Japanese Food and Staples Retail Stock News

TSE:1812
TSE:1812Construction

Kajima (TSE:1812) Margin Gain And 53.6% Earnings Growth Test Bullish Narratives

Kajima (TSE:1812) has wrapped up FY 2026 with fourth quarter revenue of ¥921.2 billion, Basic EPS of ¥118.30 and trailing twelve month earnings growth of 53.6%, backed by a net margin of 5.7% versus 4.2% a year earlier. Over recent quarters the company has seen revenue move from ¥885.4 billion and Basic EPS of ¥108.99 in Q4 FY 2025 to ¥921.2 billion and ¥118.30 in Q4 FY 2026, while trailing twelve month Basic EPS rose from ¥266.49 to ¥379.81. For investors, the combination of higher earnings...
TSE:1963
TSE:1963Construction

JGC Holdings (TSE:1963) Profit Recovery Reinforces Bullish Earnings Quality Narrative

JGC Holdings (TSE:1963) has wrapped up FY 2026 with fourth quarter revenue of ¥178.5b and basic EPS of ¥49.36, while across the trailing twelve months revenue came in at ¥745.3b and basic EPS was ¥173.06. Over recent periods, quarterly revenue has moved from ¥197.4b in FY 2025 Q3 to ¥253.9b in FY 2025 Q4, then tracked in the ¥178.5b to ¥191.4b range through FY 2026. Over the same span, EPS shifted from a loss equivalent of ¥69.27 in FY 2025 Q3 to positive readings of ¥23.17 to ¥75.44 through...
TSE:5110
TSE:5110Auto Components

Assessing Sumitomo Rubber Industries (TSE:5110) Valuation After Q1 Profit Surge And Higher Dividend Plans

Sumitomo Rubber Industries (TSE:5110) has drawn fresh attention after reporting first quarter 2026 results showing 5.0% year on year sales growth, a surge in profit, reaffirmed full year forecasts, and plans for a higher dividend. See our latest analysis for Sumitomo Rubber Industries. The first quarter update comes after a mixed stretch for the stock, with the share price down 22.98% over 90 days and 15.75% year to date, yet delivering a 20.06% total shareholder return over 1 year and 73.78%...
TSE:2503
TSE:2503Beverage

Kirin Holdings (TSE:2503) Margin Improvement Challenges Revenue‑Focused Narratives In Q1 2026

Kirin Holdings Company (TSE:2503) has opened Q1 2026 with revenue of ¥573.0 billion and basic EPS of ¥33.46, setting the tone for another closely watched year of results. The company has seen quarterly revenue move from ¥545.9 billion in Q1 2025 to ¥573.0 billion in Q1 2026, while basic EPS over that same period went from ¥30.05 to ¥33.46, with trailing 12 month EPS at ¥185.55 on revenue of ¥2.5 trillion. Against that backdrop of higher trailing profitability and a current share price of...
TSE:6965
TSE:6965Electronic

A Look At Hamamatsu Photonics (TSE:6965) Valuation After Raised Outlook And Profit Recovery Guidance

Hamamatsu Photonics K.K (TSE:6965) raised its full year outlook after reporting year on year sales growth in industrial and semiconductor segments, backed by strong orders but weighed by margin pressure and higher R&D spending. See our latest analysis for Hamamatsu Photonics K.K. The stock has swung sharply higher in recent weeks, with a 1-month share price return of 35.56% and a year to date share price return of 55.61%. However, the 1-year total shareholder return of 85.55% contrasts with...
TSE:9628
TSE:9628Consumer Services

San Holdings (TSE:9628) One Off ¥3.1b Gain Challenges Bullish Earnings Narrative

SAN Holdings (TSE:9628) has wrapped up FY 2026 with fourth quarter revenue of ¥10,064 million and basic EPS of ¥136.97, supported by net income of ¥3,112 million. Over the past two reported fourth quarters, the company has seen revenue move from ¥11,215 million to ¥10,064 million while basic EPS shifted from ¥158.83 to ¥136.97, and trailing twelve month EPS for the latest period stands at ¥213.37 on revenue of ¥37,865 million. With net profit margin improving to 11.9% from 8.1% and a large...
TSE:6232
TSE:6232Electronic

