Japanese Trade Distributors Stock News

TSE:3941
TSE:3941Packaging

Rengo (TSE:3941) Valuation Check After Profit Guidance Cut And TRICOR Impairment Charges

What the revised guidance and TRICOR impairments mean for investors Rengo (TSE:3941) has cut its full year profit outlook, even as sales guidance stays unchanged, after weaker profitability in its European heavy duty corrugated packaging business and substantial TRICOR related impairments. The company now expects operating profit of ¥37,000 million, compared with an earlier outlook of ¥40,000 million. Profit attributable to owners of parent is now expected to be ¥21,000 million, instead of...
TSE:6501
TSE:6501Industrials

A Look At Hitachi (TSE:6501) Valuation After New ¥500,000 Million Buyback And Profit Growth Update

Why Hitachi stock is back in focus after its latest buyback and earnings update Hitachi (TSE:6501) has moved back into the spotlight after announcing a ¥500,000 million share repurchase program alongside its full year 2026 results, linking capital returns with recently reported profitability. See our latest analysis for Hitachi. The share repurchase and earnings update have arrived after a mixed stretch for the stock, with a 7 day share price return of an 8.3% decline and a year to date share...
TSE:9984
TSE:9984Wireless Telecom

SoftBank Group’s Roze Spin Off Puts AI Infrastructure In Focus

SoftBank Group (TSE:9984) is planning to spin off a new AI and robotics venture called Roze. The company is reportedly targeting a US IPO for Roze at a valuation of up to US$100b. Roze is expected to focus on automating data center construction to address rising AI compute demand. For investors watching TSE:9984, Roze sits at the intersection of AI infrastructure and robotics, two areas that are attracting intense attention from large tech and semiconductor companies. By centering Roze on...
TSE:6857
TSE:6857Semiconductor

Is Advantest (TSE:6857) Quietly Recasting Its AI Test Ambitions With New Tools And Funding Choices?

Advantest Corporation has recently reported full-year 2026 results showing higher sales and net income year-on-year, while its board held meetings to approve the disposal of treasury stock as restricted stock and the company continued to raise funding through zero-coupon convertible bonds. Alongside earnings, Advantest introduced its Pin Scale 5000B tester for AI and high-performance computing chips and deepened collaboration with Applied Materials through an Innovation Center on Applied’s...
TSE:6902
TSE:6902Auto Components

Is It Time To Reconsider DENSO (TSE:6902) After Recent Share Price Weakness?

For investors considering whether DENSO is attractively priced or whether the recent share price leaves limited room for upside, this article focuses on what the current valuation suggests about the stock. DENSO shares last closed at ¥1,895.5, with returns of 1.5% over 7 days, a 3.0% decline over 30 days, and a 13.1% decline year to date, while the 1 year return stands at 2.7% and the 5 year return at 21.8%. Recent coverage has focused on DENSO's role in the auto components space and how...
TSE:2892
TSE:2892Food

Nihon Shokuhin Kako (TSE:2892) Margin Compression Reinforces Bearish Profitability Narrative

Earnings snapshot and context Nihon Shokuhin Kako (TSE:2892) has wrapped up FY 2026 with fourth quarter revenue of ¥14.8 billion and basic EPS of ¥28.60, against a trailing twelve month EPS of ¥238.36 and net income of ¥1,168 million that sit on relatively slim margins. Over recent periods the company has seen quarterly revenue move in a tight band between ¥14.4 billion and ¥17.2 billion. Basic EPS has swung from a loss of ¥48.12 in Q3 2026 to triple digit figures of around ¥128 in the first...
TSE:7475
TSE:7475Consumer Retailing

Albis Ltd TSE 7475 Margin Compression And 4.7% Earnings Decline Test Bullish Narratives

