Industries›9 companies · latest full-year results
A group of companies that handle a wide range of goods and services, mediating domestic and international transactions. Active in diverse fields such as resources, energy, food, and textiles.
The 9 trading company companies we cover had combined revenue of ¥79.3T (+2.3% year over year) and operating profit of ¥4.6T, an industry-wide operating margin of 5.8%.
Mitsubishi Corp leads on revenue (¥18.9T, a 23.9% share), and the top three hold 60% of industry sales. 5 grew both revenue and operating profit; 1 saw both fall.
Sumitomo has the highest operating margin (9.6%); average pay across the industry is ¥15.8M, highest at Mitsubishi Corp (¥21.1M).
Industry total
Trading Company · 9 companies
YoY compares companies with prior-year figures
StockShares are +39.2% over a year, ahead of the all-industry average (+14.9%) — #4 of 53 industries.Details
GuidanceCompany plans for FY2026 (2 companies combined): revenue +2.7%, operating profit +8.0%. Planned profit growth is below the all-industry plan (+13.0%).Details
Disclosures8 TSE filings in the last 90 days (M&A and restructuring 4, tender offers 2, one-off gains/losses 1).Details
None
None
| Company |
|---|
Earnings dates7 companies report within 30 days, starting with Sumitomo on Nov 2 and Mitsubishi Corp on Nov 4.Details
| Op. profit (last FY) |
|---|
| This year's plan |
|---|
| Plan change |
|---|
| Revision |
|---|
| Progress (Q1 cumulative) |
|---|
| ¥48.7B | ¥54.0B | +11.0% | Unchanged | 32% |
 | ¥15.9B | ¥15.7B | −1.3% | Unchanged | 69% |
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 |
|---|---|---|---|
| Trading Company | −0.4% | +4.8% | +39.2% |
| All industries | −2.7% | −0.9% | +14.9% |
| vs. market | +2.3pt | +5.7pt | +24.3pt |
Rank among industries:3M #11/531Y #4/53
Industry returns are an equal-weighted (geometric) average of member companies. Prices are split-adjusted closes for reference, not real-time.
Totals for the 8 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 | ¥18.9T | +1.6% | ¥1.1T | 5.8% | 23.9% | ¥21.1M | 42.3 | 5,328 |
| 2 | ¥14.8T | +0.7% | ¥701.9B | 4.7% | 18.7% | ¥19.9M | 42.0 | 4,125 |
| 3 | ¥14.0T | −4.6% | ¥1.1T | 7.8% | 17.6% | ¥20.6M | 42.0 | 5,333 |
| 4 | ¥11.6T | +12.1% | ¥545.2B | 4.7% | 14.6% | ¥13.2M | 43.1 | 2,467 |
| 5 | ¥8.3T | +6.1% | ¥256.7B | 3.1% | 10.4% | ¥17.8M | 42.5 | 4,225 |
| 6 | ¥7.3T | +0.6% | ¥702.0B | 9.6% | 9.3% | ¥18.4M | 43.3 | 4,938 |
| 7 | ¥2.8T | +9.9% | ¥115.6B | 4.2% | 3.5% | ¥12.7M | 41.0 | 2,486 |
| 8 | ¥1.1T | +1.6% | ¥48.7B | 4.6% | 1.3% | ¥11.4M | 38.2 | 821 |
| 9 | ¥574.3B | +0.4% | ¥15.9B | 2.8% | 0.7% | ¥6.61M | 40.5 | 1,575 |
| Industry total / average | ¥79.3T | +2.3% | ¥4.6T | 5.8% | 100% | ¥15.8M | 41.7 | 31,298 |
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.
Kanematsu: Acquires IDAJ Units for $3.4 Billion to Accelerate Digital Transformation
Kanematsu: IDAJ deal closes at ¥49.8 billion, below estimate
