Logotype for East Japan Railway Company

East Japan Railway Company (9020) investor relations material

East Japan Railway Company Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for East Japan Railway Company
Q2 2026 earnings summary30 Oct, 2025

Executive summary

  • Operating income for the first half of FY2026.3 significantly exceeded plan, driven by strong railway usage and higher sales at station stores.

  • Operating revenues for the six months ended September 30, 2025, rose 4.9% year-over-year to ¥1,463,096 million, with profit attributable to owners of parent up 5.3% to ¥147,227 million.

  • Comprehensive income increased 32.1% year-over-year to ¥170,177 million.

  • Interim and year-end dividends were raised to 35 yen each, with full-year dividend forecast revised to 70 yen per share, reflecting a higher payout ratio in line with long-term shareholder return policy.

Financial highlights

  • Q2 FY2026.3 operating revenues rose to ¥1,463.0 billion (+4.9% YoY); operating income was ¥231.4 billion (-1.7% YoY).

  • Profit attributable to owners increased to ¥147.2 billion (+5.3% YoY); EBITDA reached ¥436.9 billion (+0.9% YoY).

  • All segments posted revenue growth; transportation and retail/services saw income gains, while real estate & hotels income declined due to lower real estate sales.

  • Extraordinary gains rose sharply due to increased sales of investments in securities, while an extraordinary loss of ¥3,366 million was recognized for local transport operations after heavy rain suspension.

  • Equity ratio improved to 29.1% from 28.1% at the previous fiscal year-end.

Outlook and guidance

  • Full-year operating revenues forecast revised to ¥3,058.0 billion (+¥35.0 billion from prior forecast), up 5.9% year-over-year.

  • Operating income forecast raised to ¥405.0 billion (+¥18.0 billion); profit attributable to owners to ¥237.0 billion (+¥10.0 billion).

  • Basic earnings per share forecast at ¥209.98.

  • ROE expected at 8.1% (+0.4%), ROA at 3.9% (+0.2%).

  • Dividend payout ratio to gradually rise to 40% by FY2028.3 as growth investments stabilize.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next East Japan Railway Company earnings date

Logotype for East Japan Railway Company
Q3 20262 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next East Japan Railway Company earnings date

Logotype for East Japan Railway Company
Q3 20262 Feb, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

East Japan Railway Company, commonly known as JR East, is a Japanese transportation company primarily engaged in railway operations. The company operates an extensive network of passenger rail services, including Shinkansen (bullet trains) and regional lines, serving the eastern regions of Japan. In addition to its core railway business, JR East is involved in real estate development, retail, and hospitality, including station-area development and management of commercial facilities. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.

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