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Winner, Winner: The Chicken McNugget Story
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MonotaRO
MonotaRO (3064) investor relations material
MonotaRO Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary4 Aug, 2026
Executive summary
Consolidated net sales for Jan-Jun 2026 reached ¥193.2 billion, up 20.6% year-over-year and 2.6% above plan, with operating income at ¥27.3 billion (+24.9% YoY) and net income attributable to owners at ¥18.5 billion (+20.5% YoY), driven by strong demand for petroleum-based products, new customer acquisition, and expanded product offerings.
The company added 591,000 new registered accounts, reaching a total of 11.85 million accounts.
Overseas subsidiaries exceeded sales plans, contributing to consolidated results outperforming expectations.
Financial highlights
Gross profit margin improved to 29.8% (up 0.2pt YoY), with gross profit at ¥57,561 million, and SG&A expense ratio at 15.6% (down 0.4pt YoY).
Non-consolidated net sales rose 20.8% YoY to ¥187.3 billion, with operating income up 24.1% YoY to ¥27.9 billion and net income up 20.9% YoY to ¥19.1 billion.
Net income per share increased to ¥37.63 from ¥31.03 year-over-year.
Distribution-related cost sales ratio decreased to 5.9%, 0.3pt lower than the previous year.
Overseas: NAVIMRO (Korea) sales up 12.5% YoY, MONOTARO INDONESIA sales up 36.3% YoY, IB MONOTARO (India) sales up 0.2% YoY, all exceeding plans.
Outlook and guidance
Full-year 2026 consolidated sales planned at ¥381.4 billion (+14.2% YoY), with operating income of ¥53.1 billion (+14.9% YoY) and net income attributable to owners at ¥36.2 billion (+11.5% YoY), EPS forecasted at ¥72.81.
Non-consolidated sales expected at ¥368.8 billion (+14.3% YoY), with enterprise business targeted to grow 20.4% YoY.
Company targets over 15% annual sales growth and profit growth outpacing sales, with ROE of 30%+ as a mid- to long-term goal.
No revision to the previously disclosed forecast.
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Latest events from MonotaRO
- Double-digit sales and profit growth, exceeding plan, driven by overseas and customer expansion.3064
Q1 2026 - Double-digit sales and profit growth with strong FY2026 outlook and higher dividends.3064Q4 2025
- Strong sales and profit growth, margin improvement, and major logistics investment highlight Q3.3064Q3 2025
- Double-digit sales and profit growth, margin gains, and strong outlook with continued investment.3064Q2 2025
- Double-digit sales and profit growth achieved, with strong customer and segment momentum.3064Q2 2024
- Double-digit sales and profit growth, with higher guidance and dividend planned.3064Q3 2024
- Q1 FY2025 saw strong sales and profit growth, with a robust outlook and higher dividends.3064Q1 2025
- Strong sales and profit growth in 2024, with higher dividends and robust 2025 outlook.3064Q4 2024
Next MonotaRO earnings date
Q3 20264 Nov, 2026
MonotaRO
Next MonotaRO earnings date
Q3 20264 Nov, 2026
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Frequently asked questions
MonotaRO Co., Ltd. is a Japanese company that specializes in the e-commerce sale of factory indirect materials. It primarily serves small and medium-sized manufacturing companies in Japan and internationally. The company's product range includes a variety of factory supplies and replacement parts, such as tools, adhesives, protective gear, and office supplies. MonotaRO operates mainly through its online platform, offering both domestic and foreign products via web and paper catalogs. The company is headquartered in Amagasaki, Hyogo, Japan, and its shares are listed on the Tokyo Stock Exchange.