CNS Co (4076) Q2 2026 earnings summary

Executive summary

• Revenue for the second quarter was ¥3,753 million, up 11.6% year-over-year, with operating profit at ¥350 million, up 55.0%, and net profit attributable to shareholders at ¥273 million, up 68.7%.

• All business segments reported higher sales and profits, driven by robust IT demand, especially in DX and AI-related projects.

• Strategic partnerships were formed in the DX/AI and ERP domains, and the company relocated its headquarters to strengthen its business foundation.

Financial highlights

• Operating profit margin improved due to higher unit prices and increased share of high-margin projects.

• Total assets at period-end were ¥5,830 million, up ¥571 million from the previous year-end, mainly due to increased receivables and fixed assets from office relocation.

• Cash and equivalents at period-end were ¥2,927 million, down ¥39 million from the previous year-end.

• Dividend for the period was ¥75 per share, including a ¥26 commemorative dividend.

Outlook and guidance

• Full-year revenue forecast revised upward to ¥8,253 million (+17.8% YoY), with net profit forecast at ¥483 million (+13.0% YoY).

• Guidance was raised based on strong first-half performance.