ALBISLtd (TSE:7475) closed out FY 2026 with fourth quarter revenue of ¥25,223 million and basic EPS of ¥33.39, setting the tone for how you read the latest full year picture. Over recent periods, revenue has moved from ¥24,883 million in Q4 FY 2025 to ¥25,223 million in Q4 FY 2026, while quarterly EPS ranged from ¥35.83 in Q4 FY 2025 to ¥72.79 in Q3 FY 2025 and ¥56.13 in Q3 FY 2026. This gives you a clear sense of how the top and bottom lines have tracked. With trailing 12 month net margins...
TSE:3482
TSE:3482Real Estate

Loadstar Capital K.K (TSE:3482) Q1 Margin Compression Challenges Bullish Low P/E Narrative

Loadstar Capital K.K (TSE:3482) opened fiscal 2026 with Q1 revenue of ¥18.3b and basic EPS of ¥227.21, setting a clear marker for its recent performance as investors focus on how its income profile is evolving. The company has seen quarterly revenue move from ¥11.1b in Q1 2025 to ¥18.3b in Q1 2026, with basic EPS shifting from ¥216.43 to ¥227.21 over the same period. Trailing 12 month EPS for Q1 2026 stands at ¥492.08. With trailing net profit margins easing over the past year, this set of...
TSE:3496
TSE:3496Real Estate

AzoomLtd (TSE:3496) Q2 Earnings Growth Tests Premium P/E Narrative

AzoomLtd (TSE:3496) has posted its Q2 2026 numbers with revenue of ¥4.1b and basic EPS of ¥44.11, giving investors fresh data on how the business is converting its top line into per share earnings. The company has seen quarterly revenue move from ¥3.3b in Q2 2025 to ¥4.1b in Q2 2026, while basic EPS went from ¥35.27 to ¥44.11 over the same period, set against trailing twelve month EPS of ¥169.97 on revenue of ¥15.0b and earnings growth of 41.1% over the last year. With net profit margins...
TSE:9201
TSE:9201Airlines

Japan Airlines (TSE:9201) Margin Expansion To 6.5% Tests Volatile Earnings Narrative

Japan Airlines (TSE:9201) just wrapped up FY 2026 with fourth quarter revenue of ¥508.1 billion and basic EPS of ¥45.63, capping a trailing twelve month run that saw revenue reach ¥2.0 trillion and EPS of ¥306.96. Over recent periods, the company has seen revenue move from ¥1.8 trillion and EPS of ¥245.09 on a trailing basis in FY 2025 to the latest trailing figures for FY 2026, giving investors a clear view of how top line scale and per share earnings have tracked together. With net profit...
TSE:6817
TSE:6817Electronic

Sumida (TSE:6817) Margin Recovery Reinforces Bullish Narratives Despite Longer Term EPS Decline

Sumida (TSE:6817) opened Q1 2026 with revenue of ¥38,428 million and basic EPS of ¥21.95, setting the tone for a quarter where investors are closely watching how the recent earnings swing feeds through to profitability. The company has seen quarterly revenue move from ¥35,390 million and EPS of ¥17.70 in Q1 2025 to ¥38,428 million and EPS of ¥21.95 in Q1 2026. On a trailing 12 month basis, EPS shifted from ¥25.06 to ¥113.68 as net income rose from ¥827 million to ¥3,759 million. With net...
TSE:6454
TSE:6454Machinery

Max (TSE:6454) Earnings And Margin Strength Test Justifies Premium Valuation Narrative

Max (TSE:6454) has wrapped up FY 2026 with fourth quarter revenue of ¥25.3b and net income of ¥3.0b, backing this up with trailing twelve month revenue of ¥99.6b and net income of ¥13.9b, alongside a 23.8% year over year earnings growth and a 13.9% net margin. Over recent periods, the company has seen revenue move from ¥22.8b in Q4 FY 2025 to ¥25.3b in Q4 FY 2026, while quarterly net income has shifted from ¥2.1b to ¥3.0b. This sets up a story in which improving margins and earnings quality...
TSE:4709
TSE:4709IT

ID Holdings (TSE:4709) Margin Improvement Supports Bullish Undervaluation Narrative

