Japanese Industrials Stock News

TSE:7177
TSE:7177Capital Markets

GMO Financial Holdings FY 2025 Net Margin Surge Challenges Bearish Profitability Narratives

GMO Financial Holdings (TSE:7177) has wrapped up FY 2025 with fourth quarter revenue of ¥9,996 million and basic EPS of ¥13.04, while trailing twelve month EPS stands at ¥88.55. The company has seen quarterly revenue move from ¥9,223 million and EPS of ¥10.48 in Q4 FY 2024 to a range of ¥9,996 million to ¥13,201 million and EPS between ¥13.04 and ¥31.42 through FY 2025. This performance is supported by trailing twelve month revenue of ¥46,387 million and net income of ¥10,448 million. Margins...
TSE:7267
TSE:7267Auto

Honda Motor (TSE:7267) Is Up 7.0% After December Output Rebounds And US Exports Surge

Honda Motor reported that its global vehicle production rose 4.3% in December 2025 to 283,161 units, partially reversing a prior month’s semiconductor-driven slump even as full-year output fell almost 9%. Exports from Japan grew by almost 20% for 2025, with shipments to the US nearly quadrupling while exports to Europe recorded an 11% decline, highlighting a sharp regional shift in demand. We will now examine how Honda’s December production rebound and sharply higher exports to the US...
TSE:8001
TSE:8001Trade Distributors

Assessing ITOCHU (TSE:8001) Valuation After Strong One Year Shareholder Returns

Why ITOCHU (TSE:8001) is on investors' radar today ITOCHU (TSE:8001) has caught investor attention after solid recent share performance, including a move of about 4.6% over the past week and a total return near 54% over the past year. See our latest analysis for ITOCHU. That recent 4.6% 7 day share price return comes on top of a 7.8% 90 day share price return and a 1 year total shareholder return of about 54%, which may indicate that recent momentum has continued. If ITOCHU's move has caught...
TSE:7261
TSE:7261Auto

Mazda Motor (TSE:7261) Valuation Check After Record Sales And Production Rebound

Mazda Motor (TSE:7261) is back in focus after Mazda Canada reported record January sales and the automaker posted a 9.4% rise in global production for December, pointing to firm demand across key crossover models. See our latest analysis for Mazda Motor. The recent production rebound and record Canadian crossover sales appear to have coincided with a 9.42% 7 day share price return and an 11.04% 90 day share price return. The 1 year total shareholder return of 24.18% suggests momentum has been...
TSE:1878
TSE:1878Real Estate

Daito Trust (TSE:1878) Is Up 10.0% After Raising 2026 Earnings Guidance And Dividend Forecast

Daito Trust Construction Co., Ltd. recently raised its earnings guidance for the year ending March 31, 2026, now expecting consolidated net sales of ¥1.98 trillion and profit attributable to owners of parent of ¥95,000 million, and also increased its forecast year-end dividend to ¥74.60 per share from ¥68.60. The revision highlights how high occupancy in its leasing business, progress in development projects, cost reductions, and higher dividend income from subsidiaries are feeding directly...
TSE:7011
TSE:7011Machinery

Mitsubishi Heavy Industries (TSE:7011) Margin Improvement Reinforces Bullish Profitability Narratives

How Mitsubishi Heavy Industries (TSE:7011) Q3 2026 Numbers Set Up the Story Mitsubishi Heavy Industries (TSE:7011) has just posted Q3 2026 revenue of about ¥1.21t and basic EPS of ¥29.10, with trailing twelve month EPS at ¥92.60 and net income from ongoing operations at ¥311.1b. The company has seen quarterly revenue move from ¥1.25t in Q3 2025 to ¥1.21t in Q3 2026, while basic EPS has shifted from ¥19.35 to ¥29.10 over the same period. This gives investors a clearer read on how earnings are...
TSE:8473
TSE:8473Capital Markets

SBI Holdings (TSE:8473) Q3 EPS Surge Tests Bearish Earnings Decline Narrative

SBI Holdings (TSE:8473) Q3 2026 earnings in focus SBI Holdings (TSE:8473) has reported solid headline numbers for Q3 2026, with revenue of ¥587.1 billion and basic EPS of ¥278.09, compared with trailing twelve month EPS of ¥650.41 and net income of ¥410.10 billion. The company’s revenue has increased from ¥337.36 billion in Q2 2025 to ¥587.10 billion in Q3 2026. Over the same period, quarterly basic EPS has moved from ¥93.21 to ¥278.09. This provides investors with a clearer view of how the...
TSE:6367
TSE:6367Building

Daikin Industries TSE 6367 Margin Expansion Supports Bullish Narratives Despite Revenue Lag

Daikin Industries Ltd (TSE:6367) has just posted its Q3 2026 scorecard, with the latest quarterly snapshots showing revenue of about ¥1.26t in Q2 2026 alongside basic EPS of ¥271.18, and trailing twelve month revenue of ¥4.83t with basic EPS of ¥933.76 anchoring the earnings picture. Over the past few reported quarters, revenue has moved from ¥1.10t in Q3 2025 to ¥1.16t in Q4 2025 and then to ¥1.21t and ¥1.26t in Q1 and Q2 2026 respectively, while quarterly basic EPS shifted from ¥119.73 to...
TSE:2810
TSE:2810Food

