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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.
JFE Systems
JFE Systems (4832) investor relations material
JFE Systems Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary28 Oct, 2026
Executive summary
External-customer businesses performed steadily, but H1 sales and operating income declined YoY after the Steelworks System Refresh Project ended in the JFE Group business.
Gross profit increased as margins improved, but higher SG&A—including strategic sales activity, recruitment, training and internal IT costs—more than offset the increase.
Financial highlights
H1 net sales were ¥26,466m, down 9.5% YoY; gross profit was ¥6,883m, up 3.1%.
Operating income was ¥2,295m, down 13.9%; ordinary income was ¥2,396m, down 11.5%; parent-attributable profit was ¥1,528m, down 13.4%.
Orders received fell 8.3% YoY to ¥25,952m; order backlog fell 9.9% to ¥22,540m.
Comprehensive income was ¥1,762m versus ¥1,973m in H1 FY2026.
Outlook and guidance
FY2027 forecast, unchanged for earnings: net sales ¥60,000m (+4.5%), operating income ¥6,600m (+4.0%), ordinary income ¥6,800m (+5.4%) and parent-attributable profit ¥4,380m (+2.7%).
Forecast EPS is ¥139.45; ROE is 11.9%, down 0.6 points YoY.
Results were tracking in line with the full-year plan; external-customer growth is expected to offset lower JFE Group sales after project completion.
FY forecast SG&A rises 10.9% to ¥8,960m, reflecting expanded sales activity, recruitment, training and internal IT investment.
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Latest events from JFE Systems
- Sales grew 1.5% in 9M, while operating profit fell 12.5%; FY forecast revised.4832
Q3 2025 - Growth businesses anchor FY2027 targets of ¥67.4 billion in sales and ¥8.0 billion in ordinary income.4832Investor presentation
- Record FY2025 results precede lower FY2026 guidance as steelworks refresh work winds down.4832Q4 2025
- Q1 operating income rose 24.5%; FY2026 guidance remains lower on steel-project runoff.4832Q1 2026
- Lower JFE Group workload drives weaker FY2026 guidance; ¥68 annual dividend maintained.4832Q2 2026
- External growth offset lower refresh workload; guidance and ¥68 dividend unchanged.4832Q3 2026
- FY2026 contracted after refresh completion; FY2027 guidance points to external-business growth.4832Q4 2026
- Project completion drove Q1 declines; FY2027 guidance remains unchanged, with growth forecast.4832Q1 2027
Next JFE Systems earnings date
Q3 202725 Jan, 2027
JFE Systems
Next JFE Systems earnings date
Q3 202725 Jan, 2027
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