Financial Results Briefing for the Second Quarter of 2026 | BRIDGESTONE CORPORATION (5108) timely disclosure

Worth reading

75Important

0–100. This measures how worthwhile something is to read, not how good or bad the company is.

Direction

Improvement

Direction inferred from the company’s description.

Scale

463

¥100 million (year-on-year change in adjusted operating profit, including foreign exchange effects)

Wording

Conditional

How definitive the wording is.

Contents of this document

Financial results presentationSix months ended September 202511 items taken from the company’s own explanation

Financial Results Figures (The key points of this material are explained below)

Net Sales¥23,217 100 million+10.0%

Operating profit¥2,809 100 million +20.0%adjusted operating profit

Net income¥2,062 100 million +79.0%profit for the quarter attributable to owners of the parent

Operating profit margin12.1 %+1.0%

Results for the three months of the current quarter

Revenue

¥12,082 100 million+14.0%

Adjusted operating profit

¥1,587 100 million+29.0%

Operating margin

13.1 %+1.5%

Quarterly profit attributable to owners of the parent

¥1,141 100 million+188.0%

Full-year earnings forecast

Revenue

¥45,000 100 million

Adjusted operating profit

¥5,150 100 million

Operating margin

11.4 %

Profit for the period attributable to owners of the parent

¥3,400 100 million

Dividend per share

¥125

What the company explained in this material

Self-assessment against the planThe company's self-assessment against its own plan.

First-half results finished ahead of plan, while second-half results are expected to come in below plan

Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.

Raw Materials230

Ask price80

MIX110

Number of versions60

Processing costs-10

Operating expenses-190

Foreign Exchange200

Other-17

Of which, impact of U.S. tariff costs-180

Of which, impact of production-site improvement activities100

Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.

US dollars

¥158

Euro

¥185

New initiatives

Launch of new passenger-car and light truck/bus tires
Launch of hydrogen-filling hoses
Planned launch of new golf clubs
Share repurchases
Promotion of restructuring and reorganization, the solutions business, and brand-strengthening initiatives

Key KPIsA metric the company considers important as a management benchmark.

Number of new products

18 Products

Global replacement-tire sales volume

102 Year-on-year %

Tire demand

Japan PSR/LTR REP102 Year-on-year %

North American PSR/LTR REP demand

92 Year-on-year %

North American PSR/LTR REP sales

97 Year-on-year %

CCC

172 days

Segment results

Japan

Revenue

¥6,344 100 million+5.0%

Adjusted operating profit

¥1,139 100 million+38.0%

Asia, Oceania, India and China

Revenue

¥2,780 100 million+13.0%

Adjusted operating profit

¥310 100 million+6.0%

Americas

Revenue

¥11,353 100 million+11.0%

Adjusted operating profit

¥1,030 100 million+12.0%

Europe, the Middle East and Africa

Revenue

¥4,585 100 million+11.0%

Adjusted operating profit

¥341 100 million+85.0%

Medium-term management plan targets

By the 100th anniversary of the company's founding

Target fiscal year2,031

TargetRegain the global No. 1 position

Risk amount incorporated into the outlookThe amount representing the range of variation the company expects in its forecast.

Cost increases related to the situation in the Middle East

Second half

600 more than ¥100 million

Annual

700 Approximately ¥100 million

Impact of U.S. tariffs

Annual

¥250 100 million year-on-year impact

Capital expenditures

¥1,298 100 million

Annual Dividend

Annual

¥125 per share

Acquisition of treasury shares

Buyback limit

¥1,500 100 million

Progress

87 % value basis, as of the end of July

Contents of this document
Item	Details
Document type	Financial results presentation
Fiscal Period Covered	Six months ended September 2025
Net Sales	¥23,217 100 million (YoY +10.0%)
Operating profit	¥2,809 100 million (adjusted operating profit) (YoY +20.0%)
Net income	¥2,062 100 million (profit for the quarter attributable to owners of the parent) (YoY +79.0%)
Operating profit margin	12.1 % (YoY +1.0%)
Results for the three months of the current quarter	Revenue ¥12,082 100 million (YoY +14.0%) / Adjusted operating profit ¥1,587 100 million (YoY +29.0%) / Operating margin 13.1 % (YoY +1.5%) / Quarterly profit attributable to owners of the parent ¥1,141 100 million (YoY +188.0%)
Full-year earnings forecast	Revenue ¥45,000 100 million / Adjusted operating profit ¥5,150 100 million / Operating margin 11.4 % / Profit for the period attributable to owners of the parent ¥3,400 100 million / Dividend per share ¥125
Self-assessment against the plan	First-half results finished ahead of plan, while second-half results are expected to come in below plan
Segment results	Japan Revenue ¥6,344 100 million (YoY +5.0%) / Adjusted operating profit ¥1,139 100 million (YoY +38.0%) / Asia, Oceania, India and China Revenue ¥2,780 100 million (YoY +13.0%) / Adjusted operating profit ¥310 100 million (YoY +6.0%) / Americas Revenue ¥11,353 100 million (YoY +11.0%) / Adjusted operating profit ¥1,030 100 million (YoY +12.0%) / Europe, the Middle East and Africa Revenue ¥4,585 100 million (YoY +11.0%) / Adjusted operating profit ¥341 100 million (YoY +85.0%)
Breakdown of Factors Affecting the Change	Raw Materials 230 / Ask price 80 / MIX 110 / Number of versions 60 / Processing costs -10 / Operating expenses -190 / Foreign Exchange 200 / Other -17 / Of which, impact of U.S. tariff costs -180 / Of which, impact of production-site improvement activities 100
Key KPIs	Number of new products 18 Products / Global replacement-tire sales volume 102 Year-on-year % / Tire demand Japan PSR/LTR REP 102 Year-on-year % / yoy_pct Not disclosed / North American PSR/LTR REP demand 92 Year-on-year % / North American PSR/LTR REP sales 97 Year-on-year % / CCC 172 days
Assumptions Underlying the Business Outlook	US dollars ¥158 / Euro ¥185
Risk amount incorporated into the outlook	Cost increases related to the situation in the Middle East Second half 600 more than ¥100 million / Annual 700 Approximately ¥100 million / Impact of U.S. tariffs Annual ¥250 100 million (year-on-year impact)
Medium-term management plan targets	By the 100th anniversary of the company's founding Target fiscal year 2,031 / Target Regain the global No. 1 position
Annual Dividend	Annual ¥125 per share / Interim Not disclosed / End of period Not disclosed
Acquisition of treasury shares	Buyback limit ¥1,500 100 million / Period Not disclosed / Progress 87 % (value basis, as of the end of July)
Capital expenditures	¥1,298 100 million
New initiatives	Launch of new passenger-car and light truck/bus tires, Launch of hydrogen-filling hoses, Planned launch of new golf clubs, Share repurchases, Promotion of restructuring and reorganization, the solutions business, and brand-strengthening initiatives

Items this document does not state (12)

Ordinary incomeGross Profit MarginSelling, general and administrative expensesProgress against full-year forecastUnit price and quantity metricsNumber of stores and locationsNumber of employeesFinancial targetsPayout ratioOrders received and order backlogMarket Size / ShareKey points of the Q&A

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

Higher sales volumes, improved selling prices and product mix, restructuring and reorganization effects, and cost-reduction initiatives were the main drivers of higher profit. Although costs are rising because of the situation in the Middle East and U.S. tariffs, the company intends to absorb these impacts through various measures over the full year and achieve its initial plan.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.

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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.