)
NEC (6701) investor relations material
NEC Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Nine-month revenue increased 4.3% year-on-year to ¥2,422.3 billion, driven by strong Domestic IT, Aerospace/Defense, and National Security segments.
Adjusted operating profit rose by ¥55.8 billion to ¥206.0 billion, and non-GAAP operating profit increased by ¥47.5 billion to ¥209.9 billion year-over-year.
Net profit attributable to owners of the parent nearly doubled year-over-year to ¥142,278 million, with total comprehensive income up 123.4% to ¥248,497 million.
Despite ¥18.0 billion in Q3 restructuring expenses, results exceeded expectations and the full-year outlook was revised upward.
Full-year guidance was raised due to strong performance and progress through Q3.
Financial highlights
Non-GAAP net profit for the nine months was ¥143.0 billion, up ¥34.6 billion year-over-year.
EBITDA for the period reached ¥304.7 billion, a ¥50.2 billion increase year-over-year.
Basic and diluted EPS more than doubled to ¥106.74, reflecting a share split effective April 1, 2025.
Free cash flow for Q3 was ¥201.8 billion, a significant improvement from the previous year.
Gross profit increased to ¥761,890 million from ¥701,883 million year-over-year.
Outlook and guidance
Full-year revenue forecast raised to ¥3,560.0 billion, with adjusted operating profit forecast at ¥340.0 billion and non-GAAP operating profit at ¥360.0 billion.
Non-GAAP net profit forecast increased to ¥260.0 billion, and EBITDA to ¥485.0 billion.
Non-GAAP EPS forecasted at ¥195.03.
Dividend per share maintained at 32 yen; post-share split, annual dividend forecasted at ¥140.00 per share.
IT Services segment revenue forecast at ¥2,470.0 billion, with adjusted operating profit at ¥331.0 billion.
Next NEC earnings date
Next NEC earnings date
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
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.
Explore our global coverage