)
Edge
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
AGC
AGC (5201) investor relations material
AGC Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary12 May, 2026
Executive summary
Net sales for Q1 FY2026 rose 7.7% year-over-year to ¥537,965 million, driven by yen depreciation, higher shipments in Essential Chemicals (Southeast Asia), and pricing in Architectural Glass (Europe).
Operating profit increased by ¥12.6 billion year-over-year to ¥38,472 million, supported by improved profitability in Life Science and lower natural gas prices in Europe.
Profit attributable to owners of the parent surged 243.8% to ¥22,844 million, with comprehensive income reaching ¥35,005 million, reversing a prior-year loss.
Foreign exchange gains and cost reductions contributed to profit growth, while restructuring expenses partially offset gains.
Financial highlights
1Q FY2026 net sales: ¥538.0 billion (+¥38.4 billion YoY); operating profit: ¥38.5 billion (+¥12.6 billion YoY); profit before tax: ¥35.0 billion (+¥18.0 billion YoY); profit attributable to owners: ¥22.8 billion (+¥16.2 billion YoY).
Gross profit increased to ¥130,410 million from ¥116,555 million year-over-year.
Basic earnings per share rose to ¥107.73 from ¥31.35 year-over-year.
Cash and cash equivalents increased by ¥25.2 billion from December 2025 to March 2026, reaching ¥119,848 million.
Total assets as of March 31, 2026, were ¥2,995,531 million, with equity attributable to owners at ¥1,494,870 million.
Outlook and guidance
Full-year FY2026 outlook unchanged: net sales ¥2,200 billion, operating profit ¥150 billion, profit before tax ¥124 billion, ROE 5.2%.
Profit attributable to owners projected at ¥77,000 million; basic EPS forecast at ¥363.12.
Dividend forecast unchanged at ¥210 per share for FY2026.
Minimal expected impact from Middle East developments; measures in place for raw material supply stability.
Segment guidance: growth in Chemicals and Life Science, stable to modest growth in other segments.
Drivers for Architectural Glass profit turnaround
Factors for Electronics segment profit decline
Detail the 4.6 billion yen restructuring charge
Life Science OP turnaround sustainable?
Why unchanged FY26 outlook despite oil price hike?
Electronics OP outlook despite 1Q decline?
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from AGC
- Operating profit and ROE improved in FY2025; FY2026 targets further growth and stable dividends.5201
Q4 202513 Apr 2026 - Targets 8% ROE and 10% ROCE by 2026, focusing on growth, reforms, and sustainability.5201IR Day 2024 Day 231 Jan 2026
- 8% ROE and 440bn yen EBITDA targeted for 2026 via transformation and disciplined investment.5201IR Day 2024 Day 131 Jan 2026
- Operating and net profit improved despite lower sales, with stable outlook and dividends.5201Q3 20255 Nov 2025
- Targets net zero carbon by 2050, driven by innovation, ESG, and talent development.5201ESG Update26 Sep 2025
- FY2025 outlook cut as Chemicals, Life Science, and Electronics underperform; profit rebounds.5201Q2 20251 Aug 2025
- Global leader in glass, chemicals, and life sciences, driving innovation and sustainable growth.5201Corporate Presentation7 Jul 2025
- Ambidextrous strategy and sustainability drive growth, digitalization, and profitability targets.5201Company Presentation7 Jul 2025
- Life Science impairments and Russian exit led to a sharp H1 2024 net loss despite sales growth.5201Q2 202413 Jun 2025
Next AGC earnings date
Q2 202631 Jul, 2026
AGC
Next AGC earnings date
Q2 202631 Jul, 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
Related articles
)
)
Frequently asked questions
Explore our global coverage