Sony Group's quarter to June 2026 delivered the kind of number every management team wants going into an uncertain earthquake season: revenue up 8.2% to ¥2.84tn and operating profit up 40.2% to ¥476.5bn. Net profit attributable to shareholders rose 32.1% to ¥342.2bn, and diluted earnings per share climbed from ¥42.84 to ¥57.82.
The gains were not evenly spread. Image sensors did the heavy lifting: operating profit at the Imaging & Sensing Solutions unit more than doubled, up 125% to ¥122.2bn, on higher mobile image-sensor sales, an improved product and customer mix, higher sales volumes and a weaker yen. The Game & Network Services division, home to PlayStation, added ¥54.1bn to reach ¥202.0bn in operating profit, a 37% rise the company attributed to a US tariff refund and favorable exchange rates. Music profit rose 14% to ¥105.9bn on stronger streaming, publishing, and live-and-merchandise income. The Entertainment, Technology & Services division, covering cameras, headphones and televisions, was essentially flat.
Sony used the quarter to lift its guidance for the year to March 2027. Full-year revenue guidance rose from ¥12.3tn to ¥12.5tn and operating profit guidance rose from ¥1.6tn to ¥1.72tn, both up from the estimate the company gave in May. Net profit attributable to shareholders is now guided to ¥1.21tn, versus ¥1.16tn in May.
| Metric | May forecast | July forecast | Change |
|---|---|---|---|
| Revenue | ¥12.3tn | ¥12.5tn | +¥200bn (+2%) |
| Operating profit | ¥1.6tn | ¥1.72tn | +¥120bn (+8%) |
| Net profit attributable to shareholders | ¥1.16tn | ¥1.21tn | +¥50bn (+4%) |
The company also lifted its planned annual dividend to ¥35 per share, up ¥10 from the prior year, with an interim payment of ¥17.50.
None of those figures line up cleanly with last year's, and Sony says so itself. The company completed a partial spin-off of its financial arm, formerly Sony Financial Group, on October 1, 2025, and has reclassified that unit as a discontinued business back to the quarter that ended June 2025. This quarter carries no profit or loss from discontinued operations, so the year-on-year comparisons above run on a continuing-operations basis throughout.
The number Sony is not yet willing to put in writing is the cost of the earthquake that struck Kumamoto on July 28, registering a seismic intensity of 5-upper at Sony Semiconductor Manufacturing's Kumamoto Technology Center in Kikuyo. Production stopped immediately, and the company says recovery work is continuing. Sony's other image-sensor plants, in Nagasaki, Oita and Kagoshima, avoided major damage to their buildings and facilities and have resumed production. Sony says it cannot yet produce a reasonable estimate of the earthquake's financial impact, so none of it is built into the raised full-year forecast, a gap that leaves room for a revision once the Kikuyo line is running again.
One more item surfaced as a subsequent event: on July 15, 2026, a Sony Music subsidiary bought all the equity in a company holding music assets for cash consideration of about ¥260bn, adding roughly ¥550bn of music-catalog content assets and ¥310bn of long-term debt to Sony's balance sheet, plus about ¥65bn of non-controlling interest from a third party's cash contribution.