OK, thanks for confirming my suspicion that you don't actually know what you're talking about.
Most of Konami's money comes from their sport clubs now, not their games business. Their games unit is recovering a bit, but Winning 11, their bread and butter, is in decline.
Namco-Bandai is in fucking shambles - I don't know how you could possibly think they're doing well. They're about to have layoffs at the San Diego studio, and I believe just laid off a bunch of people in Japan. I'm really excited about Dark Souls, too, but that doesn't mean the company is doing well.
Square Enix is doing fine, but I think they're relatively flat, while Capcom is actually profiting. Square Enix is also a much larger company, compared to Capcom. However, Final Fantasy XIV is likely going to be a big disappointment for them, and who knows when they'll have another big Japanese-developed release, at the rate Versus is going.
Capcom is practically swimming in money, largely due to Monster Hunter, but they also have a number of next-gen games that have sold millions around the world. They announced more big games at TGS than anyone else, and they were recruiting extensively there, too. Their booth was also the largest, most opulent and well-attended at TGS - they were showing off, basically.