreased 1,592 billion yen due to JT Pharma absorption and Maruyasu Pharmaceutical consolidation; goodwill increased 278 billion yen.
- Revenue growth in 2025 attributed to Torii Pharmaceuticals acquisition and JT Medical Business absorption.
- Capex totaled 112 billion yen (79.9% of forecast); depreciation totaled 162 billion yen (47.9% of forecast).
- FX assumptions updated: USD average 156.53, GBP 211.32, EUR 184.25.
- Sefidecort approved in China; Zuranolone and Enarodustat approved in China and Japan respectively.
- Delgocitinib approved for chronic hand eczema in EU and US; applications submitted for China and EU markets.
- Delgocitinib advanced to Phase III for lichen sclerosus and Phase II for ophthalmology; Cantarizone advanced to Phase III.
- S-567123 added for COVID-19 prevention in children; S-268024 advanced to application in Japan.
2025年度 第3四半期決算説明資料
塩野義薬 (45070)
Financial Results & Forecasts
20260130 13:00
- Q3 cumulative sales, operating profit, and net profit reached record highs.
- Q4 sales increased 8.1% to 333.6 billion yen, driven by the integration of Shionogi Pharmaceutical and JT Pharma.
- Interim forecast is on track, with operating profit reaching 84.2% of the annual target.
- Acquired the Etravirine business from Tanabe Pharma to support US expansion.
- Invested in ViiV Healthcare, resulting in a 21.7% stake under the equity method.
- Zuranolone approved for depression in Japan.
- Ensitrelvir (COVID-19) applications submitted; target approval in FY2027.
- Sefiderocol (AMR) Phase 3 trial progressing with recent approval in China.
2026年3月期 第3四半期 決算短信〔ＩＦＲＳ〕（連結）
塩野義薬 (45070)
Financial Results & Forecasts
20260130 13:00
financial results section missing: performance rows
2026年3月期第3四半期決算短信〔日本基準〕(連結)
住友電設 (19490)
Financial Results & Forecasts
20260130 13:00
住友電設株式会社 (1949) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 159591 | 16363 | 17394 | 11437 |
|---|
| YoY | +14.0% | +65.4% | +62.1% | +60.7% |
|---|
| Fcst (mil yen) ○ | 218000 | 21000 | 22300 | 15000 |
|---|
| YoY | +7.1% | +17.4% | +17.9% | +17.2% |
|---|
| Prog | 73.2% | 77.9% | 78.0% | 76.2% |
|---|
| Dividends ○ 2026年3月期(予想) | Total 78.00 · EPS 426.30 |
|---|
売上高は14.0%増、営業利益は65.4%増と大幅に拡大。工事採算率の改善と大型手持工事の進捗が主因。
Business highlights
-
Profitability Expansion
営業利益が前年比65.4%急増。工事採算率の改善により利益増が実現し、人事費の増加を上回った。
-
Order Mix Shift
電力工事の大型案件反動で減少したものの、一般電気・情報通信工事の受注が増加し、全体的に注文高が5.2%増。
-
Workforce Investment
職場環境改善・人材育成のための経費を増加させたが、採算改善分で十分にカバー可能と判断。
Financial position
-
Leverage and Equity Position
Equity ratio improved to 61.3% from 57.6%, indicating net assets grew faster than total liabilities.
-
Net Asset Accumulation
Net assets increased by 11.4 billion yen, reflecting strong capital retention and balance sheet strengthening.
-
Asset Base Expansion
Total assets grew to 203.3 billion yen, signaling business scale expansion.
Analyst take
- 経営品質の向上を確認。採算改善による利益率の回復が実証されたが、電力分野の減少は一時的な反動と理解する。
- The balance sheet has undergone a structural improvement, with a significant jump in net assets and a strong equity ratio. The company appears to be prioritizing financial safety over aggressive leverage.
- 一般建設分野の回復が目立ち、電力・インフラ分野の減速が一巡したことを示唆。
決算補足資料（2025年度 第3四半期決算）
第一三共 (45680)
Financial Results & Forecasts
20260130 13:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
伊藤忠食 (26920)
Financial Results & Forecasts
20260130 13:00
伊藤忠食品株式会社 (2692) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 558270 | 10326 | 12076 | 8861 |
|---|
| YoY | +2.8% | +12.3% | +1.7% | +4.2% |
|---|
| Fcst (mil yen) ○ | 720000 | 9700 | 11400 | 8300 |
|---|
| YoY | +2.9% | +14.0% | +1.0% | +1.2% |
|---|
| Prog | 77.5% | 106.5% | 105.9% | 106.8% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 80.00, Total 160.00 · EPS 654.22 |
|---|
Sales grew modestly (+2.8%) driven by beverage and retail channel expansion, while operating profit surged (+12.3%) due to expense control and a 'low center of gravity' strategy, showcasing resilience against inflation.
Business highlights
-
Revenue Growth Drivers
Consolidated sales increased 2.8% driven by expansion in CVS/wholesale channels and continued growth in the beverage segment.
-
Operating Leverage
Operating profit increased 12.3% outpacing sales growth, driven by strict expense management and a 'low center of gravity' policy.
-
Digital Transformation
Implementation of QR campaigns and IDPOS data analysis to link digital signage with in-store traffic, aiming to verify and optimize promotional ROI.
-
Consumer Cost Sensitivity
Consumers are shifting towards value-oriented behaviors ('Taimatsu', 'Cospa') and selective spending due to persistent inflation and cost-of-living pressures.
-
Product Differentiation
Focus on high-value-added collaboration products (e.g., Christmas cakes) to drive sales within a competitive and selective market.
Financial position
-
Leverage and Liabilities
Equity ratio deteriorated from 42.6% to 36.1% as total assets expanded significantly faster than equity.
-
Asset Expansion
Total assets surged by 28.4% year-over-year, indicating aggressive capital deployment or asset accumulation.
-
Net Asset Accumulation
Net assets grew by 8.8% to 125,816 million yen, reflecting retained earnings but lagging behind asset expansion.
Analyst take
- Management is successfully executing on cost discipline, resulting in strong operating margin expansion that outweighs the modest sales growth. The 'low center of gravity' strategy is working effectively in the current inflationary environment.
- The balance sheet is undergoing a structural shift towards asset-heavy growth accompanied by declining leverage metrics. While net assets are growing, the rapid expansion of total assets funded by a lower equity ratio suggests increased financial risk.
- The intensifying need for digitalization and supply chain efficiency is highlighted as a survival imperative, not just a differentiator, to combat cross-industry competition and rising logistics costs.
2026年3月期 第3四半期決算短信〔IFRS〕（連結）
第一三共 (45680)
Financial Results & Forecasts
20260130 13:00
第一三共株式会社 (4568) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 1533459 | 249196 | 233775 | 269950 |
|---|
| YoY | +12.1% | +8.8% | -5.9% | -1.8% |
|---|
| Fcst (mil yen) ○ | 2100000 | 350000 | 335000 | 355000 |
|---|
| YoY | +11.3% | +11.9% | +0.9% | -0.2% |
|---|
| Prog | 73.0% | 71.2% | 69.8% | 76.0% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 39.00, Total 78.00 · EPS 288000.00 |
|---|
Consolidated revenue surged 12.1% driven by oncology growth, but ordinary profit declined 5.9% due to the loss of non-recurring gains and significant SGA inflation, reflecting the transition from one-off financial impacts to recurring R&D and partnership investments.
Business highlights
-
Oncology Business Unit Growth
Oncology sales increased 30.3% YoY in local currency, driven by volume expansion of Enhertu and Dato-DXd, supported by key approvals in the US and EU and combination therapy expansions.
-
Profitability and Cost Structure
Core operating profit rose 8.8% with help from FX tailwinds, but ordinary profit fell 5.9% due to the absence of non-recurring gains, while SGA expenses ballooned 18.1% driven by profit-sharing obligations.
-
Strategic Pipeline & Management Candor
Management demonstrated disciplined resource allocation by voluntarily withdrawing the HER3-DXd US application for EGFR-mutant NSCLC, while simultaneously advancing the 'Next Wave' of modalities including gene therapy and STING agonists.
-
Mature Product Headwinds
The American Regent unit saw sales drop 16.5% YoY due to generic erosion of key products Fare and Venofar, offsetting growth in emerging markets like China.
Financial position
-
Leverage and Liabilities
Financial leverage increased as total assets grew significantly faster than equity.
-
Shareholder Value
Shareholder equity per share increased, indicating effective retention of earnings and capital appreciation.
-
Asset Base Growth
Total assets expanded by over 10% year-over-year, signaling aggressive business expansion.
Analyst take
- The company is successfully driving top-line growth through its oncology platform, but is currently facing margin pressure due to the high cost of the AstraZeneca partnership (SGA) and the transition from one-time financial gains to sustainable R&D spend. The strategic withdrawal of HER3-DXd for NSCLC patients shows disciplined, investor-centric management.
- The balance sheet expanded robustly, but the decline in the equity ratio suggests the company is relying more on debt or other liabilities to fund growth rather than internal accruals. This dilutes the conservative nature of the balance sheet.
- The oncology sector remains highly competitive, with companies heavily relying on partnerships to fund R&D. The success of the 5DXd ADC platform suggests a potential shift in market dynamics, but the rising cost of clinical trials and partnerships will increasingly impact margins.
通期連結業績予想の修正及び個別業績見込みと前期実績値との差異並びに期末配当予想の修正（増配）に関するお知らせ
ベルパーク (94410)
Financial Results & Forecasts
20260130 13:00
- Revised 2025 Dec. fiscal year consolidated sales forecast upward by 8.2% to 129 billion yen.
- Revised 2025 Dec. fiscal year consolidated net profit forecast upward by 9.6% to 4.12 billion yen.
- Revision driven by exceeding mobile phone contract acquisition plans due to aggressive sales promotion.
- Individual earnings forecast for 2025 Dec. fiscal year shows net profit up 44.9% year-over-year driven by subsidiary dividends.
- Increased year-end dividend forecast from 93 yen to 102 yen to maintain consolidated dividend payout ratio of 30% or higher.
2026年９月期第１四半期決算短信〔日本基準〕(連結)
アイナボＨＤ (75390)
Financial Results & Forecasts
20260130 13:00
株式会社アイナボホールディングス (7539) FY2026 Q1 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 23705 | 634 | 725 | 444 |
|---|
| YoY | +1.0% | -4.6% | -3.4% | +1.2% |
|---|
| Fcst (mil yen) ○ | 98500 | 2100 | 2600 | 1600 |
|---|
| YoY | +6.7% | -17.1% | -8.8% | -4.7% |
|---|
| Prog | 24.1% | 30.2% | 27.9% | 27.8% |
|---|
| Dividends ○ 2026年9月期(予想) | 2Q 13.00, YE 13.00, Total 26.00 · EPS 68.97 |
|---|
Sales grew slightly, but operating profit declined 4.6% year-over-year due to a spike in administrative expenses, despite gross margin expansion, as the company navigates a weak housing market.
Business highlights
-
Unit of reporting
Reporting unit changed from 'thousands of yen' to 'millions of yen' for Q1 2026, affecting comparability with prior periods.
-
Cost structure
Operating profit declined despite a 1.1 percentage point increase in gross margin, driven by an 11.8% year-over-year increase in selling and administrative expenses.
-
New consolidation
The newly consolidated subsidiary contributed 16 million yen in sales and 9 million yen in operating profit during the first quarter.
-
Market demand outlook
Demand for new housing starts is expected to remain weak, particularly outside major metropolitan areas, necessitating a shift in strategy from margin maximization to volume prioritization.
Financial position
-
Asset Accumulation
Total assets increased by 1,108 million yen (2.3%) to 48,589 million yen, driven by asset expansion.
-
Net Worth Growth
Net assets grew by 176 million yen (0.6%) to 26,474 million yen, signaling retained earnings accumulation.
-
Leverage and Solvency
Equity ratio declined slightly from 55.4% to 54.5% as asset growth outpaced net asset growth.
Analyst take
- Management is candid about the structural headwinds in the construction sector, justifying the focus on volume over margin. However, the disconnect between gross profit growth (8.6%) and operating profit decline (4.6%) signals potential cost management issues or inefficiencies in the new business units.
- The balance sheet shows active business expansion through asset accumulation, but this is being financed by liabilities rather than equity, resulting in a slight erosion of the equity ratio. The company remains well-capitalized with a healthy equity ratio above 50%.
- The company's outlook reflects broader difficulties in the regional construction market outside major urban centers, suggesting peers with similar geographic exposure may face similar pressure.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
共英製鋼 (54400)
Financial Results & Forecasts
20260130 13:00
共英製鋼株式会社 (5440) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 232698 | 13442 | 12659 | 7943 |
|---|
| YoY | -3.2% | +38.6% | +28.0% | -13.1% |
|---|
| Fcst (mil yen) ▲ | 317000 | 17000 | 16000 | 10500 |
|---|
| YoY | -1.8% | +10.9% | +1.6% | -2.7% |
|---|
| Prog | 73.4% | 79.1% | 79.1% | 75.6% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 60.00, Total 90.00 · EPS 241.61 |
|---|
Sales declined 3.2% year-over-year, yet operating profit surged 38.6% driven by margin expansion. However, net profit fell 13.1% due to non-operating factors, decoupling from the core operating performance.
Business highlights
-
Revenue Growth
Sales decreased 3.2% year-over-year to 232.7 billion yen.
-
Operating Profitability
Operating profit increased 38.6% to 13.4 billion yen, outpacing the sales decline.
-
Net Profit Quality
Net profit decreased 13.1% to 7.9 billion yen despite operating gains.
Financial position
-
Leverage and Liabilities
Total assets increased marginally (+0.5%) while total debt (implied) decreased slightly (-0.4%), resulting in a reduction of the balance sheet leverage ratio.
-
Solvency
The equity ratio improved from 57.5% to 57.8% over the quarter.
-
Data Constraints
Insufficient data provided regarding cash flow, working capital components, or specific liability breakdowns (e.g., interest-bearing debt vs. non-interest-bearing).
Analyst take
- Management is executing well on the cost side, generating outsized operating leverage. The disconnect between operating profit (+38.6%) and net profit (-13.1%) suggests a significant one-time non-operating impact (likely tax or FX) that obscures the true earnings quality.
- The balance sheet remains robust with a slight improvement in leverage and solvency metrics. The conservative stance is supported by the strengthening of the equity base relative to total assets.
- Margin expansion in a down sales environment is a positive differentiator, suggesting the firm is gaining market share or pricing power relative to peers facing similar revenue pressures.
2026年3月期 第3四半期決算短信〔日本基準〕(連結)
山陰合銀 (83810)
Financial Results & Forecasts
20260130 13:00
financial results section missing: performance rows
2026年3月期 第3四半期決算短信〔日本基準〕(連結)
ＡＩＲＭＡＮ (63640)
Financial Results & Forecasts
20260130 13:00
株式会社ＡＩＲＭＡＮ (6364) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 42786 | 5677 | 6253 | 4345 |
|---|
| YoY | +3.8% | +12.1% | +10.7% | +11.3% |
|---|
| Fcst (mil yen) ○ | 55000 | 6920 | 7000 | 4870 |
|---|
| YoY | +1.2% | +7.1% | +2.5% | +2.2% |
|---|
| Prog | 77.8% | 82.0% | 89.3% | 89.2% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 40.00, Total 60.00 · EPS 177.09 |
|---|
Group revenue and profits reached record highs for Q3, driven by overseas expansion in construction machinery and margin expansion in industrial machinery, despite persistent domestic headwinds.
Business highlights
-
Overseas Construction Machinery Growth
Overseas sales surged due to strong demand for engine compressors in North America and increased OEM production in China.
-
Domestic Construction Machinery Weakness
Domestic sales dropped due to labor shortages and material cost inflation causing delays in construction projects.
-
Industrial Machinery Margin Expansion
Segment sales and profit hit record highs driven by stable OEM demand and a shift to higher-margin direct sales.
-
New Product Strategy (Cold Chain)
Launched 'SDG25S-4B1' refrigerated generator for AI/data center cold chain logistics, expanding into new application areas.
-
Profitability Drivers
Operating margin expanded faster than sales as the company absorbed higher labor and R&D costs through price increases.
Financial position
-
Leverage & Equity Ratio
Total assets increased to 67,273 million yen (+4.8% vs FY 2025), while net assets rose to 43,855 million yen (+6.9% vs FY 2025). The equity ratio strengthened by 1.2 percentage points to 64.9%.
-
Net Asset Per Share
Net asset value per share increased significantly to 1,610.15 yen, representing an 8.4% increase from the prior period's 1,486.10 yen.
-
Comparability & Accounting Context
The FY 2025 figures presented were restated due to retrospective application of accounting policy changes, while the FY 2026 Q3 figures reflect the current business performance.
