Daytona (7228) Q3 2026 earnings summary

Executive summary

• 9M FY2026 revenue rose 13.1% YoY to ¥12,458m; operating profit increased 36.9% to ¥1,746m and net income attributable to owners rose 36.3% to ¥1,231m.

• Growth was led by Asia wholesale, with domestic wholesale also delivering higher sales and profit; full-year earnings and dividend forecasts were raised.

Financial highlights

• 9M revenue ¥12,458m (+13.1% YoY), operating profit ¥1,746m (+36.9%), ordinary profit ¥1,737m (+33.6%), and net income ¥1,231m (+36.3%).

• Comprehensive income was ¥1,261m, up 48.6% YoY; net income in 9M FY2025 was ¥903m.

Outlook and guidance

• FY2026 forecast revised to revenue ¥16,624m (+15.6%), operating profit ¥2,242m (+39.2%), ordinary profit ¥2,226m (+34.3%), and net income ¥1,558m (+35.6%).

• Forecast EPS is ¥640.60; annual dividend forecast increased from ¥135 to ¥170 per share.

• Domestic wholesale was tracking slightly above forecast; Asia wholesale growth was expected to continue, while uncertainty in costs, exchange rates, consumer demand, and weather remained.