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Edge15 May 2026
TOMRA: Closing the Loop
The story of TOMRA: from reverse vending machine pioneer to global technology for deposit systems, recycling, and resource optimization.
THK
THK (6481) investor relations material
THK Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary11 May, 2026
Executive summary
Announced and completed transfer of the Automotive & Transportation business, which is now classified as a discontinued operation, significantly impacting revenue and profit structure; FY2025 and FY2026 results and forecasts exclude this segment.
Revenue for Q1 2026 rose 27.4% year-over-year to ¥69,043 million, driven by recovery in electronics-related demand in the industrial machinery business.
Operating income surged 364.4% year-over-year to ¥7,620 million, with margin improving to 11.0%.
Focus remains on industrial machinery, capital goods, and expansion into consumer goods, medical equipment, and renewable energy.
Management targets early realization of ROE over 10% and emphasizes innovation, globalization, and value-added digital services.
Financial highlights
FY2025 revenue: ¥351.9B; FY2026 forecast: ¥352.7B, both excluding the transferred business.
Q1 2026 gross profit was ¥22,882 million, up from ¥15,653 million year-over-year.
Operating income for FY2025: ¥17.3B; FY2026 forecast: ¥14.4B; Q1 2026 operating income margin improved to 11.0%.
EPS for FY2025: ¥85.17; FY2026 forecast: ¥93.73; Q1 2026 EPS rose to ¥40.09 from ¥2.75 year-over-year.
Dividend per share for FY2025: ¥146.5; FY2026 forecast: ¥246.0; 2026 projected at ¥184.00 per share, based on an 8% DOE policy.
Outlook and guidance
FY2026 revenue and operating income guidance remain stable, reflecting the new business structure post-automotive segment transfer.
Full-year 2026 revenue forecast is ¥276,000 million, up 14.8% year-over-year; operating income projected at ¥31,000 million, up 114.7% year-over-year.
Management continues to pursue globalization and regional production optimization.
What ROIC/cost of capital drove auto divestment?
Quantify impact of strategic costs on Q1 profit.
Explain Europe segment loss despite demand recovery.
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Latest events from THK
- Major loss from business transfer drives net loss, but strong FY2026 recovery forecast.6481
Q4 202518 Mar 2026 - Revenue and profit declined, but China and Asia showed growth as equity fell on buybacks.6481Q2 202518 Mar 2026
- Revenue was stable but profit fell; FY2025 outlook expects strong profit recovery.6481Q4 202418 Mar 2026
- Revenue and profit fell year-over-year, but recovery and new product initiatives support outlook.6481Q2 202418 Mar 2026
- Profit plunged despite stable revenue, but full-year outlook and dividend were raised.6481Q1 202518 Mar 2026
- Profit and revenue fell year-over-year, with margin pressure and cautious full-year outlook.6481Q3 202418 Mar 2026
- Revenue up, but profits down sharply on higher costs and equity-method losses.6481Q3 202511 Nov 2025
Next THK earnings date
Q2 20267 Aug, 2026
THK
Next THK earnings date
Q2 20267 Aug, 2026
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