ACSL (TSE:6232) Q1 Loss Reduction Challenges Bearish Profitability Narratives

ACSL (TSE:6232) opened its 2026 financial year with Q1 revenue of ¥619 million, a basic EPS loss of ¥3.94, and a net income loss of ¥73 million, providing a clear snapshot of where the business stands as the stock trades around ¥3,115. Over recent quarters the company has reported revenue of ¥487.94 million in Q1 2025, ¥1.35 billion in Q4 2025, and ¥619 million in Q1 2026, while basic EPS has ranged from a loss of ¥8.89 in Q1 2025 to a loss of ¥44.79 in Q3 2025 and a loss of ¥3.94 in the...
TSE:7803
TSE:7803Entertainment

Bushiroad (TSE:7803) Margin Expansion To 9% Challenges Earnings Skepticism

Bushiroad (TSE:7803) has put up another busy quarter, with Q3 2026 revenue of ¥14.5b and basic EPS of ¥7.51, backed by trailing 12 month net income of ¥5.3b and basic EPS of ¥39.08. Over the past few quarters, revenue has moved from ¥13.6b in Q3 2025 to ¥14.5b in Q3 2026, while basic EPS has shifted from ¥3.31 to ¥7.51, with trailing 12 month earnings growing 110.9% and net margin stepping up from 4.8% to 9%. This frames the update as a story about how much profit the company is now keeping...
TSE:8306
TSE:8306Banks

Mitsubishi UFJ Financial Group (TSE:8306) Margin Expansion Reinforces Bullish Profitability Narrative

Mitsubishi UFJ Financial Group (TSE:8306) has reported its FY 2026 results with fourth quarter revenue of ¥2.27 trillion and Basic EPS of ¥54.28, alongside trailing twelve month revenue of ¥8.51 trillion and Basic EPS of ¥213.17. Over recent periods, revenue has ranged from ¥1.90 trillion to ¥2.27 trillion per quarter, while quarterly Basic EPS has moved between ¥45.79 and ¥65.59. This sets up a full year picture that feeds into the latest trailing earnings profile. With TTM net income of...
TSE:3300
TSE:3300Real Estate

Ambition DX Holdings (TSE:3300) Q3 EPS Growth Tests Cautious Cash Flow Narratives

AMBITION DX HOLDINGS (TSE:3300) has reported its Q3 2026 numbers with revenue of ¥14.3 billion and basic EPS of ¥75.43, set against trailing 12 month EPS growth of 13.1% and a net profit margin of 4.1% versus 3.9% a year earlier. Over recent quarters, revenue has moved from ¥10.1 billion in Q2 2025 to ¥11.6 billion in Q3 2025, then to ¥13.0 billion in Q2 2026 and ¥14.3 billion in Q3 2026, while quarterly basic EPS went from ¥9.10 to ¥55.40, ¥64.92 and ¥75.43 across the same periods. With...
TSE:6412
TSE:6412Hospitality

Heiwa (TSE:6412) Valuation After Earnings Beat And Planned Shift To A Pure Holding Company Structure

Heiwa (TSE:6412) drew fresh investor attention after its May 13 board meeting, which paired a fiscal 2026 earnings beat with confirmation of a planned transition to a pure holding company structure by October 2026. See our latest analysis for Heiwa. Investors appear to be weighing the recent earnings beat and holding company announcement against a softer trend in returns. A 7 day share price return of 4.74% contrasts with a year to date share price decline of 6.95% and a 1 year total...
TSE:378A
TSE:378AMedia

