CNS Co (4076) Q3 2026 earnings summary

Executive summary

• Revenue for the nine months ended February 2026 rose 10.2% year-over-year to ¥5,717 million, with operating profit up 29.8% and net profit attributable to shareholders up 38.6%.

• Growth was driven by robust IT demand, especially in DX and AI, despite ongoing IT talent shortages.

• Strategic partnerships in DX/AI and ERP, as well as a headquarters relocation, supported business expansion and operational efficiency.

Financial highlights

• Operating profit reached ¥546 million, up 29.8% year-over-year; ordinary profit was ¥570 million, up 28.8%.

• Net profit attributable to shareholders was ¥415 million, up 38.6% year-over-year.

• EPS for the period was ¥142.92, compared to ¥103.09 in the prior year.

• Total assets increased to ¥5,428 million, and net assets to ¥4,156 million.

Outlook and guidance

• Full-year revenue forecast revised upward to ¥8,253 million (+17.8% YoY), with operating profit of ¥710 million (+27.9%) and net profit of ¥532 million (+24.5%).

• Dividend forecast raised to ¥75 per share, reflecting improved earnings.

• Management cautions that actual results may differ due to various uncertainties.