Robot Payment (4374) Q2 2026 earnings summary

Executive summary

• Cumulative sales for the second quarter grew 14.3% year-over-year, with steady progress toward the full-year earnings forecast.

• Recurring revenue drove an 11.1% year-over-year increase in total revenue.

• All products achieved record-high sales, with strong growth in both Subscription Pay and Billing Management Robo segments.

• Earnings per share increased to ¥87.51 from ¥72.57 year-over-year.

Financial highlights

• Net sales for 2Q FY2026 reached ¥1,785 million, up 14.3% year-over-year; gross profit rose 15.5% to ¥1,641 million.

• Operating profit increased 16.0% year-over-year to ¥446 million; net profit grew 21.4% to ¥326 million.

• Ordinary profit was ¥465 million, up 20.9% year-over-year.

• Net assets increased to ¥1,542 million as of June 30, 2026, from ¥1,293 million at the previous year-end.

• Cash and cash equivalents at period end were ¥4,951 million, down from ¥6,099 million at the previous year-end.

Outlook and guidance

• The company is on track to meet or exceed its FY2026 full-year forecasts, with strong progress in both existing and new business initiatives.

• Full-year net sales forecasted at ¥3,683 million, up 13.1% year-over-year.

• Full-year operating and ordinary profit both projected at ¥850 million, with net profit forecasted at ¥587 million.

• Full-year earnings per share expected to reach ¥158.93.

• Dividend per share forecasted at ¥31.00 for the year ending December 31, 2026.