EarningsQ2 2025 Earnings Report

Toray Industries (TRYIF) Q2 2025 Earnings Report

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Previous Report: Q1 2025

Next Report: Q3 2025

TRYIF Q2 2025 EPS Results

Actual EPS$0.11

Consensus EPS$0.09

Beat/MissBeat by +$0.02

One Year Ago EPS$0.06

TRYIF Q2 2025 Revenue Results

Actual Revenue$4.16B

Expected Revenue$4.21B

Beat/MissMissed by -$49.60M

YoY Revenue Growth+5.64%

Earnings Announcement Details

QuarterQ2 2025

Date11/07/2024

TimeTBA

Conference CallThursday, November 7, 2024

TRYIF Upcoming Earnings

Toray Industries's next earnings date is estimated for November 10, 2026, based on past reporting schedules.

Q2 2025 Earnings Call Audio

No earnings call audio is available for this earnings event.

Q2 2025 Earnings Slide Deck

Q2 2025 Earnings Call Summary

Q2 2025

Earnings Call Date:Nov 07, 2024|

% Change Since:

Earnings Call Sentiment|Positive

The earnings call reflects a strong performance with record high core operating income and significant revenue increases across key segments like Performance Chemicals and Carbon Fiber Composite Materials. However, challenges remain in asset management and specific segments like Life Science and Fibers & Textiles in Korea.

Company Guidance

In the Q2 2025 earnings call for Toray Group, Masahiko Okamoto reported robust financial performance with consolidated revenue rising 7.9% to JPY 1,294.1 billion and core operating income soaring 62.6% to JPY 79.1 billion compared to the previous year. The company achieved a profit increase of 92.3% to JPY 55.5 billion. Notably, Toray has revised its fiscal year forecast upwards, now expecting revenue of JPY 2,590 billion, core operating income of JPY 145 billion, and profit of JPY 88 billion, based on an exchange rate assumption of JPY 140 to the U.S. dollar. Core segments such as Performance Chemicals saw significant gains, with core operating income in this segment surging 134.2% year-on-year. Toray also announced strategic initiatives including a share repurchase plan and a focus on capital efficiency, aiming to reduce cross-shareholdings by half from FY 2024 to 2026, utilizing proceeds for further buybacks.

Record High Core Operating Income

Core operating income for the first 6 months reached JPY 79.1 billion, marking a 62.6% increase compared to the previous year and setting a record high.

Increased Revenue and Profit

Consolidated revenue for the 6 months increased by 7.9% to JPY 1,294.1 billion, and profit increased by 92.3% to JPY 55.5 billion compared to the same period last year.

Strong Performance in Performance Chemicals

Revenue in the Performance Chemicals segment increased by 10.3% to JPY 477.5 billion, with core operating income surging by 134.2% to JPY 34 billion.

Carbon Fiber Composite Materials Growth

The Carbon Fiber Composite Materials segment saw an 8.3% rise in revenue to JPY 152.8 billion, with core operating income increasing by 54.4% to JPY 11.7 billion.

Strategic Pricing Initiatives

Strategic pricing initiatives are expected to improve core operating income by more than JPY 10 billion, with effects already being seen ahead of schedule.

TRYIF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 10, 2026	2027 (Q2)	0.10 / -	0.083	―
Aug 06, 2026	2027 (Q1)	0.10 / 0.14	0.071	92.38% (+0.07)
May 13, 2026	2026 (Q4)	0.12 / 0.17	0.012	1269.43% (+0.16)
Feb 10, 2026	2026 (Q3)	0.10 / 0.01	0.078	-81.36% (-0.06)
Nov 14, 2025	2026 (Q2)	0.11 / 0.08	0.113	-26.94% (-0.03)
Aug 08, 2025	2026 (Q1)	0.11 / 0.07	0.106	-33.45% (-0.04)
May 14, 2025	2025 (Q4)	0.06 / 0.01	-0.107	111.43% (+0.12)
Feb 12, 2025	2025 (Q3)	0.09 / 0.08	0.066	17.75% (+0.01)
Nov 07, 2024	2025 (Q2)	0.09 / 0.11	0.059	91.95% (+0.05)
Aug 07, 2024	2025 (Q1)	0.09 / 0.11	0.055	92.54% (+0.05)

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