EarningsQ3 2025 Earnings Report

Mitsubishi (8058N) Q3 2025 Earnings Report

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Previous Report: Q2 2025

Next Report: Q4 2025

MX:8058N Q3 2025 EPS Results

Actual EPS$7.77

Consensus EPS$6.68

Beat/MissBeat by +$1.09

One Year Ago EPS$6.15

MX:8058N Q3 2025 Revenue Results

Actual Revenue$586.36B

Expected Revenue$501.29B

Beat/MissBeat by +$85.07B

YoY Revenue Growth+9.91%

Earnings Announcement Details

QuarterQ3 2025

Date02/05/2026

TimeBefore Open

Conference CallThursday, February 5, 2026

MX:8058N Upcoming Earnings

Mitsubishi's next earnings date is estimated for October 30, 2026, based on past reporting schedules.

Q3 2025 Earnings Call Audio

MX:8058N Q3 2025 Earnings Call

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Q3 2025 Earnings Slide Deck

Q3 2025 Earnings Call Summary

Q3 2025

Earnings Call Date:Feb 05, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The earnings call highlighted significant growth in net income and specific segments like food industry and smart life creation, along with effective cash flow management and increased forecasts for mineral resources. However, these positives are countered by substantial impairments in the offshore wind power business and losses in the power solution segment, leading to a cautious outlook.

Company Guidance

During the earnings presentation for the third quarter of fiscal year 2024, Mitsubishi Corporation provided detailed guidance on several financial metrics and strategic adjustments. The consolidated net income for the nine months ended December 25, 2024, was reported at JPY827.4 billion, marking a year-over-year increase of JPY130.8 billion. Despite recording a JPY52.2 billion impairment in the Japanese offshore wind power business due to changing business environments, the company remains optimistic about achieving its full-year forecast of JPY950 billion. The presentation highlighted cash flow allocations, with a cash-in total of JPY1.2375 trillion, including JPY771.4 billion from operating cash flow and JPY466.1 billion from divestitures. Investments reached JPY793.2 billion, resulting in a positive adjusted free cash flow of JPY444.3 billion. The mid-term strategy aims to allocate an additional JPY0.4 trillion for investments and shareholder returns without carrying it over to the next period. Segment-wise, the food industry saw profits rise to JPY86.3 billion, while the smart life creation segment increased to JPY173.9 billion. However, the power solution segment reported a loss of JPY21.1 billion, down JPY42.5 billion from the previous year, primarily due to domestic offshore wind power impairments. Looking forward, the company revised forecasts for several segments, including an upward adjustment in the mineral resources segment to JPY235 billion and a downward revision in the power solution segment to a JPY15 billion loss.

Consolidated Net Income Increase

Consolidated net income for the nine months ended December 31, 2024, was JPY827.4 billion, up JPY130.8 billion year-over-year.

Food Industry Segment Profit Surge

Profits in the food industry segment increased by JPY82.6 billion from JPY3.7 billion year-over-year to JPY86.3 billion.

Smart Life Creation Segment Growth

Profits increased by JPY90.7 billion from JPY83.2 billion year-over-year to JPY173.9 billion in the smart life creation segment.

Cash Flow Management and Investments

Adjusted free cash flow was a positive JPY444.3 billion. The company plans to use an additional JPY0.4 trillion from free cash flow for investments and shareholder returns.

Mineral Resources Segment Forecast Increase

The forecast for the mineral resources segment was revised up by JPY20 billion to JPY235 billion due to increased dividend income from the copper business.

MX:8058N Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Oct 30, 2026	2026 (Q2)	6.49 / -	4.683	―
Aug 03, 2026	2026 (Q1)	9.13 / 9.48	5.998	58.03% (+3.48)
May 01, 2026	2025 (Q4)	4.46 / 6.07	3.64	66.66% (+2.43)
Feb 05, 2026	2025 (Q3)	6.68 / 7.77	6.154	26.34% (+1.62)
Nov 04, 2025	2025 (Q2)	4.92 / 4.68	7.65	-38.78% (-2.97)
Aug 04, 2025	2025 (Q1)	6.01 / 6.00	10.107	-40.65% (-4.11)
May 02, 2025	2024 (Q4)	3.58 / 3.64	7.519	-51.58% (-3.88)
Feb 06, 2025	2024 (Q3)	4.92 / 6.15	6.44	-4.45% (-0.29)
Nov 01, 2024	2024 (Q2)	7.53 / 7.65	4.13	85.25% (+3.52)
Aug 01, 2024	2024 (Q1)	10.11 / 10.11	8.664	16.66% (+1.44)

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