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Round One
Round One (4680) investor relations material
Round One Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary10 Feb, 2026
Executive summary
Revenue for FY2026.3 3Q increased 7.1% year-over-year to ¥135.66 bn, with operating profit up 7.9% to ¥19.56 bn and net profit up 0.9% to ¥11.34 bn.
Store count rose to 160, with new openings in Willowbrook, Texas and Sendai Izumi, Miyagi in December 2025.
IFRS was adopted for consolidated financial statements from FY2026.3, enhancing comparability and management efficiency.
Comprehensive income reached ¥13,437 million, up from ¥12,780 million in the prior year period.
Basic EPS for the nine months was ¥43.22, up from ¥41.65 year-over-year.
Financial highlights
Gross profit for 3Q was ¥26.64 bn, up from ¥22.42 bn year-over-year.
EBITDA for the nine months was ¥51,313 million, with adjusted EBITDA at ¥51,834 million, both showing year-over-year growth.
SG&A expenses increased 46.7% to ¥6.60 bn, mainly due to higher personnel and utility costs.
Operating profit margin for 3Q was 14.4%, nearly flat year-over-year.
Total assets grew to ¥292,185 million as of December 31, 2025, up from ¥259,914 million at March 31, 2025.
Outlook and guidance
Full-year plan targets revenue of ¥188.78 bn, operating profit of ¥30.13 bn, and net profit of ¥17.83 bn.
FY2026.3 plan remains unchanged since November 2025, projecting 162 stores and 1,913 operating months.
Dividend payout ratio targeted at 25% of full-year profit, with quarterly dividends of ¥4.5 per share and a full-year forecast of ¥18.00, up from ¥16.00 in the prior year.
No revisions have been made to previously announced earnings or dividend forecasts.
Continued focus on new store openings in Japan and the U.S., with expansion into new business styles and food concepts.
Explain the increase in PP&E and ROU assets
What factors contributed to higher SG&A costs?
Detail the increase in non-current debt and leases
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Next Round One earnings date
Q4 20268 May, 2026
Round One
Next Round One earnings date
Q4 20268 May, 2026
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Frequently asked questions
Round One Corporation is a Japanese company specializing in the operation of indoor entertainment complexes. The company's venues offer a wide range of activities, including bowling alleys, arcade games, karaoke rooms, billiards, and Spo-Cha (a multi-sport entertainment area). The company is also involved in managing various subsidiaries related to its core entertainment business. Round One operates primarily in Japan and the United States. The company is headquartered in Osaka, Japan, and its shares are listed on the Tokyo Stock Exchange.
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