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JFE Holdings
JFE Holdings (5411) investor relations material
JFE Holdings Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Feb, 2026
Executive summary
Operating environment remains challenging due to sluggish steel markets, China's overproduction, global protectionist policies, yen depreciation, and surging coking coal prices after an Australian cyclone.
Business profit for 3Q FY2025 was ¥97.4bn, down ¥23.3bn year-over-year; excluding inventory valuation, profit was ¥143.4bn, down ¥64.3bn year-over-year.
Profit attributable to owners for 3Q FY2025 was ¥60.8bn, down ¥39.3bn year-over-year; basic EPS dropped to ¥95.73 from ¥157.38.
Annual forecasts for business profit, segment profit, and profit attributable to owners remain unchanged, but business profit excluding inventory valuation is revised down by ¥20.0bn to ¥170.0bn.
Comprehensive income decreased 17.7% year-over-year to ¥87.3bn.
Financial highlights
Revenue for 3Q FY2025 was ¥3,380.3bn, down 8.0% year-over-year.
Gross profit for the first three quarters was ¥382.6bn, down from ¥404.3bn year-over-year.
Segment profit for 3Q FY2025 was ¥79.2bn, down ¥26.0bn year-over-year; excluding inventory valuation, segment profit was ¥125.2bn, down ¥67.0bn.
Total assets increased to ¥5,758.5bn as of December 31, 2025, up from ¥5,647.6bn at the end of FY2024.
Interim dividend was ¥40 per share, with a full-year forecast of ¥80 per share.
Outlook and guidance
FY2025 business profit forecast is ¥140.0bn, unchanged from previous guidance; excluding inventory valuation, forecast is ¥170.0bn, down ¥20.0bn from prior.
Segment profit forecast for FY2025 is ¥110.0bn; profit attributable to owners is projected at ¥75.0bn.
Revenue for FY2025 is forecast at ¥4,600.0bn, a decrease of ¥259.6bn year-over-year.
Basic EPS for FY2025 is forecast at ¥117.92.
Business profit is projected at ¥140.0bn (up 3.4%), and profit attributable to owners of parent at ¥75.0bn (down 18.4%).
India JV's contribution to future earnings
Drivers for increased D/E ratio in FY2025
Steel business profit turnaround drivers
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Next JFE Holdings earnings date
Q4 20268 May, 2026
JFE Holdings
Next JFE Holdings earnings date
Q4 20268 May, 2026
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Frequently asked questions
JFE Holdings Inc., known as JFE, is a prominent conglomerate with a core focus on the production and sale of steel and related products. Its extensive product line includes sheets, plates, shapes, pipes and tubes, stainless and specialty steels, electrical steels, bars and wire rods, and iron powders. Beyond its steel manufacturing, JFE engages in a variety of civil engineering construction projects encompassing waste management plants, power generation, water recycling projects, water and sewage systems, pipelines, energy plants, bridges, steel structures, and more. The company's operations extend to the import and export of iron ore, coal, foods, electronics, raw materials, and various machinery for steel works, catering to industries such as automobile, construction, shipbuilding, construction machinery, plant, home appliances, and pipelines. The company is headquartered in Chiyoda-Ku, Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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