HKS Co., Ltd. Revises Earnings Forecast — +JPY 9.4bn Revenue
HKS Co., Ltd. (TSE:7219) has revised its earnings forecast for the second quarter and full-year consolidated results of the 2026 fiscal year, reflecting stronger-than-expected performance.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 4,330M | JPY 4,424M | +JPY 94M (+2.18%) |
| Operating Profit | △JPY 25M | JPY 114M | +JPY 139M (+556%) |
| Ordinary Income | △JPY 20M | JPY 228M | +JPY 248M (+1,240%) |
| Net Profit | △JPY 15M | JPY 185M | +JPY 200M (+1,333%) |
| EPS | △JPY 10.60 | JPY 130.75 | +JPY 141.35/share (+1,333%) |
The company attributed the upward revision to increased demand in its after-market business across domestic and U.S. markets, which exceeded prior expectations by JPY 94M. Operating profit rose by JPY 139M, driven by higher sales margins from after-market demand and the impact of yen depreciation on foreign currency revenue. Ordinary income surged by JPY 248M due to foreign exchange gains, while net profit jumped by JPY 200M, partly from gains from the sale of policy-held shares.
The revision signals improved performance in key business segments and the positive impact of yen weakness; however, the full-year forecast remains unchanged due to ongoing U.S. import tariffs. Investors may view the results as a sign of resilience in the company’s core operations, though caution is advised regarding macroeconomic risks.