Bengo4.com (6027) Q3 2026 earnings summary

Executive summary

• Net sales for the first nine months ended December 31, 2025, rose 15.5% year-over-year to ¥11,872 million, with operating profit up 119.1% to ¥1,663 million and profit attributable to owners of parent up 112.0% to ¥990 million.

• Company-wide ARR reached 13.67 billion yen, with CloudSign ARR growing 22.4% year-over-year.

• Record quarterly operating profit of 578 million yen achieved, representing 83.2% of the full-year forecast.

• The company launched Legal Brain Agent, an AI legal agent, in May 2025 to enhance legal professionals' efficiency.

• Segment reporting was reclassified to Professional Support and CloudSign businesses to better reflect growth areas.

Financial highlights

• Q3 net sales: 4,108 million yen (+14.5% YoY, +3.7% QoQ).

• EBITDA for the nine months was ¥2,376 million, up 76.3% year-over-year.

• Operating profit: 578 million yen (+170.7% YoY, +0.8% QoQ); operating profit ratio: 14.1%.

• Net profit: 335 million yen (+160.9% YoY).

• Basic earnings per share increased to ¥43.41 from ¥20.51 year-over-year.

Outlook and guidance

• Progress rate for net sales reached 73.7% toward the full-year forecast of 16.1 billion yen, exceeding planned pace.

• Full-year forecast for fiscal year ending March 31, 2026: net sales ¥16,100 million (+14.4% YoY), EBITDA ¥3,000 million (+38.3%), operating profit ¥2,000 million (+43.9%), and profit attributable to owners of parent ¥1,200 million (+14.3%).

• Fee revision in April 2026 expected to increase ARR by 300 million yen.

• No change to previously announced earnings forecasts.