Analyst take
- Management is executing well on its 'Mid-term Vision 2027' by leveraging overseas demand to offset domestic stagnation. The strong margin expansion in industrial machinery suggests pricing power is intact.
- The balance sheet demonstrates a healthy expansion in shareholder value with a robust equity ratio of nearly 65%, signaling a conservative financial structure.
- Construction machinery sector is seeing regional divergence (strong US/China vs. weak Japan), while the cold chain logistics segment presents a niche growth opportunity for power generators.
2026年3月期 第3四半期決算説明資料［IFRS］（2025年4月－2025年12月）
ＬＩＸＩＬ (59380)
Financial Results & Forecasts
20260130 13:00
- Merged Kitchen and Bathroom segments into a single “Living” segment and updated reporting to five geographic regions.
- Q3 FY2026 sales decreased 0.2% to 11,385 billion JPY; operating income increased 54% to 365 billion JPY; net income increased 75% to 118 billion JPY.
- Full-year sales forecast targets 35% growth, driven by +204% domestic and -94% overseas performance.
- Grohe Group revenue increased 5% and operating profit increased 36%.
- Total unit sales decreased 13.7% year-over-year; condominium sales dropped 22.4%; detached house sales fell 12.1%; construction starts decreased 7.0%.
- Raw material costs for aluminum and copper alloy were lower than planned by 50,000 and 92,000 yen/ton, respectively.
2026年3月期 第3四半期決算短信〔IFRS〕（連結）
ＬＩＸＩＬ (59380)
Financial Results & Forecasts
20260130 13:00
株式会社LIXIL (5938) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 1138503 | 36506 | 30450 | 20076 |
|---|
| YoY | -0.2% | +17.5% | +7.2% | -5.6% |
|---|
| Fcst (mil yen) ○ | 1540000 | 35000 | 30000 | 21000 |
|---|
| YoY | +2.3% | +11.7% | +1.1% | +4.2% |
|---|
| Prog | 73.9% | 104.3% | 101.5% | 95.6% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 45.00, Total 90.00 · EPS 8000.00 |
|---|
Sales remained flat year-on-year while operating profit surged due to efficiency gains, though net profit declined likely due to FX or non-operating factors.
Business highlights
-
Sales Performance
Top-line revenue remained flat year-on-year.
-
Operating Profitability
Operating profit jumped 17.5% year-on-year.
-
Net Profit Performance
Net profit decreased 5.6% year-on-year.
Financial position
-
Total Asset Expansion
Total assets increased by 108.3 billion JPY to 1,939.1 billion JPY.
-
Shareholder Equity Growth
Equity attributable to parent shareholders rose by 50.0 billion JPY to 667.8 billion JPY.
-
Equity Ratio Improvement
Equity ratio improved to 34.4% from 33.7%.
Analyst take
- The company successfully expanded operating margins through cost control, but the significant divergence between operating and net profit suggests non-recurring FX or tax impacts are weighing on the bottom line.
- The balance sheet demonstrates a strengthening financial position, characterized by a simultaneous increase in both total assets and shareholder equity. The rise in the equity ratio suggests a prudent approach to capital maintenance.
- Signals a defensive strategy in the housing materials sector focused on efficiency and margin preservation over volume growth.
2025年度 第３四半期決算の概要
沖縄電力 (95110)
Financial Results & Forecasts
20260130 13:00
financial results section missing: performance period
2026年3月期 第3四半期決算短信〔IFRS〕(連結)
エネクス (81330)
Financial Results & Forecasts
20260130 13:00
financial results section missing: forecast rows
2026年３月期第３四半期末の有価証券含み損に関するお知らせ
千葉興銀 (83370)
Financial Results & Forecasts
20260130 13:00
financial results section missing: performance period
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
沖縄電力 (95110)
Financial Results & Forecasts
20260130 13:00
沖縄電力株式会社 (9511) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 175303 | 15853 | 14653 | 11286 |
|---|
| YoY | -5.9% | +28.4% | +26.7% | +20.8% |
|---|
| Fcst (mil yen) ▲ | 221300 | 10000 | 8000 | 5700 |
|---|
| YoY | -6.4% | +36.6% | +41.2% | +31.9% |
|---|
| Prog | 79.2% | 158.5% | 183.2% | 198.0% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 15.00, Total 30.00 · EPS 104.95 |
|---|
Sales declined 5.9% YoY, but operating profit surged 28.4% due to a favorable cost structure, though specific drivers were not detailed in the provided synopsis.
Business highlights
-
Revenue Performance
Sales decreased 5.9% YoY.
-
Profitability
Operating profit surged 28.4% YoY.
Financial position
-
Leverage and Solvency
Equity ratio improved to 25.5% from 24.3% as net assets expanded relative to total assets.
-
Net Asset Position
Net assets grew to 135.2 billion yen, demonstrating capital retention despite asset expansion.
-
Asset Base Structure
Total assets increased to 520.8 billion yen, signaling continued business scale expansion.
Analyst take
- The disconnect between falling sales and rising profits suggests effective cost mitigation or favorable energy/fuel costs, though the specific narrative was omitted from the provided snippet.
- The balance sheet is structurally strengthening, evidenced by the sequential increase in the equity ratio. The conservative profile is maintained despite asset growth.
- Companies managing expenses effectively are outperforming peers facing demand headwinds.
令和８年３月期 第３四半期決算短信〔日本基準〕(連結)
モリ工業 (54640)
Financial Results & Forecasts
20260130 13:00
モリ工業株式会社 (5464) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 32541 | 3318 | 3715 | 2555 |
|---|
| YoY | -6.7% | -22.7% | -19.3% | -22.1% |
|---|
| Fcst (mil yen) ○ | 45800 | 4600 | 4800 | 3400 |
|---|
| YoY | -0.7% | -14.8% | -16.1% | -17.6% |
|---|
| Prog | 71.1% | 72.1% | 77.4% | 75.1% |
|---|
| Dividends ○ 8年3月期(予想) | YE 20.00, Total 36.00 · EPS 89.43 |
|---|
Revenue declined 6.7% due to weak domestic construction and export conditions, while margins were pressured by rising input costs and price competition from Chinese imports.
Business highlights
-
Domestic Industry Headwinds
Domestic construction slump and labor shortages, combined with an influx of cheap Chinese imports, have severely pressured building material demand and prices.
-
Japan Segment Performance
Sales fell 6.2% driven by volume declines in core stainless pipes and bars, while operating profit plunged 22.3% due to rising labor and transport costs.
-
Product Mix Recovery
Stainless fabricated products (heater hoses) recovered (+3.9%), offsetting weakness in decorative piping and stainless bars.
-
Indonesia Segment Struggles
Sales dropped 17.4% and profit fell 51.7% due to weak 4-wheeler demand and client in-house production shifts in the 2-wheeler market.
Financial position
-
Leverage and Capital Structure
Equity ratio improved to 80.3% from 79.5%.
-
Net Asset Value (NAV)
NAV per share increased to 1,501.61 yen (adjusted for 1:5 split).
-
Share Structure and Liquidity
Implemented a 1:5 share split effective April 1, 2025.
Analyst take
- Management is candid about structural industry issues (Chinese dumping, construction slump) rather than blaming external factors exclusively, which is a positive sign for realism. The margin compression is a key concern as volume is already down.
- The company maintains a fortress-like balance sheet characterized by a high equity ratio (>80%). The slight improvement in leverage and NAV supports the view of prudent capital management.
- The stainless steel sector faces a prolonged period of margin compression and volume weakness due to trade policies and domestic demand constraints.
2026年3月期 第3四半期決算短信〔日本基準〕(連結)
東北銀 (83490)
Financial Results & Forecasts
20260130 13:00
financial results section missing: performance period
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ハイマックス (42990)
Financial Results & Forecasts
20260130 13:00
株式会社ハイマックス (4299) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 13471 | 1127 | 1148 | 778 |
|---|
| YoY | +1.1% | -14.0% | -13.3% | -14.0% |
|---|
| Fcst (mil yen) ○ | 20000 | 1820 | 1838 | 1245 |
|---|
| YoY | +10.7% | +0.7% | +0.9% | -3.7% |
|---|
| Prog | 67.4% | 61.9% | 62.5% | 62.5% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 23.00, Total 46.00 · EPS 110.87 |
|---|
Revenue grew 1.1% driven by robust DX demand, but operating profit fell 14.0% as aggressive personnel and wage cost hikes outweighed pricing improvements.
Business highlights
-
Profitability vs. Cost Inflation
Operating profit declined 14.0% despite flat revenue growth due to significant increases in personnel costs and outsourcing rates.
-
Service Segment Mix
System Solutions revenue remained flat (0.2% YoY) as public sector projects wound down, while Maintenance Services grew 1.9% driven by new non-financial clients.
-
Operational Efficiency
Initiated Generative AI integration in software development to streamline the design-to-implementation process.
-
Market Environment
Japanese economy recovering with strong IT capex plans, though inflation and FX volatility remain headwinds.
Financial position
-
Balance Sheet Size & Leverage
Total assets contracted by 1,478 million yen (10.2%) to 12,952 million yen. Net assets decreased by 1,195 million yen (10.1%) to 10,587 million yen.
-
Shareholder Equity & Per-Share Value
Equity ratio remained stable at 81.7% (vs 81.6%), while BPS declined marginally from 1,016.35 to 1,015.68 yen.
-
Capital Allocation Quality
Significant structural contraction in both asset base and equity base occurred in the reporting period.
Analyst take
- Management is candidly prioritizing structural quality (wage hikes, sustainability) over near-term margins. The shift away from public sector revenue is a positive strategic move but introduces volatility.
- The company has demonstrated a disciplined approach to balance sheet optimization, reducing total assets while preserving a high equity ratio. The slight decrease in BPS suggests capital is being returned to shareholders or retained in a low-yield manner.
- The IT service sector faces a structural headwind from wage inflation that is currently outpacing revenue growth rates.
2026年３月期 第３四半期決算説明会資料
ハイマックス (42990)
Financial Results & Forecasts
20260130 13:00
- Q3 operating profit decreased 14.0% to 1.13 billion yen.
- Q3 sales increased 1.1% to 13.47 billion yen.
- Full-year sales forecast increased 10.7% to 18.07 billion yen.
- Full-year operating profit forecast increased 0.7% to 1.82 billion yen.
- Full-year net profit forecast decreased 3.7% to 1.25 billion yen.
- Share buyback of 1.199 million shares worth 1.447 billion yen scheduled for cancellation on Feb 27, 2026.
- New orders for Q3 totaled 4,167 million yen.
- Non-financial sales ratio reached 34.6% and end-user sales ratio reached 32.0%, both exceeding 30% targets.
- DX project sales ratio reached 24.6%, meeting the target of less than 25%.
- CDP Climate Change score improved to “B”.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
ＣＣＩグループ (73810)
Financial Results & Forecasts
20260130 13:00
financial results section missing: performance rows
2026年3月期 第3四半期決算短信〔日本基準〕(連結)
丸藤パイル (80460)
Financial Results & Forecasts
20260130 13:00
丸藤シートパイル株式会社 (8046) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 29735 | 1699 | 2079 | 1430 |
|---|
| YoY | +12.5% | +54.9% | +46.1% | +51.5% |
|---|
| Fcst (mil yen) ▲ | 40000 | 1850 | 2400 | 1750 |
|---|
| YoY | +12.4% | +17.2% | +15.5% | +14.0% |
|---|
| Prog | 74.3% | 91.8% | 86.6% | 81.7% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 130.00, Total 130.00 · EPS 488.97 |
|---|
Strong financial recovery with double-digit sales growth and significant operating leverage, though qualitative drivers are limited to a standard risk disclaimer.
Business highlights
-
Revenue Growth
Sales increased 12.5% year-over-year to ¥29.7 billion.
-
Operating Profitability
Operating profit surged 54.9% year-over-year, outpacing revenue growth significantly.
Financial position
-
Asset Accumulation
Total assets increased by 1,971 million yen (+4.5%) and net assets increased by 1,590 million yen (+5.1%) quarter-on-quarter, indicating organic business expansion.
-
Leverage Profile
The equity ratio remained robust at 70.8% despite the rise in total assets, indicating that asset growth was primarily supported by equity rather than increased leverage.
Analyst take
- The company is delivering strong earnings beats, but the provided text lacks the specific narrative explaining the cause (e.g., demand recovery vs. cost cuts). This creates uncertainty regarding the repeatability of the margin expansion.
- The company exhibits a conservative financial posture with a strong equity cushion. The quarter-over-quarter increase in assets and net assets suggests a healthy flow of earnings being retained to build the balance sheet.
- Cannot be determined from the provided text.
2026年３月期 第３四半期決算短信〔ＩＦＲＳ〕（連結）
ツガミ (61010)
Financial Results & Forecasts
20260130 13:00
financial results section missing: forecast rows
業績予想の修正に関するお知らせ
丸藤パイル (80460)
Financial Results & Forecasts
20260130 13:00
- FY2026 consolidated performance forecast revised upward.
- Sales forecast increased to 4.0 billion yen.
- Net profit forecast increased to 175 million yen.
- Revision attributed to increased orders in high value-added construction methods and smooth progress.
配当方針の変更並びに期末配当予想の修正(増配)に関するお知らせ
石塚硝 (52040)
Financial Results & Forecasts
20260130 13:00
- Dividend policy updated to prioritize gradual increases subject to earnings stability.
- Year-end dividend forecast revised upward to 70 yen per share from 65 yen per share.
- Revision driven by the update to the 2027 mid-term management plan regarding ROE targets.
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
石塚硝 (52040)
Financial Results & Forecasts
20260130 13:00
石塚硝子株式会社 (5204) FY2026 Q3
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 45989 | 4167 | 3985 | 2622 |
|---|
| YoY | +6.2% | +21.7% | +18.4% | +3.1% |
|---|
| Fcst (mil yen) ○ | 60000 | 4000 | 3650 | 2450 |
|---|
| YoY | +7.2% | +3.9% | -1.7% | -20.7% |
|---|
| Prog | 76.6% | 104.2% | 109.2% | 107.0% |
|---|
| Dividends ▲ 2026年3月期(予想) | YE 70.00, Total 70.00 · EPS 584.60 |
|---|
Revenue increased 6.2% driven by new capacity and a new business line, while operating profit surged 21.7% due to cost reductions and price hikes, outpacing revenue growth significantly.
Business highlights
-
Sales Drivers
Sales increased 6.2% due to shipments from a new plastic container plant and the addition of a pouch drink filling business.
-
Profitability Drivers
Operating profit jumped 21.7% due to a revenue effect combined with continuous cost reductions and sales price adjustments.
-
Strategic Outlook
The company updated the 'Challenging New Areas' medium-term plan to target 5,000 million yen operating profit by FY2027, alongside revised ROE targets.
Financial position
-
Leverage
Equity ratio improved to 36.7% from 33.8%, indicating a significant strengthening of the balance sheet structure.
-
Net Worth
Net assets increased by 3,006 million yen, and book value per share rose by 642 yen year-on-year.
-
Asset Base
Total assets contracted slightly by 0.3% to 100,110 million yen.
Analyst take
- Management is executing well on capacity expansion and aggressive cost management, generating significant operating leverage that outpaces top-line growth. The admission of macroeconomic uncertainty ('rough waves') is transparent, reinforcing that the strong profit beat is due to strategic execution rather than cyclical windfalls.
- The company has demonstrated a prudent balance sheet strategy, prioritizing equity buildup over asset expansion. The significant rise in net assets amidst a slight asset contraction suggests effective capital allocation favoring financial stability.
- The packaging industry is seeing a normalization of pricing power as companies pass on inflation. The focus on 'paperless' operations and flexible packaging (pouches) indicates a structural shift toward efficiency and sustainable materials within the sector.
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
タカキタ (63250)
Financial Results & Forecasts
20260130 13:00
株式会社タカキタ (6325) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 4773 | 200 | 239 | 153 |
|---|
| YoY | -10.7% | -40.2% | -37.0% | -71.5% |
|---|
| Fcst (mil yen) ○ | 6600 | 210 | 252 | 168 |
|---|
| YoY | -5.8% | -39.1% | -37.0% | -70.3% |
|---|
| Prog | 72.3% | 95.2% | 94.8% | 91.1% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 5.00, Total 10.00 · EPS 14.88 |
|---|
Agri-machinery sales declined due to weak livestock/dairy demand and a soft bearings segment, despite price hikes; profitability dropped sharply due to lower volume.
Business highlights
-
Agri-Machinery Domestic
Domestic sales decreased as core livestock market demand cooled despite strength in rice market.
-
Agri-Machinery Overseas
Mixed performance with growth in EU/US offset by decline in South Korea.
-
Bearings Segment
Sales declined due to order cuts from key customers.
