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Japan Tobacco (JP:2914)
:2914
Japanese Market
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Japan Tobacco (2914) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 17, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
18.72
Last Year’s EPS
11.8
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a strong financial performance in the tobacco segment, driven by organic growth and the successful acquisition of the Vector Group. Revised upward forecasts and dividend increases further highlight positive momentum. However, challenges persist with negative FX impacts, processed food business decline, and potential risks in key markets like Russia and Turkey.
Company Guidance
In the third quarter of fiscal year 2025, Japan Tobacco Inc. reported significant growth across various financial metrics. The Adjusted Operating Profit (AOP) at constant exchange rates surged by 27.2% year-on-year, primarily due to robust organic performance in the tobacco business and the acquisition of the Vector Group in the U.S.A. Operating profit increased by 20.8% year-on-year, while profit from continuing operations rose by 16.6%. The tobacco business saw a 2.2% year-on-year increase in total volume, driven by a solid performance and the integration of Vector Group. RRP volume exhibited a remarkable 27% year-on-year growth, bolstered by new product launches like Ploom AURA and EVO premium sticks in Japan. Consequently, the company revised its full-year forecast upwards, expecting a 13.2% increase in core revenue at constant FX and a 24.3% rise in AOP. In line with these results, the annual dividend guidance has been raised by JPY 26 to JPY 234, reflecting a payout ratio of 74.9%.
Significant Growth in Key Financial Metrics
AOP at constant FX increased by 27.2% year-on-year, operating profit rose by 20.8%, and profit from continuing operations grew by 16.6% year-on-year.
Strong Performance in Tobacco Business
Total tobacco volume, including combustibles and RRP, increased by 2.2% year-on-year. RRP volume grew by 27% year-on-year, with strong performance in Japan.
Successful Vector Group Acquisition
The Vector Group acquisition in the U.S.A. contributed positively to JT Group's growth, with the results in line with expectations.
Revised Upward Forecasts and Dividend Increase
Core revenue at constant FX revised upward by JPY 109 billion, and AOP at constant FX by JPY 71 billion. Annual dividend guidance increased from JPY 208 to JPY 234.
Ploom AURA and EVO Success
Ploom AURA and EVO premium sticks showed strong momentum in Japan, contributing to an increase in Ploom users and HTS volume growth.

Japan Tobacco (JP:2914) 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:2914 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 17, 2026
2025 (Q4)
18.72 / -
11.8
Oct 30, 2025
2025 (Q3)
92.87 / 108.05
77.2939.80% (+30.76)
Jul 31, 2025
2025 (Q2)
84.06 / 91.50
83.319.83% (+8.19)
May 07, 2025
2025 (Q1)
82.21 / 88.69
88.580.12% (+0.11)
Feb 13, 2025
2024 (Q4)
23.12 / 11.80
22.689-47.99% (-10.89)
Oct 31, 2024
2024 (Q3)
87.57 / 77.29
87.31-11.48% (-10.02)
Aug 02, 2024
2024 (Q2)
85.57 / 83.31
80.183.90% (+3.13)
May 09, 2024
2024 (Q1)
81.06 / 88.58
81.528.66% (+7.06)
Feb 13, 2024
2023 (Q4)
17.50 / 22.69
21.923.51% (+0.77)
Oct 31, 2023
2023 (Q3)
73.42 / 87.31
78.7310.90% (+8.58)
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:2914 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
¥4908.00¥4925.00+0.35%
Jul 31, 2025
¥4291.00¥4318.00+0.63%
May 07, 2025
¥4386.26¥4399.94+0.31%
Feb 13, 2025
¥3839.93¥3862.41+0.59%
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 Japan Tobacco (JP:2914) report earnings?
Japan Tobacco (JP:2914) is schdueled to report earning on Feb 17, 2026, Before Open (Confirmed).
    What is Japan Tobacco (JP:2914) earnings time?
    Japan Tobacco (JP:2914) earnings time is at Feb 17, 2026, Before Open (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 Japan Tobacco stock?
          The P/E ratio of Japan Tobacco is N/A.
            What is JP:2914 EPS forecast?
            JP:2914 EPS forecast for the fiscal quarter 2025 (Q4) is 18.72.
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