Software Service (3733) Q3 2026 earnings summary

Executive summary

• Revenue increased 14.8% year-over-year to ¥32,997 million for the nine months ended July 31, 2026, driven by robust demand for medical information systems and hardware sales.

• Operating profit declined 4.7% year-over-year to ¥5,578 million due to higher procurement costs for semiconductors and a high proportion of hardware sales.

• Net income attributable to shareholders fell 8.7% year-over-year to ¥3,755 million.

• The company operates a single segment focused on medical information systems.

Financial highlights

• Gross profit was ¥7,936 million, slightly down from ¥8,012 million year-over-year.

• Comprehensive income was ¥3,780 million, down 8.2% year-over-year.

• EPS for the period was ¥738.55, compared to ¥785.73 in the prior year.

• Hardware procurement rose 26.6% year-over-year, while software sales declined 7.5%.

Outlook and guidance

• Full-year revenue is forecast at ¥44,338 million, up 4.8% year-over-year.

• Operating and ordinary profit are both projected to rise 4.8% year-over-year.

• Net income is expected to reach ¥5,982 million, up 2.1% year-over-year, with EPS of ¥1,142.94.

• No changes have been made to previously announced guidance.