Japanese Aerospace & Defense Stock News

TSE:247A
TSE:247AMedia

Ai Robotics (TSE:247A) Q3 EPS Surge Tests Bullish Growth Narrative

Ai Robotics (TSE:247A) has just posted Q3 2026 results with revenue of ¥8.0b and basic EPS of ¥20.11, alongside trailing 12 month EPS of ¥38.34 that reflects reported earnings growth of 53.9% over the past year. The company has seen revenue move from ¥3.7b in Q4 2025 to ¥6.0b in Q2 2026 and ¥8.0b in Q3 2026, while quarterly EPS shifted from ¥9.65 to ¥7.86 and then ¥20.11 over the same period. This sits against a trailing net profit margin of 10.3% compared with 11.9% a year earlier. For...
TSE:9401
TSE:9401Media

TBS Holdings (TSE:9401) Valuation After Earnings Growth And Broadcast Center Transfer Plan

TBS HoldingsInc (TSE:9401) is in focus after reporting nine month 2025 earnings and outlining an absorption type split that will shift ownership of the TBS Broadcast Center to the holding company. See our latest analysis for TBS HoldingsInc. The latest announcements come after a mixed few months for the share price, with a 4.01% 90 day share price return and a 6.69% decline over the past 30 days. The 1 year total shareholder return of 35.80% and 3 year total shareholder return of around 2.4x...
TSE:3659
TSE:3659Entertainment

NEXON (TSE:3659) Is Down 13.1% After Doubling Dividend And Issuing 2026 Guidance - Has The Bull Case Changed?

NEXON Co., Ltd. has released its full-year 2025 results, showing sales of ¥475,102 million and net income of ¥92,052 million, while confirming a full-year 2025 dividend of ¥30.00 per share and issuing new earnings guidance for the first quarter of 2026. Despite lower net income and earnings per share year on year, NEXON’s decision to double its annual dividend from ¥15.00 to ¥30.00 per share and maintain that level into 2026 signals a clear emphasis on returning more cash to...
TSE:1928
TSE:1928Consumer Durables

Assessing Sekisui House (TSE:1928) Valuation As It Shifts To Direct Carpenter Hiring

Sekisui House (TSE:1928) has drawn investor attention after moving to directly hire 1,000 carpenters. This is a material shift away from subcontractors that targets Japan’s construction labor shortage and core execution risks. See our latest analysis for Sekisui House. At a share price of ¥3,792, Sekisui House has seen a 14.91% 90 day share price return and a 14.59% 1 year total shareholder return. The 5 year total shareholder return of 124.50% points to stronger momentum over a longer...
TSE:6503
TSE:6503Electrical

Assessing Mitsubishi Electric (TSE:6503) Valuation After Thai Compressor Rebrand And Brand Consolidation

Mitsubishi Electric (TSE:6503) has put its compressor business in the spotlight, announcing that Thai subsidiary Siam Compressor Industry will be renamed Mitsubishi Electric Siam Compressor Industry Co., Ltd., with products shifting fully to the Mitsubishi Electric brand. See our latest analysis for Mitsubishi Electric. The compressor rebrand comes as Mitsubishi Electric's share price sits at ¥5,625, with a 30-day share price return of 10.29% and a 90-day share price return of 32.17%. The...
FKSE:9942
FKSE:9942Hospitality

Joyfull (FKSE:9942) Margin Compression Challenges Steady Domestic Dining Narrative

Joyfull (FKSE:9942) has put up a mixed Q2 2026 scorecard, with revenue of ¥17.8b and net income of ¥744m translating into basic EPS of ¥24.06, against a backdrop where trailing net profit margin has eased from 4.9% to 3%. The company has seen quarterly revenue move between ¥16.7b and ¥19.3b over the past six reported periods, while basic EPS has ranged from a loss of ¥2.23 per share to a peak of ¥58.80, setting the scene for trailing 12 month EPS of ¥67.85 and net income of ¥2.10b. For...
TSE:6465
TSE:6465Machinery

Will Hoshizaki’s (TSE:6465) New Buyback and Dividend Shift Reframe Its Capital Return Narrative

On February 13, 2026, Hoshizaki Corporation held a board meeting to consider purchasing treasury shares, issued full-year 2026 earnings guidance including expected net sales of ¥520,000 million and profit attributable to owners of parent of ¥38,200 million, and updated its dividend plans with a higher year-end 2025 dividend and revised 2026 forecasts. The combination of a share buyback under consideration, higher near-term dividends, and a guided reduction in the 2026 year-end dividend gives...
TSE:9869
TSE:9869Consumer Retailing

Kato Sangyo (TSE:9869) Valuation Check After Q1 Growth And Potential Treasury Stock Buyback

Kato Sangyo (TSE:9869) just combined a first quarter earnings update with a board meeting focused on a potential treasury stock acquisition, a pairing that puts both recent performance and capital allocation under the spotlight for shareholders. See our latest analysis for Kato Sangyo. At a share price of ¥6,930.0, Kato Sangyo’s recent 90 day share price return of 16.28% and 1 year total shareholder return of 62.18% indicate momentum that has remained firm rather than fading, with the latest...
TSE:3774
TSE:3774Telecom

