Trend Micro Reports ¥223,913 Million in Nine-Month Sales, Up 10.4%

Key Facts

Trend Micro reported net sales of ¥223,913 million for the nine months from January 1 to September 30, 2026, up 10.4% year on year, according to its financial report for the third quarter of fiscal 2026. Basic and diluted net income per share was ¥183.27 over the same period. Year-on-year comparisons show basic earnings per share fell from ¥204.86 and diluted earnings per share from ¥203.46 in the corresponding nine months of 2025. The company left its forecast for consolidated results for fiscal 2026 unchanged, according to the official report. That puts sales growth alongside a decline in earnings per share, with the company maintaining the annual outlook it issued earlier.

Sales growth varied by region over the nine months, rising 21.6% year on year in Asia Pacific, 14.6% in Europe and 7.8% in the Americas. Japan recorded a modest 0.5% increase, according to the report. Sales in Japan were ¥66,016 million, compared with ¥65,711 million in the corresponding period, while sales in Asia Pacific were ¥63,267 million, against ¥52,044 million. In Europe, sales reached ¥50,913 million, compared with ¥44,440 million, while in the Americas they were ¥43,715 million, against ¥40,556 million. These figures show Asia Pacific had the fastest regional growth among the four regions reported by the company.

Trend Micro attributed the sales improvement to growth in security solutions linked to its Vision One platform, alongside pricing measures in its TrendLife business. The company said those measures included reducing discounts and steering customers toward higher-priced products. On annual recurring revenue, it said revenue related to Vision One continued to grow steadily, while total annual recurring revenue rose 6% year on year on a constant-currency basis. The metric reflects growth in contracted revenue after excluding the impact of exchange-rate movements, according to the company's definition in its report. The company thus linked the expansion of its security solutions and pricing changes to an increase in recurring revenue.

In August, the company had lowered its fiscal 2026 operating income forecast, citing cloud expenses, including AI token costs, exceeding previously anticipated levels. At the time, it estimated that annual operating income would fall 23.2% year on year. Its annual forecasts were sales of ¥301,500 million, operating income of ¥44,400 million, ordinary income of ¥46,000 million and net income attributable to owners of the parent of ¥30,700 million. The first-quarter forecast had included sales at the same level, operating income of ¥56,400 million, ordinary income of ¥55,100 million and net income attributable to owners of the parent of ¥36,600 million. The forecast trajectory shows the company lowered its earnings estimates in the second quarter, then left them unchanged in its nine-month report.

In the second quarter of 2026, Trend Micro reported quarterly sales of ¥74,739 million, operating income of ¥6,233 million and net income attributable to owners of the parent of ¥3,455 million, according to its August results release. The company also said more than 2,900 customers had adopted Vision One in the 12 months before that release. Existing customers used an average of 4.2 solutions per customer, while annual recurring revenue per enterprise customer rose 14% year on year. These indicators provide context on the platform's expanding use and the breadth of solutions used across its enterprise customer base. They relate to the second-quarter disclosure, while the sales and earnings-per-share figures in the latest report cover the nine months through the end of September.

Trend Micro's investor relations department scheduled the presentation of its consolidated results for the third quarter of fiscal 2026 for November 12, 2026. The company said meeting materials would be available after 15:30 Japan time that day. The date follows the financial period covered by the nine-month figures through September 30. The annual forecast remains at the levels announced by the company in the second quarter, according to the third-quarter report. Those forecasts include sales of ¥301,500 million for fiscal 2026.