)
CNS Co (4076) investor relations material
CNS Co Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue increased 11.0% year-over-year to ¥7,774 million, driven by strong demand for DX, AI, and cloud solutions, despite ongoing IT talent shortages.
Operating income rose 23.4% to ¥685 million, and net income attributable to shareholders surged 38.3% to ¥590 million, aided by one-time tax effects.
Strategic partnerships and business foundation enhancements, including a headquarters relocation, supported growth and productivity.
Financial highlights
Gross profit grew to ¥1,903 million (up from ¥1,706 million), with operating margin at 8.8% and net margin at 7.6%.
Cash and equivalents at period-end were ¥3,026 million, up ¥59 million from the prior year.
Dividend per share for the year was ¥61, including a special dividend, with payout ratio at 30%.
Outlook and guidance
FY2027 guidance: revenue ¥9,278 million (+19.3%), operating income ¥966 million (+40.9%), net income ¥679 million (+14.9%).
Focus on expanding ERP business, leveraging AI, and shifting resources to high-value segments.
Continued strong IT demand expected, but talent acquisition remains a key challenge.
- Double-digit revenue growth driven by DX and consulting, with profit growth to continue.4076
Q4 202422 Jul 2026 - Profit dropped sharply in Q1 FY2025 despite stable revenue, as labor costs surged.4076
Q1 202522 Jul 2026 - Revenue up 2.0% YoY, but profit down on higher costs; full-year outlook maintained.4076
Q2 202522 Jul 2026 - Revenue up 4.1% year-over-year, but profit margins declined on higher personnel costs.4076
Q3 202522 Jul 2026 - Revenue up 5.2% year-over-year, but profit margins declined amid higher costs and investments.4076
Q4 202522 Jul 2026 - Q1 FY2026 delivered double-digit profit growth, with all segments contributing to higher earnings.4076
Q1 202622 Jul 2026 - Revenue and profits surged on robust DX/AI demand, prompting an upward revision to full-year guidance.4076
Q2 202622 Jul 2026 - Strong revenue and profit growth driven by DX/AI demand, with upwardly revised full-year outlook.4076
Q3 202622 Jul 2026
Next CNS Co earnings date
Next CNS Co earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)