)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
COVER
COVER (5253) investor relations material
COVER Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary12 Feb, 2026
Executive summary
Revenue for the nine months ended December 31, 2025, was ¥34,681 million, up 20.2% year-over-year, with net profit at ¥3,927 million, up 4.0% year-over-year.
Q3 FY2026 revenue reached 12,927 million yen, up 9.9% YoY, with gross profit at 6,999 million yen (+19.4% YoY) and net profit at 1,927 million yen (+16.3% YoY).
Operating profit and ordinary profit declined by 5.7% and 5.4% year-over-year, respectively, despite revenue growth.
Merchandising, trading cards, and Licensing/Collaborations drove growth, offsetting adjustments in Streaming and EC sales.
The business is in a structural rebuilding phase to sustain medium- to long-term growth, with notable progress in talent development and global brand expansion.
Financial highlights
Revenue: ¥34,681 million (up 20.2% YoY); Q3 operating profit: 2,559 million yen, up 17.9% YoY.
Gross profit margin hit a three-year high, aided by a rebound from prior inventory write-downs and improved sales mix.
SG&A expenses increased moderately, with logistics efficiency measures containing cost growth.
Operating profit margin for the quarter was around 20%.
Basic earnings per share: ¥59.82 (up from ¥58.57 YoY).
Outlook and guidance
Full-year revenue forecast for FY ending March 31, 2026: ¥52,500 million (up 21.0% YoY), with a progress rate of 66.1% as of Q3.
Operating and ordinary profit forecast: ¥8,200 million each (up 2.5% and 3.0% YoY, respectively).
Net profit forecast: ¥5,700 million (up 2.5% YoY); basic EPS forecast: ¥86.82.
Q4 is expected to benefit from large-scale concerts, new music releases, and continued strong TCG and Licensing/Collaborations performance.
Medium-term targets reset to 100 billion yen in net sales and 25 billion yen operating profit by FY2030.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next COVER earnings date
Q4 202612 May, 2026
COVER
Next COVER earnings date
Q4 202612 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
COVER Corporation is a Japan-based company engaged in the development and management of virtual content and digital entertainment services. The company is known for producing and managing virtual YouTubers (VTubers), offering entertainment through live streaming, music, and digital media. COVER Corporation provides talent management, content production, and merchandise sales, leveraging technologies such as 3D modeling and motion capture. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage