As the earnings season reaches its peak, a list of 37 companies with “unlimited profit growth” has been compiled, focusing on stocks that set new record highs for profit in July–September 2026 and provided forecasts for record-high profit in the current fiscal year, with market capitalisations of at least ¥10 billion.
This feature covers companies, mainly those with fiscal years ending in March, that set new quarterly records for profit in their July–September 2026 results and are expected to post record-high profit in the current fiscal year. The companies covered have market capitalisations of at least ¥10 billion and exceeded their previous July–September record profit by more than 5%; 37 companies were selected because their full-year plans for the current fiscal year called for record-high profit.
Strike Group ranked first for the largest upside surprise. Its ordinary profit for July–September was ¥5.3 billion, 2.2 times the result for April–June of the previous fiscal year, helped by an increase in large-scale projects contributing to revenue. Ordinary profit for the current fiscal year is forecast at ¥11.4 billion, and the share price reached a new high.
Traders Holdings ranked second, with July–September revenue of ¥6.33 billion and ordinary profit of ¥4.31 billion, both record highs. Trading gains expanded against a backdrop of currency-market volatility, and the forecast for ordinary profit for the fiscal year ending March 2027 was also raised.
Mitsubishi Electric ranked third, with pretax profit for July–September rising 89.7% year on year to ¥246.4 billion, driven by demand for factory-automation equipment and increased sales of air-conditioning equipment. The company raised its profit forecast for the fiscal year ending March 2027 and disclosed a policy of conducting a share buyback.