Earnings digests and industry comparisons for Japan's biggest listed companies.
9 reports
SHIFT reported record revenue of ¥1.616 trillion for its fiscal year ended August 2026, driven by AI and M&A strategies, despite a decline in net profit due to strategic hiring costs.
FY2026 (Aug 2025-Jul 2026) Full Year
Oracle Japan reported record results for the first quarter of fiscal 2027, driven by surging cloud demand. Revenue climbed 13 percent to JPY748.6 billion while operating profit jumped nearly 23 percent.
Q1 FY2027 (Jul-Sep 2026)
JustSystems reported a slight 1.0% drop in revenue to ¥12.74 billion for the first quarter of its fiscal year ending March 2027, but operating profit rose 4.2% to ¥6.23 billion and net profit jumped 7.4% to ¥4.34 billion. Subscription-based stock revenue now accounts for 74.7% of total sales, underscoring a shift toward stable, recurring income.
Q1 FY2027 (Apr-Jun 2026)
LY Corp reported first-quarter FY2027 revenue of ¥553.9 billion, up 13.1% year on year, and adjusted EBITDA of ¥154.8 billion, a 23.1% jump, both records for the April-June period. Net profit attributable to shareholders rose 19.2% to ¥58.0 billion, powered by rapid expansion at PayPay and strong account advertising.
FY2027 Q1 (Apr-Jun 2026)
NSD reported first-quarter revenue of ¥29,930 million (+9.6%) and operating profit of ¥4,175 million (+17.4%), as DX/AI demand boosted its DAS segment 29.2%. It kept full-year targets and flagged an 11th consecutive dividend increase.
Q1 FY2027 (Apr-Jun 2026)
NSSOL reported Q1 FY2027 revenue of ¥93.66 billion, up 13.3% year on year, while operating profit rose 8.8% to ¥9.228 billion. Robust IT investment in industrial and distribution sectors, expanding AI solutions, and M&A fueled growth. The company raised its full-year forecast and plans to hike its annual dividend.
FY2027 Q1 (Apr-Jun 2026)
Systena reported first-quarter FY2027 revenue of 23,799 million yen (up 5.5% year on year), operating profit of 3,834 million yen (up 9.0%), and net income of 2,668 million yen (up 3.1%). AI and digital transformation demand fueled the increase, and the company left its full-year forecasts unchanged.
Q1 FY2027 (Apr - Jun 2026)
Dentsu Soken reported a 10.5% rise in first-half FY2026 revenue to ¥88.6 billion, with operating profit growing 15.8% to ¥12.3 billion and net profit up 15.7% to ¥8.9 billion. Gains were led by its Financial Solutions and Business Solutions segments, aided by IT demand and product rollouts. Full-year guidance was unchanged on sustained DX spending.
FY2026 H1 (Jan–Jun 2026)
Future Corp. reported a 7.5% revenue increase to ¥38.3 billion for the second quarter of fiscal 2026, with operating profit rising 3.8% and net income surging 13.0%. The company, however, eliminated its year-end dividend, cutting the full-year payout to ¥24 per share as it prioritizes cash for growth investments.
FY2026 Q2 (Jan-Jun 2026)
