Aisin (7259) Q2 2026 earnings summary

Executive summary

• Revenue for the first half of FY2026 rose 5.1% year-over-year to ¥2,472.0 billion, driven by increased powertrain unit sales and structural improvements, despite FX and tariff impacts.

• Operating profit surged 70.9% to ¥96.0 billion, and profit attributable to owners of the parent jumped 765.1% to ¥69.8 billion, reflecting improved corporate structure and cost controls.

• 2Q results aligned with forecasts, supporting unchanged full-year guidance.

• Strategic focus on electrified product sales expansion and group management reinforcement.

• Comprehensive income for the period reached ¥134.8 billion, a significant turnaround from a loss of ¥150.5 billion in the prior year period.

Financial highlights

• 2Q revenue rose to ¥2,472.0B (+5.1% YoY); operating profit reached ¥96.0B (+70.9% YoY).

• Profit before income taxes was ¥106.4B (+443.8% YoY); net profit attributable to owners was ¥69.8B (+765.1% YoY).

• Powertrain unit sales increased 5.7% YoY; electrification unit sales up 8.9% YoY.

• Gross profit increased to ¥277.9 billion from ¥239.1 billion year-over-year.

• Basic earnings per share rose to ¥93.19 from ¥10.11, reflecting the 3-for-1 stock split.

Outlook and guidance

• Full-year FY2026 revenue forecast is ¥4,900.0 billion, up 0.1% year-over-year.

• Operating profit is projected at ¥205.0 billion (+1.0%), and profit attributable to owners of parent at ¥125.0 billion (+16.2%).

• Earnings per share forecast is ¥164.98, not reflecting the impact of planned share repurchase.

• Continued acceleration in electrified product sales and competitiveness expected.