Komori
Earnings7131NOMURA CORPORATIONTrading & Wholesale

Consolidated Financial Results for the Third Quarter of the Fiscal Year Ending October 2026 (Japanese GAAP)

For the nine months ended 30 September 2026, net sales increased 17.8% year on year and operating income increased 50.5%, resulting in higher sales and income. The full-year earnings forecast and annual dividend forecast were revised, and a policy to sell all shares of consolidated subsidiary パックウェル was disclosed as a significant subsequent event.

Worth reading
56In focus
Scored from 5 of 6 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
50.5
% (year-on-year change in operating profit)
Wording
Conditional
How definitive the wording is.

Results for this period

Third quarter1 November 2025 to 31 July 2026ConsolidatedJapanese GAAP
Net Sales6,040¥ millionYear on year +17.8%Progress 77.5%
Operating profit834¥ millionYear on year +50.5%Progress 87.1%
Ordinary income835¥ millionYear on year +50.5%Progress 87.0%
Net income attributable to owners of the parent590¥ millionYear on year +59.0%Progress 84.5%

The width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit. The dotted outline is the full-year forecast and the band inside it is the result for this period. The progress rate is the result divided by the forecast.

Net income per share¥446.72
Financial position at period-end
Total assets5,479¥ million
of which net assets 2,833 ¥ millionEquity ratio 51.0%vs. prior year-end +3.7pt

塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.

Segment revenue
Packaging-related business5,331,10588.3%+20.0%
Logistics packaging business709,51811.7%+3.3%
Segment profit
Packaging-related business756,25890.7%+51.1%
Logistics packaging business77,7909.3%+44.9%
Outlook and shareholder returns
Full-year earnings forecast
Net Sales¥7,792 million (YoY +9.6%)
Operating profit¥958 million (YoY +27.2%)
Ordinary income¥960 million (YoY +27.4%)
Net income¥698 million (YoY +37.4%)
Revision to Earnings ForecastNet Sales Not disclosed → ¥7,792 million / Operating profit Not disclosed → ¥958 million / Ordinary income Not disclosed → ¥960 million / Net income Not disclosed → ¥698 million
Annual Dividend Forecast¥89 → ¥122(+37.1%)
Factors Behind Changes in Business Performance

In the packaging-related business, passing higher raw material costs for materials on to selling prices, as well as securing orders and completing deliveries in the machinery-related business, contributed to earnings. In the logistics and packaging business, demand related to online retail remained firm, and the Company focused on proactive, proposal-based sales activities.

Disclosure regarding the going concern assumption

No applicable matters.

Change in accounting policy
基準改正に伴う変更 Noそれ以外の変更 No見積りの変更 No修正再表示 No
Changes in the scope of consolidationNew Number of companies 0 / Company name None / Excluded Number of companies 0 / Company name None
Material subsequent eventsAt a meeting of the Board of Directors held on 7 August 2026, the Company resolved to transfer its 26 shares in consolidated subsidiary パックウェル株式会社 to Hangzhou Bingjia Technology Co., Ltd. for ¥650 million. The transfer is scheduled for 27 October 2026. Following the transfer, パックウェル and its subsidiary BJT JAPAN合同会社 will be excluded from the scope of consolidation. The gain or loss on the transfer is under review.
Impairment lossNot applicable (information on impairment losses and other items related to fixed assets by reportable segment)
Breakdown of extraordinary income (loss)No applicable items (no extraordinary gains or extraordinary losses were reported in the quarterly consolidated income statement)
Depreciation and amortization¥32,773 thousand
Availability of Supplementary Financial Results MaterialsYes
Availability of Financial Results BriefingNone (対象者:Not disclosed)
Issued Shares at Period-End1,391,575 Shares
Treasury Shares at Period-End69,351 Shares
Results for this period
ItemDetails
Fiscal Period ClassificationThird quarter
Accounting standardsJapanese GAAP
Consolidated / non-consolidatedConsolidated
Period Covered1 November 2025 to 31 July 2026
Net Sales¥6,040 million (YoY +17.8%)
Operating profit¥834 million (YoY +50.5%)
Ordinary income¥835 million (YoY +50.5%)
Profit attributable to owners of the parent¥590 million (YoY +59.0%)
Net income per share¥446.72
Equity ratioEnd of the current fiscal period 51 / End of previous period 47.3
Total assets¥5,479 million
Net assets¥2,833 million
Full-year earnings forecastNet Sales ¥7,792 million (YoY +9.6%) / Operating profit ¥958 million (YoY +27.2%) / Ordinary income ¥960 million (YoY +27.4%) / Net income ¥698 million (YoY +37.4%)
Revision to Earnings ForecastNet Sales Not disclosed → ¥7,792 million / Operating profit Not disclosed → ¥958 million / Ordinary income Not disclosed → ¥960 million / Net income Not disclosed → ¥698 million
Annual Dividend Forecast¥89 → ¥122(+37.1%)
Segment revenuePackaging-related business ¥5,331,105 thousand (YoY +20.0%) / Logistics packaging business ¥709,518 thousand (YoY +3.3%)
Segment profitPackaging-related business ¥756,258 thousand (YoY +51.1%) / Logistics packaging business ¥77,790 thousand (YoY +44.9%)
Depreciation and amortization¥32,773 thousand
Impairment lossNot applicable (information on impairment losses and other items related to fixed assets by reportable segment)
Breakdown of extraordinary income (loss)No applicable items (no extraordinary gains or extraordinary losses were reported in the quarterly consolidated income statement)
Disclosure regarding the going concern assumptionNo applicable matters.
Change in accounting policyChanges due to revisions to standards No / Other changes No / Change in accounting estimate No / Restatement No
Changes in the scope of consolidationNew Number of companies 0 / Company name None / Excluded Number of companies 0 / Company name None
Material subsequent eventsAt a meeting of the Board of Directors held on 7 August 2026, the Company resolved to transfer its 26 shares in consolidated subsidiary パックウェル株式会社 to Hangzhou Bingjia Technology Co., Ltd. for ¥650 million. The transfer is scheduled for 27 October 2026. Following the transfer, パックウェル and its subsidiary BJT JAPAN合同会社 will be excluded from the scope of consolidation. The gain or loss on the transfer is under review.
Availability of Supplementary Financial Results MaterialsYes
Availability of Financial Results BriefingNone (対象者:Not disclosed)
Issued Shares at Period-End1,391,575 Shares
Treasury Shares at Period-End69,351 Shares
Factors Behind Changes in Business PerformanceIn the packaging-related business, passing higher raw material costs for materials on to selling prices, as well as securing orders and completing deliveries in the machinery-related business, contributed to earnings. In the logistics and packaging business, demand related to online retail remained firm, and the Company focused on proactive, proposal-based sales activities.
Items this document does not state (9)
Operating MarginCash flows from operating activitiesCash flows from investing activitiesCash flows from financing activitiesCash and cash equivalents at end of periodPayout ratioShareholder Return PolicyRegional salesOrders received and order backlog

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.

In the packaging-related business, passing higher raw material costs for materials on to selling prices, as well as securing orders and completing deliveries as planned in the machinery-related business, contributed to earnings. In the logistics and packaging business, demand related to online retail remained firm, and the Company focused on proactive, proposal-based sales activities.

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.
Consolidated Financial Results for the Third Quarter of the Fiscal Year Ending October 2026 (Japanese GAAP) | NOMURA CORPORATION (7131) timely disclosure | Komori