Fukui Computer (9790) Q2 2026 earnings summary

Executive summary

• Achieved record-high revenue, operating income, and ordinary income for the interim period, with net sales up 13.0% to ¥8,246 million, operating profit up 18.8% to ¥3,738 million, and ordinary profit up 19.9% to ¥3,830 million.

• Net income declined 18.7% year-over-year to ¥1,741 million due to recognition of valuation losses on securities.

• Comprehensive income increased slightly by 1.6% year-over-year to ¥2,104 million.

Financial highlights

• Revenue for FY2025 2Q was ¥8,246 million, up 13.0% year-over-year, with gross profit rising to ¥6,701 million.

• Operating income reached ¥3,738 million, up 18.8% year-over-year.

• ARR grew 17.1% year-over-year to ¥4,345 million; ARPA increased 14.0% to ¥119,000.

• Churn rate rose to 5.6% from 5.2% in the previous year.

• Basic earnings per share fell to ¥84.25 from ¥103.67 year-over-year.

Outlook and guidance

• Full-year revenue forecast is ¥15,580 million (+5.9% YoY), with operating income of ¥6,600 million (+8.5% YoY) and net income of ¥4,310 million (+2.9% YoY).

• Dividend per share expected to rise to ¥73.

• Continued focus on product enhancements and market expansion in construction and surveying segments.