Sekisui House Ltd (SKHSF)
OTHER OTC:SKHSF
Earnings Data
Report Date
Sep 03, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.59Last Year’s EPS
0.66Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The quarter shows a mix of clear strengths (record Q1 revenue from the MDC acquisition, solid domestic detached and rental management performance, high occupancy and strong ZEH adoption) but also material near-term challenges (notably the US single-family delivery and margin shortfall, lower consolidated profits, negative operating/free cash flow and higher interest-bearing debt). Management has identified causes (lower backlog entering the year, increased incentives/rate buydowns, goodwill/amortization impacts) and signaled mitigations (incentive/price strategy adjustments, asset sales and operational integration), but uncertainty remains on the pace of recovery in the US. Overall, the call balances meaningful growth drivers against significant profitability and cash-flow headwinds.Company Guidance
Record Q1 Revenue Driven by MDC Acquisition
Consolidated net sales increased by ¥1,169億 to ¥8,940億 (Q1 record), with international sales rising ¥1,397億 to ¥2,576億 largely due to the MDC acquisition.
Gross Profit Increased Despite Margin Pressure
Gross profit rose by ¥185億 to ¥1,796億, although gross profit margin declined 0.6 percentage points to 20.1%.
Domestic Detached Housing Strength
Detached-house sales increased ¥41億 to ¥1,050億; gross profit margin improved 1.3pp to 23.6%; operating profit rose ¥14億 to ¥61億; 1棟当たり単価 increased ¥205万円 to ¥5,453万円.
Stock-Type / Rental Business Growth and High Occupancy
Stock-type sales rose ¥68億 to ¥2,189億 and operating profit increased ¥37億 to ¥244億. Rental-housing management sales +¥76億 to ¥1,795億; operating profit +¥40億 to ¥197億; operating margin improved 1.9pp to 11.0%. Sha Maison units: 723,000 with 98.2% occupancy.
Construction & Building Profitability Improved
Building & civil engineering sales +¥25億 to ¥772億; operating profit +¥28億 to ¥55億; operating margin improved 3.6pp to 7.2% due to better project margins and proper cost pass-through.
Order Backlogs and ZEH Adoption
International orders increased ¥1,956億 to ¥3,764億; overall detached-house orders modestly down 2.6% but high-end orders and order unit price increased; 2024 ZEH ratio for detached houses reached a record 96% (Sha Maison ZEH 78%).
SKHSF Earnings History
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
SKHSF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 04, 2026 | $19.54 | $18.95 | -3.00% |
Mar 06, 2026 | $23.69 | $23.69 | 0.00% |
Dec 04, 2025 | $20.70 | $22.06 | +6.59% |
Sep 04, 2025 | $22.33 | $21.86 | -2.14% |
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 Sekisui House Ltd (SKHSF) report earnings?
Sekisui House Ltd (SKHSF) is schdueled to report earning on Sep 03, 2026, TBA (Confirmed).
What is Sekisui House Ltd (SKHSF) earnings time?
Sekisui House Ltd (SKHSF) earnings time is at Sep 03, 2026, TBA (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 SKHSF EPS forecast?
SKHSF EPS forecast for the fiscal quarter 2026 (Q2) is 0.59.