Results, forecasts and guidance revisions from Japan's listed companies, in English.
Mitsubishi Heavy Industries raised its business-profit forecast to ¥600bn from ¥540bn on faster energy and defense project progress and better gas-turbine margins, while still carrying ¥90bn of IGCC losses and risk buffer, and separately approved a buyback of up to ¥300bn.
Toyota's first-half operating profit rose 9.2% to ¥2.19tn on a weaker yen, and it lifted its full-year forecast by ¥500bn to ¥3.9tn while booking a ¥95.4bn loss on Hino.
Teijin's ¥52.5bn first-half profit includes a ¥45.5bn gain on DuPont Teijin Advanced Papers shares and ¥10.6bn of special retirement costs, while business profit, which excludes one-offs, was ¥30.8bn.
Sumitomo Forestry cut its operating profit forecast to ¥125bn from ¥143bn on US homebuyer hesitation and fewer US property sales; consolidating Tri Pointe Homes raised group borrowings and goodwill, and its equity ratio fell to 29.2%.
Sony raised its full-year operating profit forecast to ¥1.87tn from ¥1.72tn, citing higher profit in pictures and games, while image-sensor sales fell and the sensor segment's profit gain leaned on currency.
Epson booked ¥17.3bn of approved US tariff refunds against cost of sales, but held full-year business profit at ¥105bn because materials and oil costs are also rising; operating-profit guidance rose ¥2bn to ¥103bn.
Rohm now forecasts ¥50bn of operating profit for the year to March 2027, up from ¥30bn, crediting server and storage demand, a factory-automation recovery and resilient xEV demand, with price and cost measures offsetting rising input costs.
Nippon Steel lifted its net profit forecast to ¥440bn from ¥290bn, with a one-off ¥96.1bn Arkansas tax credit at U.S. Steel inside the total, while its business profit forecast rose ¥90bn to ¥720bn.
Nintendo's operating profit rose 49.1% to ¥216.5bn in April to September despite a 12.1% fall in sales, helped by software mix and a US tariff refund the company did not size, while full-year guidance and the ¥162 annual dividend forecast stayed unchanged.
LY Corporation lifted its full-year adjusted EBITDA guide 9.4% to ¥640bn, saying PayPay's profitability is absorbing higher promotion and payment-fee costs, with Askul and LINE MAN revenue also ahead of plan.
Kurita says reversed revenue, an ¥8.8bn loss provision and a ¥1.6bn plant impairment from one US order cut first-half operating profit by ¥18.4bn, and it has cut its full-year business profit guide to ¥40.0bn.
Kyushu Railway cut its full-year net profit forecast to ¥47.0bn from ¥51.6bn after the Kumamoto quake cost it about ¥6.9bn in revenue and a ¥9.0bn special loss, while Shinkansen use between Hakata and Kumamoto has recovered to 96% of last year.
Iino Kaiun raised its operating profit forecast to ¥14bn from ¥12bn, assuming the Strait of Hormuz stays effectively blockaded through March 2027 and very low sulfur fuel at US$940 a tonne, up from US$580 in August.
FUJI raised its full-year operating profit forecast to ¥65.5bn from ¥60bn on AI-server and semiconductor equipment orders, while automotive weakness pushed its small machine-tool unit to an interim operating loss of ¥136mn.
EDION raised its full-year operating profit forecast to ¥36bn from ¥27bn after hot weather and replacement demand tied to the "2027 problem" lifted air-conditioner sales, though management still calls the domestic consumption outlook uncertain.
AGC lowered its operating profit forecast to ¥120bn from ¥150bn and cut attributable net profit by 48% to ¥40bn, citing automotive costs, chemicals input prices, volume shortfalls and a loss on selling its Colorado site, while leaving revenue guidance at ¥2.2tn.
Yamato Holdings cut its full-year revenue forecast by ¥23bn to ¥1.895tn on weaker large-customer volumes, but kept its ¥42bn operating profit target and says cost optimization will make up the gap after an interim operating loss.
Tokyo Seimitsu lifted its operating profit guide 2.3% to ¥45bn after semiconductor-equipment orders rose 86% in the half year, and said it intends to double prober production capacity by around the middle of fiscal 2028.
Sumitomo Bakelite lifted its full-year operating profit forecast to ¥50bn from ¥37.5bn as semiconductor-materials revenue rose 37.7% in the first half, and it completed a ¥28.5bn purchase of part of Kyocera's chemicals business on October 30.
Rasa Industries raised its full-year operating profit forecast to ¥7.4bn from ¥6.2bn and its year-end dividend to ¥25, saying a Taiwan high-purity phosphoric acid line that started in April ramped up faster than expected.
PayPay's quarterly net profit fell 75% to ¥18.4bn against a year-earlier quarter that included a ¥57.5bn one-off tax gain, while revenue rose 28% and bank loans grew 37% to ¥1.4tn.
Organo's first-half orders rose 70.8% to ¥171.3bn on large Taiwan electronics projects, but operating profit fell 12.3% and the full-year forecast is unchanged because the new work should mostly turn into sales from next year.
Okuma's interim machine-tool orders rose 44.4% to a record ¥161.44bn, led by US and Japanese aerospace, defense and data-centre demand, while the company held its full-year sales forecast at ¥260bn.
Nxera Pharma will receive $100mn upfront from AbbVie for a phase 1 bowel-disease drug, and it has fixed 2026 revenue guidance at ¥48.8bn, provided the deal closes by 31 December and its auditor agrees to the accounting.