Results, forecasts and guidance revisions from Japan's listed companies, in English.
Machine-tool orders at DMG Mori rose 34.8% in the first half on aerospace, defense and semiconductor-equipment demand, prompting the company to raise its full-year operating profit forecast 7.1% to ¥30.0bn and its order target to ¥630.0bn.
Data-centre chiller sales and a semiconductor-chemical rebound lifted Daikin's quarterly operating profit 7.6%, even as US residential air-conditioner demand stayed limited and China's property slump kept HVAC demand thin; full-year guidance and the dividend forecast are unchanged.
Gas-turbine and nuclear orders lifted Mitsubishi Heavy Industries' quarterly business profit 65% to ¥159.6bn, but the group kept its full-year profit and dividend targets unchanged, raising only its order forecast to ¥7.0tn.
Ibiden now expects ¥127.0bn in operating profit for the year to March 2027, up from its May forecast of ¥90.0bn, as orders for AI-server chip substrates outrun its own planning; a second 2-for-1 stock split takes effect in October, doubling the share count.
Motorcycle demand in India, ASEAN and Europe pushed Yamaha Motor's first-half operating profit up 88.6% to ¥158.5bn, and the company has raised full-year profit guidance 44% even as it books a ¥12bn charge to stop building off-road vehicles in-house at its Georgia plant and cut around 300 jobs.
A 47% first-half profit beat against its own forecast, driven by a weaker yen and refunded US tariffs, pushed Kubota to raise full-year operating profit guidance by ¥100bn to ¥400bn and announce a ¥40bn share buyback the same day.
Nippon Steel raised its full-year net profit forecast to ¥290bn, up nearly a third, as stronger US steel prices and a turnaround at United States Steel outweighed rising raw-material costs and falling Middle East exports at home.
A ¥45.5bn gain from selling its stake in DuPont Teijin Advanced Papers handed Teijin ¥45.1bn in net profit for the quarter to June, already matching the ¥45.0bn it guided for the full year to March 2027.
The Tokyo-listed IT reseller and systems integrator now expects ¥94.3bn in operating profit for the year to December, a ¥4.3bn upgrade, after first-half sales beat its own internal plan by nearly ten percent and it lifted the interim dividend by ¥5 a share to ¥55.
Isuzu's operating profit rose 30.7% to ¥74.8bn in the June quarter, but operating cash flow flipped to a ¥45.3bn outflow after the company sped up supplier payments by about ¥90bn and let Middle East shipping delays build roughly ¥35bn of extra inventory; full-year guidance is unchanged.
Nippon Light Metal Holdings raised its full-year operating profit target 22% to ¥33bn and lifted its dividend to ¥110 a share, citing recovering orders for aluminum plates used in semiconductor manufacturing equipment and sustained lithium-ion battery material sales.
NH Foods' fresh-meat unit raised import prices fast enough to drive a 19.5% jump in quarterly business profit, but its processed-foods segment lost 13.9% of its profit to a Middle East-linked raw-material cost spike, even as net profit slipped 5.6%.
Commodity prices lifted Mitsubishi Corporation's Metal Resources profit and a one-off revaluation gain from removing engineering contractor Chiyoda Corporation from its consolidated accounts pushed quarterly net profit to ¥298.5bn, even as the trading house held its full-year target steady at ¥1.10tn.
Otsuka lifted its full-year sales target to ¥1.38tn and raised its annual dividend to ¥105 per share, citing steady enterprise demand for AI, security and productivity software even as management flagged Middle East and US trade risks.
Lenvima, Leqembi and Dayvigo again did the heavy lifting for Eisai's first quarter, with Leqembi's Americas sales up 71% masking a China pullback tied to last year's distributor stocking, while the drugmaker left its full-year targets exactly where it set them in May.
Japan Airlines lifted quarterly revenue past ¥523bn on higher fares, but a 58% jump in jet-fuel costs and a weak yen cut EBIT by 72% to ¥12.7bn, even as the airline carried fewer paying passengers than a year earlier.
Nissan swung to a ¥77.9bn operating profit on cost cuts and currency tailwinds, but automotive free cash flow stayed negative, net cash fell ¥201.2bn, and the dividend forecast is still zero.
A string of drugmaker acquisitions, not stronger underlying sales, pushed Shionogi's quarterly net profit up 148% to ¥97.7bn, covering most of its own first-half profit guidance within three months while cutting its cash pile by more than half.
Mitsubishi UFJ Financial Group's net profit rose 48% to ¥809.4bn in the June quarter on trading and equity gains, yet the group left its ¥2.7tn annual profit target and dividend forecast exactly where they stood before the results landed.
PayPay's quarterly net profit rose to ¥19.7bn as its banking and brokerage units grew faster than the core payments app, even as the company commits ¥100.0bn to a new Seven & i Holdings alliance and lines up a life-insurance purchase.
First-quarter operating profit jumped 61% at Sumitomo Electric on booming data-center optical demand tied to generative AI, prompting the company to raise its full-year sales and profit targets.
A Bank of Japan rate rise to 1.00% landed in June, six months ahead of Daishi Hokuetsu Financial Group's original December assumption, and the bank now expects a bigger profit and a bigger dividend for the year.
Enhertu and Datroway drove a 21.1% revenue jump for Daiichi Sankyo and prompted an upgraded sales and operating-profit outlook, yet a jump in the effective tax rate to 24.9% means the company actually cut its full-year net profit guidance by ¥9bn.
A 40% jump in quarterly operating profit, driven by image sensors and PlayStation, let Sony raise its full-year profit target to ¥1.72tn, but the new guidance still leaves out any hit from the July earthquake that shut its Kumamoto chip plant.