Shin-Etsu Chemical Co., Ltd.: EPS $0.26; revenue $4.79B vs $4.65B
Key Facts
Q2 FY2027 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.26 | — | — | 0.23 |
| Revenue (USD bn) | 4.79 | 4.65 | +3.0% | 4.45 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 27, 2026 | Q2 FY2027 | 0.2600 | — | — | 4.79 | 4.65 | +3.0% |
| Jul 23, 2026 | Q1 FY2027 | 0.2195 | — | — | 4.15 | 4.22 | −1.7% |
| Apr 28, 2026 | Q4 FY2026 | 0.1700 | — | — | 4.08 | 4.62 | −11.7% |
| Jan 27, 2026 | Q3 FY2026 | 0.2193 | — | — | 4.22 | 4.08 | +3.3% |
| Oct 24, 2025 | Q2 FY2026 | 0.2300 | — | — | 4.45 | 4.26 | +4.4% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures. Figures are in USD as carried for this US-traded line; the company reports in another currency.
Shin-Etsu Chemical Co., Ltd. results: EPS $0.26; revenue $4.79B vs $4.65B. The results cover the company's Q2 FY2027. Revenue above the estimate by 3.0%. Figures are in USD as carried for this US-traded line; the company reports in JPY.
Revenue was up 7.7% from $4.45 billion a year earlier (Q2 FY2026). EPS was up 13.0% from $0.23 a year earlier.
What the results mean
Shin-Etsu Chemical Co., Ltd. combines basic chemicals, electronic materials and functional materials. This mix makes each business's contribution central to interpreting the results, since demand for industrial materials has different drivers from demand for semiconductor manufacturing materials.
Business drivers include polyvinyl chloride resin and caustic soda, alongside semiconductor silicon and materials used in semiconductor manufacturing. Silicones and cellulose derivatives add another area of activity, making changes in product mix and segment profitability useful for understanding what the results mean for the company.
What to watch on the earnings call: Listen for management's discussion of demand for basic chemicals and semiconductor materials, and how the sales mix affects segment margins. Commentary on manufacturing spending and resource allocation across businesses would also help clarify the company's priorities.
For the full analysis of Shin-Etsu Chemical Co., Ltd. stock — valuation, scores and financial statements — see the stock page linked with this story.