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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.
Resonac
Resonac (4004) investor relations material
Resonac Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary11 Nov, 2026
Executive summary
9M 2026 revenue rose 14.2% YoY to ¥871.9bn and core operating profit increased 136.2% to ¥164.1bn, led by Semiconductor and Electronic Materials.
Advanced-semiconductor and AI-related demand drove quarterly records in Semiconductor and Electronic Materials revenue and core operating profit.
FY2026 core operating profit forecast rose to ¥250bn; graphite-electrode strategic-option losses weigh on the net income outlook.
Crasus Chemical’s partial spin-off and the potential graphite-electrode action advanced portfolio reform.
Financial highlights
9M revenue increased ¥108.4bn YoY to ¥871.9bn; core operating profit rose ¥94.6bn to ¥164.1bn.
9M IFRS operating profit was ¥148.4bn versus ¥18.4bn; profit before tax was ¥144.5bn versus ¥16.4bn.
Profit attributable to owners was ¥94.6bn, including an ¥8.8bn discontinued-operations loss; EBITDA was ¥229.0bn and margin 26.3%.
Q3 revenue was ¥325.1bn and core operating profit ¥79.2bn, up from Q2’s ¥290.6bn and ¥50.8bn.
Outlook and guidance
FY2026 revenue forecast is ¥1,235bn and core operating profit ¥250bn, raised ¥70bn and ¥54bn, respectively, from the Aug. 6 forecast.
FY EBITDA forecast is ¥338.4bn with a 27.4% margin; adjusted EPS is ¥1,131 and basic EPS is ¥403.86.
FY operating profit forecast is ¥115bn, profit before tax ¥111bn, profit ¥76.2bn and parent-attributable profit ¥75bn; operating and parent-attributable forecasts fell ¥45bn and ¥37.5bn versus Aug. 6.
Forecast non-recurring items are ¥135bn, including ¥99bn of graphite-electrode strategic-option losses and a ¥11.6bn Crasus Chemical spin-off loss.
Cash dividend forecast remains ¥65 per share; FY2026 ROIC forecast is 15.0%, up from 9.8%.
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Latest events from Resonac
- AI-led semiconductor growth lifted H1 profit and FY2026 guidance to ¥196B.4004
Q2 2026 - Core operating profit more than doubled, driven by semiconductor and AI-related demand.4004Q1 2026
- Record semiconductor profit offset 2025 declines; 2026 profit growth and investment expected.4004Q4 2025
- Semiconductor gains offset declines elsewhere; profit up, revenue down, outlook steady.4004Q3 2025
- Semiconductor gains drove profit growth, offsetting revenue and chemical segment declines.4004Q2 2025
- Semiconductor-driven growth led to a profit rebound and higher guidance, while chemicals lagged.4004Q3 2024
- Semiconductor-driven growth fueled profit rebound and a raised full-year outlook.4004Q2 2024
- Semiconductor gains drove core profit up, offsetting chemicals drag; outlook steady.4004Q1 2025
- Semiconductor-driven growth, robust margins, and a segment spin-off fuel strong financial recovery.4004Q4 2024
Next Resonac earnings date
Q4 202615 Feb, 2027
Resonac
Next Resonac earnings date
Q4 202615 Feb, 2027
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Frequently asked questions
Resonac Holdings Corporation is a Japanese company specializing in the production and distribution of advanced materials and chemical products. The company serves diverse industries, including electronics, automotive, and healthcare, with a portfolio that includes chemicals, ceramics, electronic materials, and industrial gases. Resonac focuses on research and development to create innovative solutions for emerging technologies and sustainable applications. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.