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Ordinary profit jumped 34.6% to ¥1.57 trillion and net profit climbed 41.0% to ¥1.25 trillion, powered by rising domestic yen rates, ¥325.1 billion of stock gains on cross-shareholding sales, and a ¥69.7 billion retirement-trust gain — and Mizuho raised the annual dividend to ¥145 and announced a fresh ¥100 billion buyback.
Insurance
Ordinary income rose 5.1% to ¥8.87 trillion but net profit fell 7.1% to ¥980.4 billion on weaker realized securities gains. Post-period: strategic alliance with Berkshire Hathaway's National Indemnity Company and a fresh ¥200 billion buyback.
Insurance
Ordinary revenue climbed 14.9% to ¥7.65 trillion, net profit rose 13.8% to ¥787.3 billion, and the group signed a definitive agreement to merge its two domestic non-life carriers effective April 1, 2027. IFRS adopted from FY26.
Insurance
Insurance revenue rose 6.1% to ¥5.37 trillion and net profit more than tripled to ¥640.1 billion as Aspen consolidation expanded overseas assets by ¥2.9 trillion. ROE doubled to 13.7%, dividend raised to ¥150 with FY27 guide of ¥200.
Investment
Vision Fund 2 booked a ¥6.47 trillion mark-up on OpenAI exposure, lifting net profit attributable to owners to ¥5.00 trillion. Management withheld FY27 guidance.
Conglomerate
¥174.5bn of group-wide structural reform charges and ¥83.6bn of automotive disposal costs halved reported net profit. Panasonic Corporation dissolves into three operating companies in April 2026; FY27 guidance implies operating profit more than doubling to ¥550bn.
Diversified Industrials
Revenue rose 5.0% to ¥3.36 trillion — a fourth straight all-time high — and operating income climbed 6.1% to a record ¥350.2 billion, with Electronics profit jumping 34.4% on AI-related semiconductor materials and Imaging supported by instax and new GFX/X cameras.
Gaming
FY3/2026 revenue fell 9.9% to ¥147.7 billion and operating profit dropped 35.5% as the post-launch surge from "Pokémon Trading Card Game Pocket" normalized, while a ¥9.6 billion impairment of Allm goodwill in Healthcare compressed reported earnings.
Automotive
Record ¥50.7 trillion revenue but operating profit fell ¥1.03 trillion as U.S. tariff policy alone subtracted ¥1.38 trillion. North America swung to a ¥192bn loss; dividend lifted to ¥95 and FY27 guides another 20% profit decline.
Semiconductors
Record sales and operating profit as AI memory demand drives capacity expansion; Kioxia capitalizes on the storage boom.
Cables & Optics
Record FY2025 results lifted Fujikura's operating margin to 16.0%; up to ¥300 billion of U.S./Japan investment plans to triple optical fiber capacity.
Steel
Revenue rose 15.7% on U.S. Steel consolidation, but ¥271 billion of restructuring losses tied to AM/NS Calvert and Usiminas pushed net profit down 95.1%.
Chemicals
Industrial gas (Nippon Sanso Holdings) earnings hit a record, but group-wide portfolio reshaping and ¥61 billion of restructuring charges drove a 74% drop in net profit.
Drugstores
Record net sales of ¥1.117 trillion (+5.3%) and EBITDA of ¥108.6 billion. The ¥11.5 billion Shinseido acquisition added 119 Kyushu stores; annual dividend lifted to ¥50.
Dairy & Food
Overseas sales jumped 25.1% to ¥87.5 billion led by Germany's MILEI; annual dividend raised to ¥100 and a 1-for-4 stock split slated for July 2026.
Gaming
Revenue rose 98.6% and net profit 52.1% as the June 2025 launch of Switch 2 drove hardware shipments to 19.86 million units and Mario Kart World software to 14.70 million. Annual dividend lifted to ¥219; FY27 guidance moderates as launch year normalizes.
Conglomerate
Continuing-operations revenue rose 3.7% to ¥12.48 trillion and operating profit jumped 13.4% to ¥1.45 trillion after the October 2025 partial spin-off of Sony Financial Group deconsolidated 68 subsidiaries and shrank total assets by ¥19.6 trillion.
Telecom
Operating revenue rose 5.1% to ¥14.41 trillion; Global Solutions operating profit surged 50.7% to ¥488.2 billion on data-center and AI demand. SBI Sumishin Net Bank consolidated October 2025, NTT Data Group fully bought in September 2025.
Internet
Revenue rose 6.2% to a record ¥2,036.4 billion and operating profit jumped 8.3% to ¥341.3 billion. Strategic segment adj. EBITDA surged 85% to ¥93.9 billion on PayPay full consolidation; Askul ransomware weighed on Commerce.
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