)
Terumo (4543) investor relations material
Terumo Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record-high revenue and profit for Q3 and year-to-date, driven by strong North American demand, robust global sales, and double-digit growth excluding FX impact.
Effective pricing strategies and cost control offset negative tariff impacts and one-time expenses, with acquisitions such as OrganOx and Leverkusen Plant contributing to consolidated results.
Profit attributable to owners of the parent increased 11.1% year-over-year to ¥109.5 billion, with basic EPS up to ¥74.27.
Overseas revenue grew 9.2%, led by Interventional Systems and plasma innovation businesses, while Japan saw a 2.2% increase.
Financial highlights
Q3 year-to-date revenue reached ¥831.6 billion, up 7.7% year-over-year, with 9% growth in North America (excluding FX).
Operating profit and adjusted operating profit hit ¥144.9 billion and ¥173.5 billion, respectively, both record highs.
Q3 YTD profit for the year grew 11% to ¥109.5 billion; total comprehensive income surged 37.3% to ¥194.8 billion.
Free cash flow for Q3 YTD was -¥173.8 billion, reflecting significant investments and M&A activity.
Gross profit increased 5.6% year-over-year to ¥445.7 billion.
Outlook and guidance
Business is on track to achieve GS 2026 targets, with structural reforms and cost optimization expected to yield ¥3 billion in annual savings from next fiscal year.
Full-year revenue guidance is ¥1,108.0 billion (+6.9% year-over-year), with adjusted operating profit of ¥221.5 billion (+8.9%) and profit attributable to owners of ¥136.0 billion (+16.3%).
Dividend forecast raised to ¥30.00 per share for FY2026.
Pricing initiatives to offset inflation and tariffs will continue, aiming to increase prices faster than inflation.
Next Terumo earnings date
Next Terumo earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)