Notice of Differences between the Non-Consolidated and Consolidated Earnings Forecast for the Second Quarter of the Year Ending December 2026 and Revisions to the Full-Year Consolidated Earnings Forecast

Overview of the Results

This material discloses differences between the second-quarter consolidated earnings forecast and actual results for the year ending December 2026, and revisions to the full-year forecast. The contribution from the weaker yen and U.S. duty refunds in the first half led to higher-than-previous-forecasted operating income, ordinary income, and net income attributable to owners of the parent. In response, the full-year forecast for net sales, operating income, ordinary income, and net income attributable to owners of the parent has been upwardly revised, with operating income showing a substantial improvement of +100,000 million yen, ordinary income +100,000 million yen, and net income attributable to owners of the parent +79,000 million yen.

Outlook and Impact

Assuming the first-half contributions continue, an upside to the full-year forecast is anticipated. Since the outlook is based on currency movements and duty refunds, continue to monitor foreign exchange fluctuations and tariff-related risks. Investors should focus on the improved earnings outlook reflected in higher net sales and profit, and the rising earnings per share.