The earnings call highlighted strong revenue and profit growth driven by effective pricing strategies and strong performance in the Americas and cardiovascular segments. However, concerns about tariff impacts, temporary revenue declines in certain segments, and decreased free cash flow were noted.

Company Guidance -

Q2 2026

During the FY '25 Q1 earnings call for Terumo, CFO Jin Hagimoto announced a record-high quarterly revenue of JPY 260 billion, a 6% growth excluding foreign exchange effects. The company also achieved a record operating profit of JPY 55.9 billion, driven by pricing strategies and cost control. Free cash flow decreased to JPY 10.5 billion, influenced by increased inventories and tariffs. Cardiovascular revenue grew 7%, improving the operating margin by 5 points to 29%. Despite a temporary decline in TMCS revenue, Pharmaceuticals saw overseas growth. TBCT revenue increased significantly in plasma innovation. The company maintains its full-year guidance, expecting a JPY 10 billion tariff impact, with plans to mitigate this through pricing measures.

Record-High Quarterly Revenue

The company achieved record-high quarterly revenue of JPY 260 billion for Q1, despite negative currency impacts, surpassing last year's Q1, which included temporary demand spikes.

Strong Operating Profit Growth

Operating profit grew significantly faster than revenue, reaching a record JPY 55.9 billion, supported by improved gross margins from pricing strategies, effective cost management, and favorable currency and onetime gains.

Cardiovascular Segment Success

Revenue for the cardiovascular segment grew 7% on a local currency basis, driven by strong performance in the U.S. TIS and Neuro led the growth, with operating margin improving by 5 points to 29%.

Positive Impact of Pricing Strategies

Pricing strategies, especially in the U.S. and delayed VBP in China, exceeded expectations, contributing significantly to profit increases.

Strong Performance in the Americas

Double-digit growth in local currency with all companies contributing strongly, driving global sales, particularly in the Americas.

Terumo (JP:4543) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

JP:4543 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2026 (Q2)	23.55 / -	19.75	―	―	―
Aug 07, 2025	2026 (Q1)	24.40 / 28.37	22.82	24.32% (+5.55)
May 14, 2025	2025 (Q4)	20.75 / 12.48	17.82	-29.97% (-5.34)
Feb 13, 2025	2025 (Q3)	25.63 / 23.96	20.03	19.62% (+3.93)
Nov 07, 2024	2025 (Q2)	22.12 / 19.75	18.495	6.79% (+1.25)
Aug 08, 2024	2025 (Q1)	20.89 / 22.82	15.14	50.73% (+7.68)
May 14, 2024	2024 (Q4)	18.61 / 17.82	12.875	38.41% (+4.95)
Feb 07, 2024	2024 (Q3)	19.77 / 20.03	19.94	0.45% (+0.09)
Nov 14, 2023	2024 (Q2)	15.82 / 18.50	11.88	55.68% (+6.62)
Aug 09, 2023	2024 (Q1)	17.66 / 15.14	14.805	2.26% (+0.34)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JP:4543 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	¥2561.00	¥2530.00	-1.21%
May 14, 2025	¥2784.50	¥2726.50	-2.08%
Feb 13, 2025	¥2779.69	¥2827.47	+1.72%
Nov 07, 2024	¥2956.87	¥2965.83	+0.30%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Terumo (JP:4543) report earnings?

Terumo (JP:4543) is schdueled to report earning on Nov 06, 2025, TBA (Confirmed).

What is Terumo (JP:4543) earnings time?

Terumo (JP:4543) earnings time is at Nov 06, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Terumo stock?

The P/E ratio of Terumo is N/A.

What is JP:4543 EPS forecast?

JP:4543 EPS forecast for the fiscal quarter 2026 (Q2) is 23.55.

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