)
Hennge (4475) investor relations material
Hennge Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for Q1 FY2026 rose 20.1% year-over-year to JPY 3,016M, driven by strong growth in the HENNGE One business, which accounted for 94.6% of total sales.
Gross profit increased 21.8% year-over-year, with gross margin improving to 86.6% due to higher ARPU and stable recurring revenue.
Operating income was JPY 530M, flat year-over-year by one measure and up 31.1% by another, as higher SG&A expenses offset revenue gains.
Net income declined 9.9% year-over-year to JPY 366M, reflecting increased operating expenses and investments in marketing and personnel.
Financial highlights
HENNGE One net sales grew 22.2% year-over-year to JPY 2,854M, while professional services and others declined 7.6%.
Gross profit for the quarter was JPY 2,612M, up from JPY 2,145M year-over-year.
SG&A expenses rose 28.8% year-over-year, mainly due to increased advertising and personnel costs.
Operating income margin decreased by 3.5pts to 17.6%.
Basic earnings per share for the quarter were JPY 11.56, down from JPY 12.63 year-over-year.
Outlook and guidance
FY2026 full-year net sales forecast is JPY 12,834M (+17.5% YoY), with operating income projected at JPY 2,057M (+14.7% YoY).
Profit attributable to owners of parent is forecast at JPY 1,595M, up 17.4% year-over-year.
Basic earnings per share for the full year are expected to be JPY 50.06.
HENNGE One sales progress is 23.6% of the full-year forecast after Q1.
The company targets JPY 20B in ARR by FY2029, focusing on strengthening sales, expanding customer base, and enhancing service value.
- TimeTickerHeadlineOpen
- 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway. - 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance. - 6 FebCRI
Revenue fell and losses deepened, but ESA contracts and R&D projects drive future prospects.
Next Hennge earnings date
Next Hennge earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)