The Yokohama Rubber Company, Limited
FY2026 Q3 Financial Results Briefing – Progress of YX2026 Technology & Production Reforms –
Cumulative 3Q revenue and all profit items reached record highs. Segment profit increased by 46.3% year-on-year (up 46.3%, +46.3%), operating income rose by 69.0% (up 633 hundred million yen, +69.0%), and REP/OE sales recovered in North America. The full-year FY2026 plan is maintained and the annual dividend was raised to 223 yen. Toward the next medium-term plan YX2029, the company will accelerate development speed using AI and expand LCC production.
Key Figures
- Revenue: 9,669 hundred million yen (Cumulative FY2026 Q3)
- Segment Profit: 1,474 hundred million yen (Year-over-Year +46.3%)
- Net Income Attributable to Owners of Parent: 960 hundred million yen (Year-over-Year +45.2%)
AI要約
Overview of Results
Cumulative results for FY2026 Q3 set record highs for revenue and all profit items. In particular, REP sales volumes in the tire business exceeded the prior-year period, contributed by a recovery in the North American market. OE/REP-mixed agricultural tire sales were also robust. For the cumulative 3Q, segment profit increased by 46.3% year-on-year (up 467 hundred million yen), operating income rose by 69.0% (up 633 hundred million yen), and net income attributable to owners of parent also increased by 299 hundred million yen, reaching record levels.
Outlook and Strategy
The full-year FY2026 plan published in August is being maintained. Toward the next medium-term plan YX2029, the company will apply the technology and production reforms developed under YX2026 across the organization to expand LCC production, accelerate development speed through AI utilization, win premium OE business, and reduce costs. New plants in China and Mexico will be leveraged to expand production capacity, supporting sales growth and profit expansion.
The Yokohama Rubber Company, Limited
Company overview · Stock price · Financial data · All IR
