New IP and the catalog both deliver
CAPCOM CO., LTD. (TSE: 9697) reported consolidated results for the first half of FY3/2027, April 1 to September 30, 2026, on October 27, 2026 under Japanese GAAP. The digital contents segment sold 36.86 million units across 260 titles in 239 countries and regions, against 23.85 million a year earlier. Pragmata, an all-new science-fiction action IP launched in April, sold 2.7 million units, and Onimusha: Way of the Sword, the first new Onimusha in 20 years, sold 1.7 million and won two prizes at gamescom award 2026. Catalog titles sold 32.18 million units against 22.85 million, led by Resident Evil Requiem, which passed 8 million units, and by Devil May Cry 5, which passed 14 million after a Nintendo Switch 2 release in June. Segment sales rose 70.8% to ¥85,141 million and segment profit 66.7% to ¥52,308 million.
Arcades grow, pachislot edges up
The amusement-facility segment grew sales 26.2% to ¥15,709 million and profit 32.8% to ¥2,681 million, helped by indoor demand during hot weather and new store formats; it ended the half with 63 locations after opening CAPCOMIX Minatomirai in July. The amusement-equipment segment sold 17,000 Resident Evil RE:3 and 9,800 Street Fighter 6 smart pachislot machines and shipped 14,100 Monster Hunter Rise: Sunbreak units in September, lifting sales 8.9% to ¥16,549 million and profit 2.2% to ¥9,275 million. The other businesses segment, covering film, esports and character goods, saw sales fall 4.7% to ¥3,486 million and profit 5.1% to ¥1,975 million.
Balance sheet, forecast and dividend
Total assets rose 7.7% to ¥365,399 million, mainly on investment securities, games in progress and construction in progress, and the equity ratio improved to 81.8% from 78.8%. Capcom kept its FY3/2027 forecast of net sales of ¥210,000 million (+7.5%), operating profit of ¥83,000 million (+10.2%), ordinary profit of ¥83,000 million (+12.0%) and net profit of ¥58,000 million (+6.3%), meaning the first half already delivered 73% of the full-year operating-profit target. It paid an interim dividend of ¥23 and plans the same at year end, for an annual ¥46 against ¥45.
| Metric | H1 FY3/2027 | H1 FY3/2026 | Change |
|---|---|---|---|
| Net sales (¥ million) | 120,887 | 81,152 | +49.0% |
| Operating profit (¥ million) | 60,769 | 39,333 | +54.5% |
| Ordinary profit (¥ million) | 61,212 | 36,543 | +67.5% |
| Net profit attrib. to owners of parent (¥ million) | 43,083 | 27,514 | +56.6% |
| EPS (¥) | 102.99 | 65.78 | +56.6% |
| Total assets (¥ million) | 365,399 | 339,307 | +7.7% |
| Net assets (¥ million) | 299,456 | 267,716 | +11.9% |
| Equity ratio | 81.8% | 78.8% | +3.0 pt |
| FY3/2027 guidance — revenue (¥ million) | 210,000 | — | +7.5% |
| FY3/2027 guidance — operating profit (¥ million) | 83,000 | — | +10.2% |
| FY3/2027 guidance — ordinary profit (¥ million) | 83,000 | — | +12.0% |
| FY3/2027 guidance — net profit (¥ million) | 58,000 | — | +6.3% |
| Annual dividend per share (¥) | 46.00 | 45.00 | +2.2% |
JapanStockPulse provides informational content only and does not constitute investment advice. Figures are taken from the company's published earnings short report and may be subject to subsequent revision.