Soliton Systems Raises FY2026 Earnings Forecast on Strong Security Demand

Soliton Systems (TSE:3040) has raised its full-year earnings and dividend guidance for the fiscal year ending December 2026, citing robust demand for its core IT security products.

ItemBeforeAfterChange
RevenueJPY 21.2bnJPY 22.3bn+5.2%
Operating ProfitJPY 3.15bnJPY 3.90bn+23.8%
Ordinary IncomeJPY 3.20bnJPY 3.95bn+23.4%
親会社株主に帰属する当期純利益JPY 2.35bnJPY 2.67bn+13.6%
1株当たり当期純利益(円)JPY 126.74/shareJPY 144.01/share+JPY 17.27/share

The company attributed the upward revision to stronger-than-expected sales of NetAttest EPS, its flagship endpoint security product, driven by government digitalization initiatives and the second phase of the GIGA School infrastructure program. Demand for legacy system upgrades has also materialized ahead of schedule. Additionally, Soliton OneGate, the company’s multi-factor authentication cloud service, is tracking ahead of plan. These gains have been amplified by improved product mix, with higher-margin proprietary software and services driving operating margin expansion from 14.4% to 17.5%.

The company raised its annual dividend per share by 20% to JPY 72.00/share, reflecting a 50% payout ratio policy and strengthened shareholder returns. Full-year net profit is now forecast at JPY 2.67bn, representing record profitability. The earnings revision demonstrates accelerating momentum in Japan’s cybersecurity sector, particularly among public-sector buyers responding to infrastructure modernization mandates.


Source: Original filing (TDnet) | 日本語版

This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.