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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.
TBS Holdings
TBS Holdings (9401) investor relations material
TBS Holdings Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary9 Nov, 2026
Executive summary
H1 FY2027 net sales rose 2.1% YoY to ¥215.073bn, while operating profit fell 32.0% to ¥10.470bn and parent profit fell 61.1% to ¥17.666bn.
Comprehensive income rose to ¥361.409bn, primarily reflecting a ¥342.558bn valuation gain on available-for-sale securities.
Financial highlights
Gross profit was ¥67.696bn versus ¥72.561bn; SG&A was ¥57.226bn versus ¥57.169bn.
Ordinary profit declined 18.3% to ¥18.687bn; extraordinary gains from investment-security sales were ¥11.189bn versus ¥48.881bn.
EPS for the six months was ¥114.18 versus ¥286.67 in the prior-year period.
Outlook and guidance
FY2027 forecasts remain unchanged: net sales ¥435bn, operating profit ¥23bn, ordinary profit ¥38bn and parent profit ¥48.5bn; forecast EPS is ¥316.21.
Annual dividend forecast remains ¥100 per share, comprising ¥50 interim and ¥50 year-end, versus ¥84 for FY2026.
TBS TV forecasts remain ¥248.7bn in net sales and ¥12bn in operating profit; spot-sales forecast was cut ¥2.7bn to ¥80bn and program costs by ¥0.5bn to ¥95bn.
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Latest events from TBS Holdings
- Record Q1 sales but sharp profit decline; outlook cut on weak ad sales and global risks.9401
Q1 2027 - Profit targets surpassed early, with capital efficiency and growth investments prioritized.9401Investor presentation
- Record sales and profit, with FY26 net profit to decline despite higher dividends and buybacks.9401Q4 2026
- Record revenue and higher net income, but operating profit fell and comprehensive income turned negative.9401Q1 2025
- Net income surged on investment gains, but comprehensive income turned negative on securities losses.9401Q2 2025
- Record Q3 revenue and profits, higher forecasts, but comprehensive income turned negative.9401Q3 2025
- Record sales and profit, but comprehensive income plunged on securities losses; lower net profit seen.9401Q4 2025
- Q1 FY25 saw strong profit growth, robust streaming gains, and guidance reaffirmed.9401Q1 2026
- Profits and sales surged, forecasts and dividends raised, driven by strong broadcasting revenue.9401Q2 2026
Next TBS Holdings earnings date
Q3 20275 Feb, 2027
TBS Holdings
Next TBS Holdings earnings date
Q3 20275 Feb, 2027
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