-
Profitability Drivers
Profitability deteriorated significantly despite price adjustments and cost cuts.
Financial position
-
Leverage and Capital Structure
Self-capital ratio improved to 82.3% from 80.7%, indicating a strengthening equity position relative to assets.
-
Net Asset Accumulation
Net assets increased by 252 million yen over the quarter, demonstrating continued equity build-up.
-
Asset Base Expansion
Total assets grew by 113 million yen, reflecting organic business expansion or asset accumulation.
Analyst take
- The company is facing a bifurcated environment where the rice market is performing well relative to the livestock sector, and the bearings segment is softening. The sharp margin compression (-40% Op Profit) suggests that operating leverage is negatively impacting earnings.
- The company maintains a fortress-like balance sheet with a very high self-capital ratio. The narrowing gap between asset and equity growth suggests that retained earnings are driving capital formation rather than leverage.
- The agri-equipment sector is splitting between producers benefiting from higher rice prices and those struggling with sustained farmer cost pressures and low investment sentiment.
通期連結業績予想の修正に関するお知らせ
ハリマ化成Ｇ (44100)
Financial Results & Forecasts
20260130 13:00
- Sales forecast remains unchanged at 108,000 million yen.
- Operating profit forecast raised by 300 million yen to 3,300 million yen.
- Ordinary profit forecast raised by 800 million yen to 2,800 million yen.
- Net profit attributable to parents raised by 650 million yen to 1,850 million yen.
- Revision driven by increased semiconductor resin demand and US paper chemical sales, offset by lower paper chemical prices and weak rotor demand.
2026年3月期第3四半期決算補足説明資料
ハリマ化成Ｇ (44100)
Financial Results & Forecasts
20260130 13:00
financial results section missing: performance period
2026年3月期第3四半期決算短信〔日本基準〕(連結)
ハリマ化成Ｇ (44100)
Financial Results & Forecasts
20260130 13:00
ハリマ化成グループ株式会社 (4410) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 77904 | 2662 | 2440 | 1804 |
|---|
| YoY | +2.9% | +36.8% | +63.5% | +149.2% |
|---|
| Fcst (mil yen) ▲ | 108000 | 3300 | 2800 | 1850 |
|---|
| YoY | +6.9% | +58.4% | +110.4% | +142.5% |
|---|
| Prog | 72.1% | 80.7% | 87.1% | 97.5% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 21.00, Total 42.00 · EPS 76.16 |
|---|
Group profit surged on robust cost control and domestic price hikes, despite overseas margin compression and headwinds in auto/electronic materials demand.
Business highlights
-
Domestic volume expansion
Resin & Chemicals achieved massive profit expansion (+847.9%) driven by domestic volume growth and successful new product promotion.
-
Regional demand divergence
Paper Chemicals grew sales and profit (+5.1%, +23.5%) via US customer acquisition and domestic price hikes, offsetting weakness in China.
-
Cost inflation vs. pass-through
Group net profit surged 149.2% due to successful cost control and price hikes in domestic operations, despite overseas margin compression.
-
Auto/Printing demand slowdown
Electronic Materials and Rotor segments suffered significant profit declines due to raw material inflation and soft demand in auto and printing sectors.
Financial position
-
Asset Base Growth
Total assets increased 3.2% to 103,251 million yen year-on-year.
-
Net Asset Accumulation
Net assets rose 2.3% to 38,883 million yen year-on-year.
-
Financial Leverage
Equity ratio declined to 37.0%.
Analyst take
- Management demonstrates strong execution on cost pass-through and domestic expansion, though the Electronics segment faces a tough cycle due to auto production cuts. The massive profit jump in Resins appears sustainable driven by volume, not just raw material spreads.
- The balance sheet shows healthy growth in both total assets and net assets. However, the slight compression of the equity ratio from 37.3% to 37.0% suggests that asset expansion may be funded by a mix that slightly dilutes the equity base.
- Paper chemicals show a clear bifurcation: strong demand in US vs. price wars in China. Resins are seeing a shift from shrinking commercial printing markets to functional areas like coatings.
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
エスリード (88770)
Financial Results & Forecasts
20260130 13:00
エスリード株式会社 (8877) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 82501 | 14137 | 12548 | 7960 |
|---|
| YoY | +10.5% | +12.2% | +3.2% | +2.3% |
|---|
| Fcst (mil yen) ○ | 110000 | 18000 | 16000 | 10700 |
|---|
| YoY | +16.1% | +23.7% | +16.4% | +14.7% |
|---|
| Prog | 75.0% | 78.5% | 78.4% | 74.4% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 135.00, Total 240.00 · EPS 693.48 |
|---|
Sales and operating profit grew robustly, but ordinary profit lagged, indicating a disconnect between core operations and financial/non-operating results.
Business highlights
-
Revenue Growth
Sales increased 10.5% YoY, outpacing the growth in ordinary profit.
-
Operating Margin Expansion
Operating profit grew 12.2% YoY, expanding faster than sales.
-
Profit Mix Discrepancy
Ordinary profit growth (3.2%) significantly trailed operating profit growth (12.2%).
Financial position
-
Asset Expansion
Total assets increased significantly from 227,029 million JPY to 253,004 million JPY (+11.4% YoY).
-
Net Asset Accumulation
Net assets rose from 73,460 million JPY to 78,352 million JPY (+6.7% YoY).
-
Equity Ratio
The equity ratio declined from 32.4% to 31.0%, a 1.4 percentage point decrease.
-
Shareholder Value
Net assets per share increased from 4,761.07 JPY to 5,078.15 JPY (+6.6% YoY).
Analyst take
- Management focused exclusively on legal disclaimers regarding forward-looking estimates, providing no insight into operational drivers. The strong Op margin suggests good execution, but the gap to Net/Ordinary profit implies external financial factors are diluting earnings quality.
- The company is undergoing scale expansion (Total Assets) which drives growth, but this expansion is slightly diluting the equity ratio (31.0%), indicating a shift towards leveraging the balance sheet for growth rather than safety.
- N/A (Insufficient qualitative data to assess industry trends).
2026年3月期 第３四半期決算短信〔日本基準〕(非連結)
ユタカフーズ (28060)
Financial Results & Forecasts
20260130 13:00
ユタカフーズ株式会社 (2806) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 10997 | 395 | 536 | 386 |
|---|
| YoY | +1.5% | -28.4% | -17.9% | -14.2% |
|---|
| Fcst (mil yen) ○ | 15700 | 480 | 560 | 350 |
|---|
| YoY | +8.6% | -29.6% | -30.1% | -36.8% |
|---|
| Prog | 70.0% | 82.3% | 95.7% | 110.3% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 20.00, Total 40.00 · EPS 50.38 |
|---|
Revenue grew modestly (+1.5%) driven by product innovation and efficiency, but operating margins were severely compressed by rising raw material costs and labor shortages, resulting in a significant profit decline.
Business highlights
-
Sales Drivers
Sales increased 1.5% due to active product proposals and efficiency measures, though growth was constrained by consumer resistance to high prices.
-
Profitability
Operating profit plunged 28.4% despite revenue gains, primarily due to inflationary raw material costs, yen depreciation, and persistent labor shortages.
Financial position
-
Leverage and Debt
Liabilities surged by approximately 74.6% (from 3,251 to 5,676 million yen), causing a significant deterioration in the equity ratio from 87.4% to 80.2%.
-
Net Asset Growth vs. Asset Growth
Total assets grew by 11.6% (297.6 million yen increase), while net assets grew by only 2.4% (55.1 million yen increase).
-
Capital Structure
The balance sheet is expanding rapidly while equity remains relatively flat, indicating a shift towards a more aggressive capital structure.
Analyst take
- The disconnect between slight revenue growth and sharp profit contraction suggests that while demand is holding up, the cost structure is proving difficult to manage. Management's focus on efficiency is acknowledged, but execution appears slower than needed to protect margins.
- The balance sheet has become significantly less conservative. The massive 74% jump in liabilities against a small increase in net assets indicates a high-risk profile driven by leverage for growth.
- The broader food industry faces a prolonged margin squeeze due to input volatility and consumer price sensitivity, requiring aggressive operational restructuring.
2026年3月期 第3四半期決算ハイライト
三谷産業 (82850)
Financial Results & Forecasts
20260130 12:30
financial results section missing: performance period
2026年３月期 第３四半期決算参考資料
東洋水産 (28750)
Financial Results & Forecasts
20260130 12:30
financial results section missing: performance period
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
東洋水産 (28750)
Financial Results & Forecasts
20260130 12:30
東洋水産株式会社 (2875) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 402636 | 64568 | 70812 | 53430 |
|---|
| YoY | +3.6% | +6.1% | +4.9% | +5.0% |
|---|
| Fcst (mil yen) ○ | 535000 | 80000 | 87500 | 66000 |
|---|
| YoY | +4.4% | +4.6% | +2.7% | +3.4% |
|---|
| Prog | 75.3% | 80.7% | 80.9% | 81.0% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 120.00, Total 200.00 · EPS 668.29 |
|---|
Toyo Suisan reported solid profitability growth outpacing sales expansion, driven by cost initiatives and a favorable currency shift, though a recent FX accounting change impacts historical comparability.
Business highlights
-
Profitability expansion
Operating profit increased 6.1% year-on-year while sales grew 3.6%, indicating improved cost efficiency.
-
Currency tailwinds
A weaker average exchange rate supported earnings growth during the period.
-
FX translation method change
Accounting policy changed from spot rate to average rate for foreign subsidiaries, affecting the validity of YoY comparisons.
-
Strategic response to macro uncertainty
Management emphasized focusing on cost and sales to navigate global trade policy and inflation risks.
Financial position
-
Leverage and Debt Structure
Total assets increased 5.8% YoY to 629.2 billion JPY, while net assets grew 4.8% to 517.4 billion JPY, resulting in a slight decrease in the equity ratio from 80.9% to 80.2%.
-
Net Asset Accumulation
Net assets grew by 23.8 billion JPY YoY, driven by internal generation and retained earnings, reaching 517.4 billion JPY.
-
Asset Base Expansion
Total assets expanded to 629.2 billion JPY, reflecting structural growth in the company's operating scale.
Analyst take
- Management is successfully leveraging its cost base to generate margin expansion, though the 6.1% profit growth is partially attributable to a retrospective FX accounting change that improves comparability.
- The company maintains a conservative, fortress-like balance sheet with a dominant equity position. The slight decline in the equity ratio is a result of aggressive asset expansion rather than an increase in leverage, which is a positive signal for business growth.
- The focus on cost reduction and active sales reflects broader industry trends in the Japanese FMCG sector where companies are prioritizing efficiency amid global trade tensions.
通期連結業績予想および配当予想の修正（増配）に関するお知らせ
都築電気 (81570)
Financial Results & Forecasts
20260130 12:30
- FY2026 consolidated sales forecast remains 102.5 billion yen.
- FY2026 operating profit forecast raised to 8.0 billion yen.
- FY2026 net profit forecast raised to 6.0 billion yen.
- Annual dividend forecast raised to 121 yen per share.
2026年３月期第３四半期決算補足資料
都築電気 (81570)
Financial Results & Forecasts
20260130 12:30
- Revenue, operating profit, and ordinary profit reached record highs in the second consecutive half-year.
- Q3 operating profit increased 66.9% year-over-year driven by pricing management and productivity improvements.
- Full-year guidance revised upward, with operating profit expected to increase 23.4% to 8 billion yen.
- Dividend forecast raised to 121 yen per share, up from 100 yen, targeting a 40% payout ratio.
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
都築電気 (81570)
Financial Results & Forecasts
20260130 12:30
都築電気株式会社 (8157) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 67326 | 4005 | 4141 | 3327 |
|---|
| YoY | +3.1% | +66.9% | +64.3% | +91.6% |
|---|
| Fcst (mil yen) ▲ | 102500 | 8000 | 8150 | 6000 |
|---|
| YoY | +4.3% | +23.4% | +23.6% | +25.9% |
|---|
| Prog | 65.7% | 50.1% | 50.8% | 55.5% |
|---|
| Dividends ▲ 2026年3月期(予想) | YE 71.00, Total 121.00 · EPS 329.96 |
|---|
Record-high profitability achieved through margin expansion and strategic resource shifts, supported by strong order intake in Equipment despite flat sales.
Business highlights
-
Profitability Improvement
Operating profit surged 66.9% to a record high, driven by active pricing management and resource shifts to growth areas.
-
Equipment Order Intake
Equipment sales remained flat, but order intake surged 33.2% due to large-scale projects in government and financial sectors.
-
Dev & Construction Growth
Development and construction sales grew 12.2% on the back of network and contact center construction projects.
-
Services Stability
Services sales increased 2.2% driven by cloud usage fees and a major logistics DX contract.
Financial position
-
Leverage & Liabilities
Liabilities contracted significantly, driven by a decrease in total assets alongside a slight increase in equity, resulting in a substantial reduction in the debt-to-asset ratio.
-
Net Assets & Equity
Net assets increased year-over-year, supporting a rise in Book Value Per Share (BPS) despite the reduction in the total asset base.
-
Asset Profile
Total assets decreased by approximately 2.63 billion yen, indicating active asset management or devaluation of non-core holdings.
Analyst take
- Management's execution of 'Transformation 2026' is evident; the high profit growth on flat sales highlights successful pricing power and cost efficiency. The surge in equipment orders suggests strong demand in public infrastructure.
- The company is executing a deleveraging strategy, actively reducing liabilities while strengthening its equity base. The shift towards a higher equity ratio (58.6%) reflects a preference for balance sheet strength over aggressive asset expansion.
- The IT services sector continues to see robust capex from government and finance sectors, reinforcing the positive outlook for IT infrastructure spending.
2026年3月期 第3四半期決算説明資料
さくらインターネット (37780)
Financial Results & Forecasts
20260130 12:30
- Q3 sales reached a record high of 24,024 million JPY, up 12.3% YoY.
- Operating profit decreased to -1,117 million JPY due to personnel investments and increased depreciation costs.
- GPU Infrastructure Service sales increased 24.8% YoY to 1,818 million JPY.
- New B200 GPUs (approx. 1,100 units) to be delivered to major enterprises starting February 2026.
- Conditional government cloud certification achieved in December 2025; full certification (Grade A) expected in March 2026.
- Operating margin and ROE remain at high levels in the 2026 fiscal year trends.
- Full-year targets expected to be met despite temporary cost pressures from personnel investments.
- Launched a 100% renewable energy container data center in Hokkaido.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
さくらインターネット (37780)
Financial Results & Forecasts
20260130 12:30
さくらインターネット株式会社 (3778) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 24024 | -1117 | -799 | -551 |
|---|
| YoY | +12.3% | - | - | - |
|---|
| Fcst (mil yen) ○ | 36500 | 350 | 400 | 200 |
|---|
| YoY | +16.2% | -91.6% | -90.1% | -93.2% |
|---|
| Prog | 65.8% | -319.1% | -199.8% | -275.5% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 5.00, Total 5.00 · EPS 5.00 |
|---|
Sales volume accelerated significantly (+12.3%), but the company failed to convert this growth into profitability, resulting in consolidated net losses across all categories.
Business highlights
-
Sales Momentum
Revenue increased 12.3% year-over-year, driven by volume expansion.
-
Profitability Collapse
Operating, ordinary, and net profits all turned negative despite the sales increase.
Financial position
-
Net Asset Retention
Net assets decreased by approximately 680 million yen (2.2%) despite a slight increase in total assets.
-
Balance Sheet Leverage
Equity ratio declined by 1.4 percentage points to 35.5%.
Analyst take
- Management provided no specific qualitative insights into the margin contraction, relying instead on standard legal disclaimers about forecast limitations. This lack of candor makes it difficult to distinguish between cyclical cost pressures and structural inefficiencies.
- The balance sheet exhibits a 'growth at the expense of equity' dynamic. Total assets are growing modestly, but net assets are shrinking. While the equity ratio remains above 35%, the structural decline in equity implies that the company is distributing capital (or facing operational losses) rather than building a larger buffer.
- The divergence between top-line growth and bottom-line losses suggests broader industry challenges regarding input costs or pricing power.
2026年3月期第3四半期決算短信〔日本基準〕(連結)
ＭＤＭ (76000)
Financial Results & Forecasts
20260130 12:30
株式会社日本エム・ディ・エム (7600) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 17928 | 518 | 475 | 287 |
|---|
| YoY | -2.9% | -57.9% | -60.2% | -67.3% |
|---|
| Fcst (mil yen) ○ | 24800 | 700 | 550 | 300 |
|---|
| YoY | -1.3% | -55.0% | -63.1% | - |
|---|
| Prog | 72.3% | 74.0% | 86.4% | 95.7% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 17.00, Total 17.00 · EPS 11.38 |
|---|
Group sales remained flat at ¥17.9B, but operating profitability collapsed with a 57.9% year-on-year drop, signaling severe margin compression.
