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DENSO
DENSO (6902) investor relations material
DENSO Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Feb, 2026
Executive summary
Revenue increased 3.9% year-over-year to ¥5,495.5 billion, driven by higher vehicle sales, price adjustments, and price reflection, despite yen appreciation.
Operating profit declined 6.4% year-over-year to ¥375.9 billion due to higher parts and material costs, tariffs, quality provisions, and increased R&D spending.
Net profit attributable to owners fell 12.5% to ¥273.7 billion.
Comprehensive income surged to ¥787.6 billion from ¥106.6 billion, mainly due to mark-to-market gains on investment securities.
Financial highlights
Revenue rose from ¥5,288.4 billion to ¥5,495.5 billion year-over-year.
Operating profit decreased from ¥401.6 billion (7.6% margin) to ¥375.9 billion (6.8% margin).
Net profit attributable to owners fell 12.5% to ¥273.7 billion.
Gross profit increased to ¥830.4 billion from ¥784.7 billion year-over-year.
Basic earnings per share dropped to ¥100.12 from ¥107.62 year-over-year.
Outlook and guidance
Full-year revenue forecast raised to ¥7,420.0 billion (+2.5% to 3.6% year-over-year).
Operating profit forecast set at ¥535.0 billion, down 17.8% from previous forecast.
Net profit forecast at ¥420.0 billion, down 15.4% year-over-year.
Basic EPS forecast for the year is ¥152.49.
Exchange rate assumptions for Q4: 1 USD = 155 yen, 1 EUR = 180 yen.
Impact of tariffs and material costs on profit
Drivers of comprehensive income surge
Operating cash flow decline and treasury stock
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Next DENSO earnings date
Q4 202624 Apr, 2026
DENSO
Next DENSO earnings date
Q4 202624 Apr, 2026
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Frequently asked questions
DENSO Corporation manufactures automotive components offering a wide array of advanced technologies, systems, and products for the industry. The company has a diverse product portfolio that includes thermal management and air-conditioning systems, powertrain systems, electrification systems, and advanced safety and automated driving technologies. The company also ventures into mobility electronics, providing electronic systems, services, and platforms supporting all aspects of mobility. DENSO's commitment to innovation is evident in its extensive investment in research and development, focusing on electrification and autonomous driving technologies. The company is headquartered in Kariya, Japan, and its shares are listed on the Tokyo Stock Exchange.
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