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Is Tariff‑Hit Profit Guidance And Leadership Shift Altering The Investment Case For DENSO (TSE:6902)?
DENSO Corporation reported past nine-month results to December 31, 2025, with sales of ¥5,495,528 million and net income of ¥273,674 million, while also reshaping its North American leadership to speed decision-making and innovation.
The company cut its full-year profit outlook despite slightly higher expected revenue, highlighting pressures from U.S. tariffs, rising material costs, and revised foreign exchange assumptions.
We will now examine how DENSO’s lowered full-year profit guidance,...