)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
AZ-COM MARUWA
AZ-COM MARUWA (9090) investor relations material
AZ-COM MARUWA Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary9 Nov, 2026
Executive summary
H1 FY2027/3 net sales rose 8.5% YoY to ¥122,660 million; operating profit fell 26.1% to ¥4,484 million and parent-attributable profit fell 33.8% to ¥2,641 million.
Revenue growth from expanded operations, more vehicles in service and newly consolidated subsidiaries was offset by weaker existing-customer volumes, higher costs and startup expenses.
Financial highlights
Gross profit fell 5.7% to ¥10,539 million; gross margin declined to 8.6% from 9.9%, as cost of sales rose 10.1% to ¥112,121 million.
Ordinary profit fell 33.2% to ¥4,185 million; a ¥312 million contract-cancellation provision and higher interest costs added pressure.
Results included a ¥203 million bargain-purchase gain recorded as extraordinary income.
EPS was ¥19.62 versus ¥29.64 a year earlier; comprehensive income was ¥2,643 million versus ¥6,072 million.
Outlook and guidance
FY2027/3 forecast remains ¥250,000 million in sales (+8.4%); operating profit was cut to ¥11,200 million, ordinary profit to ¥11,000 million and parent-attributable profit to ¥6,600 million.
Forecast EPS is ¥49.03; planned annual dividend remains ¥32 per share, comprising ¥16 interim and ¥16 year-end.
H1 achieved 49.1% of forecast sales and 32.5% of forecast operating profit; full-year forecasts were reduced amid delayed profitability measures.
Delayed reform benefits, lower existing-client volumes, customer transaction changes, wage increases and new-operation stabilization costs weigh on outlook; Medium-term Management Plan 2028 targets are under review.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from AZ-COM MARUWA
- Sales up 6.2% YoY, profits down on higher costs; outlook steady, new subsidiary added.9090
Q1 2027 - Strong growth in logistics and 3PL drives higher sales and profits, with robust FY2027 outlook.9090Q4 2026
- Double-digit sales and profit growth in 3Q, robust logistics, and positive outlook.9090Q3 2026
- Strong sales and profit growth led by logistics and 3PL, with robust full-year outlook.9090Q2 2026
- Strong sales and profit growth driven by robust logistics and 3PL performance.9090Q1 2026
- Profits dropped sharply on one-time costs, but full-year outlook remains strong.9090Q1 2025
- Sales rose but profits fell on higher costs; logistics expansion and dividend hike planned.9090Q2 2025
- Sales up, profits down; moderate growth and major investments planned for next year.9090Q4 2025
- Sales up, profits down as higher costs and one-time items impact results; 3PL growth strong.9090Q3 2025
Next AZ-COM MARUWA earnings date
Q3 20279 Feb, 2027
AZ-COM MARUWA
Next AZ-COM MARUWA earnings date
Q3 20279 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
AZ-COM MARUWA Holdings Inc is a Japan-based holding company operating through subsidiaries in the logistics, construction, and staffing sectors. Its logistics segment provides transportation, warehousing, and distribution services. The construction segment offers civil engineering and construction management services, while the staffing segment supplies human resource solutions, including temporary staffing and outsourcing. AZ-COM MARUWA Holdings Inc is headquartered in Tokyo, Japan, and its shares are listed on the TSE.