Earnings digests and industry comparisons for Japan's biggest listed companies.
10 reports
Taiheiyo Cement’s fiscal 2027 first quarter saw revenue rise 5.1% to ¥221.9 billion and operating profit climb 13.9% to ¥11.4 billion. Overseas demand and export growth offset shrinking domestic cement sales, driving double-digit profit growth across all key lines.
Q1 FY2027 (Apr–Jun 2026)
AGC's first-half revenue rose 10.6% to ¥1.1 trillion, operating profit climbed 19.7% to ¥64.6 billion, and net profit soared 155.4% to ¥35.5 billion, helped by a recovery in glass and electronics. The company kept its full-year forecast unchanged and maintained its ¥210 annual dividend.
Q2 FY2026 (January–June 2026)
Niterra posted a 19.9% revenue increase to ¥203.7 billion and a 24.4% operating profit gain to ¥41.8 billion for the April-June quarter. Net income soared to ¥97.3 billion, helped by a ¥99.5 billion securities gain, but full-year forecasts were held steady.
FY2027 Q1 (Apr-Jun 2026)
TOTO's Q1 FY2027 (April–June 2026) revenue rose 1.7% to ¥168.6 billion, while operating profit slipped 1.6% to ¥8.07 billion. Net profit grew 9.5% to ¥6.9 billion, aided by investment gains.
FY2027 Q1 (Apr–Jun 2026)
NEG reported a 2% revenue rise to ¥156.4 billion for the first half of FY2026, but operating profit tumbled 32% to ¥11.3 billion on restructuring and conversion costs, forcing a full-year guidance cut.
FY2026 Q2 (Jan-Jun 2026)
NGK Insulators reported Q1 revenue up 10.6% to ¥184.1bn, operating profit up 37.2% to ¥32.6bn, and net profit surging 64.1% to ¥29.4bn. Strong demand for semiconductor manufacturing equipment parts and automotive exhaust purification components, plus a weaker yen, drove growth. The company left its full-year outlook unchanged.
Q1 FY2027 (Apr-Jun 2026)
MARUWA posted record first-quarter FY2027 revenue and profit, driven by AI semiconductor demand. Revenue rose 11.7% to ¥19,267 million, and operating profit grew 5.8% to ¥6,348 million. The company raised its full-year forecast.
FY2027 Q1 (Apr-Jun 2026)
Niterra has abandoned its acquisition of spark plug and exhaust sensor businesses from DENSO. The decision eliminates uncertainty and aims to minimize impact on capital efficiency metrics such as ROE.
Taiheiyo Cement announced the establishment and launch of Tokuyama Pacific Co., Ltd. on Oct. 1, 2026, to assume the cement sales business of Tokuyama Kaseki. The move aims to fully integrate domestic sales networks.
Tokai Carbon said on the 16th it will cancel 8,831,200 treasury shares, equal to 3.93% of outstanding stock before cancellation. The cancellation is set for August 31, 2026, and will reduce total shares to 216,111,904.
