Kimura Unity Co (9368) Q3 2026 earnings summary

Executive summary

• Revenue for the nine months ended December 31, 2025, increased 3.9% year-over-year to ¥47,497 million, driven by higher orders in logistics, information services, and mobility services.

• Operating income rose 1.6% year-over-year to ¥4,020 million, while net income attributable to shareholders grew 10.3% to ¥3,041 million.

• Economic conditions remained uncertain due to high raw material and energy prices, currency fluctuations, and geopolitical risks.

Financial highlights

• Gross profit increased to ¥9,906 million from ¥9,780 million year-over-year.

• Ordinary income rose 6.4% year-over-year to ¥4,621 million, supported by higher equity-method investment gains.

• EPS for the period was ¥73.97, up from ¥64.07 year-over-year (adjusted for a 2-for-1 stock split).

• Comprehensive income attributable to shareholders was ¥4,023 million, up from ¥2,278 million year-over-year.

Outlook and guidance

• Full-year revenue forecast remains unchanged at ¥63,500 million, with operating income projected at ¥4,800 million and net income at ¥3,600 million.

• No revisions to previously announced earnings guidance.