Business highlights
-
Sales Performance
Sales remained flat year-over-year despite the group's scale.
-
Profitability & Margins
Operating profit plunged 57.9% while sales were flat, indicating a massive deterioration in core profitability.
Financial position
-
Leverage Metrics
Equity ratio declined slightly from 73.3% to 72.9%.
-
Net Asset Quality
Net assets increased by approximately 408 million yen.
-
Asset Base Expansion
Total assets grew by approximately 807 million yen.
Analyst take
- The provided text consists solely of a forward-looking disclaimer; there are no explanations for the margin collapse. The drastic drop suggests a potential operational misstep or cost overrun that warrants deep review of the attached report.
- The balance sheet remains extremely healthy with a high equity ratio, demonstrating strong financial resilience. The slight decline in the equity ratio suggests asset growth is occurring faster than equity accumulation, though the buffer is still substantial.
- Margin contraction in a flat sales environment often indicates sector-wide cost-push pressures or demand-side weakness.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
日食化 (28920)
Financial Results & Forecasts
20260130 12:30
日本食品化工株式会社 (2892) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 48148 | 1251 | 1480 | 1029 |
|---|
| YoY | +0.3% | -11.8% | -24.5% | -25.6% |
|---|
| Fcst (mil yen) ○ | 65000 | 1300 | 1800 | 1400 |
|---|
| YoY | +3.7% | +8.3% | -6.0% | -8.3% |
|---|
| Prog | 74.1% | 96.2% | 82.2% | 73.5% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 75.00, Total 145.00 · EPS 284.65 |
|---|
Group sales grew slightly (+0.3%) despite mixed end-market demand, but profitability suffered significantly (-11.8% Op Profit) driven by raw material costs and weak pricing power.
Business highlights
-
Consumer price resistance
Sweetener sales decreased (-1.6%) as price resistance limited volume despite a recovery in foodservice demand.
-
Digitalization headwinds
Paper starch sales declined as newspaper and magazine digitization continues to erode traditional demand.
-
Overseas growth
Fine Chemicals sales rose (+5.9%) driven by overseas demand, offsetting declines in the domestic market.
-
Commodity cost inflation
Operating profit dropped significantly despite flat sales, reflecting exposure to volatile raw materials and energy costs.
Financial position
-
Net Asset Accumulation
Net assets increased by 1,166 million yen (approx 4.1%) year-over-year.
-
Solvency & Leverage
Equity ratio improved by 3.0 percentage points to 59.7%.
-
Asset Structure
Total assets contracted slightly by 557 million yen (approx 1.1%) year-over-year.
Analyst take
- The company is caught in a margin squeeze: raw material costs are volatile and rising, while consumer demand remains price-sensitive. The core Starch division is facing structural headwinds from digitalization, though Food Starch is holding up. The Fine Chemical segment is the primary driver of growth.
- The balance sheet demonstrates robust health characterized by an expanding equity base and a shrinking asset footprint, signaling strong asset-liability management.
- The broader food chemical sector is experiencing a 'price vs. quantity' trade-off where consumers prioritize essential spending over discretionary items.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
三谷産業 (82850)
Financial Results & Forecasts
20260130 12:30
三谷産業株式会社 (8285) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 86534 | 2934 | 3843 | 2935 |
|---|
| YoY | +14.0% | +77.5% | +65.1% | +50.5% |
|---|
| Fcst (mil yen) ▲ | 116000 | 3000 | 4000 | 3000 |
|---|
| YoY | +12.5% | +44.6% | +50.6% | +22.9% |
|---|
| Prog | 74.6% | 97.8% | 96.1% | 97.8% |
|---|
| Dividends ▲ 2026年3月期（予想） | YE 8.00, Total 13.00 · EPS 48.72 |
|---|
FY2026 Q3 results hit record highs across sales and orders, driven by strong demand in construction mega-projects, government IT initiatives (NEXTGIGA), and margin expansion in resin/chemicals despite a volatile yen environment.
Business highlights
-
Air Conditioning Construction Demand
Orders surged 61.7% YoY due to record-breaking new construction projects in Kanto and Hokuriku, setting a Q3 cumulative high.
-
Government IT Digitalization
Orders and sales jumped 43.6% and 63.3% respectively due to NEXTGIGA School wins in Ishikawa/Toyama and core system updates in Kanto.
-
Resin & Electronics Margins
Sales were flat (+1.1%) despite the strong yen, but profit surged 46.2% driven by successful cost-cutting and automotive demand recovery.
-
Chemicals Performance
Sales up 12.2% driven by price hikes and pharma growth, but profit surged 105.9% despite a decline in Vietnam sales due to a major client loss.
-
Housing Equipment Brand Investment
Sales rose 15.1% due to adoption of INTENZA brand systems in high-end Tokyo condos, but operating loss widened due to branding costs.
Financial position
-
Leverage
Net asset ratio improved to 52.5% from 50.7%.
-
Shareholder Equity
Net asset per share rose to 942.70 yen (+22.5% YoY).
-
Asset Base
Total assets expanded by 17,132 million yen (18.3% YoY).
Analyst take
- Management is executing well across all segments, successfully capitalizing on government digitalization and construction tailwinds while improving cost structures.
- The balance sheet has strengthened significantly, with a notable improvement in the equity cushion despite asset expansion.
- Strong demand for public sector ICT (GIGA School) and construction projects remains a key industry driver; automotive resin recovery supports suppliers.
業績予想および配当予想の修正（増配）に関するお知らせ
三谷産業 (82850)
Financial Results & Forecasts
20260130 12:30
- Revenue forecast revised upward to 116,000 million yen.
- Operating profit forecast revised upward to 3,000 million yen.
- Net profit forecast revised upward to 3,000 million yen.
- Annual dividend forecast increased to 13.00 yen.
- Revised forecasts driven by increased sales in chemicals, capital region construction projects, and information system deliveries.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
武蔵野銀 (83360)
Financial Results & Forecasts
20260130 12:20
financial results section missing: performance rows
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
神栄 (30040)
Financial Results & Forecasts
20260130 12:00
神栄株式会社 (3004) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 32750 | 1274 | 1396 | 1444 |
|---|
| YoY | +8.6% | +17.4% | +16.7% | +43.7% |
|---|
| Fcst (mil yen) ○ | 43000 | 1750 | 1700 | 1550 |
|---|
| YoY | +7.1% | +26.3% | +18.7% | +17.3% |
|---|
| Prog | 76.2% | 72.8% | 82.1% | 93.2% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 110.00, Total 110.00 · EPS 396.22 |
|---|
Revenue grew 8.6% YoY driven by food offsets material declines, while profits surged on sales leverage and significant one-time gains from asset sales.
Business highlights
-
Revenue Mix Shift
Sales increased 8.6% YoY as food-related segments offset declines in material-related segments.
-
Profitability Quality
Operating profit rose 17.4% on sales leverage, while net profit surged 43.7% driven by one-time gains.
-
Operating Environment
Domestic operations face persistent cost inflation despite moderate economic recovery.
Financial position
-
Leverage and Net Assets
Equity ratio improved to 36.1% from 31.9% and net assets increased by 20.3% year-on-year.
-
Asset Base Expansion
Total assets increased by approximately 6.2% to 29,259 million JPY.
Analyst take
- The company is executing its mid-term strategy by shifting portfolio weight toward food-related items. While operating profit growth is solid, the exceptional net profit increase is largely artificial due to one-time asset sales.
- The balance sheet has materially strengthened over the period, characterized by a rapid rise in net assets and a healthier equity ratio.
- General trading companies are navigating a complex macro environment with mixed demand; diversification between materials and food appears to be a necessary hedge against global trade policy risks.
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
カワタ (62920)
Financial Results & Forecasts
20260130 12:00
株式会社カワタ (6292) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 13937 | 570 | 664 | 151 |
|---|
| YoY | -6.0% | -8.3% | -0.5% | -61.8% |
|---|
| Fcst (mil yen) ▲ | 19200 | 540 | 600 | 60 |
|---|
| YoY | -7.5% | -45.1% | -42.0% | -89.6% |
|---|
| Prog | 72.6% | 105.6% | 110.7% | 251.7% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 19.00, Total 38.00 · EPS 8.59 |
|---|
Sales declined due to weak EV battery demand, though gross margins improved via cost discipline. Net profit suffered a massive drop driven by restructuring costs and taxes, masking a divergence between resilient Japan operations and severe pressure in East Asia.
Business highlights
-
EV Battery Demand Weakness
Sales for EV-related lithium-ion batteries and injection molding products were sluggish in Japan and East Asia.
-
Margin Expansion vs. Sales Decline
Group sales dropped 6%, yet gross margin improved from 29.9% to 30.8% driven by production efficiency.
-
Japan Segment Resilience
Sales fell 6.7% but operating profit rose 18.9% due to significant margin expansion and SG&A cuts.
-
East Asia Restructuring Drag
East Asia sales declined with margin collapse; operating losses widened significantly due to EV/Smartphone slumps.
-
North America Backlog Execution
Sales surged 56% on prior-year orders, but losses widened due to margin pressure and increased SG&A costs.
-
Net Profit Dilution
Net profit plummeted 61.8% despite margin gains, primarily due to non-operating costs.
Financial position
-
Leverage (Self-Capital Ratio)
Self-capital ratio improved to 53.6% from 52.2%, indicating a strengthening of the balance sheet structure.
-
Net Assets
Net assets decreased to 12,962 million yen, down from 13,216 million yen in the prior period.
-
Asset Base
Total assets contracted by approximately 4.5% to 24,160 million yen.
Analyst take
- The company is successfully defending profitability through cost control, but top-line growth is being weighed down by a sharp correction in the EV component cycle, particularly in China. The divergence between Japan (profit up) and East Asia (loss up) suggests a geographic rebalancing is underway.
- The balance sheet is undergoing a structural shift towards financial stability over aggressive size expansion. While the reduction in total assets and net assets is notable, the simultaneous improvement in the equity ratio suggests a deliberate strengthening of the capital base rather than distress.
- The slump in EV-related molding orders signals a broader cooling in automotive investment amidst tariff and demand uncertainties. Peers heavily exposed to EV supply chains are likely facing similar sales pressure, though those with strong cost structures (like Kawata in Japan) are better positioned to weather the storm.
業績予想の修正に関するお知らせ
カワタ (62920)
Financial Results & Forecasts
20260130 12:00
- Revised FY2026 forecast upward due to improved Q3 performance and margin expansion.
- Projected sales up to 19.2 billion yen, operating profit up to 540 million yen, and net profit per share up to 8.59 yen.
- Increased orders in Q3 and cost control contributed to surpassing previous expectations despite global economic uncertainties.
- Dividend forecast remains unchanged from previous guidance.
2026年３月期通期個別業績予想に関するお知らせ
商船三井 (91040)
Financial Results & Forecasts
20260130 12:00
financial results section missing: performance period
2026年３月期 第3四半期決算短信〔日本基準〕(連結)
商船三井 (91040)
Financial Results & Forecasts
20260130 12:00
no text extracted from PDF
2026年３月期第３四半期短信〔日本基準〕（非連結）
研創 (79390)
Financial Results & Forecasts
20260130 12:00
株式会社研創 (7939) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 4523 | 102 | 96 | 87 |
|---|
| YoY | +10.9% | -23.6% | -25.6% | +0.3% |
|---|
| Fcst (mil yen) ○ | 5996 | 229 | 219 | 148 |
|---|
| YoY | +2.2% | -13.3% | -14.8% | -15.4% |
|---|
| Prog | 75.4% | 44.5% | 43.8% | 58.8% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 22.00, Total 22.00 · EPS 39.05 |
|---|
Sales increased 10.9% YoY driven by urban redevelopment, but profitability declined 23.6% due to cost inflation and seasonality, highlighting margin pressure.
Business highlights
-
Top-line Growth
Sales increased 10.9% YoY, supported by continued urban redevelopment and a moderate domestic economic recovery.
-
Margin Compression
Operating profit fell 23.6% despite revenue growth due to construction cost inflation and labor shortages.
-
Cost Efficiency Initiatives
Company is executing mid-term plan measures to automate processes and rebuild the earnings base.
-
Seasonality
Profitability is volatile due to heavy demand for sign products in the second half and constant fixed costs.
Financial position
-
Leverage and Liabilities
Total liabilities contracted significantly, resulting in a measurable improvement in the equity ratio.
-
Net Asset Position
Net assets remained flat despite the reduction in total assets, indicating the equity base is protected.
-
Asset Base
Total assets decreased by approximately 138 million yen, signaling a contraction in scale.
Analyst take
- Revenue momentum validates the urban redevelopment thesis, but margin compression is a structural risk driven by external cost inflation. Management's focus on automation is a necessary defensive move to protect the bottom line.
- The company is actively deleveraging, strengthening its solvency profile. The stabilization of net assets despite a reduction in gross assets is a conservative positive.
- Construction-related suppliers face a persistent 'cost-push' environment where input costs are rising faster than pricing power can recover.
2026年3月期 第3四半期決算短信〔日本基準〕（連結）
東邦瓦斯 (95330)
Financial Results & Forecasts
20260130 11:40
東邦瓦斯株式会社 (9533) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 465407 | 25819 | 29903 | 24057 |
|---|
| YoY | +1.0% | +18.4% | +7.9% | +9.1% |
|---|
| Fcst (mil yen) ○ | 630000 | 27000 | 33000 | 27000 |
|---|
| YoY | -4.0% | -12.6% | +1.8% | +6.1% |
|---|
| Prog | 73.9% | 95.6% | 90.6% | 89.1% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 45.00, Total 90.00 · EPS 292.24 |
|---|
Operating profit surged 18.4% YoY, driven by an accounting timing adjustment in raw material costs rather than organic demand recovery. Organic gas volume contracted, while the electric segment showed solid growth.
Business highlights
-
Profitability driver
Operating profit jumped 18.4% YoY, primarily due to a widening gain from the raw material cost adjustment system rather than volume growth.
-
Gas segment demand
Gas sales volume declined 1.2% YoY despite customer growth, due to cooler weather boosting household use while business facility operations fell.
-
Electric segment growth
Electricity sales volume grew 4.2% YoY, driven by successful customer acquisition outpacing the slower growth in gas and LPG segments.
-
Customer base dynamics
Total customer base grew 1.2% YoY, but the pace of growth slowed significantly, with electric customers accelerating while gas and LPG remained flat.
Financial position
-
Leverage and Net Asset Growth
Net assets increased to 461,454 million yen, and the equity ratio improved to 59.4% compared to the previous fiscal year.
-
Asset Base Expansion
Total assets grew from 758,765 million yen to 776,974 million yen, a modest increase of approximately 2.4%.
Analyst take
- The earnings beat is an accounting anomaly driven by the raw material cost adjustment system, masking a contraction in organic gas volume. The weak business usage in gas suggests potential economic headwinds.
- The company maintains a conservative financial posture with a healthy equity ratio above 50%. The slight improvement in the ratio suggests that retained earnings are being utilized to strengthen the balance sheet rather than funding aggressive expansion.
- Energy utilities are facing a 'cooling' demand environment in gas but are successfully pivoting to electricity to compensate, signaling a structural shift away from traditional gas monopolies.
2026年3月期第3四半期決算短信〔日本基準〕（連結）
シライ電子 (66580)
Financial Results & Forecasts
20260130 11:30
シライ電子工業株式会社 (6658) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 21250 | 1694 | 1553 | 1181 |
|---|
| YoY | +2.3% | -8.9% | -14.3% | -14.9% |
|---|
| Fcst (mil yen) ○ | 28000 | 2000 | 1800 | 1400 |
|---|
| YoY | -4.6% | -22.4% | -30.6% | -32.5% |
|---|
| Prog | 75.9% | 84.7% | 86.3% | 84.4% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 35.00, Total 35.00 · EPS 93.49 |
|---|
Sales grew modestly driven by non-auto demand, but margins compressed significantly due to rising raw material and energy costs. Profitability improved in the Inspection segment via mix shift despite weak volume.
Business highlights
-
PCB segment performance
Sales increased due to strong non-auto demand offsetting weak auto recovery, but profit declined due to cost inflation.
-
Inspection & Solutions margin expansion
Sales declined, but profit surged by shifting sales mix toward high-margin products.
Financial position
-
Leverage and Liabilities
Net assets increased to 10,488 million yen, and the equity ratio improved to 52.1% in Q3 FY2026, up from 51.0% at the previous year-end.
-
Asset Base
Total assets expanded to 19,874 million yen in Q3 FY2026, a modest increase of approximately 2.2% compared to the 19,454 million yen recorded at the prior year-end.
