Capcom (9697) Q2 2026 earnings summary

Executive summary

• Achieved strong growth in the six months ended September 30, 2025, with net sales of ¥81,152 million, up 43.9% year-over-year, and profit attributable to owners of parent of ¥27,514 million, up 80.1% year-over-year.

• Revenue and profit increased year-over-year across all business segments in H1, with the highest-ever total and catalog unit sales for a first half period.

• Focused on expanding digital sales, investing in human capital, and enhancing global brand value through new game releases, esports, and media initiatives.

• Significant contributions from the Digital Contents business, with 23.85 million units sold globally, up from 20.02 million units year-over-year.

• Strong performance in the Amusement Equipments segment and steady progress toward full-year targets.

Financial highlights

• Operating profit rose 89.8% year-over-year to ¥39,333 million; ordinary profit increased 76.5% to ¥36,543 million.

• H1 net sales were ¥81.1 billion, down 25% year-over-year, but operating profit rose 44% to ¥39.3 billion.

• Digital Contents segment net sales reached ¥49.8 billion, up 25% year-over-year, with operating profit of ¥31.3 billion, up 52%.

• Amusement Equipments net sales surged 378% year-over-year to ¥15.1 billion, with operating profit of ¥9.0 billion.

• Comprehensive income for the period was ¥28,152 million, up 117.4% year-over-year.

Outlook and guidance

• Full-year forecast for fiscal year ending March 31, 2026, remains unchanged: net sales of ¥190,000 million (+12.0% YoY), operating profit of ¥73,000 million (+11.0% YoY), and profit attributable to owners of parent of ¥51,000 million (+5.3% YoY).

• No revision to the full-year plan as H1 progress is in line with expectations.

• Annual dividend forecast is ¥40.00 per share.