NEC Corporation announced consolidated results for April–September 2026, with revenue and Non-GAAP operating profit both exceeding the year-earlier period. It raised its full-year forecast on the assumption that US-based CSG Systems International would be consolidated.
NEC Corporation reported consolidated results for April–September 2026, with revenue up 12% year on year to ¥1.7538 trillion and Non-GAAP operating profit up approximately 42% to ¥188.2 billion. Both the IT services and social infrastructure segments recorded higher revenue and profit. Kunikazu Amemiya (雨宮 邦和), Representative Director, Executive Vice President and CFO, said demand in modernization, AI use and security appeared strong.
Revenue in the IT services segment was ¥1.3305 trillion, while Non-GAAP operating profit was ¥160.4 billion, both higher than in the same period a year earlier. Domestic services revenue was ¥120.7 billion, up 1%. The DX business, including BluStellar, totaled ¥388.8 billion, comprising ¥358.3 billion in domestic IT services and ¥30.5 billion in social infrastructure. Mr. Amemiya (雨宮 邦和) pointed to sustained demand centered on AI use.
Revenue in the social infrastructure segment was ¥356.5 billion, while Non-GAAP operating profit was ¥36.4 billion, representing an increase in profit. The aerospace and defense business remained strong, while marine systems and network infrastructure were also firm. The BluStellar brand boosted overall revenue and contributed to expansion in the DX area.
The full-year consolidated forecast for the fiscal year ending March 2027 was revised upward to revenue of ¥3.7400 trillion, up 4% year on year, and Non-GAAP operating profit of ¥460.0 billion, up 16%. The figures incorporate the consolidation effect of US-based CSG Systems International following completion of the acquisition and reflect current business trends.