Analyst take
- The company is navigating a challenging macro environment with cost inflation outweighing demand recovery in key PCB markets. The Inspection segment demonstrates successful mix optimization, though volume growth remains elusive.
- The company demonstrates a conservative financial posture, prioritizing equity buildup over debt financing. The increase in net assets and equity ratio reflects disciplined capital management and strong retained earnings.
- The PCB industry faces a bifurcation: volume recovery is delayed for automotive but stable in other sectors, while input costs remain a persistent systemic headwind.
業績予想および配当予想の修正に関するお知らせ
大東建 (18780)
Financial Results & Forecasts
20260130 11:30
- Revised consolidated forecast for fiscal 2026: Sales 1.98T yen, Net Profit 9.5B yen.
- Individual operating profit forecast revised from a loss to 9.5B yen due to cost reductions and subsidiary dividends.
- Dividend forecast for fiscal 2026 increased to 74.60 yen per share.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ＩＤホールディングス (47090)
Financial Results & Forecasts
20260130 11:30
株式会社ＩＤホールディングス (4709) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 29188 | 3308 | 3018 | 3036 |
|---|
| YoY | +9.7% | +0.2% | +7.6% | +4.8% |
|---|
| Fcst (mil yen) ○ | 39000 | 4540 | 4100 | 4080 |
|---|
| YoY | +7.5% | +3.4% | +8.4% | +5.6% |
|---|
| Prog | 74.8% | 72.9% | 73.6% | 74.4% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 35.00, Total 70.00 · EPS 2500.00 |
|---|
Group sales rose 9.7% YoY driven by strong demand in Application Development and Cyber Security, although operating profit growth lagged due to strategic personnel investments and margin pressure in System Management and IT Infrastructure.
Business highlights
-
Application Development momentum
Sales surged 12.1% YoY, driven by new customer wins via partnerships with major IT vendors and expansions in financial, manufacturing, and energy sectors.
-
Cyber Security tailwind
Revenue jumped 44.5% YoY, reflecting increased demand for BCP solutions against rising cyberattack threats and expansion in government agency contracts.
-
System Management price normalization
Sales grew 2.6% despite volume shrinkage, supported by price normalization efforts and new project starts, but gross margin declined 0.8pp.
-
IT Infrastructure margin pressure
Sales increased 15.9% via client expansions, but gross margin contracted 4.8pp due to service mix shift and higher labor costs.
-
Consulting & Education weakness
Sales declined 6.8% YoY, likely due to project endings in select clients, marking a contrast to the growth seen in other segments.
Financial position
-
Leverage
Self-capital ratio improved significantly to 64.3%, up 4.0 percentage points from the prior fiscal year.
-
Net Asset Growth
Net assets rose to 14,645M JPY, reflecting substantial capital accumulation.
-
Asset Base Expansion
Total assets increased to 22,667M JPY, indicating continued business scale growth.
Analyst take
- The company is successfully pivoting its portfolio toward higher-growth, higher-margin areas (Cyber, App Dev) but is currently absorbing transition costs. The lag in operating profit growth despite strong top-line expansion reflects the impact of strategic personnel investments and margin normalization in legacy System Management.
- The company has deleveraged aggressively, with equity growth significantly outpacing asset growth. This indicates a conservative financial policy and strong internal cash generation.
- Robust demand for AI, cloud, and cybersecurity validates the industry's shift toward digital transformation. The margin pressure in traditional IT services suggests peers are also facing similar pricing dynamics.
2026年3月期第3四半期決算説明資料
三和ＨＤ (59290)
Financial Results & Forecasts
20260130 11:30
- Q3 sales decreased 1.5% YoY to 4.751 trillion JPY due to lower volumes and unfavorable FX.
- Operating profit rose 6.6% in Japan due to successful price hikes, while Americas and Europe suffered declines driven by delayed market recovery and cost pass-through challenges.
- Full-year 2026 forecast projects sales of 6.540 trillion JPY (down 1.3%) and operating profit of 810.0 billion JPY (up 0.6%).
- Asian sales dropped 16.7% YoY due to continued sluggish recovery in East China operations.
2026年３月期第３四半期決算短信〔日本基準〕(連結)
大東建 (18780)
Financial Results & Forecasts
20260130 11:30
大東建託株式会社 (1878) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 1443571 | 106587 | 109216 | 76196 |
|---|
| YoY | +6.0% | +3.7% | +0.4% | -0.9% |
|---|
| Fcst (mil yen) ▲ | 1980000 | 135000 | 138000 | 95000 |
|---|
| YoY | +7.5% | +13.6% | +6.6% | +1.2% |
|---|
| Prog | 72.9% | 79.0% | 79.1% | 80.2% |
|---|
| Dividends ▲ 2026年3月期(予想) | YE 74.60 · EPS 286.00 |
|---|
Sales expanded 6.0% year-over-year, yet net profit contracted 0.9%, indicating that margin pressure or non-operating factors are eroding earnings despite revenue growth.
Business highlights
-
Revenue and Earnings Decoupling
Revenue increased 6.0% YoY, but net profit declined 0.9% YoY, suggesting operating leverage is insufficient to offset other impacts.
Financial position
-
Structural Asset Expansion
Total assets increased by 76.3 billion yen (6.3%) driven by accounting treatment for business combinations in Q1 FY2026.
-
Net Asset Growth & Leverage
Net assets increased by 24.5 billion yen (5.2%), but the equity ratio declined slightly to 38.1% from 38.4%.
-
Book Value Per Share
Book value per share rose to 1,486.66 yen, supported by consolidated net assets and an adjusted stock split calculation.
Analyst take
- The divergence between sales growth and net profit decline suggests underlying operating leverage is weak or non-operating items (e.g., FX, tax) are negative.
- The balance sheet expanded significantly due to the consolidation of an acquired entity, which boosted book value but resulted in a marginal deterioration of the equity ratio.
- Macro headwinds are likely compressing margins across the sector, requiring cost discipline to restore profitability.
2026年３月期 第３四半期決算説明資料
ＪＢＣＣ ＨＤ (98890)
Financial Results & Forecasts
20260130 11:30
- FY2026 sales forecast raised to 760 billion yen (+6.3%) and operating profit forecast raised to 730 million yen (+7.4%).
- Q3 revenue increased 7.8% to 56.47 billion yen; operating profit increased 35.2% to 2.44 billion yen.
- FY2027 mid-term plan sales target raised to 795 billion yen+ and targets ROE over 20% and total return ratio over 110%.
- FY2026 total dividend forecast raised to 42 yen per share (5 consecutive increases).
- Plans to repurchase up to 3 billion yen of own shares in FY2026.
- Service business forecast revised: Sales 43.24 billion yen, Gross margin 38.0%.
- System development forecast revised: Sales 26.00 billion yen, Gross margin 53.3%.
- System products forecast revised: Sales 12.58 billion yen.
- Launched “J-AInnovation” to integrate AI agents across business functions.
通期業績予想の上方修正に関するお知らせ
ＪＢＣＣ ＨＤ (98890)
Financial Results & Forecasts
20260130 11:30
- JBCCHD Board approved an upward revision of the consolidated full-year forecast for FY2025/2026.
- Sales forecast increased to 7,600 million yen; operating profit forecast increased to 7,300 million yen; net profit attributable to parent forecast increased to 5,250 million yen.
- The revision is driven by strong performance in focus sectors including Cloud, Security, and Super-fast Development under the “CHALLENGE 2026” medium-term management plan.
2026年３月期 第３四半期決算短信〔日本基準〕（連結）
ＪＢＣＣ ＨＤ (98890)
Financial Results & Forecasts
20260130 11:30
ＪＢＣＣホールディングス株式会社 (9889) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 56470 | 5434 | 5625 | 3809 |
|---|
| YoY | +7.8% | +15.5% | +15.1% | +12.9% |
|---|
| Fcst (mil yen) ▲ | 76000 | 7300 | 7500 | 5250 |
|---|
| YoY | +8.8% | +18.6% | +18.8% | +14.0% |
|---|
| Prog | 74.3% | 74.4% | 75.0% | 72.6% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 25.00, Total 42.00 · EPS 84.30 |
|---|
Group performance exceeds mid-term plan targets driven by strong execution in Cloud and Security, leading to upward revisions for FY2026 and medium-term goals.
Business highlights
-
Cloud Service Growth
Cloud revenue surged 39.2% YoY, driven by customer cost pressure regarding VMware/Oracle licenses and strong demand for AI/Copilot solutions.
-
Managed Security Expansion
Security revenue grew 32.5% YoY, supported by rising cyber threats and a shift toward managed services that differentiate from competitors.
-
Agile Dev Normalization
SI revenue rose 16.1% with a massive 52.3% GP increase as large Agile projects normalize and mainframe migration projects progress.
-
System Hardware Contraction
System (hardware) revenue fell 18.0% YoY, reflecting the long-term structural shift to cloud despite slightly beating initial sales plans.
-
Product Dev Margin Dip
Product development revenue grew but gross profit margin contracted 3.8% due to a printer replacement demand overlap and a shift to software stock.
Financial position
-
Net Asset Strength
Net assets increased significantly to ¥25,232 million, up ¥1,050 million from the prior period.
-
Leverage Ratio
The self-capital ratio strengthened to 55.7%, an increase of 1.3 percentage points.
-
Asset Base Expansion
Total assets grew modestly to ¥45,329 million, a ¥863 million increase.
Analyst take
- The company is executing its 'CHALLENGE 2026' plan effectively, with Cloud and Security driving superior growth relative to the broader market. The upward revision of targets suggests confidence in the repeatable nature of the business model shift.
- The balance sheet demonstrates a robust and improving financial position. The increase in net assets outpaces the growth in total assets, signaling a strengthening equity base and prudent financial management.
- Japanese IT integrators are successfully pivoting from pure SI to high-growth managed services, driven by external cost pressures (VMware/Oracle) and AI adoption.
2026年３月期第３四半期決算短信〔日本基準〕(連結)
富士紡ＨＤ (31040)
Financial Results & Forecasts
20260130 11:30
富士紡ホールディングス株式会社 (3104) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 34333 | 6019 | 6231 | 4253 |
|---|
| YoY | +6.6% | +20.7% | +19.9% | +16.7% |
|---|
| Fcst (mil yen) ○ | 45400 | 7500 | 7700 | 5000 |
|---|
| YoY | +5.8% | +15.8% | +15.4% | +11.7% |
|---|
| Prog | 75.6% | 80.3% | 80.9% | 85.1% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 85.00, Total 160.00 · EPS 443.42 |
|---|
Strong earnings beat driven by a favorable mix shift toward high-growth industrial segments, while consumer-facing businesses face margin pressure from cost inflation.
Business highlights
-
Abrasive Materials Demand
Order intake remains robust driven by demand for AI-related advanced semiconductors and data center infrastructure.
-
Chemical Industry Growth
Solid order intake in high-growth areas such as electronic materials and high-performance resins.
-
Life Apparel Margin Pressure
Operating conditions remain severe due to rising labor and logistics costs exacerbated by yen depreciation.
-
Financial Performance
Record profit growth achieved despite macro headwinds including US tariffs and geopolitical risks.
Financial position
-
Leverage and Capital Structure
Total assets increased by 3,482 million JPY, while net assets increased by 2,790 million JPY, raising the equity ratio to 71.7%.
-
Asset Base Growth
Asset base expanded by 5.2% quarter-over-quarter, with net assets growing at a slightly faster pace (5.9%).
Analyst take
- The company is successfully executing its portfolio reform, with industrial segments outperforming consumer segments and driving overall margin expansion.
- The company maintains a conservative balance sheet characterized by a high equity ratio, indicating minimal reliance on debt financing.
- Underlines a bifurcated Japanese economy where industrial/tech demand remains resilient while consumer spending continues to face structural headwinds.
2026年３月期第３四半期決算短信〔日本基準〕(連結)
因幡電産 (99340)
Financial Results & Forecasts
20260130 11:30
因幡電機産業株式会社 (9934) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 291607 | 20832 | 22572 | 15736 |
|---|
| YoY | +6.9% | +20.2% | +22.0% | +24.0% |
|---|
| Fcst (mil yen) ○ | 392000 | 26700 | 27400 | 19400 |
|---|
| YoY | +2.1% | +4.5% | +2.6% | +3.3% |
|---|
| Prog | 74.4% | 78.0% | 82.4% | 81.1% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 35.00 · EPS 172.85 |
|---|
Recorded double-digit YoY growth across all financial metrics (Sales +6.9%, Profit +20%+), though management discussion is limited to a standard disclaimer regarding forecast assumptions.
Business highlights
-
Revenue expansion
Sales increased 6.9% YoY to 291.6B yen, indicating top-line momentum.
-
Operating leverage
Operating profit surged 20.2% YoY, significantly outpacing sales growth.
-
Net earnings acceleration
Net profit rose 24.0% YoY to 15.7B yen, the strongest growth rate among metrics.
-
Forecast risk disclaimer
Management emphasized reliance on specific assumptions for future forecasts and noted uncertainty in actual performance.
Financial position
-
Leverage Position
Equity ratio strengthened significantly to 65.4% from 61.8%.
-
Liability Management
Total liabilities contracted by approximately 8.5 billion JPY.
-
Net Asset Accumulation
Net assets increased by approximately 12.3 billion JPY.
-
Balance Sheet Structure
Asset growth (1.4%) was outpaced by Net Asset growth (7.1%).
Analyst take
- The quantitative results suggest a strong Q3 execution, yet the provided qualitative text offers no insight into the specific demand drivers or sector tailwinds causing this expansion.
- The balance sheet has undergone a marked deleveraging and equity strengthening. The reduction in liabilities alongside a significant increase in net assets suggests a conservative capital allocation strategy, possibly prioritizing debt repayment or shareholder returns over aggressive expansion.
- While the company is performing well, the lack of specific industry commentary precludes making specific peer comparisons or industry trend assessments.
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
群栄化 (42290)
Financial Results & Forecasts
20260130 11:30
群栄化学工業株式会社 (4229) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 23521 | 2227 | 2485 | 1694 |
|---|
| YoY | +3.6% | +31.4% | +25.6% | +21.5% |
|---|
| Fcst (mil yen) ○ | 31000 | 2300 | 2500 | 1700 |
|---|
| YoY | +1.5% | +0.3% | -8.0% | -11.5% |
|---|
| Prog | 75.9% | 96.8% | 99.4% | 99.6% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 50.00, Total 100.00 · EPS 256.29 |
|---|
Operating profit surged 31.4% due to efficiency gains and overseas cost cuts, outpacing a modest 3.6% sales increase, though a foreign exchange loss capped ordinary profit growth.
Business highlights
-
Cost efficiency & margin expansion
Operating profit jumped 31.4% YoY driven by group-wide profitability improvements and cost reductions at overseas subsidiaries.
-
Foreign exchange impact
Ordinary profit grew 25.6% despite a recognized foreign exchange loss, indicating underlying strength that was partially offset by currency volatility.
-
Demand resilience
Sales increased 3.6% against a backdrop of global economic uncertainty and inflation concerns, suggesting a stable base business.
Financial position
-
Leverage Position
Equity ratio strengthened significantly from 78.9% to 81.2%.
-
Net Asset Base
Net assets grew substantially, supporting financial resilience.
Analyst take
- The company is successfully executing on its operational strategy, as evidenced by margin expansion outpacing sales growth in a challenging macro environment.
- The company maintains a highly conservative balance sheet with an equity ratio exceeding 80%, indicating a strong capital position.
- The focus on cost containment and efficiency suggests that global chemical peers are prioritizing bottom-line resilience over aggressive volume expansion amid trade and geopolitical risks.
（訂正・数値データ訂正）「2025年10月期 決算短信〔日本基準〕（連結）」の一部訂正について
神戸物産 (30380)
Financial Results & Forecasts
20260130 11:30
financial results section missing: performance rows
2026年3月期第3四半期決算短信〔日本基準〕（連結）
三和ＨＤ (59290)
Financial Results & Forecasts
20260130 11:30
三和ホールディングス株式会社 (5929) FY2026 Q3 Consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 468152 | 49675 | 50952 | 38005 |
|---|
| YoY | -1.5% | -2.5% | -4.8% | +1.9% |
|---|
| Fcst (mil yen) ○ | 654000 | 81000 | 82700 | 58000 |
|---|
| YoY | -1.3% | +0.6% | -1.6% | +0.8% |
|---|
| Prog | 71.6% | 61.3% | 61.6% | 65.5% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 62.00, Total 124.00 · EPS 270.70 |
|---|
Revenue declined modestly while operating profit fell more sharply due to margin pressure, though net profit remained stable due to favorable non-operating factors.
Business highlights
-
Top-line performance
Sales decreased 1.5% year-on-year.
-
Operating margin
Operating profit declined 2.5%, outpacing the revenue drop.
