Kajima, JP3210200006

Kajima stock reports higher profit as revenue slips in fiscal Q1

Published on 10/07/2026 at 01:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal Q1 net income reached JPY 30.9 billion, up 16.6 percent year over year. Construction orders rose 21.1 percent to JPY 630.2 billion.

Kajima, JP3210200006, Illustration mit AI erstellt.

Kajima Corporation (ISIN JP3210200006) was last at JPY 4,793 on the Tokyo Stock Exchange at 3:30 p.m. JST on October 6, 2026, down 0.93 percent from the prior close of JPY 4,838. The latest operating picture is more constructive than the share price suggests: fiscal Q1 net income increased while revenue declined.

Profit rises as revenue slips

In fiscal Q1, ended June 30, 2026, revenue fell 1.5 percent year over year to JPY 640.0 billion, while operating profit rose 8.0 percent to JPY 40.5 billion. According to InfoJuggle on September 14, 2026, net income reached JPY 30.9 billion, an increase of 16.6 percent from the year-earlier quarter.

The order book delivered the stronger signal. Construction orders rose 21.1 percent year over year to JPY 630.2 billion in fiscal Q1, giving Kajima a larger base of contracted work even as reported revenue moved lower.

Orders point to operating leverage

The combination of lower revenue and higher operating profit means margin improvement is doing more of the work in the current quarter. For investors, the key distinction is between the timing of project revenue and the profitability of work entering the pipeline.

Kajima's technology strategy also gained a concrete overseas test. Singapore EDB reported on September 17, 2026, that a joint pilot in Singapore targets a 50 percent reduction in skilled operators, with one operator overseeing two autonomous machines. The partners are also examining autonomous bulldozers and dump trucks for 2027.

Analysts see a wide valuation gap

Investing.com lists a Strong Buy consensus from 7 analysts, with an average 12-month target of JPY 7,007.1, a high target of JPY 9,200 and a low target of JPY 5,400. Using the October 6 price of JPY 4,793, the average target lies 46.21 percent above the price.

The same source lists a fiscal Q1 revenue figure of JPY 640.09 billion against a forecast of JPY 647.34 billion and EPS of JPY 66.57 against a forecast of JPY 84.88. Those figures put the earnings reaction in perspective: the profit improvement did not amount to a clean beat across every reported metric.

Kajima stock awaits November results

Investing.com identifies November 11, 2026, as Kajima's next earnings date. That report will show whether the fiscal Q1 order increase and margin improvement are carrying into the next reporting period.

Kajima stock was last at JPY 4,793 on the Tokyo Stock Exchange on October 6, 2026. The price stood 40.39 percent below the 52-week high of JPY 8,040 and 9.93 percent above the 52-week low of JPY 4,360.