)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
DENSO (6902) investor relations material
DENSO Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary31 Oct, 2025
Executive summary
Revenue increased 3.3% year-over-year to ¥3,590.5 billion, driven by higher vehicle sales in North America and Asia and expanded sales of focus-area products, despite yen appreciation.
Operating profit declined 15.8% year-over-year to ¥211.4 billion due to quality-related provisions, tariffs, and higher R&D expenses, partially offset by cost reductions and increased production.
Net profit attributable to owners dropped 31.2% year-over-year to ¥131.4 billion.
Financial highlights
Revenue rose to ¥3,590.5B (+3.3%) compared to the same period last year.
Operating profit fell to ¥211.4B (-15.8% YoY), with margin dropping from 7.2% to 5.9%.
Gross profit increased to ¥520.9B from ¥499.6B year-over-year.
Net profit for the period was ¥151.2B, down from ¥205.6B year-over-year.
Basic earnings per share decreased to ¥47.70 from ¥65.56 year-over-year.
Outlook and guidance
Full-year revenue forecast revised upward to ¥7,240.0B, reflecting updated exchange rates.
Full-year operating profit forecast is ¥651.0B, reflecting revised FX assumptions and quality provisions.
Profit attributable to owners forecast at ¥497.0B, up 18.6% year-over-year.
Annual dividend forecast maintained at ¥64 per share.
Assumed FX rates for Q3 onward: 1 USD = 145 yen, 1 EUR = 170 yen.
Impact of quality provisions on operating profit?
Japan segment operating profit decline drivers
Rationale for significant treasury stock acquisition
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next DENSO earnings date
Q3 202630 Jan, 2026
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
DENSO Corporation manufactures automotive components offering a wide array of advanced technologies, systems, and products for the industry. The company has a diverse product portfolio that includes thermal management and air-conditioning systems, powertrain systems, electrification systems, and advanced safety and automated driving technologies. The company also ventures into mobility electronics, providing electronic systems, services, and platforms supporting all aspects of mobility. DENSO's commitment to innovation is evident in its extensive investment in research and development, focusing on electrification and autonomous driving technologies. The company is headquartered in Kariya, Japan, and its shares are listed on the Tokyo Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage