Dentsu Inc. (JP:4324)
:4324
Earnings Data
Report Date
May 18, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
24.15Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call mixed clear operational strengths—especially a very strong Japan performance, cost-savings progress, return of international operating cash flow, targeted investments in data/AI, and client/award momentum—with material negative developments: very large goodwill impairments, statutory net loss, and suspension of dividends. Management emphasized decisive corrective action (conservative impairment assumptions, significant restructuring and cost-saving targets, and investments in AI/data) and provided FY26 guidance to return to statutory profitability. Given the substantive financial write-downs and dividend suspension but offset by tangible underlying operational improvements and a concrete turnaround plan, the tone is cautious and transitional rather than fully positive or wholly negative.Company Guidance
Group Organic Growth Slightly Above Guidance
Full-year organic growth of 0.5%, modestly above the 'broadly flat' guidance announced in November; Q4 organic growth 0.9% indicating sequential positive momentum.
Japan Business Strong — Record Net Revenue and Operating Profit
Japan achieved organic growth of 6.2%, delivered record-high net revenue and underlying operating profit; Japan operating margin 24.4% (flat year-on-year). Internet Media showed double-digit turnover growth for 8 consecutive quarters; BX and DX also reported strong growth.
Consolidated Top-line and Underlying Profitability
Consolidated net revenue increased 0.3% year-on-year to ~JPY 1.2 trillion; underlying operating profit decreased 2.1% to JPY 172.5 billion but underlying operating margin of 14.4% exceeded the upgraded 13% guidance.
Improved Profitability in Americas and Cost Controls
Americas operating margin rose to 22.9% (up ~40 bps year-on-year) despite full-year organic decline of ~3%; SG&A in Americas reduced ~3% on a constant-currency basis through cost controls.
International Positive Operating Cash Flow and Cost Savings Program
International business returned to positive operating cash flow in FY2025. Rebuilding efforts: JPY 20 billion one-off costs yielded JPY 14 billion savings in FY25; headcount reductions (2,100 of planned 3,400) and planned additional JPY 28 billion savings in FY26 (total JPY 42 billion) and target of ~JPY 50 billion annual savings by 2027.
Investments in Data, Technology and AI
Invested JPY 8 billion in data and tech (dentsu.Connect, AI tooling) in FY25; up to JPY 14 billion planned in FY26 to strengthen media and AI capabilities; AI-driven advertising solution expanded with Siemens to 150+ countries.
Client Wins and Industry Recognition
New client wins and expansions include Samsung Electronics Japan, BJ's Wholesale Club (media expansion), Esselunga, Fastweb and expanded Vodafone work. Dentsu Creative NY won Grand Prix at The Drum Awards; Dentsu Taiwan won ~200 awards; CXM named a leader in Gartner Magic Quadrant for Digital Experience services (2nd consecutive year).
FY2026 Guidance and Return to Statutory Profitability
FY26 guidance: group organic growth 0%–1%; Japan 2%–3%; international broadly flat; expected operating margin ~13% range. Statutory return to profitability forecasted: operating profit JPY 152.6 billion and net profit JPY 69.7 billion.
JP:4324 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
JP:4324 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 16, 2026 | ¥2952.50 | ¥2969.00 | +0.56% |
Nov 14, 2025 | ¥3281.00 | ¥3261.00 | -0.61% |
Aug 14, 2025 | ¥3213.00 | ¥3154.00 | -1.84% |
May 15, 2025 | ¥3147.00 | ¥3207.00 | +1.91% |
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 Dentsu Inc. (JP:4324) report earnings?
Dentsu Inc. (JP:4324) is schdueled to report earning on May 18, 2026, Before Open (Confirmed).
What is Dentsu Inc. (JP:4324) earnings time?
Dentsu Inc. (JP:4324) earnings time is at May 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What is the P/E ratio of Dentsu Inc. stock?
The P/E ratio of Dentsu is N/A.
What is JP:4324 EPS forecast?
Currently, no data Available