{"id":141671,"date":"2026-11-05T13:16:26","date_gmt":"2026-11-05T04:16:26","guid":{"rendered":"https:\/\/japanir.jp\/en\/ir\/5201-20261105-03_wp_earnings_guidance\/"},"modified":"2026-11-05T13:16:26","modified_gmt":"2026-11-05T04:16:26","slug":"5201-20261105-03_wp_earnings_guidance","status":"publish","type":"ir_release","link":"https:\/\/japanir.jp\/en\/company\/company-5201\/ir\/5201-20261105-03_wp_earnings_guidance\/","title":{"rendered":"Notice of Revision to Full-Year Consolidated Earnings Guidance"},"content":{"rendered":"<p>Revised the full-year consolidated earnings guidance for the fiscal year ending December 2026. Net sales remain unchanged from the previous forecast at 2,200,000 hundred million yen, but operating income was reduced from the prior forecast of 150,000 hundred million yen to 120,000 hundred million yen; profit before income taxes from 124,000 hundred million yen to 82,000 hundred million yen; net income from 90,000 hundred million yen to 49,000 hundred million yen; and net income attributable to owners of parent from 77,000 hundred million yen to 40,000 hundred million yen, a substantial decline. No revision to the dividend forecast. Reasons for the revision include increased manufacturing costs in North America and Europe, higher raw material prices, lower-than-expected sales volumes in the biopharmaceutical CDMO business, and recording of loss on disposal of property, plant and equipment.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"price_fetched_at":"","company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"5201","jir_company_name":"AGC Inc.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-11-05","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/11\/5201-20261105-03.pdf","jir_short_summary":"Revised the full-year consolidated earnings guidance for the fiscal year ending December 2026. Net sales remain unchanged from the previous forecast at 2,200,000 hundred million yen, but operating income was reduced from the prior forecast of 150,000 hundred million yen to 120,000 hundred million yen; profit before income taxes from 124,000 hundred million yen to 82,000 hundred million yen; net income from 90,000 hundred million yen to 49,000 hundred million yen; and net income attributable to owners of parent from 77,000 hundred million yen to 40,000 hundred million yen, a substantial decline. No revision to the dividend forecast. Reasons for the revision include increased manufacturing costs in North America and Europe, higher raw material prices, lower-than-expected sales volumes in the biopharmaceutical CDMO business, and recording of loss on disposal of property, plant and equipment.","jir_summary":"### Key Points of the Revision\nAGC Inc. has revised its full-year consolidated earnings guidance for the fiscal year ending December 2026. Net sales were maintained at the previous forecast of 2,200,000 hundred million yen, while operating income decreased by 30,000 hundred million yen to 120,000 hundred million yen; profit before income taxes decreased by 42,000 hundred million yen to 82,000 hundred million yen; net income decreased by 41,000 hundred million yen to 49,000 hundred million yen; and net income attributable to owners of parent declined by 37,000 hundred million yen to 40,000 hundred million yen, representing a significant downside. Earnings per share have worsened to 188.55 yen. There is no revision to the dividend forecast.\n\n### Background and Impact\nThe primary factors for the revision are deterioration in manufacturing costs in North America and Europe within the Automotive segment, increased raw material costs in Southeast Asia for Essential Chemicals, lower-than-expected sales volumes in the biopharmaceutical CDMO business within the Life Sciences segment, and the impact of recording a loss on disposal of property, plant and equipment at the Colorado site in the U.S. This revision is a downward adjustment to the full-year forecast, and the IR materials present a cautious outlook reflecting ongoing uncertainties.","jir_financial_highlights":"Net sales: 2,200,000 hundred million yen (Same as previous forecast)\nOperating income: 120,000 hundred million yen (-30,000 hundred million yen)\nProfit before income taxes: 82,000 hundred million yen (-42,000 hundred million yen)\nNet income attributable to owners of parent: 40,000 hundred million yen (-41,000 hundred million yen)\nBasic earnings per share: 188.55 yen (-174.57 yen)","jir_category":"","jir_hashtags":"#AGCInc., #EarningsRevision, #NoticeOfRevisionNotEarningsRelease","jir_key_figures":"Net sales: 2,200,000 hundred million yen (Same as previous forecast)\nOperating income: 120,000 hundred million yen (-30,000 hundred million yen)\nNet income: 49,000 hundred million yen (-41,000 hundred million yen)","jir_meta_title":"AGC Inc. Revises Full-Year Forecast Downward\uff5cSales Flat, Net Income Significantly Down","jir_meta_description":"AGC Inc. has revised its full-year consolidated earnings guidance for the fiscal year ending December 2026 downward. Net sales: 2,200,000 hundred million yen; operating income: 120,000 hundred million yen; profit before income taxes: 82,000 hundred million yen; net income: 49,000 hundred million yen. Primary causes are higher costs and lower sales volumes. Dividend forecast unchanged.","jir_og_title":"AGC Inc. Lowers Full-Year Forecast\uff5cSales Flat, Net Income Significantly Reduced","jir_og_description":"AGC Inc. has revised its earnings guidance for the fiscal year ending December 2026. Key figures: net sales 2,200,000 hundred million yen, operating income 120,000 hundred million yen, net income 49,000 hundred million yen. Dividend unchanged.","jir_og_image_url":"\/assets\/og\/company-general_ir.jpg","jir_chart_data_collection":"[{\"jir_chart_id\": \"revenue_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Net Sales Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2024\\\",\\\"2025\\\",\\\"2026\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Net sales\\\",\\\"data\\\":[2058832,2058832,2200000]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"operating_profit_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Operating Income Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2024\\\",\\\"2025\\\",\\\"2026\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating income\\\",\\\"data\\\":[127465,150000,120000]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"net_profit_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Net Income Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2024\\\",\\\"2025\\\",\\\"2026\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Net income attributable to owners of parent\\\",\\\"data\\\":[69162,780? ,40000]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Margin Analysis\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2024\\\",\\\"2025\\\",\\\"2026\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Profit before income taxes margin\\\",\\\"data\\\":[6.0,6.5,3.7]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"table\", \"jir_chart_title\": \"Comparison of Forecast and Revised Figures\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"table\\\",\\\"data\\\":[[\\\"2026\/12\\\",\\\"Net sales\\\",\\\"Previous: 2,200,000\\\",\\\"Revised: 2,200,000\\\"],[\\\"\\\",\\\"Operating income\\\",\\\"Previous: 150,000\\\",\\\"Revised: 120,000\\\"],[\\\"\\\",\\\"Net income\\\",\\\"Previous: 90,000\\\",\\\"Revised: 49,000\\\"]]}\"}]","ir_related_company":7522,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"earnings_guidance","footnotes":""},"sector":[],"importance":[],"class_list":["post-141671","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.7 - 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