Industries›2 companies · latest full-year results
Industry providing software and services to protect the security of computers, networks, and data.
The 2 cybersecurity companies we cover had combined revenue of ¥286.8B (+1.5% year over year) and operating profit of ¥62.6B, an industry-wide operating margin of 21.8%.
Trend Micro leads on revenue (¥276.0B, a 96.2% share).
Average pay across the industry is ¥8.00M, highest at Trend Micro (¥9.00M).
Industry total
Cybersecurity · 2 companies
YoY compares companies with prior-year figures
StockShares are −18.3% over a year, behind the all-industry average (+14.9%). Over the last month: +11.5%, +14.2pt against the market.Details
GuidanceCompany plans for FY2026 (2 companies combined): revenue +9.3%, operating profit −20.4%. Planned profit growth is below the all-industry plan (+13.0%).Details
Revisions0 raised and 1 cut this year's forecast. The biggest revision: Trend Micro (operating profit −21.3%).Details
Latest resultsYear to date through Q2, 2 companies combined: revenue +11.3%, operating profit −19.4% year over year.Details
Earnings dates1 company reports within 30 days, starting with Trend Micro on Nov 12.Details
| Company | Op. profit (last FY) | This year's plan | Plan change | Revision | Progress (Q2 cumulative) |
|---|---|---|---|---|---|
| ¥57.8B | ¥44.4B | −23.2% | Down −21.3% | 49% |
| ¥4.8B | ¥5.4B | +12.7% | Unchanged | 52% |
Plans are each company's forecast for the current year from its earnings release. Plan change compares with last year's results; revisions compare the latest forecast with the first one given for the year. Progress is cumulative operating profit ÷ the full-year plan, against an even pace of 25% after Q1, 50% after Q2 and 75% after Q3 (a rough guide for seasonal businesses).
| Change | 1M | 3M | 1Y |
|---|---|---|---|
| Cybersecurity | +11.5% | +24.2% | −18.3% |
| All industries | −2.7% | −0.9% | +14.9% |
| vs. market | +14.2pt | +25.1pt | −33.2pt |
Industry returns are an equal-weighted (geometric) average of member companies. Prices are split-adjusted closes for reference, not real-time.
Average salary is the reporting entity's figure (often a holding company) from its annual securities report. Holding companies with fewer than 50 staff are excluded.
| Company | Revenue | YoY | Operating profit | Margin | Share | Average salary | Average age | Employees |
|---|---|---|---|---|---|---|---|---|
| 1 | ¥276.0B | +1.2% | ¥57.8B | 20.9% | 96.2% | ¥9.00M | 40.3 | 793 |
| 2 | ¥10.8B | +8.5% | ¥4.8B | 44.2% | 3.8% | ¥6.99M | 34.9 | 279 |
| Industry total / average | ¥286.8B | +1.5% | ¥62.6B | 21.8% | 100% | ¥8.00M | 37.6 | 1,072 |
Revenue and operating profit are from each company's latest full-year results. Green margins are at or above the industry margin. Financial institutions may not report operating profit.
