Presentation materials for the third quarter of the fiscal year ending December 2026. Following the completion of the consolidation of Storage-O, consolidated earnings guidance for FY2026 was announced. With Storage-O’s consolidation, revenue is expected to increase by more than 23%, and the full-year forecast has been revised upward. High utilization in storage operations and expansion of new store openings are expected to drive segment-level profit increases.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"price_fetched_at":"","company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"8914","jir_company_name":"Arealink Co., Ltd.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-10-28","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/10\/8914-20261028-03.pdf","jir_short_summary":"Presentation materials for the third quarter of the fiscal year ending December 2026. Following the completion of the consolidation of Storage-O, consolidated earnings guidance for FY2026 was announced. With Storage-O's consolidation, revenue is expected to increase by more than 23%, and the full-year forecast has been revised upward. High utilization in storage operations and expansion of new store openings are expected to drive segment-level profit increases.","jir_summary":"### Overview of Results\nArealink Co., Ltd. announced the transition to consolidated financial statements for the third quarter of the fiscal year ending December 2026. In connection with the acquisition of Storage-O as a consolidated subsidiary, acquisition-related expenses of approximately 164 million yen were recorded in the P\/L. Consolidated 3Q results after the start of consolidation were: revenue 29,700 million yen, operating income 5,900 million yen, ordinary income 5,430 million yen, and net income attributable to owners of parent 3,030 million yen. Progress rates at the 3Q point are generally above 80%, and the full-year earnings forecast was revised upward.\n\n### Business Segment Trends and Outlook\nStorage operations achieved revenue and profit growth due to an increase in new store openings and rent revisions based on list prices. Flow businesses such as storage monetization and sale of underlying land rights also contributed, leading to an upward revision of the full-year outlook. With the consolidation of Storage-O, the company aims to increase the proportion of its stock business and pursue long-term revenue expansion. Expansion of partner store openings and stable occupancy rates will form the growth foundation of the medium-term plan.","jir_financial_highlights":"Revenue: 29,700 (3Q actual: 22,755, progress rate 76.6% \/ Full-year expected: 29,700)\nOperating Income: 5,900 (3Q actual: 4,836, progress rate 82.0% \/ Full-year forecast: 5,900)\nNet Income Attributable to Owners of Parent: 3,030 (3Q actual: 3,030, progress rate 84.2% \/ Full-year forecast: 3,600)","jir_category":"","jir_hashtags":"#Arealink, #StorageOConsolidation, #LongTermGrowthStrategy","jir_key_figures":"Revenue: 29,700 million yen (3Q actual 22,755 million yen, progress rate 76.6%, full-year outlook 29,700 million yen)\nOperating Income: 5,900 million yen (3Q actual 4,836 million yen, progress rate 82.0%, full-year outlook 5,900 million yen)\nNet Income Attributable to Owners of Parent: 3,030 million yen (3Q actual, 84.2% progress, full-year outlook 3,600 million yen)","jir_meta_title":"Arealink Co., Ltd. - Presentation Materials | Third Quarter FY2026","jir_meta_description":"Key points from Arealink Co., Ltd.'s presentation materials for the third quarter of the fiscal year ending December 2026, including the impact of the consolidation of Storage-O, upward revisions to full-year guidance, and strategies to expand the stock business.","jir_og_title":"Arealink Co., Ltd. | Presentation Materials: Third Quarter FY2026","jir_og_description":"Presentation materials reflecting the consolidation of Storage-O, the upward revision of full-year guidance, and the policy to expand the stock business.","jir_og_image_url":"\/assets\/og\/company-financial_summary.jpg","jir_chart_data_collection":"[{\"jir_chart_id\": \"revenue_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Revenue Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"FY2022\\\",\\\"FY2023\\\",\\\"FY2024\\\",\\\"FY2025\\\",\\\"FY2026\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[0,0,0,22,755,29,700],\\\"borderColor\\\":\\\"#ff7f0e\\\",\\\"fill\\\":false}]}}\"}, {\"jir_chart_id\": \"operating_profit_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Operating Income Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"FY2022\\\",\\\"FY2023\\\",\\\"FY2024\\\",\\\"FY2025\\\",\\\"FY2026\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating Income\\\",\\\"data\\\":[0,0,0,5,470,5,900],\\\"borderColor\\\":\\\"#2ca02c\\\",\\\"fill\\\":false}]}}\"}, {\"jir_chart_id\": \"segment_revenue_breakdown\", \"jir_chart_type\": \"pie\", \"jir_chart_title\": \"Segment Revenue Composition\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"pie\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Storage Operations\\\",\\\"Storage Monetization\\\",\\\"Land Rights Adjustment Business\\\",\\\"Other Operational Services\\\"],\\\"datasets\\\":[{\\\"data\\\":[\\\"Revenue_Operations\/Monetization\/UnderlyingLand\/Other\\\"],\\\"backgroundColor\\\":[\\\"#ff9999\\\",\\\"#66b3ff\\\",\\\"#99ff99\\\",\\\"#ffcc99\\\"]}]}}\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Margin Analysis\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Storage Operations\\\",\\\"Storage Monetization\\\",\\\"Land Rights Adjustment Business\\\",\\\"Other Operational Services\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Business Margin\\\",\\\"data\\\":[\\\"5,303\/19,595\\\",\\\"447\/2,004\\\",\\\"309\/1,154\\\",\\\"309\/1,154\\\"],\\\"backgroundColor\\\":\\\"#8dd3c7\\\"}]}}\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"table\", \"jir_chart_title\": \"Comparison of Full-Year Forecast and Actuals\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"table\\\",\\\"data\\\":{\\\"headers\\\":[\\\"Item\\\",\\\"Actual\\\",\\\"Plan\\\",\\\"Variance\\\"],\\\"rows\\\":[[\\\"Revenue\\\",\\\"29,700\\\",\\\"28,700\\\",\\\"+1,000\\\"],[\\\"Operating Income\\\",\\\"5,900\\\",\\\"6,050\\\",\\\"-150\\\"],[\\\"Ordinary Income\\\",\\\"5,430\\\",\\\"5,670\\\",\\\"-240\\\"],[\\\"Net Income\\\",\\\"3,030\\\",\\\"3,815\\\",\\\"-785\\\"]]}}\"}]","ir_related_company":17332,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-135133","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n