Results, forecasts and guidance revisions from Japan's listed companies, in English.
Japan's biggest homebuilder now expects ¥266bn in net profit for the year to March 2027, a 17% upgrade from its May forecast, and will raise its dividend to a pre-split ¥178 a share before an October 2-for-1 split, even as last year's one-off pension gain makes the bottom line look smaller on paper.
A ¥6bn gain from selling one listed stock, rather than a rebound in crude sales, is doing much of the work in Japan Petroleum Exploration's higher full-year profit forecast, after quarterly profit fell 79% on costly spot LNG cargoes.
Mitsubishi UFJ's June-quarter net profit rose 48% to ¥809.4bn on stronger trading income and equity gains, yet the bank kept its ¥2.7tn full-year profit target and ¥96 dividend forecast unchanged.
A petrochemicals spin-off is cutting Resonac's revenue guidance by ¥145bn this year, but AI-linked demand for chip packaging materials is driving its profit forecast up 40% to ¥196bn.
Tokyo-listed wafer-equipment maker Kokusai Electric raised its full-year operating profit forecast by 46% to ¥79.4bn and increased its dividend by ¥18 to ¥65 a share, citing accelerating chipmaker investment in high-performance DRAM and logic production for generative AI.
A looming 2027 energy-efficiency deadline pushed Japanese households to replace air conditioners early, lifting Yamada Holdings' operating profit 16.8% in the June quarter even as its homebuilding arm's profit fell 88% on higher material costs and marketing spend.
Marubeni raised its three-year shareholder-return target by ¥200bn to ¥900bn and approved a ¥100bn buyback after first-quarter net profit rose 20.7% to ¥186.4bn, already a third of the way to its full-year goal.
Nippon Yusen raised its interim and year-end dividend forecasts by ¥20 each, taking the full-year payout to ¥240 per share, ¥40 above the plan it set in May and ¥10 above last year's actual dividend.
JMDC's April-June profit rose 17% on faster-than-planned pharma demand for its health data, and the company broke its own rule against forecasting the first half, even as it keeps its full-year target unchanged.
Nitto Boseki's operating profit jumped 84.8% in the June quarter and the company raised its full-year forecast to ¥30.0bn, crediting demand for specialty glass used in AI servers and semiconductor package substrates.
Okuma's record ¥75.3bn in first-quarter orders, up 38.9% year on year, is feeding through to a full-year profit forecast now 53.8% higher and an annual dividend raised to ¥120 a share from ¥100.
Hakuhodo DY's operating profit jumped 19.4% in the quarter to June on strong Japanese finance and tech ad spending, but its North American business stayed weak enough to widen the overseas unit's operating loss to ¥3.75bn, and full-year guidance was left unchanged.
JFE Holdings has replaced the undecided first-half guidance it published in May with hard numbers: ¥65bn in profit, more than double last year's ¥26.7bn, alongside a fixed ¥40-and-¥40 dividend split and a roughly ¥45bn land sale at its Kawasaki steelworks.
Suzuki lifted its full-year revenue forecast to ¥6.90tn and net profit to ¥420.0bn, but cut operating-profit guidance to ¥540.0bn because it expects Middle East-driven raw-material inflation to outweigh an ¥80.0bn boost from currency and operational gains.
A weaker yen added ¥60bn to Astellas Pharma's quarterly revenue and helped core operating profit jump 55.6% to ¥221.4bn, but strong sales of PADCEV and newer cancer drugs did the rest of the work, and the company is still not raising its full-year forecast.
Kao's first-half operating profit rose 38.5% to ¥95.8bn, with ¥11.5bn of that from a land sale tied to a logistics overhaul; even excluding the gain, profit was the strongest since 2019, and the company raised its full-year operating-profit target to ¥190bn from ¥182bn.
AI-linked semiconductor and data-center battery orders doubled operating profit at Omron's automation unit last quarter, pushing the group to raise its full-year profit target to ¥80.0bn from ¥62.0bn.
Civil aircraft-engine and defense demand pushed IHI's underlying quarterly operating profit to a record ¥33.1bn, and three separate Tokyo property sales worth ¥40.0bn combined took the reported figure to ¥73.2bn, prompting a ¥10.0bn increase to the full-year profit forecast.
Nippon Paper withdrew its ¥1.22tn sales forecast for the year to March 2027 after a fatal tank collapse at its Washington-state unit and earthquake damage shut its Kumamoto mill, and it has not said when a new number will arrive.
SUBARU's revenue rose to ¥1.25tn in the quarter to June 2026, but operating profit fell ¥33.8bn to ¥42.6bn as sales incentives rose ¥24.9bn and raw-material conditions stayed weak, even after a cut in the US auto tariff rate eased cost pressure by ¥32.9bn.
Sales at the Tokyo Stock Exchange-listed connector maker rose 26.8% and operating profit jumped 35.6% in the quarter to June, but net profit rose just 1.4% after a corporate-tax increase tied to a transfer-pricing assessment, even as management lifted its full-year outlook.
House Foods grew quarterly operating profit 17% yet still cut its full-year forecast by ¥1.0bn, blaming Middle East-linked cost increases of up to ¥3.0bn on its spice business, and it is closing a New Jersey plant-based meat factory that never found enough buyers.
Tokyo Seimitsu's board raised its dividend forecast to ¥304 a share after semiconductor-equipment orders nearly doubled on generative-AI, HPC and HBM testing demand, and the group lifted full-year sales and profit guidance for the second time this year.
Sumitomo Chemical's net profit swung to ¥40.8bn from a year-earlier loss, driven largely by a ¥32.7bn turnaround at its Rabigh refining joint venture in Saudi Arabia and steadier crop-chemical sales, while management left its ¥70bn full-year profit target unchanged.