Computer Engineering & Consulting (9692) Q2 2026 earnings summary

Executive summary

• Net sales for the first half rose 11.9% year-over-year to 30,843 million yen, driven by robust ICT investment and digital transformation demand.

• Operating income increased 6.2% to 3,451 million yen, and net income attributable to owners of parent grew 7.7% to 2,384 million yen compared to the same period last year.

• Segment reorganization was implemented, now reporting Integration, Connected, and Solution Segments.

• Treasury shares worth 1,999 million yen were acquired as part of capital efficiency initiatives.

Financial highlights

• Gross profit increased to 8,130 million yen from 7,438 million yen year-over-year.

• Total assets rose to 53,346 million yen, up 710 million yen from the previous fiscal year-end.

• Net assets decreased to 39,866 million yen, mainly due to treasury share acquisition.

• Cash and cash equivalents at period-end were 25,972 million yen, up 500 million yen from the previous year-end.

• Dividend forecast for FY ending Jan. 2026 is 65.00 yen per share, up from 55.00 yen in the prior year.

Outlook and guidance

• Full-year net sales forecast revised upward to 62,000 million yen, a 10.3% increase year-over-year.

• Net income attributable to owners of parent projected at 5,000 million yen, up 23.8% year-over-year.

• Operating income forecast at 6,900 million yen, up 3.0% year-over-year.

• Forward-looking statements caution that actual results may differ due to market and economic uncertainties.