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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.
Tamron
Tamron (7740) investor relations material
Tamron Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 FY26 net sales rose 16.0% YoY and operating profit rose 17.4%; 9M sales increased 7.9% while operating profit declined 5.9%.
Industrial-use growth and yen weakness lifted revenue, but lower sales in the higher-profit Photographic Products business and increased SG&A weighed on earnings.
Financial highlights
Q3 net sales were ¥24,807m, gross profit ¥10,779m, operating profit ¥4,912m and net profit ¥3,470m.
9M net sales were ¥68,088m, gross profit ¥28,910m, operating profit ¥12,602m and profit attributable to owners of parent ¥9,668m; operating profit fell ¥784m YoY.
9M SG&A increased to ¥16,308m from ¥14,924m; FX contributed ¥1,460m to operating profit, while product mix and other factors reduced profit by ¥2,074m.
9M ordinary profit declined 6.4% to ¥12,605m; comprehensive income increased 20.2% to ¥10,578m.
Profit before income taxes was ¥12,605m and income taxes were ¥2,937m; reported results included a ¥99m gain and ¥414m loss on investment securities.
Outlook and guidance
FY2026 forecast unchanged: sales ¥93,000m (+9.3%), operating profit ¥18,500m (+11.2%), ordinary profit ¥18,500m (+10.8%) and net income attributable to owners ¥13,690m (+16.4%).
FY2026 basic EPS forecast is ¥84.91; the 2H outlook calls for double-digit sales and operating profit growth across all segments.
Photographic Products forecast: sales ¥63,000m (+3.9%) and operating profit ¥16,100m (+3.0%); China inventory adjustment and softer Japan and Europe demand remain concerns.
Surveillance & FA forecast: sales ¥14,500m (+19.9%) and operating profit ¥1,900m (+13.4%); camera-module component shortages may delay 2H shipments.
Mobility, Healthcare Products and Others forecast: sales ¥15,500m (+25.6%) and operating profit ¥3,500m (+29.6%), despite customer cost-down pressure and higher next-generation investment.
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Latest events from Tamron
- Net sales up 4% YoY, but profits fell as cost pressures hit core segments; outlook positive.7740
Q2 2026 - Targets ROE of 20%+, ¥200B+ sales, and major growth in new businesses by 2029.7740Investor presentation
- Q1 FY2026 sales fell 5% but strong segments and currency gains support a positive full-year outlook.7740Q1 2026
- FY2025 profits fell, but Q4 rebounded and FY2026 forecasts renewed growth and new launches.7740Q4 2025
- Sales and profit fell, but full-year guidance projects modest growth and stable dividends.7740Q3 2025
- Profits fell YoY in 1H FY2025, but cost controls drove outperformance versus forecasts.7740Q2 2025
- Record sales and profits led to a raised FY2024 outlook and enhanced shareholder returns.7740Q3 2024
- Sales and profits soared, with FY2024 outlook and dividends revised upward post stock split.7740Q2 2024
- Sales and profits fell in 1Q FY2025, with guidance signaling continued challenges.7740Q1 2025
Next Tamron earnings date
Q4 20265 Feb, 2027
Tamron
Next Tamron earnings date
Q4 20265 Feb, 2027
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Frequently asked questions
Tamron Co., Ltd. is a Japanese company specializing in the design, manufacturing, and distribution of optical products, including lenses for cameras, video equipment, and industrial applications. Tamron produces a wide range of interchangeable lenses for DSLR and mirrorless cameras, catering to both amateur and professional photographers. The company also manufactures precision optical equipment for fields such as surveillance, automotive, and medical imaging. The company is headquartered in Saitama, Japan, and its shares are listed on the Tokyo Stock Exchange.