)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
THK
THK (6481) investor relations material
THK Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary13 Feb, 2026
Executive summary
Consolidated revenue increased 7.9% year-over-year to ¥240.4 billion, driven by industrial machinery demand recovery in the U.S. and China despite global economic uncertainty and geopolitical risks.
Operating income declined 9.3% year-over-year to ¥14.4 billion due to unfavorable sales mix, higher U.S. tariffs, equity method losses, structural reform costs, and increased expenses.
A significant loss on business liquidation of ¥81.6 billion was recorded from the transfer of the automotive & transportation business, resulting in a net loss attributable to owners of ¥69,891 million.
The automotive & transportation business was classified as a discontinued operation and is set for transfer in June 2026.
Financial highlights
Revenue from continuing operations reached ¥240.4 billion (+7.9% YoY); operating income was ¥14.4 billion (-9.3% YoY).
Both revenue and operating income exceeded the revised plan set in November 2025.
Regional sales growth was strong in Asia (Taiwan +40.5%, Singapore +36.7%, India +13.7%), and China saw notable increases in machine tools (+26.8%), general machinery (+24.9%), and electronics (+30.5%).
Gross margin decreased as cost-to-revenue ratio rose by 1.3% to 70.7%, and operating margin dropped to 6.0% from 7.1% year-over-year.
Net cash from operating activities rose to ¥42,748 million, while cash and cash equivalents at year-end fell to ¥120,534 million.
Outlook and guidance
Fiscal 2026 consolidated revenue is forecast at ¥260.0 billion (+8.1% YoY), with operating income projected at ¥26.0 billion (+80.1% YoY).
Profit attributable to owners is expected to recover to ¥21.5 billion, with ROE improving to 8.2%.
Dividend policy targets a DOE of 8%, with a planned dividend of ¥184 per share for FY2026.
Unconsolidated net sales are forecast to rise 8.9% to ¥158.0 billion, with operating income up 67.6% to ¥7.1 billion.
Key profit drivers include higher sales volume, elimination of unrealized profit, favorable exchange rates, and resolution of prior year losses.
What drives the 2026 profit forecast?
How will THK manage equity for 10% ROE?
Industrial machinery regional growth drivers?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next THK earnings date
Q1 20268 May, 2026
THK
Next THK earnings date
Q1 20268 May, 2026
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.
)
Leroy DaleyApp Store
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.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
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.
Leroy DaleyApp Store
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.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
THK Co., Ltd. is active in the field of mechanical engineering, robotics, and automation. The company is famous for being the first in the world to develop a method of linear motion with rolling contact in 1972, launching its LM Guide brand of linear guides. These products have revolutionized various industries by enabling significant improvements in accuracy, speed, assembly, and energy costs. THK's offerings are used in the manufacture of machine tools, industrial robots, semiconductors, rail technology, aerospace, medical devices, and even amusement equipment, among others. They also provide specialized linear guides for earthquake protection in cultural monuments, data centers, and residential buildings. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
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.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage