AGC Inc. (ASGLF)
OTHER OTC:ASGLF
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.2Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: material progress on profitability stabilization (notably a strong improvement in profit before tax, better ROE, strong automotive performance, solid operating cash flow and completion of major CapEx) alongside persistent and material challenges (electronics transition pressures, significant Life Science losses and Southeast Asia chemicals price weakness). Management provided a constructive FY2026 outlook (sales and OP upgrades) and clear plans to improve ROCE/ROE, but some risks remain (timing of Life Science recovery, market pricing pressures, and execution on turnaround measures). Overall the positives and negatives were roughly balanced.Company Guidance
Overall Financial Turnaround and Profit Improvement
FY2025 operating profit reached JPY 127.5 billion, up JPY 1.6 billion year‑on‑year (≈+1.3%). Profit before tax rose sharply to JPY 124.8 billion, an increase of JPY 174.8 billion YoY (driven largely by disappearance of prior large impairment losses and losses on share sales). Profit attributable to owners improved significantly and ROE improved to 4.7% (FY2026 target 5.2%). Net sales were broadly flat at JPY 2.0588 trillion (down JPY 8.8 billion, ≈-0.4%).
Strong Automotive Segment Performance
Automotive segment net sales increased to JPY 520.6 billion, up JPY 21.8 billion YoY (≈+4.4%), and operating profit rose to JPY 29.3 billion, up JPY 15.3 billion YoY (large improvement driven by better product mix, pricing policies and a weaker yen).
Solid Cash Generation and Healthy Balance Sheet
Operating cash flow was JPY 274.5 billion and free cash flow JPY 96.1 billion in FY2025. Total assets were JPY 2.9501 trillion (up JPY 60.4 billion) and D/E ratio stood at 0.37, indicating financial flexibility.
Major CapEx Completed; Lower CapEx Outlook
FY2025 CapEx was JPY 251.3 billion as major capacity expansions completed. FY2026 CapEx is forecast at JPY 190 billion (materially lower), with depreciation projected around JPY 183 billion — management intends to focus on collecting returns on recent investments.
Architectural Glass and Performance Chemicals Contributed Positively
Architectural Glass net sales grew to JPY 441.1 billion (up JPY 3.2 billion) and operating profit rose to JPY 17.3 billion (up JPY 0.9 billion) due to pricing policies and FX benefits in Europe/Americas. Performance Chemicals showed higher shipments and pricing benefits contributing to Chemical segment resilience.
Improved Strategic Business Outlook for FY2026
Company FY2026 guidance: net sales JPY 2.2 trillion (up JPY 141.2 billion YoY) and operating profit JPY 150 billion (up JPY 22.5 billion YoY). Strategic businesses are forecast to deliver net sales of JPY 560 billion and operating profit of JPY 80 billion, with Life Science improvements expected to be a major driver.
ASGLF Earnings History
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
ASGLF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 06, 2026 | $38.53 | $39.67 | +2.96% |
Nov 05, 2025 | $31.07 | $32.69 | +5.21% |
Aug 01, 2025 | $29.70 | $29.73 | +0.12% |
May 12, 2025 | $29.24 | $29.05 | -0.66% |
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 AGC Inc. (ASGLF) report earnings?
AGC Inc. (ASGLF) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is AGC Inc. (ASGLF) earnings time?
AGC Inc. (ASGLF) earnings time is at May 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ASGLF EPS forecast?
Currently, no data Available