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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.
Japan Tobacco
Japan Tobacco (2914) investor relations material
Japan Tobacco Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Jan–Sep revenue was ¥2,991.4bn, up 13.6% YoY; adjusted operating profit at constant FX rose 16.9%, led by Tobacco.
Strong pricing, share gains and Ploom growth supported higher FY2026 forecasts; attributable profit is projected to rise 32.6% YoY.
Financial highlights
Jan–Sep core revenue at constant FX was ¥2,732.3bn, up 8.4%; adjusted operating profit was ¥972.4bn, up 21.6%.
Operating profit was ¥947.7bn, up 24.2%; profit for the period was ¥621.5bn and attributable profit was ¥618.9bn, up 20.9%.
Tobacco core revenue was ¥2,750.5bn, up 14.5% reported and 8.7% at constant FX; adjusted operating profit was ¥1,005.4bn, up 21.1% and 16.6%, respectively.
Processed Food revenue rose ¥4.1bn YoY to ¥119.4bn; adjusted operating profit increased ¥0.4bn to ¥6.0bn.
Outlook and guidance
FY2026 revenue forecast is ¥3,903bn, up 12.6% YoY and ¥18bn above prior guidance; core revenue at constant FX is forecast at ¥3,558bn, up 7.3%.
Adjusted operating profit forecast rose ¥44bn to ¥1,079bn, up 21.9%; at constant FX it rose ¥40bn to ¥1,028bn, up 16.1%.
Operating profit forecast rose ¥33bn to ¥1,041bn, up 20.1%; attributable profit rose ¥18bn to ¥662bn, up 32.6%.
Tobacco volume is forecast to decline 0.5%; tobacco adjusted operating profit is forecast at ¥1,133bn, up 21.2%.
Processed Food revenue forecast was reduced ¥3bn to ¥167bn; adjusted operating profit forecast rose ¥0.5bn to ¥8.5bn.
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Latest events from Japan Tobacco
- Strong H1 2026 results and upgraded outlook, driven by tobacco and RRP growth.2914
Q2 2026 - Q1 2026 delivered strong revenue and profit growth, with robust outlook and high dividend forecast.2914Q1 2026
- Record-high profit and revenue in FY2025, with robust outlook and continued RRP expansion.2914Q4 2025
- Record-high profit and revenue, higher guidance, and increased dividend after business divestiture.2914Q3 2025
- Strong revenue and profit growth led to higher forecasts and dividend guidance for 2025.2914Q2 2025
- Strong tobacco pricing and RRP growth drove higher profit and raised full-year guidance.2914Q2 2024
- Revenue up 11% and US market share expanded via Vector, but profit faces cost and litigation risks.2914Q3 2024
- Q1 2025 saw robust profit growth, pharma divestment to Shionogi, and steady dividend guidance.2914Q1 2025
- Record revenue and profit growth in FY2024, with high single-digit AOP growth targeted for 2025.2914Q4 2024
Next Japan Tobacco earnings date
Q4 202610 Feb, 2027
Japan Tobacco
Next Japan Tobacco earnings date
Q4 202610 Feb, 2027
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Frequently asked questions
Japan Tobacco Inc is a Japan-based multinational company primarily engaged in the manufacturing and sale of tobacco products. The company also operates in the pharmaceutical and processed food segments. It markets both domestic and international cigarette brands. Japan Tobacco Inc is headquartered in Tokyo, Japan, and its shares are listed on the TSE.