How PowerX Battery-Integrated AI Micro Data Centers At Internet Initiative Japan (TSE:3774) Has Changed Its Investment Story

In February 2026, PowerX Inc. and Internet Initiative Japan Inc. signed an MOU to explore combining battery energy storage systems with containerized data centers to support power-hungry AI workloads and improve power flexibility, decarbonization, and regional distribution in Japan. This collaboration highlights how integrating on-site battery storage with distributed micro data centers could reshape how AI computing capacity and electricity are sourced, managed, and monetized. We’ll now...
TSE:9412
TSE:9412Media

Will Earnings-Driven Profitability Gains Reshape SKY Perfect JSAT Holdings' (TSE:9412) Investment Narrative?

SKY Perfect JSAT Holdings Inc. has reported its past nine-month results to December 31, 2025, with sales rising to ¥93,332 million and net income reaching ¥17,630 million, alongside higher basic earnings per share from continuing operations of ¥62.21. The simultaneous increase in sales, net income, and earnings per share suggests that the company converted revenue growth into stronger profitability over the period. Next, we’ll examine how this earnings-driven improvement in profitability...
TSE:1878
TSE:1878Real Estate

Assessing Daito Trust Construction (TSE:1878) Valuation After Completing A 2.18% Share Buyback

Daito Trust Construction Ltd (TSE:1878) has just wrapped up a share buyback, repurchasing 7,256,800 shares, or 2.18% of its stock, for ¥24,999.68 million between January 30 and February 10, 2026. See our latest analysis for Daito Trust ConstructionLtd. That buyback sits alongside a strong recent run in the shares, with a 30 day share price return of 13.14% and a year to date share price return of 18.62% at ¥3,504. The 5 year total shareholder return of 72.55% points to momentum that has built...
TSE:3457
TSE:3457Consumer Durables

&Do Holdings (TSE:3457) Margin Compression And One Off Gain Test Bullish Narratives

&Do HoldingsLtd (TSE:3457) has just wrapped up Q2 2026 with revenue of ¥14,025 million and basic EPS of ¥3.10, alongside quarterly net income excluding extra items of ¥62 million that sits against a trailing 12 month EPS of ¥65.04 and net income of ¥1,283 million. The company has seen revenue move between ¥21,382 million in Q2 2025 and ¥14,025 million in Q2 2026, while quarterly EPS ranged from ¥49.98 to ¥3.10 over the same period, giving investors a wide spread of outcomes to weigh. With...
TSE:7564
TSE:7564Specialty Retail

Assessing WorkmanLtd (TSE:7564) Valuation After Strong Nine Month Earnings Growth

Stronger nine month earnings put WorkmanLtd (TSE:7564) in focus WorkmanLtd (TSE:7564) is back on investors’ radar after reporting nine month earnings to December 31, 2025, with higher sales, revenue, net income, and basic EPS compared with the same period a year earlier. See our latest analysis for WorkmanLtd. On the back of these earnings, WorkmanLtd’s share price has gained 7.83% over the past week and 7.35% over the past month, while the 1 year total shareholder return of 81.29% points to...
TSE:2371
TSE:2371Interactive Media and Services

Is Kakaku.com (TSE:2371) Trading Profitability For Scale As Revenues Rise But Net Income Softens?

Kakaku.com, Inc. reported its Q3 FY2026 results on February 4, 2026, with sales for the nine months to December 31, 2025 rising to ¥68,891 million from ¥56,687 million a year earlier, while net income eased to ¥14,369 million from ¥15,098 million and earnings per share also softened. This mix of higher revenue but lower profit underlines how Kakaku.com’s current growth push is carrying a cost to margins and overall earnings efficiency. We’ll now examine how this combination of rising sales...
TSE:7912
TSE:7912Commercial Services

A Look At Dai Nippon Printing (TSE:7912) Valuation After Raising Earnings Guidance For Fiscal 2026

Dai Nippon Printing (TSE:7912) raised its earnings guidance for the fiscal year ending March 31, 2026, after stronger demand in smart communications, cost structure improvements, and a weaker yen supported higher full year sales and profit expectations. See our latest analysis for Dai Nippon Printing. The revised guidance follows a strong run in the share price, with a 30 day share price return of 7.68% and a 90 day share price return of 21.09%. The 1 year total shareholder return of 42.30%...
TSE:8737
TSE:8737Capital Markets

Akatsuki (TSE:8737) Margin Improvement And 58.5% Earnings Growth Test Bearish Narratives

Akatsuki (TSE:8737) Posts Higher Q3 Revenue and EPS With Margins in Focus Akatsuki (TSE:8737) has put up a solid Q3 2026 print, reporting revenue of ¥19,071 million and basic EPS of ¥37.73. Trailing twelve month EPS is ¥117.80 on revenue of ¥64,016 million and net income of ¥3,566 million. The company’s quarterly revenue has moved from ¥15,468 million in Q4 2025 to ¥16,498 million in Q2 2026 and then to ¥19,071 million in Q3 2026. Over the same period, basic EPS has tracked from ¥33.69 to...
TSE:6960
TSE:6960Medical Equipment

Will Fukuda Denshi's (TSE:6960) ¥24 Billion Operating Profit Forecast Reshape Its Efficiency Narrative?

