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Bridgestone Corporation (JP:5108)
:5108
Japanese Market

Bridgestone (5108) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 18, 2026
TBA (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
62
Last Year’s EPS
55.58
Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 16, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presents a balanced picture: management reported modest revenue and profit growth, margin and cash-flow improvements, completion of major business-rebuilding work and clear strategic steps (product launches, higher R&D/CapEx, executive restructuring) aimed at restoring long-term competitiveness. However, material near-term headwinds remain — notably rising U.S. tariff costs, one-time rebuilding expenses, regional weaknesses (Latin America), some product-segment setbacks and planned operating expense increases — and the company acknowledged it did not meet certain mid-term MBP targets. Management’s tone is cautiously constructive: they emphasize disciplined investment and cost reduction while accepting ongoing risks. Overall, positives (profit improvement, margin recovery, cash flow and clear growth plans) are roughly balanced by significant challenges and costs that will pressure near-term results.
Company Guidance
Bridgestone guided FY2026 revenue of JPY 4.5 trillion, adjusted operating profit of JPY 515 billion and net profit of JPY 340 billion (adjusted OPM 11.4%, +0.3 pts vs FY2025), building on FY2025 results of revenue JPY 4,429.5 billion, adjusted OP JPY 493.7 billion, profit attributable JPY 327.3 billion, adj. OPM 11.1% and ROIC 8.3%; management expects U.S. tariffs to reduce profits by ~JPY 55 billion in FY26 (vs ~JPY 25 billion in FY25) and will offset headwinds via global supply‑chain optimization and business cost reductions (business cost reduction effects ~JPY 72 billion in FY25 and an additional benchmarked ~JPY 25 billion), while FY25 free cash flow was JPY 45.5 billion and operating cash flow improved by JPY 141.7 billion Y/Y. Capital allocation includes R&D and CapEx above the prior two years (CapEx cited ~JPY 410 billion), a 3‑year capital plan of ~JPY 2.4 trillion (FY24–26), a JPY 150 billion share buyback in FY26 (JPY 450 billion total FY24–26), target cash reserves ≈1.5 months of sales and a desired midterm equity ratio ~55%. Shareholder returns: dividend guidance of JPY 125 per share post‑split (JPY 250 pre‑split), up JPY 10 post‑split (JPY 20 pre‑split) year‑on‑year, with a target consolidated payout ratio around 50% (FY26 implied ~46%); segment/margin goals include Americas margin +0.6 pts to roughly the 10% range and a 2‑point margin improvement in EMEA, while product/portfolio targets cite tire business OPM just under 13%, Commercial B2B Solutions >11% margin and specialties profitability >20%.
Full-year revenue and profit growth (FY2025)
Consolidated revenue JPY 4,429.5 billion; adjusted operating profit JPY 493.7 billion (adjusted OP up ~2% YoY, approx. JPY 10.4 billion); profit attributable to owners JPY 327.3 billion (up ~15% YoY, approx. JPY 42 billion).
Improved profitability metrics
Adjusted operating margin improved to 11.1% (up 0.4 percentage points YoY); ROIC improved to 8.3% (up 0.2 percentage points YoY).
Material business-rebuilding and cost reduction effects
Business cost reduction activities delivered ~JPY 72 billion in FY2025; business rebuilding largely completed in Stage 2 (U.S. and Europe) and contributed to improved margins and efficiency.
Regional margin recoveries
North America: sales down ~3% but adjusted operating margin improved 1.5 percentage points to 11%; Europe: adjusted operating margin improved by over 2 percentage points to 5.5%; Asia/India/Thailand: adjusted operating profit around 11.5% despite revenue down ~2%.
Strong cash and balance-sheet outcomes
Free cash flow of JPY 45.5 billion (inflow); operating cash flow improved materially delivering a JPY 141.7 billion year-on-year increase in cash inflow; inventories reduced through lean management; total assets JPY 5,747.7 billion.
FY2026 guidance targets growth
FY2026 guidance: revenue JPY 4.5 trillion (up ~2% YoY), adjusted operating profit JPY 515 billion (up ~4% YoY), net profit JPY 340 billion; adjusted OPM targeted ~11.4% (up ~0.3 points).
Product, R&D and organizational commitment to growth
Plan to launch >25 new passenger tire products and >10 truck & bus products globally in FY2026; R&D and CapEx to exceed prior two-year levels; new executive structure to prioritize technology with 4 of 7 execs as technical specialists (CIO, CPO, CMO, West CTO) reporting directly to the CEO.
Shareholder returns maintained alongside investments
Share buyback program planned at JPY 150 billion in FY2026 (JPY 450 billion total over FY2024–26) and dividend maintained/increased (FY2026 guidance: JPY 125 post-split / JPY 250 pre-split, increase YoY).

Bridgestone (JP:5108) 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

JP:5108 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 18, 2026
2026 (Q1)
62.00 / -
55.58
Feb 16, 2026
2025 (Q4)
55.80 / 94.63
23.55301.80% (+71.08)
Nov 12, 2025
2025 (Q3)
54.70 / 66.27
38.9770.04% (+27.30)
Aug 08, 2025
2025 (Q2)
43.78 / 29.53
82.135-64.05% (-52.61)
May 15, 2025
2025 (Q1)
45.38 / 55.58
63.245-12.12% (-7.66)
Feb 17, 2025
2024 (Q4)
85.91 / 23.55
47.165-50.07% (-23.61)
Nov 11, 2024
2024 (Q3)
59.49 / 38.97
61.175-36.30% (-22.20)
Aug 09, 2024
2024 (Q2)
64.73 / 82.14
67.30522.03% (+14.83)
May 13, 2024
2024 (Q1)
69.93 / 63.24
66.12-4.35% (-2.88)
Feb 16, 2024
2023 (Q4)
55.65 / 47.16
79.8-40.90% (-32.63)
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:5108 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 16, 2026
¥3817.00¥3569.00-6.50%
Nov 12, 2025
¥3435.24¥3547.42+3.27%
Aug 08, 2025
¥3078.04¥3222.20+4.68%
May 15, 2025
¥2924.98¥2920.64-0.15%
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 Bridgestone Corporation (JP:5108) report earnings?
Bridgestone Corporation (JP:5108) is schdueled to report earning on May 18, 2026, TBA (Confirmed).
    What is Bridgestone Corporation (JP:5108) earnings time?
    Bridgestone Corporation (JP:5108) earnings time is at May 18, 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 Bridgestone Corporation stock?
          The P/E ratio of Bridgestone is N/A.
            What is JP:5108 EPS forecast?
            JP:5108 EPS forecast for the fiscal quarter 2026 (Q1) is 62.