Industries›2 companies · latest full-year results
An industry responsible for overall communication strategies such as advertising, media planning, digital marketing, and PR.
The 2 advertising & marketing companies we cover had combined revenue of ¥2.3T (-2.9% year over year) and operating profit of ¥44.7B, an industry-wide operating margin of 1.9%.
Dentsu leads on revenue (¥1.4T, a 62.5% share).
Average pay across the industry is ¥13.4M, highest at Dentsu (¥15.1M).
Industry total
Advertising & Marketing · 2 companies
YoY compares companies with prior-year figures
StockShares are +25.3% over a year, ahead of the all-industry average (+14.9%). Over the last month: +7.1%, +9.8pt against the market.Details
GuidanceCompany plans for FY2026 (2 companies combined): revenue +4.6%.Details
Disclosures1 TSE filings in the last 90 days (tender offers 1).Details
Earnings dates2 companies report within 30 days, starting with Hakuhodo DY on Nov 10 and Dentsu on Nov 16.Details
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| Company | Op. profit (last FY) | This year's plan | Plan change | Revision | Progress (Q2 cumulative) |
|---|---|---|---|---|---|
| - | ¥152.6B | - | Unchanged | 55% |
| ¥44.7B | ¥46.7B | +4.5% | Unchanged | 6% |
Plans are each company's forecast for the current year from its earnings release. Plan change compares with last year's results; revisions compare the latest forecast with the first one given for the year. Progress is cumulative operating profit ÷ the full-year plan, against an even pace of 25% after Q1, 50% after Q2 and 75% after Q3 (a rough guide for seasonal businesses).
| Change | 1M | 3M | 1Y |
|---|---|---|---|
| Advertising & Marketing | +7.1% | +7.4% | +25.3% |
| All industries | −2.7% | −0.9% | +14.9% |
| vs. market | +9.8pt | +8.3pt | +10.3pt |
Industry returns are an equal-weighted (geometric) average of member companies. Prices are split-adjusted closes for reference, not real-time.
Average salary is the reporting entity's figure (often a holding company) from its annual securities report. Holding companies with fewer than 50 staff are excluded.
| Company | Revenue | YoY | Operating profit | Margin | Share | Average salary | Average age | Employees |
|---|---|---|---|---|---|---|---|---|
| 1 | ¥1.4T | +1.7% | - | - | 62.5% | ¥15.1M | 44.9 | 131 |
| 2 | ¥861.0B | −9.7% | ¥44.7B | 5.2% | 37.5% | ¥11.7M | 42.5 | 144 |
| Industry total / average | ¥2.3T | −2.9% | ¥44.7B | 1.9% | 100% | ¥13.4M | 43.7 | 275 |
Revenue and operating profit are from each company's latest full-year results. Green margins are at or above the industry margin. Financial institutions may not report operating profit.
