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調査速報:Jkhyはコア事業の獲得加速と決済事業の成長により、3月期決算で予想を大きく上回る好業績を達成

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-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。JKHYは3月期決算で好調な業績を報告しました。GAAPベースの1株当たり利益(EPS)は前年同期の1.52ドルに対し1.71ドルとなり、市場予想を0.22ドル上回りました。売上高は6億3,600万ドル(前年同期比9%増)となり、市場予想の6億1,900万ドルを上回りました。サービス・サポート部門は10%、処理部門は7%と、各セグメントの業績はバランスよく推移しました。特に、高速決済事業の売上高が46%、デジタル/トランザクション事業の売上高が10%と、高成長分野が業績を牽引しました。同社は3月期に17件の新規コア案件を獲得し、これは過去7年間で第3四半期における新規コア案件獲得数としては最高水準となりました。これは、JKHYのテクノロジーロードマップに対する市場の高い評価を反映しています。営業レバレッジは引き続き顕著で、調整後営業利益は7%増の1億4,100万ドルとなり、営業利益率は22.9%と安定的に推移しました。貸借対照表を見ると、負債削減が継続しており、総負債は前年の1億7000万ドルから9000万ドルに減少した。また、同社は年初来で4億5900万ドルの力強い営業キャッシュフローを生み出し、2億8400万ドルを自社株買いに投じるなど、事業見通しに対する自信を示している。

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