ITOCHU Techno-Solutions (4739) Q3 2026 earnings summary

Executive summary

• Revenue and all income items reached record highs for the 3Q YTD of FY2025, with strong IT investments in security and cloud adoption driving growth.

• Gross profit margin increased by 1.7 percentage points to 26.7%, and operating income margin rose to 9.4%.

• Orders received grew 6.3% year-over-year, and backlogs increased by 11.7% year-over-year.

Financial highlights

• Revenue rose to ¥540.8 billion, up 3.2% year-over-year.

• Gross profit increased 10.1% year-over-year to ¥144.3 billion.

• Operating income grew 6.7% year-over-year to ¥50.6 billion.

• Net profit attributable to shareholders was ¥36.1 billion, up 7.8% year-over-year.

Outlook and guidance

• FY2025 revenue is projected at ¥825.0 billion, a 13.3% increase from FY2024.

• Operating income is forecasted to reach ¥77.5 billion, up 13.6% year-over-year.

• Focus areas include expanding cloud native, security, data & analytics, and advanced AI businesses.