-
Bottom-line result
Net profit held steady (+1.9%) despite operational weakness.
Financial position
-
Leverage & Liabilities
Total assets decreased by 13.1 billion JPY, while total liabilities decreased by 6.2 billion JPY.
-
Financial Structure
Equity ratio refined upwards to 60.4% from 60.2%.
-
Net Assets
Net assets decreased by 6.9 billion JPY.
Analyst take
- The company is facing operational pressure reflected in the margin compression, but is being supported by one-off financial items that are masking the weakness in the underlying business.
- The company is actively deleveraging, reducing the balance sheet size while purifying the capital structure. The reduction in net assets is likely driven by asset write-downs or disposal losses rather than cash burn.
- Implies broader industry-wide headwinds affecting volume or pricing power, which may require strategic adjustments.
2026年3月期 第３四半期決算ハイライト
東海東京 (86160)
Financial Results & Forecasts
20260130 11:00
financial results section missing: performance period
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
ホットマン (31900)
Financial Results & Forecasts
20260130 11:00
株式会社ホットマン (3190) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 17842 | 922 | 963 | 637 |
|---|
| YoY | +2.8% | -7.0% | -7.9% | -8.1% |
|---|
| Fcst (mil yen) ○ | 22000 | 670 | 740 | 422 |
|---|
| YoY | +0.4% | +1.3% | +1.2% | +26.2% |
|---|
| Prog | 81.1% | 137.6% | 130.1% | 150.9% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 10.00, Total 10.00 · EPS 59.81 |
|---|
Revenue grew 2.8% driven by strong stud tire demand, but margins compressed due to rising input costs, leading to a profit decline despite sales growth.
Business highlights
-
Core product demand
Sales increased 2.8% YoY, driven by strong sales of stud tires in the Yellow Hat and UPGARAGE segments.
-
Cost structure
Gross margin remained flat while costs rose, primarily due to high raw material and energy prices impacting the Yellow Hat segment.
-
Operating leverage
Operating profit decreased 7.0% YoY as increased operating expenses and the margin squeeze outweighed the sales gain.
Financial position
-
Asset & Liability Expansion
Total assets grew 10.0% year-over-year to 18,009 million yen, driven by a 10.5% increase in liabilities (9,924 million yen) compared to a 9.5% rise in equity.
-
Leverage & Equity Ratio
The equity ratio declined 0.2 percentage points to 44.9%, marking a slight deterioration in balance sheet conservatism despite a robust net asset increase.
-
Net Asset Value Growth
Net assets rose 9.5% to 8,085 million yen, translating to an increase in book value per share to 1,146.05 yen (+95.14 yen).
Analyst take
- The company is successfully driving volume (sales up) but failing to capture value (profit down), entering a typical 'margin vs. volume' dilemma where cost inflation is outpacing price increases.
- The company is undergoing a substantial balance sheet expansion. While equity is growing, the slight drop in the equity ratio suggests the expansion is being partially funded by leverage rather than pure cash generation. The asset base is significantly larger than a year ago.
- Reflects the broader challenge in the Japanese retail/automotive sector where demand for essentials holds up, but inflationary pressures are eroding profitability across the industry.
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
大宝運 (90400)
Financial Results & Forecasts
20260130 11:00
大宝運輸株式会社 (9040) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 6159 | 287 | 300 | 190 |
|---|
| YoY | +3.2% | +12.4% | +10.9% | -39.5% |
|---|
| Fcst (mil yen) ○ | 8100 | 290 | 300 | 180 |
|---|
| YoY | +4.4% | +18.2% | +15.6% | -41.0% |
|---|
| Prog | 76.0% | 99.0% | 100.0% | 105.6% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 50.00, Total 100.00 · EPS 241.23 |
|---|
Sales and operating profit increased YoY driven by pricing power, but net profit declined sharply due to non-operating factors (likely tax/forex), diverging from organic margin expansion.
Business highlights
-
Pricing Power
Sales and operating profit increased YoY despite macro headwinds.
-
Net Profit Divergence
Net profit fell significantly despite operating profit growth.
-
Economic Environment
Business expanded in a recovering but uncertain domestic economy.
Financial position
-
Net Asset Growth
Net assets increased by approximately 169 million yen (+2.5%) compared to the previous fiscal year end.
-
Solvency & Leverage
The equity ratio improved to 69.3%, up from 68.6%, supported by a growing equity base relative to total assets.
-
Total Asset Expansion
Total assets grew by approximately 146 million yen (+1.5%) year-over-year.
Analyst take
- The company is demonstrating strong pricing discipline which is driving revenue and operating margin expansion. The sharp decline in net profit is an outlier likely driven by non-operating adjustments rather than a deterioration in core business quality.
- The company maintains a robust balance sheet with a net asset ratio nearing 70%. The simultaneous growth in both assets and equity suggests earnings retention and prudent financial management without aggressive leverage.
- Firms with strong existing client relationships and pricing power are outperforming peers that struggle to pass on cost inflation.
2026年３月期 第３四半期決算短信〔日本基準〕(連結)
東海東京 (86160)
Financial Results & Forecasts
20260130 11:00
financial results section missing: forecast rows
2026年3月期 第3四半期決算短信〔日本基準〕（非連結）
セブン工 (78960)
Financial Results & Forecasts
20260130 10:00
セブン工業株式会社 (7896) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 11886 | 25 | 25 | -31 |
|---|
| YoY | +1.3% | -87.0% | -87.7% | - |
|---|
| Fcst (mil yen) ○ | 16100 | 110 | 100 | 70 |
|---|
| YoY | +4.4% | -40.1% | -47.1% | -62.2% |
|---|
| Prog | 73.8% | 22.7% | 25.0% | -44.3% |
|---|
| Dividends ○ 2026年3月期（予想） | YE 10.00, Total 20.00 · EPS 15.68 |
|---|
Revenue grew marginally despite a weak housing market, but profitability collapsed due to heavy investment costs and delayed price pass-through.
Business highlights
-
Profitability vs. Investment
Operating profit plunged 87% (YoY) despite flat revenue, driven by structural capex and delayed price normalization.
-
Core Residential Demand
Mainstream housing market remains in a severe slump; pricing effects are not yet visible despite recent adjustments.
-
Non-Residential Diversification
Wood structure segment supported by robust demand in public and private facility projects, offsetting residential weakness.
-
Production Efficiency Stalls
New production equipment is operational but facing higher-than-expected stabilization costs.
Financial position
-
Leverage & Equity Ratio
Equity ratio declined by 4.4 percentage points to 53.3% as asset growth outpaced net asset growth.
-
Asset Base Expansion
Total assets increased by 6.2% (to 11,625 million yen), indicating active capital deployment.
Analyst take
- The company is executing a difficult strategic pivot away from the cyclical housing market toward non-residential sectors and cost efficiency. The massive profit drop is a structural cost of transformation rather than a cyclical blip.
- The balance sheet is expanding through leverage rather than equity retention. The compression of the equity ratio is a key area of concern for conservative analysis.
- The broader construction materials sector faces a prolonged downturn due to low starts. Success depends on the ability to pivot toward non-residential infrastructure and public works, which are less sensitive to consumption cycles.
2026年３月期 第３四半期決算短信〔日本基準〕（非連結）
田谷 (46790)
Financial Results & Forecasts
20260130 09:45
株式会社田谷 (4679) FY2026 Q3 Non-consolidated
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 3855 | 15 | 15 | -20 |
|---|
| YoY | -6.8% | - | - | - |
|---|
| Fcst (mil yen) ○ | 5180 | 50 | 50 | 20 |
|---|
| YoY | -4.9% | - | - | - |
|---|
| Prog | 74.4% | 30.0% | 30.0% | -100.0% |
|---|
| Dividends ○ 2026年3月期 | - · EPS 3.97 |
|---|
Achieved operating and ordinary break-even for the first time since the 60th anniversary restructuring, though sales declined 6.8% due to persistent industry headwinds.
Business highlights
-
Profitability turnaround
Successfully converted operating and ordinary profit from losses to black figures for the first time since the strategic restructuring.
-
Sales pressure
Sales decreased 6.8% year-on-year, indicating volume growth is lagging behind efficiency improvements despite strategic expansions.
-
Store network optimization
Aggressively managed store portfolio with 6 renovations, 1 new freelancer salon, and 3 closures to improve unit economics.
Financial position
-
Leverage and Solvency
Equity ratio improved significantly from 20.9% to 29.8%.
-
Net Asset Accumulation
Net assets surged by 60.6% to 668m yen over the period.
-
Asset Base Expansion
Total assets increased by 12.9% to 2,242m yen.
-
Shareholder Value per Share
Net assets per share rose 31.6% to 107.24 yen.
Analyst take
- The turnaround in profitability confirms the success of the organizational and cost restructuring, but the sales decline suggests the underlying demand recovery is slower than expected or that the focus is currently on efficiency over aggressive market share gain.
- The company has successfully deleveraged and built significant internal equity, evidenced by the sharp rise in the equity ratio and net assets. The asset growth appears to be funded by equity accumulation rather than debt.
- Reflects broader structural challenges in the Japanese beauty sector, specifically a severe labor shortage and overstore competition, which are forcing companies to prioritize margin improvement over revenue expansion.
2026年3月期通期業績予想の修正に関するお知らせ
トクヤマ (40430)
Financial Results & Forecasts
20260130 09:00
- Revised consolidated sales forecast down 3.6% to 351.5 billion yen.
- Revised consolidated operating profit forecast down 6.0% to 39.0 billion yen.
- Revised consolidated ordinary profit forecast down 6.0% to 39.0 billion yen.
- Revised consolidated net profit forecast down 5.2% to 2.75 billion yen.
- Revised net profit per share down to 382.23 yen.
2026年3月期第3四半期決算説明資料
トクヤマ (40430)
Financial Results & Forecasts
20260130 09:00
- Full-year guidance for FY2026 revised downward from previous projections.
- Q3 sales decreased slightly due to overseas PVC market slump, while operating income increased YoY driven by semiconductor sales and cost improvements.
- Revised guidance lowers total sales by 130 billion yen, operating income by 25 billion yen, and net income by 15 billion yen.
- Electronic Materials and Cement segments saw gains, while Chemical and Life Science segments faced downward revisions.
2026年3月期第3四半期決算短信〔日本基準〕（連結）
トクヤマ (40430)
Financial Results & Forecasts
20260130 09:00
株式会社トクヤマ (4043) FY2026 Q3
| Sales | Operating profit | Ordinary profit | Net profit |
|---|
Perf
mil yen | 251524 | 26730 | 27443 | 18870 |
|---|
| YoY | -0.7% | +26.9% | +24.9% | +11.5% |
|---|
| Fcst (mil yen) ▲ | 351500 | 39000 | 39000 | 27500 |
|---|
| YoY | +2.5% | +30.1% | +31.8% | +17.6% |
|---|
| Prog | 71.6% | 68.5% | 70.4% | 68.6% |
|---|
| Dividends ○ 2026年3月期(予想) | YE 60.00, Total 120.00 · EPS 382.23 |
|---|
Operating profit surged 26.9% on the back of strong semiconductor demand and cost improvements in Chemicals, offsetting a decline in sales driven by global PVC market weakness and the initial integration costs of the new Life Science Group.
Business highlights
-
Semiconductor/Advanced Materials
Sales grew 2.2% while operating profit exploded 94.8% due to improved polysilicon costs, volume gains in IC chemicals, and strong demand for heat sink materials.
-
Cement segment
Revenue increased 1.3% despite lower domestic shipments, driven by aggressive pricing and manufacturing cost reductions, resulting in a 25.8% profit increase.
-
Chemicals segment
Sales fell 7.9% as global PVC prices dropped and Soda Ash volumes declined, though profits remained flat due to manufacturing cost cuts.
-
Life Science integration
Sales grew 10.2% due to overseas dental equipment shipments and new consolidation, but operating profit declined 3.3% due to product mix shifts and goodwill amortization.
-
Environment segment
Sales rose 21.3% with a turnaround to profit due to increased shipments of ion exchange membranes and robust waste gypsum recycling collections.
Financial position
-
Leverage and Solvency
Equity ratio declined to 49.8% from 54.9%, indicating a reduction in the financial cushion.
-
Net Asset Quality
Net assets increased by approximately 22.5 billion yen year-over-year.
-
Shareholder Value (BPS)
Net assets per share rose to 3,851 yen from 3,636 yen.
-
Cash Generation vs Profitability
Data unavailable to compare cash generation against accounting profit.
Analyst take
- Profitability is being lifted by high-margin Advanced Materials and Cement, masking structural weakness in the base Chemicals business. The Life Science Group consolidation has successfully added revenue but is currently a near-term profit drag due to amortization.
- The balance sheet shows strong net asset accumulation, but the deterioration of the equity ratio suggests increased leverage. Without cash flow data, it is unclear if this asset growth is being funded by retained earnings or debt.
- The semiconductor materials space remains resilient, while the global PVC market continues to face headwinds. The cement sector is exhibiting pricing power against weak demand.
Capital Actions
譲渡制限付株式報酬としての自己株式処分の払込完了に関するお知らせ
Ｇ－リンクバル (60460)
Capital Actions
20260130 18:40
- Disposal of 29,410 common shares as restricted transfer stock compensation completed on January 5, 2026.
- Disposal price per share set at 136 yen, total amount approximately 4 million yen.
- Shares transferred to two directors.
従業員に対する株式報酬としての自己株式の処分の払込完了に関するお知らせ
新日本製薬 (49310)
Capital Actions
20260130 17:30
- Disposal of 13,046 treasury shares for employee compensation completed on Jan 30, 2026.
- Total disposal value calculated at 1,992 JPY per share, totaling approximately 25.98 million JPY.
- Compensation granted as retirement gratuity type to 31 employees and performance-linked type to 28 employees.
第三者割当てによる自己株式の処分に関するお知らせ
建設技研 (96210)
Capital Actions
20260130 17:00
buyback parse failed: board share type not found
従業員持株会向けインセンティブ制度（特別奨励金スキーム）の導入について
建設技研 (96210)
Capital Actions
20260130 17:00
- Board approved implementation of an employee stock incentive scheme via third-party allotment to the Employee Shareholder Association.
- Disposal of 59,500 shares (approx. 176 million yen) from treasury stock decided as the maximum allocation.
- Purpose is to foster employee ownership, align management and shareholder interests, and support employee asset formation.
株式報酬制度の一部改定に関するお知らせ
白洋舎 (97310)
Capital Actions
20260130 17:00
- Proposal to amend stock compensation system to link allocation to company performance.
- Annual point cap for directors increased from 10,000 to 15,000 points.
- System change from position-based to performance-linked allocation.
- Proposal scheduled for 133rd Annual General Meeting of Shareholders on March 25, 2026.
自己株式の取得及び自己株式立会外買付取引（ToSTNeT-3）による自己株式の買付けに関するお知らせ
綿半ホールディングス (31990)
Capital Actions
20260130 17:00
{“summary_type”:“share_buyback”,“current”:{“share_type”:"",“shares”:0,“amount_yen”:0,“period_start”:"",“period_end”:"",“method”:""},“board_resolution”:{“share_type”:“当社普通株式”,“max_shares”:700000,“max_amount_yen”:989800000,“period_start”:"",“period_end”:"",“method”:""},“cumulative”:{“shares”:0,“amount_yen”:0,“as_of”:""}}
譲渡制限付株式報酬としての自己株式処分の払込完了に関するお知らせ
キャリアＤＣ (24100)
Capital Actions
20260130 17:00
- Completed payment procedures for the disposal of 25,042 shares of common stock.
- Disposed shares priced at 2,490 yen per share for a total amount of 62,354,580 yen.
- Restricted stock awarded to 21,791 directors and 3,251 executive officers as compensation.
譲渡制限付株式報酬としての自己株式の処分の払込完了に関するお知らせ
オービック (46840)
Capital Actions
20260130 17:00
- Disposal of 1,300 treasury shares as transfer-restricted stock compensation for executive officers is complete.
- Disposal price per share set at 4,963 JPY.
- Total disposal value recorded at 6,451,900 JPY.
