)
Taisei (1801) investor relations material
Taisei Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record-high profit at all profit stages in Q3, despite a 6.5% year-over-year decrease in net sales, with steady progress toward full-year targets at 74.9% of forecast.
Gross profit margin remained strong: 21.9% for Civil Engineering and 10.9% for Building Construction.
Toyo Construction Co., Ltd. was consolidated from Q3, with limited impact on results; provisional goodwill from the acquisition was ¥58.9 billion, to be amortized over seven years.
Comprehensive income surged to ¥121.8 billion from ¥24.8 billion in the prior year period.
Financial highlights
Q3 consolidated net sales: ¥1,427.7 billion (down 6.5% YoY); net income: ¥102.5 billion (up 22.3% YoY); operating income: ¥122.3 billion (up 53.0% YoY); ordinary income: ¥130.5 billion (up 41.0% YoY).
Gross profit for Q3 rose 39.0% YoY to ¥217.9 billion, driven by cost reductions and improved profitability in new orders.
Net income per share for Q3: ¥615.38 (up from ¥457.17 YoY).
ROE reached 15.8%.
Equity ratio at 33.0% as of December 31, 2025, down from 35.7% at the previous fiscal year-end.
Outlook and guidance
Full-year net sales forecast: ¥2,090.0 billion; net income forecast: ¥137.0 billion; operating income forecast: ¥148.0 billion.
Operating income for the full year expected to increase by ¥27.8 billion YoY, mainly from improved profit ratio in Domestic Building Construction.
Dividend forecast for FY2025: ¥250 per share (up from ¥210 in FY2024).
No changes to the previously announced full-year forecast.
Targeting reduction of cross-shareholdings to below 20% of consolidated net assets by end of FY2026; current ratio is 32.8%.
- TimeTickerHeadlineOpen
- 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway. - 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance. - 6 FebCRI
Revenue fell and losses deepened, but ESA contracts and R&D projects drive future prospects.
Next Taisei earnings date
Next Taisei earnings date
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)