LGPS LOGPROSTYLE INC.

BEARISH Impact: 6/10 6-K
Horizon weeks Filed Jun 5, 2026 Processed 9d 21h ago SEC 0001493152-26-027419
Notable filing: 6-K

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Executive Summary

LogProstyle Inc. filed its Notice of Convocation for the Annual General Meeting of Shareholders on Form 6-K, disclosing Japanese GAAP non-consolidated financial results for FY2026 (ended March 31, 2026). Operating revenue fell 28.7% YoY to JPY 1,527,859 thousand, ordinary profit plunged 96.5% to JPY 40,039 thousand, and net income collapsed 99.6% to JPY 4,760 thousand (JPY 0.20 per share). The sole proposal is the election of six directors. These results are non-consolidated Japanese GAAP and have not been audited under PCAOB standards; the company's U.S. GAAP 20-F remains pending.

Actionable Insight

The massive earnings collapse (99.6% net income decline) signals severe deterioration at the holding company level, driven by lower dividend income from subsidiaries. Monitor the upcoming 20-F for U.S. GAAP consolidated results, which may show whether operating subsidiaries are also underperforming. The company's guarantee of JPY 6.55 billion in subsidiary debt (~1.7x market cap) introduces material contingent liability risk.

Key Facts

  • Operating revenue of JPY 1,527,859 thousand, down 28.7% YoY
  • Ordinary profit of JPY 40,039 thousand, down 96.5% YoY
  • Net income of JPY 4,760 thousand, down 99.6% YoY
  • Net income per share of JPY 0.20, down from JPY 56.43 in prior year
  • Total assets of JPY 4,235,566 thousand, down 8.1% from prior year
  • Shareholders' equity of JPY 3,700,077 thousand, down 2.0% from prior year
  • Dividend of JPY 3.33 per share paid in August 2025 (JPY 78,703 thousand total)
  • Company guarantees JPY 6,552,238 thousand in subsidiary borrowings
  • Auditor KSM & Partners issued unqualified opinion on Japanese GAAP statements
  • Annual General Meeting scheduled for June 30, 2026; proposal to elect six directors

Financial Impact

Revenue decline of 28.7% YoY; net income decline of 99.6% YoY; ordinary profit decline of 96.5% YoY

revenuenet incomeordinary profitearnings per share

Risk Factors

  • Subsidiary dividend income collapse may indicate broader group operational distress
  • JPY 6.55 billion in subsidiary debt guarantees creates material contingent liability relative to $15M market cap
  • U.S. GAAP consolidated results (20-F) could reveal further deterioration not captured in non-consolidated Japanese GAAP
  • Foreign exchange losses of JPY 17,548 thousand add to earnings pressure
  • Valuation allowance of JPY 237,156 thousand against deferred tax assets suggests limited confidence in future profitability

Market Snapshot

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Operative Builders

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001493152-26-027419
Document: form6-k.htm0001493152-26-027419
Document: 0001493152-26-027419-index-headers.html0001493152-26-027419
Document: 0001493152-26-027419-index.html0001493152-26-027419
Document: 0001493152-26-027419.txt0001493152-26-027419
3 reports for LGPS
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Jun 5, 2026
9d ago
6-K
BEARISH ★ 6/10
$0.6348 awaiting T+5awaiting T+5$0.6480 (−2.08%)
May 15, 2026
4w ago
6-K
NEUTRAL ★ 4/10
$0.6510 $0.6600▲ +1.38%▲ +0.42%$0.6480 (−0.46%)
Apr 7, 2026
9w ago
6-K
NEUTRAL ★ 4/10
$0.7040 $0.6650▼ −5.54%▼ −10.87%$0.6480 (−7.95%)
Showing 3 of 3

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