Industries›14 companies · latest full-year results
An industry involved in smelting and processing non-ferrous metals such as copper, aluminum, and nickel, providing essential materials for various sectors including electronics, automotive, and construction.
The 14 non-ferrous metals companies we cover had combined revenue of ¥10.4T (+8.5% year over year) and operating profit of ¥924.6B, an industry-wide operating margin of 8.9%.
Mitsubishi Materials leads on revenue (¥1.8T, a 17.8% share), and the top three hold 47% of industry sales. 11 grew both revenue and operating profit; 1 saw both fall.
Furuya Metal has the highest operating margin (24.8%); average pay across the industry is ¥7.89M, highest at NLM Holdings (¥9.56M).
Industry total
Non-ferrous Metals · 14 companies
YoY compares companies with prior-year figures
StockShares are +42.2% over a year, ahead of the all-industry average (+14.9%) — #3 of 53 industries. Over the last month: −15.4%, −12.7pt against the market.Details
GuidanceCompany plans for FY2027 (13 companies combined): revenue +20.5%, operating profit +28.8%. Planned profit growth is above the all-industry plan (+13.0%).Details
Revisions9 raised and 0 cut this year's forecast. The biggest revision: Mitsubishi Materials (operating profit +261.1%).Details
Latest resultsYear to date through Q1, 9 companies combined: revenue +33.2%, operating profit +194.5% year over year. 4 are ahead of an even pace toward their full-year plan, 0 behind.Details
Disclosures3 TSE filings in the last 90 days (M&A and restructuring 1, guidance revisions 1).Details
Earnings dates13 companies report within 30 days, starting with NLM Holdings on Nov 2 and ARE Holdings on Nov 4.Details
None
| Company | Op. profit (last FY) | This year's plan | Plan change | Revision | Progress (Q1 cumulative) |
|---|---|---|---|---|---|
| ¥60.5B | ¥130.0B | +115% | Up +261.1% | 25% |
| ¥255.7B | ¥324.0B | +26.7% | Up +41.5% | - |
| ¥63.9B | ¥123.0B | +92.6% | Up +29.5% | 21% |
| ¥76.9B | ¥85.0B | +10.6% | Up +32.8% | 63% |
| ¥175.0B | ¥232.0B | +32.6% | Up +22.1% | 35% |
| ¥130.9B | ¥94.0B | −28.2% | Up +3.3% | 22% |
| ¥34.2B | ¥53.0B | +55.0% | - | - |
| ¥25.6B | ¥33.0B | +28.8% | Up +22.2% | 32% |
 | ¥37.1B | ¥41.0B | +10.5% | Unchanged | 30% |
 | ¥7.3B | ¥17.6B | +141% | Up +44.3% | 21% |
 | ¥27.3B | ¥28.5B | +4.3% | - | - |
F | ¥24.8B | ¥26.5B | +6.9% | - | - |
 | ¥5.5B | ¥3.7B | −33.0% | Up +8.8% | 34% |
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 |
|---|---|---|---|
| Non-ferrous Metals | −15.4% | −6.6% | +42.2% |
| All industries | −2.7% | −0.9% | +14.9% |
| vs. market | −12.7pt | −5.7pt | +27.2pt |
Rank among industries:3M #41/531Y #3/53
Industry returns are an equal-weighted (geometric) average of member companies. Prices are split-adjusted closes for reference, not real-time.
Totals for the 7 covered companies with full-year results for every year from FY2022 to FY2026. The set is fixed, so adding or removing coverage doesn't move the figures.
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 | ¥1.8T | −6.0% | ¥60.5B | 3.3% | 17.8% | ¥7.14M | 43.2 | 5,315 |
| 2 | ¥1.7T | +9.3% | ¥255.7B | 14.7% | 16.8% | ¥7.90M | 40.5 | 3,067 |
| 3 | ¥1.3T | +8.8% | ¥63.9B | 4.9% | 12.6% | ¥6.99M | 43.5 | 4,433 |
| 4 | ¥1.2T | +18.3% | ¥76.9B | 6.5% | 11.4% | ¥7.78M | 41.4 | 3,943 |
| 5 | ¥884.6B | +23.7% | ¥175.0B | 19.8% | 8.5% | ¥8.31M | 41.5 | 3,250 |
| 6 | ¥758.5B | +6.5% | ¥130.9B | 17.3% | 7.3% | ¥8.96M | 42.9 | 2,587 |
| 7 | ¥745.4B | +9.8% | ¥34.2B | 4.6% | 7.2% | ¥8.07M | 42.9 | 94 |
| 8 | ¥585.5B | +6.4% | ¥25.6B | 4.4% | 5.6% | ¥9.56M | 50.6 | 61 |
| 9 | ¥570.0B | +12.6% | ¥37.1B | 6.5% | 5.5% | ¥7.87M | 42.3 | 54 |
| 10 | ¥331.1B | +10.4% | ¥7.3B | 2.2% | 3.2% | ¥7.49M | 42.8 | 326 |
| 11 | ¥277.7B | +16.8% | ¥27.3B | 9.8% | 2.7% | ¥7.23M | 44.7 | 1,467 |
| 12 F | ¥100.1B | +74.5% | ¥24.8B | 24.8% | 1.0% | ¥7.48M | 35.4 | 414 |
| 13 | ¥47.0B | −9.6% | ¥5.5B | 11.8% | 0.5% | ¥7.16M | 43.9 | 742 |
| 14 | - | - | - | - | - | ¥8.51M | 46.0 | 207 |
| Industry total / average | ¥10.4T | +8.5% | ¥924.6B | 8.9% | 100% | ¥7.89M | 43.0 | 25,960 |
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.
Mitsubishi Materials Q1 FY2027: Swings to Profit, Lifts Full-Year Outlook
Mitsubishi Materials Q1 FY2027: Swings to Profit, Lifts Full-Year Outlook
