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Japan Eyewear Holdings (5889) investor relations material
Japan Eyewear Holdings Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary11 Dec, 2025
Executive summary
Revenue for the first nine months of FY2026/1 reached ¥13,422 million, up 11.0% year-over-year, with operating profit at ¥4,319 million (+10.1% YoY) and net profit at ¥2,651 million (+9.4% YoY), all marking record highs.
Both Kaneko Optical and Four Nines brands saw strong customer support, with new store openings in Japan and overseas contributing to growth.
Store sales grew 12.8%, and inbound sales rebounded in Q3, rising 28.7% YoY for the quarter and 18.5% YoY for the nine months.
Inbound demand from Asian tourists temporarily declined due to earthquake rumors but has since been recovering.
The company transitioned to the Prime Market of the Tokyo Stock Exchange in October 2025, altering shareholder composition.
Financial highlights
EBITDA for the nine months was ¥5,724 million (+11.1% YoY), with an EBITDA margin of 42.6%.
Gross margin improved to 79.3% (+0.4pts YoY), and operating profit margin remained high at 32.2%.
Basic earnings per share increased to ¥109.94 from ¥101.14 a year earlier.
Cash and cash equivalents decreased to ¥2,780 million at period-end, mainly due to tax payments, acquisition of Hands, and dividend payouts.
SG&A expenses increased by ¥706 million (+12.6% YoY), mainly due to store expansion and higher sales.
Outlook and guidance
Full-year revenue is forecast at ¥18,900 million (up 13.4% YoY), with operating profit of ¥6,200 million (up 16.4%) and net profit of ¥4,000 million (up 0.1%).
Revised full-year sales profit forecast downward by ¥150 million due to Q2 inbound sales stagnation.
Nine-month progress rates against the revised full-year plan: revenue 71.0%, operating profit 69.7%, net profit 66.3%.
No change to the revised forecast announced in October 2025; management remains positive about achieving targets.
The company continues to target full-year plan achievement.
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Next Japan Eyewear Holdings earnings date
Q4 202613 Mar, 2026
Next Japan Eyewear Holdings earnings date
Q4 202613 Mar, 2026
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Frequently asked questions
Japan Eyewear Holdings Co., Ltd. is a Japan-based company involved in the design, manufacturing, and retail of eyewear products. The company offers a range of eyewear, including prescription glasses, sunglasses, and optical frames, catering to both fashion and vision correction needs. Japan Eyewear Holdings operates through a network of retail outlets and partnerships, providing quality eyewear with a focus on design, comfort, and affordability for diverse consumer groups. The company is headquartered in Fukui, Japan, and its shares are listed on the Tokyo Stock Exchange.
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