ITOCHU Corporation: EPS $0.2612 vs $0.2362 expected; revenue $25.8B vs $25.5B
Key Facts
Q2 FY2027 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.2612 | 0.2362 | +10.6% | 0.2078 |
| Revenue (USD bn) | 25.8000 | 25.5000 | +1.2% | 24.9500 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 4, 2026 | Q2 FY2027 | 0.2612 | 0.2362 | +10.6% | 25.80 | 25.50 | +1.2% |
| Aug 3, 2026 | Q1 FY2027 | 0.2584 | 0.2648 | −2.4% | 23.83 | 21.89 | +8.9% |
| May 1, 2026 | Q4 FY2026 | 0.1757 | 0.1854 | −5.2% | 24.16 | — | — |
| Feb 6, 2026 | Q3 FY2026 | 0.1868 | 0.1808 | +3.3% | 23.85 | 24.15 | −1.2% |
| Nov 5, 2025 | Q2 FY2026 | 0.2078 | 0.2252 | −7.7% | 24.95 | 25.01 | −0.3% |
| Aug 4, 2025 | Q1 FY2026 | 0.2769 | 1.5300 | −81.9% | 24.58 | — | — |
| May 2, 2025 | Q4 FY2025 | 0.1975 | 0.9710 | −79.7% | 25.34 | 27.46 | −7.7% |
| Nov 6, 2024 | Q2 FY2025 | 0.2171 | 1.1300 | −80.8% | 24.83 | 25.59 | −3.0% |
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.
ITOCHU Corporation results: EPS $0.2612 vs $0.2362 expected; revenue $25.8B vs $25.5B. The results cover the company's Q2 FY2027. EPS came in above analysts' estimate by 10.6%; revenue above the estimate by 1.2%. Figures are in USD as carried for this US-traded line; the company reports in JPY.
Revenue was up 3.4% from $24.9 billion a year earlier (Q2 FY2026). EPS was up 25.7% from $0.2078 a year earlier. On its record, EPS topped analysts' estimates in 1 of 7 earlier comparable reports.
What the results mean
ITOCHU Corporation combines global trading with manufacturing, engineering services and resource investment. Understanding its business therefore requires examining the activity mix and each segment’s contribution to profitability, since commodity trading has different drivers from industrial projects and apparel and brand distribution.
Metals and energy operations are linked to demand for raw materials and fuels, while textiles are tied to consumer demand for clothing. Machinery spans infrastructure, energy and engineering projects, alongside equipment sales and aircraft and ship leasing. This diversity makes margins, project execution and operating efficiency important lenses for understanding the company’s performance.
What to watch on the earnings call: Segment contributions to profitability, demand for metals, energy and apparel, trading and distribution margins, progress on infrastructure and energy projects, and management’s discussion of equipment sales and aircraft and ship leasing.
For the full analysis of ITOCHU Corporation stock — valuation, scores and financial statements — see the stock page linked with this story.