FINWIRES · TerminalLIVE
FINWIRES

トヨタ通商の2025年度の利益は2.2%増加

By

-- トヨタ通商(TYO:8015)の親会社株主に帰属する利益は、2025年度に前年度の3,625億円から2.2%増加し、3,705億円となった。 同社の1株当たり基本利益は、前年度の343.40円から350.95円に増加した。これは、木曜日に東京証券取引所に提出された書類で明らかになった。 売上高は、3月31日終了年度に前年度の10兆3,000億円から12%増加し、11兆6,000億円となった。 トヨタ通商は、1株当たり62円の期末配当を発表し、6月24日から支払われる。 同社は、2026年度の株主に帰属する利益を4,000億円、1株当たり利益を426.58円と見込んでいる。 豊田通商は、今年度の中間配当を1株当たり62円、期末配当を1株当たり63円とする予定で、いずれも前年同期比増額となる。

Related Articles

Research

Research Alert: Caterpillar Q1: Construction Machinery Restocking Enables Strong Results

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Caterpillar's (CAT) Q1 earnings beat expectations with EPS of $5.47 vs. the consensus of $4.64, as sales surged 22% Y/Y to $17.4B, supported by $2.3B from higher volumes and $426M from pricing. Despite tariff headwinds that pressured operating margins lower by 30 bps, operating profit rose 20% on strong sales growth. Growth stemmed from CAT's cyclical Construction segment rather than the increasingly important Power & Energy business. Management guided tariff costs at $2.2B-$2.4B for 2026. Construction Industries led with sales rising 38% to $7.2B and segment profit surging 50% to $1.54B, with margins expanding 160 bps to 21.4% despite tariff pressures from dealer restocking. Power & Energy maintained momentum with 22% sales growth to $7B; however, margins compressed 170 bps to 20.6% as tariff costs weighed, while power generation sales increased 41% to $2.8B on data center demand. Resource Industries disappointed, with segment profit plummeting 39% to $378M as margins compressed 700 bps to 10.0%.

$CAT
Research

Research Alert: Mo: Q1 Well Ahead Of Expectations; Guidance Unchanged

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Altria (MO) posted Q1 adjusted EPS of $1.32 vs. $1.23 (+7%), well above the $1.25 consensus. Net revenue rose 5.3% to $4.76B ($180M above consensus) as higher price realizations fully offset lower volumes, which declined 2.3% for smokeable products and 3.1% for oral tobacco. MO maintained 2026 adjusted EPS guidance of $5.56-$5.72, the midpoint of which is ahead of the $5.62 consensus and implies Y/Y growth of 2.5%-5.5% from the $5.42 earned in 2025. The company expects more balanced growth between the first and second halves of 2026, with guidance now contemplating moderated e-vapor industry growth impacts and increased macroeconomic uncertainty. MO repurchased $280M in shares and paid $1.8B in dividends during the quarter. Despite the big Q1 beat, MO shares are currently trading flat in pre-market trading, likely reflecting concerns as to why the company didn't raise full-year guidance considering the strength of Q1 results. However, we note that MO has a long history of providing conservative guidance.

$MO
Mining & Metals

OR Royalties Sells Stake in Osisko Metals for US$34.8 Million

OR Royalties (OR.TO) has sold its entire remaining non-core equity position in Osisko Metals (OM.TO), generating US$34.8 million in proceeds, Osisko Gold Royalties said Thursday.Osisko Gold Royalties also provided an update on its portfolio. The expanded and accelerated mine plan at Alamos Gold's (AGI.TO) Island Gold District in Canada is expected to transition a greater proportion of production from OR Royalties' current 1.38% net smelter return royalty (NSR) coverage to OR Royalties' 2.0% and 3.0% NSR royalty boundaries.Benz Mining (BZ.V) is conducting a 250,000 meter drill program at the Glenburgh gold project in Western Australia. OR Royalties holds a 1.08% gross revenue royalty on Glenburgh.Talisker Reosurces (TSK.TO) closed a C$52.1 million bought-deal financing in March as it expanded a 2026 diamond drill program at the Bralorne mine in British Columbia to 105,000 meters from 30,000 m. OR Royalties holds a 1.7% NSR royalty on Bralorne.PMET Resources (PMET.TO) has submitted an environmental and social impact assessment for the Shaakichiuwaanaan project in Quebec. OR Royalties's interests in the project includes a sliding-scale 1.5-3.5% NSR royalty on precious metals and 2.0% on lithium and other products.OceanaGold (OGC.TO) reported high-grade drill results from the Wharekirauponga project in New Zealand, including 14.9 meters at 16.3 grams per tonne gold. OR Royalties owns a 2.0% NSR royalty on the project.

$AGI.TO$BZ.V$OGC.TO$OM.TO$OR.TO$PMET.TO$TSK.TO
トヨタ通商の2025年度の利益は2.2%増加 | FINWIRES