Tsuburaya Fields Holdings (2767) Q4 2026 earnings summary

Executive summary

• Net sales rose 23.9% year-over-year to ¥174,142 million, with operating profit up 14.1% to ¥17,455 million and profit attributable to owners of parent up 17.0% to ¥13,050 million, driven by strong amusement equipment sales featuring major IPs and increased production to meet demand.

• The amusement equipment business drove growth, with strong pachinko/pachislot sales and expanded market share, while the content and digital business saw a decline in overseas revenue but stable domestic performance.

Financial highlights

• Consolidated net sales reached ¥174,142 million, up 23.9% year-over-year; operating profit was ¥17,455 million, up 14.1%; profit attributable to owners of parent grew 17.0% to ¥13,050 million.

• Gross profit increased to ¥38,381 million from ¥35,263 million year-over-year; ordinary profit rose to ¥17,751 million (up 7.8% YoY).

• Basic earnings per share rose to ¥209.70 from ¥178.78 year-over-year.

• Sales and profits exceeded both initial and revised forecasts.

• Total assets increased to ¥103,360 million; net assets rose to ¥66,187 million.

Outlook and guidance

• FY2026 consolidated net sales forecasted at ¥187,000 million, up 7.4% year-over-year; operating profit projected to rise 8.8% to ¥19,000 million; ordinary profit to ¥19,150 million (+7.9%).

• Profit attributable to owners of parent expected at ¥13,500 million (+3.4%).

• Content and digital business operating profit expected to more than triple to ¥3,000 million.

• Dividend forecast for the next fiscal year is maintained at ¥70 per share.

• The company is implementing a new three-year medium-term management plan focused on IP growth and business model transformation.