ID Holdings (TSE:4709) has wrapped up FY 2026 with fourth quarter revenue of ¥10.2b and net income of ¥967.5m, while trailing twelve month revenue sits at ¥39.4b with net income of ¥2.9b and EPS of ¥171.82. Over recent quarters the company has seen revenue move from ¥9.3b in FY 2025 Q3 to between about ¥9.7b and ¥10.2b through FY 2026, with quarterly net income ranging from ¥622m to ¥967.5m and EPS between ¥18.50 and ¥19.94. Together, these figures contribute to a 7.4% trailing net margin and...
TSE:9534
TSE:9534Gas Utilities

Hokkaido Gas (TSE:9534) Margin Holding Near 6.6% Tests Slowing Earnings Growth Narrative

Hokkaido Gas (TSE:9534) has wrapped up FY 2026 with fourth quarter revenue of ¥59.8b and basic EPS of ¥65.08, supported by net income of ¥5.7b. Over recent periods, the company has seen revenue move from ¥59.2b and EPS of ¥75.78 in FY 2025 Q4 to ¥59.8b and EPS of ¥65.08 in FY 2026 Q4, while trailing twelve month EPS stands at ¥130.62 on revenue of ¥174.5b. With a net profit margin of 6.6% over the last year, compared with 6.1% previously, the latest results give investors a view of how...
TSE:9962
TSE:9962Machinery

Misumi Group (TSE:9962) EPS Surge Reinforces Bullish Growth Narrative Despite Premium P/E

MISUMI Group (TSE:9962) posts FY 2026 results MISUMI Group (TSE:9962) has wrapped up FY 2026 with fourth quarter revenue of ¥120.7b and basic EPS of ¥65.47, against a trailing twelve month tally of ¥441.4b in revenue and EPS of ¥149.30 backed by ¥40.5b in net income excluding extra items and year over year earnings growth of 10.7%. Over recent periods the company has seen revenue shift from ¥100.4b and EPS of ¥30.33 in Q4 FY 2025 to ¥120.7b and EPS of ¥65.47 in Q4 FY 2026. Trailing twelve...
TSE:4768
TSE:4768IT

Otsuka Holdings Q1 2026 High Quality EPS Supports Bullish Earnings Narrative

Otsuka Holdings (TSE:4768) opened Q1 2026 with revenue of ¥344.8b and basic EPS of ¥44.01, setting the tone for how the year is starting to shape up. The company has seen revenue move from ¥315.5b and EPS of ¥38.21 in Q1 2025 to a trailing twelve month revenue base of ¥1.35t and EPS of ¥175.37, giving investors a clearer sense of scale and earnings power coming into this quarter. With earnings described as high quality and margins steady, the latest numbers point to a business where...
TSE:9158
TSE:9158Healthcare

CUC (TSE:9158) Margin Slide To 5.3% Challenges Bullish Profitability Narratives

CUC (TSE:9158) just wrapped up FY 2026 with fourth quarter revenue of ¥14.2b and basic EPS of ¥48.47, anchored by net income excluding extraordinary items of ¥1,421m. Over the past six quarters, the company has seen quarterly revenue range from ¥12.5b in FY 2025 Q4 to ¥14.2b in FY 2026 Q4, while basic EPS shifted between ¥7.10 and ¥48.47 as net income excluding extraordinary items moved between ¥208m and ¥1,421m. This has resulted in a year where the trailing twelve month net profit margin of...
TSE:7177
TSE:7177Capital Markets

GMO Financial Holdings (TSE:7177) Q1 EPS Strength Tests Trading‑Driven Bullish Narratives

GMO Financial Holdings (TSE:7177) has opened Q1 2026 with total revenue of ¥15.4b and basic EPS of ¥35.62, alongside net income of ¥4,203m, setting a clear marker for how the year is starting. The company has seen quarterly revenue move from ¥11.9b in Q1 2025 to ¥15.4b in Q1 2026, while basic EPS shifted from ¥21.22 to ¥35.62 over the same period. This frames a results season in which profitability levels and margins are firmly in focus for investors. See our full analysis for GMO Financial...