Fukui Computer (9790) Q3 2025 earnings summary

Executive summary

• Revenue for FY2024 Q3 reached 11,262 million yen, up 9.6% year-over-year, with operating profit at 5,002 million yen, up 21.7%.

• Net income for Q3 was 3,417 million yen, up 21.5% year-over-year.

• All major business segments reported higher sales and profits, with IT Solutions showing the strongest growth.

• All profit metrics achieved record highs for the third quarter, prompting an upward revision of full-year forecasts.

Financial highlights

• Gross profit for the period was 8,995 million yen, up from 7,962 million yen year-over-year.

• EPS for the period was 165.31 yen, compared to 136.10 yen in the prior year.

• ARR grew 6.2% to 5,633 million yen; ARPA increased 4.9% to 150,000 yen.

• Churn rate rose slightly to 5.3% from 5.1% in the previous year.

• Q3 revenue and all profit categories marked historical highs for the company.

Outlook and guidance

• Full-year revenue forecast raised to 14,700 million yen (+6.4% YoY), operating profit to 6,170 million yen (+10.5%), and net income to 3,959 million yen (+3.7%).

• EPS forecast for the year is 191.49 yen; dividend forecast is 70 yen per share.

• Focus on expanding stock business in the architecture segment and developing new solutions in the surveying/civil engineering segment.