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, driven by robust ICT investment, digital transformation demand, and large-scale government projects.

• Operating income increased 6.2% to ¥3,451 million, and net income attributable to owners grew 7.7% to ¥2,384 million.

• Orders received surged 47.6% and outstanding order balance climbed 63.6%, both reaching record levels.

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

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

Financial highlights

• Net sales: ¥30,843 million (+11.9% YoY); gross profit: ¥8,130 million (+9.3% YoY, margin 26.4%).

• Operating income: ¥3,451 million (+6.2% YoY, margin 11.2%).

• Ordinary income: ¥3,516 million (+7.6% YoY, margin 11.4%).

• Net income attributable to owners: ¥2,384 million (+7.7% YoY, margin 7.7%).

• Orders received: ¥42,861 million (+47.6% YoY); outstanding orders: ¥28,181 million (+63.6% YoY).

Outlook and guidance

• Full-year net sales forecast revised up to ¥62,000 million (+10.3% YoY).

• Operating income forecast raised to ¥6,900 million (+3.0% YoY).

• Net income forecast increased to ¥5,000 million (+23.8% YoY).

• Growth investments and hiring to proceed as planned; focus on DX, cloud, AI, and security services.

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