House Foods Group Q3 Margin Compression Challenges Bullish Earnings Narratives

House Foods Group (TSE:2810) has just posted its Q3 2026 numbers, reporting revenue of ¥88,356 million and basic EPS of ¥66.94. This gives investors a clearer view of how the year is progressing. The company’s revenue increased from ¥84,393 million in Q3 2025 to ¥88,356 million in Q3 2026, while quarterly basic EPS moved from ¥70.91 to ¥66.94 over the same period. This sets a measured backdrop for assessing the current update. Net profit margins were 3.8% over the last year compared with 4.3%...
TSE:8354
TSE:8354Banks

Fukuoka Financial Group (TSE:8354) Earnings Jump Reinforces Bullish Margin Narrative

Fukuoka Financial Group (TSE:8354) has just posted its Q3 2026 numbers, with revenue at ¥96,718 million and basic EPS at ¥141.68, giving investors a fresh look at how earnings are tracking against prior quarters. The group has seen revenue move from ¥74,955 million in Q4 2025 to ¥96,718 million in Q3 2026, while basic EPS has shifted from ¥60.30 to ¥141.68 over the same period. This sets the scene for how you might think about the current earnings run rate and the quality of profit...
TSE:8306
TSE:8306Banks

Mitsubishi UFJ Financial Group (TSE:8306) Valuation Check After Recent Share Price Pullback

Recent performance snapshot Mitsubishi UFJ Financial Group (TSE:8306) has drawn attention after a 2.6% one-day decline, despite gains over the past week, month and past 3 months, prompting investors to reassess the banking group's recent share performance. See our latest analysis for Mitsubishi UFJ Financial Group. At a share price of ¥2,872.5, the recent 2.6% one day decline comes after a strong run, with a 30 day share price return of 9.43% and a one year total shareholder return of 55.20%...
TSE:3064
TSE:3064Trade Distributors

February 2026's Global Stocks Trading Below Estimated Value

As global markets navigate a landscape marked by steady interest rates and shifting consumer confidence, investors are increasingly focused on identifying opportunities amidst the volatility. With large-cap value stocks outperforming their growth counterparts and sectors like communication services and energy leading recent gains, the search for undervalued stocks remains a key strategy for those looking to capitalize on potential market inefficiencies.
TSE:2053
TSE:2053Food

Global Dividend Stocks To Watch In February 2026

As global markets navigate a period of mixed economic signals, with the Federal Reserve holding rates steady and consumer confidence at a low, investors are keenly observing how these dynamics influence dividend stocks. In such an environment, a strong dividend stock is often characterized by its ability to offer consistent payouts and stability amid market fluctuations, making it an attractive option for those seeking income in uncertain times.
TSE:9324
TSE:9324Logistics

Yasuda Logistics (TSE:9324) Q3 EPS Strength Reinforces Bullish Earnings Growth Narrative

Yasuda Logistics (TSE:9324) has put up another solid print for Q3 2026, with revenue of ¥20.2b and basic EPS of ¥45.32, backed by trailing twelve month EPS of ¥131.05 on revenue of ¥80.3b and net income of ¥3.8b. The company has seen revenue move from ¥18.5b in Q2 2025 to ¥20.2b in Q3 2026, while quarterly basic EPS has shifted from ¥32.11 to ¥45.32 and net income from ¥930m to ¥1.3b. This gives investors a clearer line of sight on how the earnings profile is shaping up. With net margin...
TSE:6524
TSE:6524Electronic

Exploring T&S CommunicationsLtd And 2 Other High Growth Tech Stocks In Asia

Amidst a backdrop of mixed global market performances, with small- and mid-cap stocks facing challenges while large-cap value stocks show resilience, the Asian tech sector continues to capture investor interest. In this dynamic environment, identifying high-growth tech stocks like T&S Communications Ltd involves considering factors such as innovation potential and adaptability to economic shifts, which are crucial in navigating current market conditions.
TSE:8015
TSE:8015Trade Distributors

Does Toyota Tsusho's (TSE:8015) Profit Guidance Clarify Earnings Visibility Amid Shifting Institutional Ownership?

Toyota Tsusho Corporation recently issued consolidated earnings guidance for the fiscal year ending March 31, 2026, projecting profit attributable to owners of the parent of ¥360,000 million and basic earnings per share of ¥341.00. This guidance arrives as some institutional investors, such as the T. Rowe Price Japan Fund, have fully exited their positions in Toyota Tsusho, highlighting differing views on the company’s future prospects. We’ll now examine how Toyota Tsusho’s new profit...
TSE:5411
TSE:5411Metals and Mining

Leadership Shift At JFE Holdings (TSE:5411) Might Change The Case For Investing In TSE:5411

On January 28, 2026, JFE Holdings’ Board of Directors approved unofficial executive appointments, including the planned retirement of Representative Director and Executive Vice President Masashi Terahata in April 2026 and the appointment of Senior Vice President Toshihiro Tanaka as new Representative Director following the June 2026 shareholders’ meeting. This transition elevates a long-serving internal executive with deep experience in corporate planning and control at both JFE Steel and...