Aisin (7259) Q3 2026 earnings summary

Executive summary

• Revenue for the nine months ended December 31, 2025, rose 4.6% year-over-year to ¥3,769.1 billion, driven by increased vehicle production and powertrain unit sales despite FX and tariff impacts.

• Operating profit surged 34.8% to ¥156.3 billion, and profit attributable to owners of the parent more than doubled to ¥107.3 billion, reflecting higher production and structural improvements.

• 3Q results were in line with forecasts, and full-year guidance remains unchanged.

• Comprehensive income for the period reached ¥304.9 billion, a significant increase from ¥25.1 billion in the prior year period.

Financial highlights

• 3Q revenue rose to ¥3,769.1 billion, up 4.6% from ¥3,602.1 billion in the prior year.

• Operating profit increased 34.8% to ¥156.3 billion; profit before income taxes up 92.1% to ¥177.5 billion.

• Net profit attributable to owners more than doubled to ¥107.3 billion, up 115.7% year-over-year.

• Basic earnings per share rose to ¥144.61 from ¥63.14, calculated on a post-stock split basis.

• Total assets grew 2.1% to ¥4,372.8 billion, while equity increased 7.8% to ¥2,407.5 billion.

Outlook and guidance

• Full-year FY2026 revenue is forecast at ¥4,900 billion, with operating profit of ¥205 billion and profit attributable to owners of the parent at ¥125 billion.

• Earnings per share for the full year is projected at ¥164.98, not reflecting the impact of share repurchases.

• Guidance unchanged, with focus on electrified product sales expansion and group management reinforcement.

• No change in the previously announced full-year forecast; actual results may differ due to market and exchange rate fluctuations.