Uchida Yoko (8057) Q4 2026 earnings summary

Executive summary

• Net sales reached 425,729 million yen, up 26.3% year-over-year, with all profit categories hitting record highs for the second consecutive year.

• Operating profit rose 28.4% to 15,631 million yen, ordinary profit increased 27.8% to 16,770 million yen, and profit attributable to owners of parent grew 27.1% to 12,486 million yen.

• Strong demand in both public and private markets, especially from large-scale GIGA School device replacements and ICT projects, drove growth.

• The company continued organizational restructuring and management reforms to strengthen collaboration and future growth.

Financial highlights

• Gross profit increased 13.1% to 59,240 million yen; selling, general and administrative expenses rose 8.4% to 43,609 million yen.

• Comprehensive income surged 121.6% to 18,052 million yen.

• Basic earnings per share was 253.23 yen, and net assets per share was 1,737.66 yen, both calculated post-stock split.

• Equity-to-asset ratio improved to 45.8% from 40.3% year-over-year.

• Cash and cash equivalents at year-end increased to 31,364 million yen.

Outlook and guidance

• For the fiscal year ending July 20, 2027, net sales are forecast at 400,000 million yen (down 6.0%), operating profit at 15,000 million yen (down 4.0%), and profit attributable to owners of parent at 10,500 million yen (down 15.9%).

• Dividend per share is forecast to remain at 76.00 yen.

• The company expects baseline business to expand, but special demand from GIGA School and Windows upgrades will subside.