NH Foods stock has drifted lower in recent months, with the share price down roughly 10% over both the past week and the past quarter, yet the latest earnings tell a firmer story. Q1 2027 profit landed at ¥10,772 million and basic earnings per share came in at ¥114.45, both notable figures for a meat and processed foods group that typically moves on margins rather than headline sales alone.

The key point for long term investors is the earnings trend. Over the last 12 months NH Foods lifted earnings and nudged net profit margins higher, while the stock still trades on a P/E of 15.8x and carries a 3.1% dividend yield. The contrast between that profitability and a share price that has slipped in recent months is a central theme of this earnings season.

Is NH Foods trading at a genuine discount, or is the lower share price simply catching up with its earnings record and 3.1% dividend yield? See how the current market price compares with intrinsic value in the full valuation analysis for NH Foods

Q1 2027 Earnings Summary

• Revenue (Q1 2027 vs. Q1 2026): ¥384,946 million vs. ¥354,141 million (up about 8.7%)
• Net Income (Excluding Extra Items, Q1 2027 vs. Q1 2026): ¥10,772 million vs. ¥11,417 million (down about 5.6%)
• Basic EPS (Q1 2027 vs. Q1 2026): ¥114.45 per share vs. ¥115.39 per share (down about 0.8%)
• Trailing 12 Month Net Income (Excluding Extra Items, Q1 2027 TTM vs. Q1 2026 TTM): ¥34,421 million vs. ¥24,954 million (up about 37.9%)

Prefer clean charts instead of a wall of dense earnings tables and footnotes? View NH Foods' valuation and profit picture in a simple visual layout through the company report for NH Foods.

NH Foods earnings support a steady core story

For investors leaning toward the defensive staple angle, NH Foods still looks grounded in real cash generation. Revenue in Q1 2027 sits at ¥384,946 million, above the prior year, and trailing 12 month net income excluding extra items is ¥34,421 million against ¥24,954 million a year earlier. That direction supports the idea of a resilient, brand led food business that can earn through cycles. The pullback in the share price over the past 7, 30 and 90 days therefore sits against earnings that look firmer than the recent chart suggests.

Short term earnings friction keeps caution in play

There is still fuel for a more cautious view on NH Foods. Q1 2027 net income excluding extra items of ¥10,772 million is below the ¥11,417 million level a year earlier and basic EPS has edged down to ¥114.45 from ¥115.39. That hints at near term margin or cost friction even as revenue rises. With the share price down over the past week, month and quarter, the market reaction looks aligned with a story where the core business is solid but not free of earnings pressure.

Compare NH Foods' firmer trailing earnings picture and recent share price pullback with what the street is expecting. See the consensus price target analysis for NH Foods to check whether analyst targets line up with that story.

Own Your Next Investing Move

If NH Foods looks worth watching after its firmer trailing earnings and recent share price pullback, register for free with Simply Wall St and add it to a Watchlist to track the share price against fair value and spot an entry that fits your plan. Once you are in the stock, keep your decisions clear with the Portfolio Command Center that cuts through noise and focuses on the updates that matter for your holdings. For bigger picture context around NH Foods and other stocks, use the Community to see how different investors are thinking about the same numbers. This combination can help you identify potential catalysts and risks earlier so you can act with confidence and stay organized in your investing process.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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Disclaimer:This article represents the opinion of the author only. It does not represent the opinion of Webull, nor should it be viewed as an indication that Webull either agrees with or confirms the truthfulness or accuracy of the information. It should not be considered as investment advice from Webull or anyone else, nor should it be used as the basis of any investment decision.