Komori
Revision of earnings forecasts6326KUBOTA CORPORATIONMachinery

Notice Regarding the Difference Between the Consolidated Earnings Forecast and Actual Results for the Second Quarter of the Fiscal Year Ending December 2026 and Revisions to the Full-Year Consolidated Earnings Forecast

For the second quarter of the fiscal year ending December 2026, net sales and each profit measure exceeded the previous forecasts. Accordingly, the full-year forecasts for net sales and profit have been revised upward, with operating profit and profit before tax each raised by ¥100 billion.

Worth reading
62In focus
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Direction
Improvement
Direction inferred from the company’s description.
Scale
100000
¥ million
Wording
Conditional
How definitive the wording is.

Revised forecast

Fiscal year ending December 2026 · Full yearPrevious forecast published 12 February 2026
Net Sales3,150,000→3,280,000million
+4.1%
Operating profit300,000→400,000million
+33.3%
Profit attributable to owners of the parent210,000→289,000million
+37.6%
Net income per share184.69→255.55yen and sen
+38.4%

The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.

Reason for the revision

Operating profit, profit before tax, and profit attributable to owners of the parent are expected to exceed the previously announced forecasts, mainly because the contribution from the weaker yen and U.S. tariff refunds is expected to continue from the first half.

Previous-period resultsNet sales: ¥3,018,891 million; operating profit: ¥265,470 million; profit before tax: ¥282,140 million; profit attributable to owners of the parent: ¥186,687 million; basic earnings per share: ¥163.44
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥3,150,000 million → ¥3,280,000 million(+4.1%)
Operating profit¥300,000 million → ¥400,000 million(+33.3%)
Profit attributable to owners of the parent¥210,000 million → ¥289,000 million(+37.6%)
Net income per share184.69 yen and sen → 255.55 yen and sen
Fiscal Period CoveredFiscal year ending December 2026
Period CoveredFull year
Publication date of previous forecast12 February 2026
Previous-period resultsNet sales: ¥3,018,891 million; operating profit: ¥265,470 million; profit before tax: ¥282,140 million; profit attributable to owners of the parent: ¥186,687 million; basic earnings per share: ¥163.44
Reason for the revisionOperating profit, profit before tax, and profit attributable to owners of the parent are expected to exceed the previously announced forecasts, mainly because the contribution from the weaker yen and U.S. tariff refunds is expected to continue from the first half.
Consolidated / non-consolidatedConsolidated
Items this document does not state (3)
Ordinary incomeDetails and amount of extraordinary lossDividend forecast revision

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.

In the second quarter, operating profit, profit before tax, and interim profit attributable to owners of the parent exceeded the forecasts, reflecting the yen's depreciation and the contribution from U.S. tariff refunds. For the full year, the earnings forecasts have been revised upward because the contribution from the weaker yen and U.S. tariff refunds is expected to continue from the first half.

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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.
Notice Regarding the Difference Between the Consolidated Earnings Forecast and Actual Results for the Second Quarter of the Fiscal Year Ending December 2026 and Revisions to the Full-Year Consolidated Earnings Forecast | KUBOTA CORPORATION (6326) timely disclosure | Komori