AeroEdge (7409) Q3 2026 earnings summary

Executive summary

• Revenue for Q3 FY2026 was ¥3,775 million, up 36.0% year-over-year, with operating profit at ¥1,007 million (+67.9%), ordinary profit at ¥969 million (+81.4%), and net profit at ¥660 million (+44.2%).

• Strong demand for titanium-aluminum blades for LEAP engines, with 630 engines supplied (+29.9% YoY), driven by robust airline demand and aircraft production.

• New material mass production for blades to begin next fiscal year, with expanded market share expected from 2028.

• Investments in new facilities and production capacity to support growth and new contracts.

Financial highlights

• Gross profit for Q3 FY2026 was ¥1,791 million, up from ¥1,345 million YoY.

• EPS for Q3 FY2026 was ¥55.97, up from ¥39.80 YoY (adjusted for stock split).

• Total assets at quarter-end were ¥11,685 million, up ¥3,474 million from the previous year-end.

• Net assets increased to ¥4,607 million, up ¥717 million YoY.

Outlook and guidance

• Full-year FY2026 guidance maintained: revenue ¥5,050 million (+40.2% YoY), operating profit ¥1,070 million (+63.3%), net profit ¥700 million (+44.7%), EPS ¥58.91 (adjusted for stock split).

• No change to previously announced dividend forecast (no dividend planned for FY2026).