Sumitomo Corporation: EPS $0.2122 vs $0.2332 expected; revenue $12.5B vs $12.1B
Key Facts
Q2 FY2027 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.2122 | 0.2332 | −9.0% | — |
| Revenue (USD bn) | 12.5100 | 12.0800 | +3.5% | — |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 1, 2026 | Q2 FY2027 | 0.2122 | 0.2332 | −9.0% | 12.51 | 12.08 | +3.5% |
| Jul 31, 2026 | Q1 FY2027 | 0.2457 | 0.2067 | +18.9% | 11.99 | 11.41 | +5.1% |
| May 1, 2026 | Q4 FY2026 | 1.0100 | 0.9030 | +11.8% | 12.31 | 14.07 | −12.5% |
| Feb 4, 2026 | Q3 FY2026 | 0.1430 | 0.7820 | −81.7% | 11.78 | 11.76 | +0.1% |
| Apr 30, 2025 | Q4 FY2025 | 0.8250 | 0.7680 | +7.4% | — | — | — |
| Oct 31, 2024 | Q2 FY2025 | 0.7090 | 0.8010 | −11.5% | 12.15 | 12.43 | −2.3% |
| Jul 31, 2024 | Q1 FY2025 | 0.1613 | 0.7940 | −79.7% | 11.01 | 11.07 | −0.6% |
| May 2, 2024 | Q4 FY2024 | −0.0958 | 0.4374 | — | 12.17 | 11.01 | +10.5% |
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.
Sumitomo Corporation results: EPS $0.2122 vs $0.2332 expected; revenue $12.5B vs $12.1B. The results cover the company's Q2 FY2027. EPS came in below analysts' estimate by 9.0%; revenue above the estimate by 3.5%. Figures are in USD as carried for this US-traded line; the company reports in JPY.
On its record, EPS topped analysts' estimates in 3 of 6 earlier comparable reports.
What the results mean
Sumitomo Corporation combines trading and investment across diverse businesses, so interpreting its results requires understanding each activity’s contribution to profitability. Sales alone do not explain the effect of a business mix spanning metal supply, asset operations and services.
Its metals operations are sensitive to industrial activity, while transportation and construction equipment combine manufacturing, sales, leasing, servicing and financing. This diversity makes equipment demand, asset utilization and financing costs important to understanding performance.
The portfolio includes power generation, renewable energy development and infrastructure, alongside media, digital services, real estate and resources. Revenue characteristics and capital requirements vary across these activities, making their contributions to earnings and cash generation central to interpreting the results.
What to watch on the earnings call: Investors should follow management’s discussion of demand for metals and transportation and construction equipment, utilization of leased assets, and profitability in energy and infrastructure projects. Discussion of media and digital services, cash conversion, and spending and investment priorities would also help clarify the quality of performance across the portfolio.
For the full analysis of Sumitomo Corporation stock — valuation, scores and financial statements — see the stock page linked with this story.