自己株式の取得及び自己株式立会外買付取引（ToSTNeT-3）による自己株式の買付に関するお知らせ
セフテック (74640)
Capital Actions
20260130 16:30
buyback parse failed: board max shares not found
自己株式立会外買付取引（ToSTNeT-3）による自己株式の買付けに関するお知らせ
関電工 (19420)
Capital Actions
20260130 16:30
buyback parse failed: board share type not found
自己株式立会外買付取引(TostNeT-3)による自己株式の買付けに関するお知らせ
アマノ (64360)
Capital Actions
20260130 16:30
buyback parse failed: board share type not found
自己株式の取得及び自己株式立会外買付取引(ToSTNeT-3)による自己株式の買付け並びに自己株式の消却に関するお知らせ
ＡＧＳ (36480)
Capital Actions
20260130 16:30
{“summary_type”:“share_buyback”,“current”:{“share_type”:"",“shares”:0,“amount_yen”:0,“period_start”:"",“period_end”:"",“method”:""},“board_resolution”:{“share_type”:“当社普通株式”,“max_shares”:50000,“max_amount_yen”:70700000,“period_start”:"",“period_end”:"",“method”:"",“share_ratio_percent”:0.3},“cumulative”:{“shares”:0,“amount_yen”:0,“as_of”:""}}
業績連動型株式報酬制度への追加拠出に伴う第三者割当による自己株式の処分に関するお知らせ
中山福 (74420)
Capital Actions
20260130 16:00
- Disposes 186,720 treasury shares to a trust account for the Board Benefit Trust (BBT) stock compensation system.
- Disposal price is 479 yen per share, totaling 89.44 million yen.
- Scheduled for disposal on February 16, 2026, to cover future director and officer stock grants.
- Dilution impact is estimated at 0.92% of total issued shares over the 2026 to 2028 fiscal period.
- No independent third-party opinion required as dilution is under 25% and control structure remains unchanged.
自己株式の取得状況及び取得終了に関するお知らせ
西部ガスＨＤ (95360)
Capital Actions
20260130 16:00
{“summary_type”:“share_buyback”,“current”:{“share_type”:“当社普通株式”,“shares”:123200,“amount_yen”:279648100,“period_start”:“2026-01-01”,“period_end”:“2026-01-29”,“method”:“東京証券取引所における市場買付”},“board_resolution”:{“share_type”:“普通株式”,“max_shares”:1500000,“max_amount_yen”:2000000000,“period_start”:"",“period_end”:"",“method”:"",“share_ratio_percent”:4},“cumulative”:{“shares”:1052400,“amount_yen”:1999955100,“as_of”:“2026-01-29”}}
譲渡制限付株式付与のための自己株式の処分に関するお知らせ
積水樹脂 (42120)
Capital Actions
20260130 16:00
- Disposition of 1,500 treasury shares for restricted stock grants to 15 employees on March 25, 2026.
- Disposition price set at 2,088 JPY per share based on closing price on Jan 29, 2026.
- Shares subject to transfer restrictions for approximately 5 years and 3 months until June 13, 2031.
- Employees contribute 3,132,000 JPY in cash as capital to receive the shares.
- Transfer restrictions lift upon job termination or loss of residency, with shares potentially returned or prorated.
自己株式の消却に係る事項の決定に関するお知らせ
野村 (86040)
Capital Actions
20260130 15:30
buyback parse failed: board share type not found
自己株式の取得に係る事項の決定に関するお知らせ
野村 (86040)
Capital Actions
20260130 15:30
{“summary_type”:“share_buyback”,“current”:{“share_type”:"",“shares”:0,“amount_yen”:0,“period_start”:"",“period_end”:"",“method”:""},“board_resolution”:{“share_type”:“普通株式”,“max_shares”:100000000,“max_amount_yen”:60000000000,“period_start”:"",“period_end”:"",“method”:“信託方式による市場買付（信託契約の締結の時期およびその内容（買付開始時期含む）その他本件自己株式取得に関して必要な事項については、代表執行役または財務統括責任者に一任する。）”,“share_ratio_percent”:3.2},“cumulative”:{“shares”:0,“amount_yen”:0,“as_of”:""}}
譲渡制限付株式報酬としての新株式の発行に関するお知らせ
Ｇ－ＭＤＮＴ (23700)
Capital Actions
20260130 15:30
- The company resolved to issue 248,392 common shares to seven directors as restricted stock compensation.
- Issuance price is set at 31 yen per share, totaling 7,700,152 yen.
- Shares are subject to transfer restrictions until directors leave their positions within the group.
株式報酬としての新株式の発行に関するお知らせ
Ｇ－ＭＤＮＴ (23700)
Capital Actions
20260130 15:30
- Issued 639,629 common shares to 69 employees as stock compensation.
- Shares priced at 31 yen per share based on prior trading day’s closing price.
- Issuance scheduled for February 16, 2026.
- Aimed at enhancing employee motivation and long-term commitment to sustainable growth.
- Compensation mechanism involves post-grant RSU structure.
従業員持株会向け譲渡制限付株式インセンティブとしての自己株式の処分に関するお知らせ
田中精密 (72180)
Capital Actions
20260130 15:30
- Company approves disposition of 41,000 treasury shares to Employee Shareholding Association.
- Disposition price set at 1,214 yen per share, totaling approximately 49.77 million yen.
- Disposition scheduled for March 2, 2026, with shares subject to transfer restrictions until March 1, 2027.
- Initiative aims to enhance employee engagement and corporate value.
（開示事項の経過）自己株式消却完了に関するお知らせ
Ｇ－ＦフォースＧ (70680)
Capital Actions
20260130 15:30
buyback parse failed: board share type not found
自己株式の消却完了に関するお知らせ
都競馬 (96720)
Capital Actions
20260130 15:30
buyback parse failed: board share type not found
自己株式の消却に関するお知らせ
モロゾフ (22170)
Capital Actions
20260130 15:30
buyback parse failed: board share type not found
自己株式の消却に関するお知らせ
モリタＨＤ (64550)
Capital Actions
20260130 15:30
buyback parse failed: board share type not found
従業員持株会向け譲渡制限付株式インセンティブとしての自己株式の処分に関するお知らせ
モリタＨＤ (64550)
Capital Actions
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
業績連動型株式報酬としての新株発行の払込完了に関するお知らせ
Ｇ－インテＭ (70720)
Capital Actions
20260130 15:30
- Issuance of 3,600 ordinary shares for performance-linked stock compensation was completed on January 30, 2026.
- The shares were issued at a price of 1,015 yen per share for a total amount of 3,654,000 yen.
- The shares were allocated to 12 employees as part of the compensation plan.
(更新)「2028年満期ユーロ円建転換社債型新株予約権付社債の買入れ及び消却に係る事項の決定並びに自己株式の消却見合わせに関するお知らせ」の一部更新について
高島屋 (82330)
Capital Actions
20260130 15:30
buyback parse failed: board share type not found
自己株式取得に係る事項の決定および自己株式の消却に関するお知らせ
平和不 (88030)
Capital Actions
20260130 15:00
{“summary_type”:“share_buyback”,“current”:{“share_type”:"",“shares”:0,“amount_yen”:0,“period_start”:"",“period_end”:"",“method”:""},“board_resolution”:{“share_type”:“普通株式”,“max_shares”:500000,“max_amount_yen”:1000000000,“period_start”:“2026-02-02”,“period_end”:“2026-03-31”,“method”:“東京証券取引所における市場買付け”,“share_ratio_percent”:0.75},“cumulative”:{“shares”:0,“amount_yen”:0,“as_of”:""}}
株式給付信託（BBT）への追加拠出に伴う第三者割当による自己株式の処分に関するお知らせ
片倉コープアグリ (40310)
Capital Actions
20260130 15:00
buyback parse failed: board share type not found
自己株式の取得に係る事項の決定に関するお知らせ
アマノ (64360)
Capital Actions
20260130 15:00
buyback parse failed: board share type not found
自己株式取得に係る事項の決定に関するお知らせ（会社法第１６５条第２項の規定による定款の定めに基づく自己株式の取得）
四国電力 (95070)
Capital Actions
20260130 14:00
{“summary_type”:“share_buyback”,“current”:{“share_type”:"",“shares”:0,“amount_yen”:0,“period_start”:"",“period_end”:"",“method”:""},“board_resolution”:{“share_type”:“普通株式”,“max_shares”:2000000,“max_amount_yen”:3500000000,“period_start”:“2026-02-02”,“period_end”:“2026-02-27”,“method”:“東京証券取引所の自己株式立会外買付取引（ToSTNeT-3）”,“share_ratio_percent”:1},“cumulative”:{“shares”:0,“amount_yen”:0,“as_of”:""}}
自己株式取得に係る事項の決定に関するお知らせ
ＨＯＹＡ (77410)
Capital Actions
20260130 13:30
{“summary_type”:“share_buyback”,“current”:{“share_type”:"",“shares”:0,“amount_yen”:0,“period_start”:"",“period_end”:"",“method”:""},“board_resolution”:{“share_type”:“当社普通株式”,“max_shares”:5000000,“max_amount_yen”:100000000000,“period_start”:“2026-02-02”,“period_end”:“2026-07-17”,“method”:“投資一任契約に基づく市場買付”,“share_ratio_percent”:1.48},“cumulative”:{“shares”:0,“amount_yen”:0,“as_of”:""}}
自己株式取得に係る事項の決定に関するお知らせ
ＡＩＲＭＡＮ (63640)
Capital Actions
20260130 13:00
buyback parse failed: board max shares not found
自己株式の消却に関するお知らせ
ハイマックス (42990)
Capital Actions
20260130 13:00
buyback parse failed: board share type not found
自己株式の取得に係る事項の決定に関するお知らせ
石塚硝 (52040)
Capital Actions
20260130 13:00
buyback parse failed: board max amount not found
自己株式取得に係る事項の決定に関するお知らせ
大東建 (18780)
Capital Actions
20260130 12:00
{“summary_type”:“share_buyback”,“current”:{“share_type”:"",“shares”:0,“amount_yen”:0,“period_start”:"",“period_end”:"",“method”:""},“board_resolution”:{“share_type”:“当社普通株式”,“max_shares”:9000000,“max_amount_yen”:25000000000,“period_start”:“2026-01-31”,“period_end”:“2027-01-31”,“method”:"",“share_ratio_percent”:2.7},“cumulative”:{“shares”:0,“amount_yen”:0,“as_of”:""}}
従業員向け譲渡制限付株式としての新株式発行、及び自己株式の消却に関するお知らせ
東海東京 (86160)
Capital Actions
20260130 11:00
- Issued 836,500 restricted shares to 2,326 employees.
- Share issuance price is 729 JPY per share.
- Canceled 836,500 treasury shares on March 13, 2026.
- Restricted shares are held until June 30, 2026, subject to continued employment.
自己株式立会外買付取引（ToSTNeT-3）による自己株式の取得結果及び自己株式の取得終了に関するお知らせ
ＫＩＭＯＴＯ (79080)
Capital Actions
20260130 11:00
{“summary_type”:“share_buyback_tostnet”,“current”:{“share_type”:“普通株式”,“shares”:1432500,“amount_yen”:386775000,“acquire_date”:“2026-01-30”,“method”:“による買付け”},“board_resolution”:{“share_type”:“普通株式”,“max_shares”:1800000,“max_amount_yen”:486000000,“period_start”:"",“period_end”:"",“share_ratio_percent”:3.99}}
自己株式立会外買付取引（ToSTNeT-3）による自己株式の取得結果に関するお知らせ
滋賀銀 (83660)
Capital Actions
20260130 10:50
buyback parse failed: current amount not found
自己株式立会外買付取引（ToSTNeT-３）による自己株式の取得結果及び取得終了に関するお知らせ
Ｇ－バリュエンスＨＤ (92700)
Capital Actions
20260130 10:30
buyback parse failed: current method not found
自己株式立会外買付取引（ToSTNeT-3）による自己株式の取得結果のお知らせ
シンプレクスＨＤ (43730)
Capital Actions
20260130 10:00
{“summary_type”:“share_buyback_tostnet”,“current”:{“share_type”:“当社普通株式”,“shares”:3800000,“amount_yen”:3594800000,“acquire_date”:“2026-01-30”,“method”:“自己株式立会外買付取引（ToSTNeT-3）による買付け（注）本件の自己株式取得に関して、当社の主要株主である筆頭株主、かつ当社代表取締役社長の金子英樹氏と、当社創業メンバーである既存株主より、その保有する当社普通株式の一部を売却した旨の連絡を受けております。なお、本件の自己株式取得の結果による主要株主である筆頭株主の異動はありません”},“board_resolution”:{“share_type”:“当社普通株式”,“max_shares”:5500000,“max_amount_yen”:5000000000,“period_start”:“2026-01-30”,“period_end”:“2026-01-30”,“share_ratio_percent”:2.41}}
自己株式の消却完了に関するお知らせ
大阪油化工業 (41240)
Capital Actions
20260130 10:00
buyback parse failed: board share type not found
Regulatory / Legal / Governance
前CFOによる広告収益入金に係る不正疑義及び特別調査委員会の設置に関するお知らせ
Ｇ－ベビーカレンダー (73630)
Regulatory / Legal / Governance
20260130 17:50
- The company suspects the former CFO misappropriated approximately 9 million yen in ad revenue received from YouTube and Google AdSense between November 2023 and August 2024.
- A Special Investigation Committee was established to investigate the facts, estimate the financial impact, and propose preventative measures.
- The publication of the company’s FY2025 financial results, originally scheduled for February 13, 2026, has been delayed pending the completion of the investigation.
回収遅延取引に関する監査等委員会による外部弁護士への調査委嘱（調査委員会の設置）に関するお知らせ
ｕｎｂａｎｋｅｄ (87460)
Regulatory / Legal / Governance
20260130 17:30
- Unbanked established an independent investigation committee to examine delayed collections of accounts receivable in precious metals trading.
- An external counsel was commissioned to investigate facts, causes, and propose prevention measures.
- The company will fully cooperate with the investigation and report results upon completion.
株主による臨時株主総会の招集請求に関するお知らせ
ｕｎｂａｎｋｅｄ (87460)
Regulatory / Legal / Governance
20260130 17:30
- Akatsuki Capital Works requested an extraordinary general meeting on Jan 29, 2026.
- The request seeks to remove four directors and appoint five new directors.
- Akatsuki Capital Works is a major shareholder holding over 3% of voting rights.
- The company will carefully review the proposals before responding.
半期報告書の提出期限延長に関する書面の提出のお知らせ
ＹＴＬ (17730)
Regulatory / Legal / Governance
20260130 17:15
- Submitted a written confirmation to the Kanto Regional Finance Bureau.
- Confirmed that the reasons for the semi-annual report filing deadline extension remain valid.
- The extension was previously approved on November 6, 2024.
- No changes occurred in the reasons for the extension during the relevant accounting period.
改善計画・状況報告書の公表に関するお知らせ
ＡＣＣＥＳＳ (48130)
Regulatory / Legal / Governance
20260130 17:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年3月期3Q決算と事業報告
ｅＢＡＳＥ (38350)
Regulatory / Legal / Governance
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
機関投資家個別ミーティング開催報告及び主な質問・回答（要旨）の開示について
倉元 (52160)
Regulatory / Legal / Governance
20260130 15:45
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
2026年９月期売上高推移報告について
まんだらけ (26520)
Regulatory / Legal / Governance
20260130 15:45
- No material changes stated.
臨時株主総会招集のための基準日設定に関するお知らせ
ＭＤＶ (39020)
Regulatory / Legal / Governance
20260130 15:30
- Set record date of February 16, 2026, for an extraordinary general meeting scheduled for late March 2026.
- Nippon Life Insurance failed to acquire all shares in its public tender offer.
- If the offer fails, Nippon Life intends to request a stock merger and a change to the Articles of Incorporation regarding unit shares.
- The extraordinary general meeting will vote on these governance and structural changes if the tender offer does not succeed.
臨時株主総会の決議結果に関するお知らせ
ＴＯＹＯイノベックス (62100)
Regulatory / Legal / Governance
20260130 15:30
- Stock transfer plan with Nippon Sheet Glass approved; establishment of GMS Group Co., Ltd. as common parent company scheduled for April 1, 2026.
- Approved amendment to Articles of Incorporation to abolish the Annual General Meeting of Shareholders date system.
- Approved amendment to restricted stock award system for directors; transfer restrictions on existing shares will continue.
臨時株主総会の決議結果に関するお知らせ
日精樹脂 (62930)
Regulatory / Legal / Governance
20260130 15:30
- Approved a joint stock transfer plan with TOYO INNOVEX Inc. to establish a new holding company, GM Group Inc., effective April 1, 2026.
- Approved amending the articles of incorporation to remove the record date for the regular general meeting, effective March 31, 2026.
第30回定時株主総会の議案の承認に関するお知らせ
クシム (23450)
Regulatory / Legal / Governance
20260130 14:00
- The 30th Ordinary General Meeting of Shareholders approved all agenda items as proposed on January 30, 2026.
- Hiroki Tawara, Ryo Tanaka, Takuya Oshima, Nakaji Takeuchi, Kousuke Ito, and Takahiro Ishihama were elected as directors.
- The meeting approved a change to the Articles of Incorporation regarding a name change.
- The issuance of subscription rights was approved.
