Komori
Revision of earnings forecasts2354YE DIGITAL CorporationInformation and Communications, Services and Others

Notice of Revision to the Consolidated Cumulative Earnings Forecast for the Second Quarter (Interim Period) of the Fiscal Year Ending February 2027

For the cumulative second-quarter period of the fiscal year ending February 2027, the sales forecast was revised downward from ¥10 billion to ¥9.5 billion, and the operating profit forecast from ¥800 million to ¥550 million, among other revisions. The full-year earnings forecast and dividend forecast remain unchanged.

Worth reading
61In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Deterioration
Direction inferred from the company’s description.
Scale
-33.3
%
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending February 2027 · Cumulative consolidated second-quarter (interim) period (1 March 2026 to 31 August 2026)Previous forecast published Announced on 31 March 2026
Net Sales10,000→9,500million
-5.0%
Operating profit800→550million
-31.3%
Ordinary income850→600million
-29.4%
Profit attributable to owners of the parent600→400million
-33.3%
Net income per share33.66→22.22yen and sen
-34.0%

The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.

Reason for the revision

Although demand in the Logistics DX business remains strong, sales and each profit measure are expected to fall below the previous forecasts because the timing of contract execution for highly profitable projects was pushed back from the initial expectations, among other factors.

Previous-period resultsSecond quarter of the fiscal year ending February 2026: sales of ¥9,665 million, operating profit of ¥643 million, ordinary profit of ¥707 million, interim net income attributable to owners of the parent of ¥441 million, and interim earnings per share of ¥24.46
Dividend forecast revisionNo revision. The company plans to pay dividends of ¥15 for the interim period, ¥15 at year-end, and ¥30 for the full year.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥10,000 million → ¥9,500 million(-5.0%)
Operating profit¥800 million → ¥550 million(-31.3%)
Ordinary income¥850 million → ¥600 million(-29.4%)
Profit attributable to owners of the parent¥600 million → ¥400 million(-33.3%)
Net income per share33.66 yen and sen → 22.22 yen and sen
Fiscal Period CoveredFiscal year ending February 2027
Period CoveredCumulative consolidated second-quarter (interim) period (1 March 2026 to 31 August 2026)
Publication date of previous forecastAnnounced on 31 March 2026
Previous-period resultsSecond quarter of the fiscal year ending February 2026: sales of ¥9,665 million, operating profit of ¥643 million, ordinary profit of ¥707 million, interim net income attributable to owners of the parent of ¥441 million, and interim earnings per share of ¥24.46
Reason for the revisionAlthough demand in the Logistics DX business remains strong, sales and each profit measure are expected to fall below the previous forecasts because the timing of contract execution for highly profitable projects was pushed back from the initial expectations, among other factors.
Dividend forecast revisionNo revision. The company plans to pay dividends of ¥15 for the interim period, ¥15 at year-end, and ¥30 for the full year.
Consolidated / non-consolidatedConsolidated
Items this document does not state (1)
Details and amount of extraordinary loss

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

Although demand in the Logistics DX business remains strong, sales and each profit measure are expected to fall below the previous forecasts because the timing of contract execution for highly profitable projects was pushed back from the initial expectations, among other factors.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice of Revision to the Consolidated Cumulative Earnings Forecast for the Second Quarter (Interim Period) of the Fiscal Year Ending February 2027 | YE DIGITAL Corporation (2354) timely disclosure | Komori