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Investor Relations14 Oct 2025
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DENSO (6902) investor relations material
DENSO Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary31 Jul, 2025
Executive summary
Revenue for the quarter was ¥1,754.1 billion, nearly flat year-over-year, supported by strong domestic vehicle sales but offset by a strong yen and lower sales elsewhere.
Operating profit declined 11.1% year-over-year to ¥107.2 billion, mainly due to increased tariffs, adverse FX rates, and higher investment in R&D and personnel.
Profit attributable to owners of the parent fell 16.1% year-over-year to ¥79.3 billion.
Measures to enhance corporate value include selling shares in Toyota Industries and initiating a tender offer for its own shares.
Financial highlights
Q1 FY2026 revenue: ¥1,754.1B, up ¥0.3B (+0.0%) year-over-year.
Operating profit: ¥107.2B (6.1% margin), down ¥13.4B (-11.1%) year-over-year.
Net profit attributable to owners: ¥79.3B, down ¥15.2B (-16.1%) year-over-year.
Gross profit for the quarter was ¥245.7B, down from ¥251.8B year-over-year.
Basic earnings per share dropped to ¥28.50 from ¥32.45 year-over-year.
Outlook and guidance
FY2026 revenue forecast raised to ¥7,200.0B (+2.1% from previous), reflecting Q1 results and tariff cost adjustments.
Operating profit forecast unchanged at ¥675.0B (9.4% margin), supported by cost minimization and price adjustments.
Net profit forecast: ¥515.0B (7.2% margin); ROE projected at 10.7%.
The company expects to offset tariff impacts with price increases and cost reductions from Q2 onward.
Assumed exchange rates for the remainder of the year are 1 USD = 145 yen and 1 EUR = 160 yen.
Why did operating profit decrease in Japan?
What exchange rates are assumed from Q2 onward?
Explain the tariff impact on full-year forecast.
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Next DENSO earnings date
Q2 202631 Oct, 2025
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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.
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