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Kobe Steel
Kobe Steel (5406) investor relations material
Kobe Steel 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
Net sales for the cumulative third quarter were 1,778.1 billion yen, down 5.6% year-over-year, mainly due to lower unit selling prices in steel and electric power.
Ordinary profit for the cumulative third quarter fell to 89.5 billion yen, down 32.6% year-over-year due to higher fixed costs and the absence of prior compensation income in construction machinery.
Profit attributable to owners of parent decreased to 84.3 billion yen, a 27.8% year-over-year decline.
Operating profit decreased 24.2% year-over-year to 94.4 billion yen.
Financial highlights
Cumulative third quarter net sales: 1,778.1 billion yen (down 5.6% year-over-year).
Ordinary profit: 89.5 billion yen (down 32.6% year-over-year).
Profit attributable to owners of parent: 84.3 billion yen (down 27.8% year-over-year).
Free cash flow forecast for the full year revised upward to 110.0 billion yen.
Extraordinary income for the third quarter was 18.1 billion yen, mainly from gains on sale of cross-shareholdings and land, offset by a provision for expected loss on sale of shares.
Outlook and guidance
Full-year net sales forecast is 2,440.0 billion yen, a 4.5% decrease year-over-year.
Ordinary profit and profit attributable to owners of parent are forecast to remain at 110.0 billion yen and 100.0 billion yen, respectively.
ROIC and ROE are expected to remain at approximately 5% and 8%, respectively.
Free cash flow forecast revised upward due to postponed investments.
Year-end dividend of 40 yen per share (annual 80 yen) with a payout ratio of 31.5%.
Drivers of FY2026 dividend reduction
Segment profit divergence analysis
Impact of bargain purchase revision on FY24 profit
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Next Kobe Steel earnings date
Q4 202612 May, 2026
Kobe Steel
Next Kobe Steel earnings date
Q4 202612 May, 2026
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Frequently asked questions
Kobe Steel, Ltd., also known as Kobelco, is a Japan-based company engaged in the manufacturing of materials and machinery. The company operates across multiple segments, including steel and aluminum, welding, machinery, construction equipment, and power generation. Its products include steel plates, aluminum and copper products, industrial machinery, and compressors. The company is headquartered in Kobe, Japan, and its shares are listed on the TSE.
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