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ITOCHU
ITOCHU (8001) investor relations material
ITOCHU Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary6 Feb, 2026
Executive summary
Consolidated net profit for Q1-3 FY2025 reached a record ¥705.3bn, up 4.3% year-over-year, with 78% progress toward the full-year forecast of ¥900bn.
Non-resource sectors, especially Food, Textile, ICT & Financial, and The 8th, drove profit growth, offsetting declines in resource sectors.
Shareholder returns enhanced with a total payout ratio of 52%, including a dividend per share of ¥42 and share buybacks totaling ¥170bn.
Major turnaround projects and capital restructuring, such as IFL and DESCENTE, were completed, supporting future growth.
Total comprehensive income attributable to shareholders increased 34.0% year-over-year to ¥1,005.1bn.
Financial highlights
Operating cash flows for Q1-3 FY2025 hit a record ¥718.7bn, up ¥12.4bn year-over-year.
Core profit for Q1-3 was ¥573.5bn, with non-resource core profit at a record high of ¥613.4bn.
Gross trading profit increased to ¥1,825.8bn, up ¥54.8bn year-over-year.
Profit before tax increased to ¥946.1bn from ¥899.2bn year-over-year.
Total assets rose to ¥16.6tn as of December 2025, up ¥1.4tn from March 2025.
Outlook and guidance
Full-year consolidated net profit forecast maintained at ¥900bn; core profit forecast revised to ¥800–820bn.
Basic earnings per share for the full year is projected at ¥127.96 (post-split basis).
ROE target set at approximately 15%.
Investment cap for FY2025 set at ¥1tn, with net DER to remain below 0.6x.
Non-resource sector expected to continue strong performance, with further growth in DESCENTE, North American power, CTC, and FamilyMart.
Explain the new share buyback's capital strategy
What offset declining trading income for profit growth?
How are US tariffs impacting ITOCHU's segments?
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Next ITOCHU earnings date
Q4 20261 May, 2026
ITOCHU
Next ITOCHU earnings date
Q4 20261 May, 2026
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Frequently asked questions
Itochu Corporation, founded in 1858, is a worldwide trading company based in Japan. The company is the second largest sogo shosha, a Japanese term for a diversified trading company. Itochu's core business activities include technology, energy and chemicals, textiles, metals and machinery and consumer products. ITOCHU Corporation was formerly known as Itochu Shoten and changed its name to ITOCHU Corporation in July 1956. The company is headquartered in Tokyo, Japan and has over 140 offices located in 60 countries around the world.
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