Earlier this month, Fukuda Denshi Co., Ltd. released consolidated earnings guidance for the year ending March 31, 2026, projecting net sales of ¥137,000 million, operating profit of ¥24,000 million, profit attributable to owners of parent of ¥17,000 million, and earnings per share of ¥617.78. This detailed outlook gives investors clearer visibility into expected profitability, with the operating profit forecast offering a focal point for assessing business performance and efficiency. We will...
TSE:9987
TSE:9987Healthcare

A Look At Suzuken (TSE:9987) Valuation After Earnings Update And Planned Business Transfer

Earnings news and board agenda put Suzuken in focus Suzuken (TSE:9987) is back on investors’ radar after its February 12, 2026 earnings update for the nine months to December 31, 2025, together with a board meeting on a potential business transfer. The company reported sales of ¥1,885,630 million and net income of ¥31,014 million for the period, with basic earnings per share from continuing operations of ¥439.74. These figures provide fresh inputs for investors assessing the stock. See our...
TSE:6368
TSE:6368Machinery

Organo (TSE:6368) Is Up 11.4% After Issuing FY 2026 Earnings Guidance And 9‑Month Results

In February 2026, Organo Corporation reported past nine‑month results to December 31, 2025, with higher sales of ¥127,729 million and net income of ¥17,999 million versus a year earlier. At the same time, Organo issued new guidance for the fiscal year ending March 31, 2026, outlining expected net sales of ¥175,000 million, operating profit of ¥36,000 million and basic earnings per share of ¥587.28, giving investors a clearer view of anticipated performance. With these results and full‑year...
TSE:7189
TSE:7189Banks

Should Nishi-Nippon’s Stronger Net Interest and EPS Gains Require Action From Nishi-Nippon (TSE:7189) Investors?

Nishi-Nippon Financial Holdings, Inc. reported past earnings for the nine months ended December 31, 2025, with net interest income rising to ¥94,742 million from ¥75,774 million and net income increasing to ¥33,616 million from ¥23,834 million a year earlier. The uplift in basic earnings per share from continuing operations to ¥241.35 from ¥170.03 points to meaningfully higher profitability for existing shareholders over this period. We’ll now examine how this strong improvement in net...
TSE:4686
TSE:4686Software

Assessing JustSystems (TSE:4686) Valuation After Strong Sales And Net Income Growth

Why JustSystems’ Latest Earnings Matter for Shareholders JustSystems (TSE:4686) drew fresh attention after reporting earnings for the nine months to December 31, 2025, with sales of ¥38,521 million and net income of ¥12,145 million, alongside basic EPS of ¥189.11 from continuing operations. See our latest analysis for JustSystems. Despite the latest results pointing to stronger recent performance, the share price return has been weak over shorter periods. The 30 day share price return shows a...
TSE:8053
TSE:8053Trade Distributors

Is It Too Late To Consider Sumitomo (TSE:8053) After 107% One-Year Rally?

If you are wondering whether Sumitomo at ¥6,555 is still offering value after a strong run, this article will walk through what the numbers are really saying about the stock. Sumitomo's share price has recent returns of 0.1% over 7 days, 5.2% over 30 days, 17.7% year to date and 107.3% over 1 year, which can change how investors think about both growth potential and risk. These moves are drawing fresh attention to Sumitomo, with investors looking beyond short term headlines and focusing on...
TSE:6736
TSE:6736Tech

Guidance Cut but Profit Outlook Raised Could Be A Game Changer For Sun (TSE:6736)

In February 2026, Sun Corporation revised its full-year guidance, cutting expected net sales to ¥10,300 million and forecasting an operating loss of ¥210 million, while lifting projected profit attributable to owners of the parent to ¥8,800 million due to a gain on change in equity. The update highlights a contrast between weaker operating trends in entertainment and IT-related businesses and stronger contributions from equity-method investments and a government-backed misinformation...
TSE:8001
TSE:8001Trade Distributors

New Share Buyback and Profit Guidance Might Change The Case For Investing In ITOCHU (TSE:8001)

In early February 2026, ITOCHU Corporation announced a new share repurchase program of up to 13,000,000 shares for ¥20,000 million through March 31, 2026, alongside guidance for fiscal 2026 calling for net profit attributable to ITOCHU of ¥900.00 billion and basic earnings per share of ¥127.96. Together with nine‑month results showing revenue of ¥10.99 trillion and higher net income year on year, these moves highlight management’s focus on combining earnings visibility with flexible capital...