Rival companies in the same industry compared side by side, with AI analysis of the winners, the laggards and the trends.
3 industry digests
Q2 FY2027
Japan's rebar makers all grew revenue in the first half of FY2027, but operating profit fell across the group. Weak demand and higher scrap and power costs widened profit gaps: Godo Steel swung to a loss, while Tokyo Tekko kept the strongest margin.
Q1 FY2027
The four electric-furnace and specialty steelmakers saw demand mix split Q1 FY2027 results. Daido Steel's operating profit rose 51.4% on AI and semiconductor demand, while Tokyo Steel swung to a loss as scrap costs climbed. Yamato Kogyo doubled net profit on U.S. affiliate earnings.
Q1 FY2027
Japan's Big 3 Steelmakers saw sharply different recoveries in Q1 FY2027. Nippon Steel's revenue climbed 40.4% and it swung to profit, while Kobe Steel posted lower operating profit despite higher sales, exposing a gap in earnings quality.
