)
Visual21 Nov 2025
Data center suppliers
JFE Holdings (5411) investor relations material
JFE Holdings Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary6 Nov, 2025
Executive summary
Revenue for 1H FY2025 was ¥2,232.6bn, down 8.9% year-over-year; business profit was ¥45.7bn, down ¥36.1bn year-over-year but up ¥5.7bn from forecast; profit attributable to owners was ¥26.7bn, down 37.2% year-over-year.
Comprehensive income declined to ¥14.4bn from ¥86.9bn in 1H FY2024, reflecting weaker operating results and negative other comprehensive income.
Annual business profit forecast (excluding inventory valuation) is ¥190.0bn, revised down ¥10.0bn from previous, with profit attributable to owners at ¥75.0bn.
Interim dividend set at ¥40/share; annual dividend forecast at ¥80/share, maintaining a payout ratio of around 30%.
Financial highlights
Gross profit for 1H FY2025 was ¥242.9bn, down from ¥276.5bn year-over-year; business profit (excluding inventory valuation) was ¥93.7bn, down ¥41.1bn year-over-year.
Basic earnings per share decreased to ¥41.94 from ¥66.80 in 1H FY2024.
Total assets at September 30, 2025, were ¥5,651.8bn, with total equity of ¥2,568.8bn.
Segment profit for 1H FY2025 was ¥34.1bn, down ¥37.9bn year-over-year.
Crude steel production for FY2025 is forecast at approx. 21.50Mt, up 0.50Mt from previous forecast.
Outlook and guidance
FY2025 revenue forecast is ¥4,600bn, down 5.3% year-over-year; business profit expected at ¥140bn (+3.4%), profit attributable to owners at ¥75bn (-18.4%).
Full-year FY2025 business profit forecast (excluding inventory valuation) is ¥190.0bn, down ¥10.0bn from previous guidance.
Basic EPS for FY2025 projected at ¥117.92.
Steel business segment profit forecast at ¥40.0bn; engineering at ¥20.0bn; trading at ¥45.0bn.
Identify key drivers for Steel segment's H2 profit recovery
Justify the significant dividend reduction
Reconcile yen appreciation impact on export profit
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next JFE Holdings earnings date
Q3 20265 Feb, 2026
Next JFE Holdings earnings date
Q3 20265 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.
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
JFE Holdings Inc., known as JFE, is a prominent conglomerate with a core focus on the production and sale of steel and related products. Its extensive product line includes sheets, plates, shapes, pipes and tubes, stainless and specialty steels, electrical steels, bars and wire rods, and iron powders. Beyond its steel manufacturing, JFE engages in a variety of civil engineering construction projects encompassing waste management plants, power generation, water recycling projects, water and sewage systems, pipelines, energy plants, bridges, steel structures, and more. The company's operations extend to the import and export of iron ore, coal, foods, electronics, raw materials, and various machinery for steel works, catering to industries such as automobile, construction, shipbuilding, construction machinery, plant, home appliances, and pipelines. The company is headquartered in Chiyoda-Ku, Tokyo, 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