Hit (TSE:378A) Margin Slip To 20.6% Tests Bullish Growth Narratives

Hit (TSE:378A) has just posted its Q3 2026 numbers, reporting revenue of ¥1,186 million, basic EPS of ¥29.79 and a trailing twelve month net profit margin of 20.6% compared with 21.5% the year before, alongside 14.7% revenue growth over that period. The company’s quarterly revenue increased from ¥925 million in Q3 2025 to ¥1,186 million in Q3 2026, with basic EPS rising from ¥24.46 to ¥29.79 over the same quarters. Over this time, the share price has been highly volatile, and the stock trades...
TSE:8370
TSE:8370Banks

Kiyo Bank (TSE:8370) Earnings Growth And 22.8% Margin Challenge Bearish Profitability Narratives

Kiyo Bank (TSE:8370) has wrapped up FY 2026 with fourth quarter revenue of ¥28,573 million and basic EPS of ¥101.14, while trailing twelve month revenue reached ¥98,942 million and EPS came in at ¥339.91. Over recent periods, revenue has moved from ¥86,397 million in the FY 2025 fourth quarter on a trailing basis to ¥98,942 million in the FY 2026 fourth quarter, with quarterly EPS ranging from ¥41.03 in the second quarter to ¥101.14 in the fourth. With a trailing net profit margin of 22.8%...
TSE:6098
TSE:6098Professional Services

Recruit Holdings (TSE:6098) Margin Expansion Tests Premium P/E Narrative

Recruit Holdings (TSE:6098) has wrapped up FY 2026 with fourth quarter revenue of ¥960.6 billion and basic EPS of ¥72.58, alongside trailing twelve month EPS of ¥353.61. Over recent periods, the company has seen revenue move from ¥861.8 billion in FY 2025 Q4 to ¥960.6 billion in FY 2026 Q4, while quarterly EPS shifted from ¥45.29 to ¥72.58 and trailing twelve month EPS moved from ¥271.44 to ¥353.61. For investors tracking the story, the latest set of results points to a business where...
TSE:9956
TSE:9956Consumer Retailing

A Look At Valor Holdings (TSE:9956) Valuation After Raising Its Year End Dividend Forecast

Valor Holdings (TSE:9956) has raised its year end dividend forecast to ¥39 per share, lifting the annual payout to ¥74, while also updating its cost of capital and stock price focused management framework. See our latest analysis for Valor Holdings. The revised dividend forecast and renewed focus on cost of capital come after a mixed few months for the stock. It has delivered a 6.05% 7 day share price return and a 3.70% decline over 30 days, set against a 12.87% year to date share price...
TSE:7201
TSE:7201Auto

Why Nissan Motor (TSE:7201) Is Up 8.5% After Forecasting Profit Return Despite Latest Annual Loss

Nissan Motor Co., Ltd. has reported past full-year results to March 31, 2026, with sales of ¥10,689.89 billions and a net loss of ¥533.10 billions, narrowing losses per share from ¥187.08 to ¥152.58 year on year. Alongside these weaker top-line figures, Nissan outlined an upbeat outlook featuring cost savings, new models, and a projected return to profit, marking a potential inflection point in its turnaround plan. Against this backdrop, we'll explore how Nissan's expectation of a profit...
TSE:7906
TSE:7906Leisure

Weighing YONEX (TSE:7906) Valuation After Recent Share Price Weakness And Conflicting P/E And DCF Signals

Recent share performance and business snapshot YONEX (TSE:7906) has drawn attention after a mixed stretch in the share price, with the stock up slightly over the past day but down over the past week, month and past 3 months. Over a longer horizon, total return over the past year is modest, while the 3 year and 5 year total returns are much stronger, giving investors a very different picture than the recent pullback suggests. The company, which manufactures and sells badminton, tennis, soft...
TSE:6367
TSE:6367Building

Assessing Daikin Industries (TSE:6367) Valuation After Strong Recent Share Price Momentum

