Stock Analysis

ITOCHU First Quarter 2026 Earnings: Misses Expectations

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ITOCHU (TSE:8001) First Quarter 2026 Results

Key Financial Results

  • Revenue: JP¥3.56t (down 1.1% from 1Q 2025).
  • Net income: JP¥283.9b (up 37% from 1Q 2025).
  • Profit margin: 8.0% (up from 5.7% in 1Q 2025). The increase in margin was driven by lower expenses.
  • EPS: JP¥200 (up from JP¥144 in 1Q 2025).
earnings-and-revenue-growth
TSE:8001 Earnings and Revenue Growth August 3rd 2025

All figures shown in the chart above are for the trailing 12 month (TTM) period

ITOCHU Revenues and Earnings Miss Expectations

Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 9.2%.

Looking ahead, revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Trade Distributors industry in Japan.

Performance of the Japanese Trade Distributors industry.

The company's share price is broadly unchanged from a week ago.

Risk Analysis

What about risks? Every company has them, and we've spotted 1 warning sign for ITOCHU you should know about.

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Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

About TSE:8001

ITOCHU

Trades and imports/exports various products worldwide.

Solid track record with excellent balance sheet.

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