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Bridgestone Corporation (JP:5108)
:5108
Japanese Market
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Bridgestone (5108) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 07, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
63.69
Last Year’s EPS
29.53
Same Quarter Last Year
Based on 8 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:May 14, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a mixed but controlled picture: Bridgestone reported modest year‑on‑year revenue and profit improvement, strong cash generation and meaningful cost-reduction gains, and signaled a disciplined shift from rebuilding to ‘growth with quality’ supported by product launches, higher R&D/CapEx and an executive restructure to strengthen technology and manufacturing. However, material headwinds remain — notably U.S. tariffs (larger projected FY26 impact), missed midterm MBP targets, regional weaknesses (Latin America, sales decline in North America), a prior cyber incident and sizable one-time rebuilding/adjustment losses — and the company plans higher operating spend to fund growth. On balance, positive operational and financial improvements are roughly offset by persistent external and structural challenges, leaving overall momentum cautious but constructive.
Company Guidance
Bridgestone’s FY2026 guidance targets revenue of JPY 4.5 trillion (≈+2% YoY from JPY 4,429.5bn in FY2025), adjusted operating profit of JPY 515 billion (≈+4% YoY from JPY 493.7bn), profit attributable of JPY 340 billion and an adjusted OPM of 11.4% (vs. 11.1% in FY2025; FY25 ROIC 8.3%). Management expects U.S. tariffs to cut profits by ~JPY 55 billion in FY26 (vs. ~JPY 25 billion in FY25), plans CapEx of ~JPY 410 billion with R&D/CapEx above the prior two years, and assumes continued business cost reductions (FY25 benefit ≈JPY 72 billion) and productivity gains; FY25 free cash flow was JPY 435.5 billion. Capital policy: dividend guidance JPY 125 per share post‑split (JPY 250 pre‑split) for FY26 with a ~50% payout‑ratio target, a FY26 share buyback of JPY 150 billion (JPY 450 billion total FY24–26), a mid‑term equity ratio target ~55% and cash reserves ≈1.5 months of sales.
Consolidated Revenue and Profit Growth (FY2025)
Consolidated revenue JPY 4,429.5 billion and adjusted operating profit JPY 493.7 billion; consolidated revenue/profit improved year-on-year (overall ~+2% vs prior year reported) and adjusted operating margin improved to 11.1% (up 0.4ppt excluding FX).
Net Income and ROIC Improvement
Profit attributable to owners JPY 327.3 billion, up ~15% (~JPY 42 billion) year-on-year; ROIC improved to 8.3% (up 0.2ppt YoY).
Strong Cash Generation and Capital Returns
Free cash flow inflow JPY 435.5 billion and operating cash flow improved by JPY 141.7 billion YoY; completed planned share buyback program (acquired shares cancelled) and committed to JPY 150 billion buyback in FY26 (JPY 450 billion total FY24–26).
Material Business Cost Reductions Realized
Business cost reduction activities generated effects of approximately JPY 72 billion in FY25, supporting margin and profitability recovery.
Regional Profitability Improvements
Europe adjusted operating profit margin reached 5.5% (improvement of >2pp YoY); North America margin improved by 1.5pp to ~11% despite sales decline; Asia/Oceania/India/China maintained adjusted operating profit of 11.5% after regional rebuilding and Indian growth.
Business Rebuilding Largely Completed
Company states Stage 2 of rebuilding (2024–2025) largely completed – including U.S. and Europe tire operation restructuring, product diversification and Japan/Asia operational streamlining – enabling transition to growth-with-quality.
FY2026 Guidance: Modest Topline and Profit Growth
FY26 guidance projects revenue JPY 4.5 trillion (+~2% YoY), adjusted operating profit JPY 515 billion (+4% YoY) and net profit JPY 340 billion; adjusted OPM projected ~11.4% (+0.3ppt).
Planned Product & Investment Push
Plan to launch 25+ new passenger tire products and 10+ truck & bus products in FY26; R&D and CapEx to exceed past two years with FY26 CapEx ~JPY 410 billion (focus on high-margin products, MasterCore large tires, HRD, US retail and IT).
Portfolio & Solutions Momentum
Tire business achieved adjusted OPM just under 13%; Solutions/Commercial B2B Solutions expanded revenue and profitability with margins >11%, supporting diversification of earnings base.
Dividend Increase
Dividend guidance raised: FY25 dividend increased by JPY 20 (company comment), FY26 dividend JPY 125 post-split (JPY 250 pre-split), indicating commitment to shareholder returns alongside buybacks.

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
Aug 07, 2026
2026 (Q2)
63.69 / -
29.53
May 14, 2026
2026 (Q1)
61.80 / 72.37
55.5830.21% (+16.79)
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)
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
May 14, 2026
¥3308.00¥3420.00+3.39%
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%
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 Aug 07, 2026, TBA (Confirmed).
    What is Bridgestone Corporation (JP:5108) earnings time?
    Bridgestone Corporation (JP:5108) earnings time is at Aug 07, 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 (Q2) is 63.69.