Uchida Yoko (8057) Q1 2026 earnings summary

Executive summary

• Net sales for the first quarter reached ¥80,116 million, up 52.4% year-over-year, with record-high quarterly sales and significant profit growth across all major segments.

• Operating profit rose 95.6% to ¥3,008 million, and profit attributable to owners of parent increased 92.1% to ¥2,311 million year-over-year.

• Growth was driven by strong public sector demand (GIGA School Program), large-scale private IT projects, and robust office investment.

Financial highlights

• Gross profit increased 20.1% year-over-year to ¥13,067 million, while selling, general, and administrative expenses rose 7.6% to ¥10,059 million.

• Ordinary profit grew 89.0% to ¥3,295 million, and comprehensive income surged 632.4% to ¥3,114 million.

• Basic earnings per share for the quarter was ¥234.52, up from ¥122.20 a year earlier.

Outlook and guidance

• Full-year forecast for FY ending July 2026: net sales ¥418,000 million (+24.0% YoY), operating profit ¥15,400 million (+26.5%), ordinary profit ¥16,300 million (+24.2%), profit attributable to owners of parent ¥10,800 million (+9.9%), and EPS ¥219.02 (reflecting stock split).

• No change to previously announced earnings guidance; demand for device replacements and IT services expected to peak in Q3.