JFE Holdings, Apr-Dec (Cumulative 3Q) Net Income Decreases by 39%, Oct-Dec Net Income Decreases by 41%
5411 JFE Holdings,Inc. 【IFRS】
Earnings ReportJFE Holdings,Inc. <5411> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on February 5th (14:00). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) dropped 39.2% from the same period last year to 60.8 billion yen. Progress toward the full-year plan of 75.0 billion yen was 81.2%, below the five-year average of 89.4%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income/loss for the January to March period (4Q) is expected to turn into a profit of 14.1 billion yen (compared to a loss of 8.23 billion yen in the same period last year).
In the most recent three-month period, from October to December (3Q), the consolidated net income dropped to 34.2 billion yen, a 40.6% decrease compared to the same period last year. The operating profit margin worsened from 7.1% in the same period last year to 4.5%.
Kabutan News
Actual Performance and Financial Trends
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Progress Rate vs. First Half |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
3,865,747M | 240,615M | 226,351M | 162,922M | 270.2 | 84.3 | Feb 6, 2024 | IFRS |
|
|
3,675,470M | 157,245M | 141,729M | 100,101M | 157.4 | 98.2 | Feb 6, 2025 | IFRS |
|
|
3,380,270M | 97,450M | 79,224M | 60,892M | 95.7 | 72.0 | Feb 5, 2026 | IFRS |
| YoY | -8.0% | -38.0% | -44.1% | -39.2% | -39.2% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
2,408,866M | 95,280M | 84,352M | 49,382M | 77.6 | 50 | May 8, 2025 | IFRS |
|
Guidance
Oct - Mar, 2025
|
2,367,351M | ー | 75,826M | 48,324M | 76.0 | 40 | Nov 6, 2025 | IFRS |
| YoY | -1.7% | － | -10.1% | -2.1% | -2.2% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
5,174,632M | 287,003M | 268,386M | 197,421M | 323.3 | 100 | May 7, 2024 | IFRS |
|
|
4,859,647M | 165,068M | 144,315M | 91,867M | 144.4 | 100 | May 8, 2025 | IFRS |
|
Guidance
Mar, 2026
|
4,600,000M | ー | 110,000M | 75,000M | 117.9 | 80 | Nov 6, 2025 | IFRS |
| YoY | -5.3% | － | -23.8% | -18.4% | -18.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Operating Profit Margin |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
1,224,689M | 87,457M | 81,766M | 57,616M | 90.6 | 7.1 | Feb 6, 2025 | IFRS |
|
|
1,184,177M | 7,823M | 2,586M | -8,234M | -13.0 | 0.7 | May 8, 2025 | IFRS |
|
|
1,115,313M | 16,261M | 10,377M | 7,128M | 11.2 | 1.5 | Aug 4, 2025 | IFRS |
|
|
1,117,336M | 29,504M | 23,797M | 19,548M | 30.7 | 2.6 | Nov 6, 2025 | IFRS |
|
|
1,147,621M | 51,685M | 45,050M | 34,216M | 53.8 | 4.5 | Feb 5, 2026 | IFRS |
| YoY | -6.3% | -40.9% | -44.9% | -40.6% | -40.6% |
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