Daikin IndustriesLtd (TSE:6367) drew investor attention after its recent share price moves, with the stock showing positive total returns over the past year and over multiple-year periods, alongside reported revenue and net income growth. See our latest analysis for Daikin IndustriesLtd. Recent trading has been strong, with a 1 month share price return of 25.28% and a 3 month share price return of 30.98%, while the 1 year total shareholder return of 61.23% contrasts with a slightly declining...
TSE:6326
TSE:6326Machinery

Kubota’s Stronger Q1 EPS May Recast Its Profitability Narrative (TSE:6326)

Kubota Corporation recently reported its first quarter 2026 results, with sales rising to ¥810,012 million and net income reaching ¥73,285 million, both higher than the same period a year earlier. The jump in basic earnings per share from continuing operations to ¥64.45, compared with ¥35.97 a year ago, highlights a substantial improvement in profitability per share. We’ll now look at how this stronger profitability, reflected in higher earnings per share, may influence Kubota’s broader...
TSE:8354
TSE:8354Banks

Stronger Earnings, Higher Dividend And Upgraded Guidance Might Change The Case For Investing In Fukuoka Financial Group (TSE:8354)

Fukuoka Financial Group, Inc. has reported full-year results for the period ended March 31, 2026, with net interest income rising to ¥262,821 million and net income reaching ¥85,428 million, alongside higher basic earnings per share and an increased annual dividend. Beyond the stronger headline profits, management raised net income guidance and highlighted balance-sheet strength, signalling confidence in sustaining earnings and supporting shareholder returns. With earnings guidance raised...
TSE:9065
TSE:9065Logistics

How Investors May Respond To Sankyu (TSE:9065) Buyback, Stock Split And Updated Vision 2030 Plan

Sankyu Inc. recently approved a share repurchase program of up to 5,000,000 shares for ¥20,000 million, alongside a five-for-one stock split, higher fiscal 2026 dividends, and an updated Vision 2030 roadmap following stronger sales and net profit. Together, these actions signal a coordinated capital policy that combines immediate shareholder returns with longer-term plans to enhance corporate value and liquidity. Next, we will explore how Sankyu's sizeable share buyback program reshapes the...
TSE:7419
TSE:7419Specialty Retail

Assessing Nojima (TSE:7419) Valuation After Strong 2026 Results And Upbeat 2027 Guidance

Nojima (TSE:7419) has come into focus after reporting full year 2026 results, with sales of ¥982,804 million and net income of ¥38,931 million, along with fresh guidance and dividend commentary for fiscal 2027. See our latest analysis for Nojima. The share price has responded strongly around these earnings and guidance updates, with a 7 day share price return of 6.08% and a 30 day share price return of 18.73%. The 1 year total shareholder return of 41.70% and 5 year total shareholder return...
TSE:6544
TSE:6544Commercial Services

A Look At Japan Elevator Service Holdings (TSE:6544) Valuation As A Dividend Increase Is Considered

Japan Elevator Service Holdings Ltd (TSE:6544) heads into a May 14, 2026 board meeting where directors will consider revising the dividend forecast, including a possible dividend increase, a move that often attracts income oriented investors. See our latest analysis for Japan Elevator Service HoldingsLtd. The upcoming dividend discussion is catching the market at a strong moment for the stock, with a 1 day share price return of 12.73% and a 90 day share price return of 18.40%. The 3 year...
TSE:7988
TSE:7988Auto Components

Nifco (TSE:7988) Valuation Check As Board Weighs Stock Split Dividend Increase And Pay Changes

Board meeting puts potential stock split and dividend changes in focus Nifco (TSE:7988) has called a May 14, 2026 board meeting to review a potential stock split, a higher dividend from surplus, and revisions to its stock compensation plan for directors and executive officers. See our latest analysis for Nifco. The upcoming board meeting follows a mixed period for Nifco, with the share price at ¥4,537 after a 1-day share price return of 3.92% but a year-to-date share price return that is down...