Corporate & Strategic Updates
エス・ティー・エヌ伊豆株式会社の子会社化に関する 補足説明資料
Ｇ－和心 (92710)
Corporate & Strategic Updates
20260130 17:00
- Acquired 100% of STN Izu Co., Ltd. on January 30, 2026, to expand into the station stop market.
- Target is ranked #1 in Shizuoka and #8 nationwide, with a PMI strategy aiming to boost annual EBITDA by over 100 million JPY.
- Product strategy shifts to 90% food/souvenirs to capitalize on the 29 trillion JPY Japanese tourist shopping market.
- Plans to execute a roll-up model to acquire similar companies, targeting profitability ratios exceeding 40% and payback within 7 months.
エス・ティー・エヌ伊豆株式会社の株式取得（子会社化）完了に関するお知らせ
Ｇ－和心 (92710)
Corporate & Strategic Updates
20260130 17:00
- Completed acquisition of Esutenizu Co., Ltd. on Jan 30, 2026, making it a wholly-owned subsidiary.
- Anticipates contribution to FY2026 consolidated performance, though specific impact is under review due to integration costs.
- FY2026 consolidated forecast including this acquisition to be announced in February 2026 upon FY2025 results release.
- Funds for the acquisition were secured through external borrowing.
当社と完全子会社である第一三共ビジネスアソシエの吸収合併（簡易合併・略式合併）に係る基本方針決定に関するお知らせ
第一三共 (45680)
Corporate & Strategic Updates
20260130 17:00
- Daiichi Sankyo plans to absorb its wholly owned subsidiary, Daiichi Sankyo Business Associate, with an effective date of October 1, 2027.
- The merger aims to eliminate inter-group agency models and consolidate business processes to enhance global operational efficiency.
- The transaction is structured as a simplified absorption merger where Daiichi Sankyo will remain the surviving company.
- The impact on consolidated financial performance is expected to be minimal due to the subsidiary’s scale.
中期経営計画の計画数値取り下げに関するお知らせ
Ｇ－アクアライン (61730)
Corporate & Strategic Updates
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
中期経営計画期間の株主還元方針の変更に関するお知らせ
名古屋電機工業 (67970)
Corporate & Strategic Updates
20260130 16:00
- Introduced progressive dividends with a 30% lower limit to ensure stable payouts despite market volatility.
- Aim to avoid dividend volatility caused by temporary factors such as construction delays and material costs.
- Policy states maintenance or increase of dividends based on the previous year’s actual ordinary dividends.
- Effective from the fiscal year ending March 2026; dividend forecast remains unchanged.
（訂正）「親会社等の決算に関するお知らせ」の一部訂正について
キユーピー (28090)
Corporate & Strategic Updates
20260130 16:00
- No material changes stated.
新中期経営計画の策定について（事業計画及び成長可能性に関する事項）
Ｇ－駅探 (36460)
Corporate & Strategic Updates
20260130 16:00
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
子会社設立に関するお知らせ
ひらまつ (27640)
Corporate & Strategic Updates
20260130 16:00
- Established 100% subsidiary “HRMI” to streamline M&A processes as part of mid-term growth strategy.
- HRMI will focus on investments, financing, and management support for target companies.
- Subsidiary capital is 9.5 million yen, scheduled for establishment in February 2026.
- Impact on fiscal year 2026 financial results is expected to be minimal.
（訂正）第１回無担保転換社債型新株予約権付社債の買入消却並びに第三者割当による無担保社債、新株予約権及び新株式の発行に関するお知らせ
Ｇ－カルナバイオ (45720)
Corporate & Strategic Updates
20260130 16:00
- The redemption date for the 1st Series of Unsecured Convertible Bonds with Warrants was corrected.
- The redemption date was updated from February 17, 2025, to February 17, 2026.
- The Board of Directors approved the redemption of all remaining bonds at the January 29, 2026 meeting.
株式の取得（子会社化）に関するお知らせ
Ｇ－アクシスＣ (93440)
Corporate & Strategic Updates
20260130 16:00
- G-AXIS C will acquire 100% of SPC Co., Ltd. on February 3, 2026.
- The acquisition aims to expand service offerings by combining SPC’s system infrastructure capabilities with G-AXIS’ high-end talent sourcing.
- SPC recorded sales of 531 million yen and net profit of 9 million yen for the fiscal year ending December 2024.
- The acquisition price is confidential but below 15% of SPC’s net assets, with 3.5 million yen allocated for advisor fees.
- Consolidation of SPC’s financial results is expected to begin in the third quarter of fiscal 2026.
「技術開発センター（M-TECH）」引き渡し完了のお知らせ
明治機 (63340)
Corporate & Strategic Updates
20260130 16:00
- Completed handover of the “Technology Development Center (M-TECH)” in Tochigi Prefecture.
- Total investment for the steel structure facility amounts to 300 million yen.
- Facility aims to enhance brand power through R&D on powdered/particle materials and new technology development.
- Operations scheduled to commence in April 2026; minimal impact forecasted for FY2026 consolidated results.
孫会社の異動（孫会社等の子会社化）に関するお知らせ
ＳＧホールディングス (91430)
Corporate & Strategic Updates
20260130 15:30
- SG Holdings decided to make HN Tech & Onin a direct subsidiary via in-kind distribution from MU Transport.
- Acquires 100% of HN Tech & Onin shares (10.39 million shares) with no consideration.
- Objective is to enhance governance and expedite decision-making for cold chain logistics synergy.
- Transaction scheduled for execution on April 1, 2026, pending shareholder approval on February 20, 2026.
- Anticipated impact on FY2026 Q1 financial results is immaterial.
中期経営計画（事業計画及び成長可能性に関する事項）
Ｇ－笑美面 (92370)
Corporate & Strategic Updates
20260130 15:30
openai API returned status 500: {"error":{"code":500,"message":"Context size has been exceeded.","type":"server_error"}}
（訂正）「業績連動型株式報酬としての自己株式の処分に関するお知らせ」の一部訂正について
Ｇ－みらいワークス (65630)
Corporate & Strategic Updates
20260130 15:30
- Corrected the notice on disposal of treasury stock as performance-linked stock compensation.
- Adjusted the restricted period for share disposal to the later of the fiscal report submission date or the market cap target achievement date.
- Revised release conditions to include events such as death or retirement occurring beyond a specific timeframe after share delivery.
- Retained the 10 billion yen market capitalization trigger as a condition for unrestricted stock disposal.
中期経営計画についての補足（一部履行事項に係る意思決定のお知らせ）
Ｇ－ストレージ王 (29970)
Corporate & Strategic Updates
20260130 15:30
- Effective February 1, 2026, the company will reclassify sales real estate held for trunk room openings into fixed assets.
- This reclassification applies to trunk rooms opening on or after February 1, 2026.
- The decision supports the mid-term business plan’s objective to maximize stock revenue through self-ownership of trunk rooms.
- The specific timing was established to facilitate coordination with business operations and secure financing for self-ownership.
トクラス株式会社の株式の取得（子会社化）に関するお知らせ株式会社トクラスの株式の取得（子会社化）に関するお知らせ
ヤマダＨＤ (98310)
Corporate & Strategic Updates
20260130 15:30
- Yamada HD plans to acquire 10,484,550 shares (90%) of Tokuclass Co., Ltd. for an undisclosed amount.
- The acquisition aims to strengthen the construction segment through synergies such as joint purchasing, shared manufacturing facilities, and expanded sales channels.
- The completion of the acquisition is scheduled for February 27, 2026.
- The deal is expected to have a light impact on current period earnings.
連結子会社間の合併に関するお知らせ
ＮＳＤ (97590)
Corporate & Strategic Updates
20260130 15:30
- NSD board decided to execute an absorption merger between subsidiaries Art Technology (survivor) and Art Holdings/AGM (dissolved) on January 30, 2026.
- The merger aims to consolidate management resources and enhance business efficiency.
- The merger is scheduled to take effect on April 1, 2026, subject to shareholder approval on February 16.
- The impact on consolidated financial performance is expected to be minor.
株式会社エントリーの株式取得（子会社化）に関するお知らせ
フルキャストＨＤ (48480)
Corporate & Strategic Updates
20260130 15:30
- Fullcast HD acquired 100% of Entry Inc. on January 30, 2026, for approximately 107.7 million yen.
- Entry Inc. specializes in short-term human resource matching for logistics, aiming to enhance synergy and service value.
- Entry Inc. reported sales of approximately 11.2 billion yen in FY ending Jan 2026 but recorded a net loss; it plans to return to profitability by reducing costs.
- The impact of this acquisition on Fullcast HD’s FY 2026 earnings forecast will be disclosed in the scheduled February 2026 earnings release.
株式会社リクロスエクスパンションの株式の取得（子会社化）及びそれに伴う新たな事業の開始に関するお知らせ
ワコム (67270)
Corporate & Strategic Updates
20260130 15:30
- Wacom acquires 100% of Lycross Expansion for approximately 1.696 billion yen.
- New business involves IT systems and consulting in the power and environmental sectors.
- Founder Akira Nakajima joins Wacom as a Business Execution Director upon deal closure.
- The transaction is expected to have a minor impact on 2026 consolidated results, with 2027 impacts currently under review.
（訂正）「代表取締役の異動（追加選定）に関するお知らせ」の一部訂正について
ヒラノテクシード (62450)
Corporate & Strategic Updates
20260130 15:00
- Hirano Texseed issued a correction to a notice regarding Representative Director Akira Okada’s appointment.
- The filing corrects the title of Representative Director Aki Munenori.
- The title “Executive Managing Director and” was removed from Munenori’s position description.
中期経営計画における計数計画の上方修正に関するお知らせ
平和不 (88030)
Corporate & Strategic Updates
20260130 15:00
- Revised FY2027 EPS forecast to 160 yen or higher.
- FY2027 consolidated operating profit forecast raised to 150 billion yen.
- FY2027 ROE forecast increased to 9% or more.
- FY2027 annual dividend forecast raised to 95 yen per share.
- Revisions driven by increased revenue from building and asset management businesses.
連結子会社との吸収合併（簡易合併）に関するお知らせ
イチカワ (35130)
Corporate & Strategic Updates
20260130 15:00
- Ichikawa Corp plans to absorb its 100% subsidiary, Ichikawa Techno Fabricics, via a simplified merger effective April 1, 2026.
- The merger aims to expand industrial business performance and concentrate management resources based on the “IK VISION 2030” strategy.
- Ichikawa Techno Fabricics reported sales of 13.9 billion yen and net assets of 22.3 billion yen for the fiscal year ended March 31, 2025.
- The company expects the transaction to have a minimal impact on consolidated financial results.
中期経営計画見直しに関するお知らせ
ＥＩＺＯ (67370)
Corporate & Strategic Updates
20260130 14:00
- Revised numerical targets for FY2027 to be announced mid-March 2026.
- EPS growth expected to slow due to delays in business recovery.
- European market slump persists; growth opportunities exist in V&S and Healthcare markets in US, China, India, and Middle East.
- Policy-held shares reduced to 15% of consolidated net assets by FY27F and below 10% by FY30F.
- Treasury shares allocated for future M&A opportunities; non-quoted purpose shares converted to growth investments.
- Shareholder return target set at 70%+ of consolidated net profit.
- Dividends increasing for the 13th consecutive year in FY25F, with a minimum of 105 yen per share.
- Active share buybacks in FY25F totaling approximately 1.6 million shares worth 3.58 billion yen.
マナック株式会社の株式の取得（子会社化）に関するお知らせ
日ヒューム (52620)
Corporate & Strategic Updates
20260130 14:00
- Japan Humex will acquire a majority stake in Manack Co., Ltd. to strengthen its competitive position in the central region’s concrete pile business.
- Integration aims to expand order volume, improve logistics efficiency, shorten lead times for large-diameter piles, and secure skilled personnel.
- Transaction expected to be completed by February 27, 2026, with ownership projected to exceed 90%.
- Impact on consolidated results for Fiscal Year 2026 is anticipated to be minor; future strategy includes continued M&A and investment in R&D.
完全子会社間の合併に関するお知らせ
ウエストＨＤ (14070)
Corporate & Strategic Updates
20260130 13:00
- On January 30, 2026, the board resolved to merge two wholly owned subsidiaries.
- The merger is scheduled to become effective on March 1, 2026.
- West Energy Solution will absorb West O&M in an absorption merger.
- The purpose is to improve group resource efficiency and accelerate decision-making.
- The impact on consolidated financial results is expected to be minor.
2027年度中期経営計画「新たな領域への挑戦」アップデートに関するお知らせ
石塚硝 (52040)
Corporate & Strategic Updates
20260130 13:00
- ROE target accelerated from 2030 to 2027.
- Shareholder return policy updated to prioritize gradual dividend increases.
- Financial soundness target of 40% equity ratio removed from updated plan.
- Operating profit target for fiscal 2027 maintained at 50 billion yen.
- Management to continue reviewing holdings for asset efficiency.
中期経営計画の上方修正に関するお知らせ
ＪＢＣＣ ＨＤ (98890)
Corporate & Strategic Updates
20260130 11:30
- Board of Directors approved an upward revision of the final year targets for the “CHALLENGE 2026” mid-term plan.
- Sales target for FY2027 increased from 745 billion yen to 795 billion yen.
- Key financial targets for FY2027 (operating margin, ROE, and payout ratio) remained unchanged at 11%, 20%, and 45% respectively.
- Performance driven by growth in cloud, security, and super-fast development sectors led to the revision.
中期経営計画『進化26-30』策定に関するお知らせ
富士紡ＨＤ (31040)
Corporate & Strategic Updates
20260130 11:30
- Formulated medium-term business plan “Evolution 26-30” targeting 2035 sales of 1 trillion yen and operating profit of 200 billion yen.
- Set 2030 targets of 650 billion yen in sales, 130 billion yen in operating profit, ROE exceeding 12%, and ROIC exceeding 12%.
- Increased target payout ratio to 40% and plans 350 billion yen in growth investment over 2026-2028, prioritizing the Abrasives sector.
- Plans portfolio reorganization to focus on Abrasives and Fine Chemicals, aiming for structural improvement and profitability enhancement.
米国国立衛生研究所からの資金提供によるMN-166（イブジラスト）の筋萎縮性側索硬化症（ALS）を対象とする臨床治験の進捗に関するお知らせ
メディシノバ (48750)
Corporate & Strategic Updates
20260130 08:00
- SEANOBI-ALS trial for MN-166 has reached enrollment of 100 patients, meeting 50% of the target of 200.
- COMBAT-ALS randomized trial is ongoing with top-line data expected by end of 2026.
- FDA Orphan Drug and Fast Track designations have been granted for MN-166 in ALS.
- The company confirms no material impact on the 2026 fiscal year financial results.
Daily Disclosures
SPDRゴールド・シェアに関する日々の開示事項
Ｅ－ワールド (13264)
Daily Disclosures
20260130 12:25
アジア国債・公債ＥＴＦ（正式名称：ＡＢＦ汎アジア債券インデックス・ファンド）に関する日々の開示事項
Ｅ－ＳＳＧＡ－ＳＩＮ (13494)
Daily Disclosures
20260130 12:20
State Street SPDR S&P500 ETFに関する日々の開示事項
Ｅ－ＳＳＧＡＴＣ (15574)
Daily Disclosures
20260130 12:15
上場ETN（発行者：三菱UFJ証券ホールディングス株式会社）に関する日々の開示事項
Ｎ－三菱ＵＦＪ証ＨＤ (20704)
Daily Disclosures
20260130 11:30
- The company disclosed trading data for 10 listed ETNs on the Tokyo Stock Exchange as of January 29, 2026.
- Trading volume shows minimal deviation rates between 0.00% and -0.01% relative to underlying indices.
- Outstanding units range from 50,000 to 1,300,000 depending on the specific ETN product.
- Total redemption value across all listed ETNs is approximately 55.4 billion yen.
上場ＥＴＦ（管理会社：三井住友DSアセットマネジメント）に関する日々の開示事項
Ｅ－三井住友ＤＳＡＭ (15624)
Daily Disclosures
20260130 10:30
上場ＥＴＦ(管理会社：シンプレクス・アセット・マネジメント)に関する日々の開示事項
Ｅ－シンプレクス (16714)
Daily Disclosures
20260130 10:00
上場ETF（管理会社：ブラックロック・ジャパン）に関する日々の開示事項
Ｅ－ブラックロック (13294)
Daily Disclosures
20260130 09:40
上場ETF（管理会社：WisdomTree、外国投資法人：CSL）に関する日々の開示事項
Ｅ－ＷｉｓｄｏｍＴｒ (16724)
Daily Disclosures
20260130 09:00
上場ETF（管理会社：WisdomTree、外国投資法人：MSL）に関する日々の開示事項
Ｅ－ＷｉｓｄｏｍＴｒ (16724)
Daily Disclosures
20260130 09:00