Terumo (JP:4543)
:4543
Earnings Data
Report Date
May 19, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
13.69Last Year’s EPS
12.48Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial picture: record revenue and record (adjusted) operating profit YTD, strong North American demand, rapid OrganOx margin expansion, and concrete cost-saving initiatives that support the company’s GS26 targets. Offsetting these positives are tangible near-term headwinds — tariff and FX pressure, Q3 one-time expenses that compressed the quarterly margin, a JPY 1.6 billion loss at the Leverkusen plant during start-up, and execution/volume variability in the Rika plasma business and a temporary donor slowdown at OrganOx. Management emphasized that pricing actions and disciplined cost control have largely mitigated tariff impacts and that strategic one-time investments are intended to improve future profitability.Company Guidance
Record Quarterly and YTD Revenue
Consolidated revenue reached a record JPY 831.6 billion on a Q3 year-to-date basis, the highest ever for both the quarter and Q3 YTD. Growth was driven by sustained global demand, particularly in North America.
Record Operating and Adjusted Operating Profit
Operating profit (JPY 144.9 billion) and adjusted operating profit (JPY 173.5 billion) achieved record highs on a Q3 year-to-date basis, exceeding the company's guidance despite some one-time expenses.
Strong North America and Segment Growth
North America sales grew ~9% year-on-year excluding FX impact. Cardiac & Vascular revenue rose ~8% on a local currency basis led by TIS and Terumo Neuro. Global Blood Solutions (plasma innovations) and Pharmaceutical Solutions (CDMO and overseas projects) were also key drivers.
OrganOx Integration and Margin Expansion
OrganOx was consolidated from Oct 29, 2025; Q3 revenue contribution was JPY 2.9 billion with adjusted operating profit JPY 0.5 billion. Year-on-year OrganOx revenue grew ~50% and its margin improved from ~13% to ~21%, demonstrating scalable profitability as volumes increase.
Pricing and Cost Controls Largely Offset Headwinds
Pricing measures contributed a positive JPY 3.5 billion and, on a year-to-date basis, pricing improvements more than offset tariff impacts. The company emphasized disciplined cost control and selective R&D prioritization to support margins.
Operational Actions and Expected Savings
Management announced structural initiatives including overseas workforce optimization expected to deliver approximately JPY 3.0 billion in annualized cost savings from the next fiscal year; one-time restructuring costs (e.g., JPY 1.0 billion in FY26 severance) were disclosed as strategic investments.
Geographic Momentum
Broad-based regional performance: double-digit local-currency growth in the Americas, stable growth in Europe and Japan, and continued growth in China (notably Terumo Neuro and TIS), indicating diversified demand strength.
JP:4543 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:4543 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 13, 2026 | ¥2070.00 | ¥2010.50 | -2.87% |
Nov 12, 2025 | ¥2518.50 | ¥2544.50 | +1.03% |
Aug 07, 2025 | ¥2545.30 | ¥2514.49 | -1.21% |
May 14, 2025 | ¥2767.43 | ¥2709.79 | -2.08% |
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 May 19, 2026, TBA (Confirmed).
What is Terumo (JP:4543) earnings time?
Terumo (JP:4543) earnings time is at May 19, 2026, 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 (Q4) is 13.69.