Toda stock closed at ¥1,489.5, with the past month down about 6%. Yet the latest quarter delivered a punchier story than that slide suggests. Basic earnings per share for Q1 2027 came in at ¥39.84, ahead of the previous quarter, and trailing twelve month earnings now stand at ¥151.38 per share. The market is still weighing forecasts that point to earnings pressure over the next three years, which keeps attention firmly on valuation. With a P/E of 9.7x and a recent one off gain of ¥13.6b, the key focus is on how durable this earnings power looks beyond today.
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Q1 2027 Earnings Summary
- Revenue, Q1 2027 vs. Q1 2026: ¥155,359 million vs. ¥131,338 million (up about 18%)
- Net Income, Q1 2027 vs. Q1 2026: ¥11,795 million vs. ¥3,541 million (up more than 3x)
- Basic EPS, Q1 2027 vs. Q1 2026: ¥39.84 per share vs. ¥11.80 per share (up more than 3x)
- Net Profit Margin, TTM to Q1 2027 vs. TTM to Q1 2026: 6.8% vs. 4.1% (margin improved)
Prefer clean charts over scrolling through lines of raw Toda earnings data? See a full visual view of Toda’s valuation in our company report for Toda.
Toda earnings add weight to the upbeat view
The latest Q1 2027 numbers give Toda supporters some concrete backing. Revenue sits at ¥155,359 million versus ¥131,338 million a year earlier, and net income is now ¥11,795 million, well above last year’s ¥3,541 million. Basic EPS rose to ¥39.84 and trailing margins improved to 6.8% from 4.1%. That aligns with the picture of a diversified infrastructure and real estate group that is executing well after a strong FY2026 and still reporting healthy top line progress into FY2027.
Profit outlook keeps the cautious case alive
The bear case for Toda remains in place. Management has already indicated higher FY2027 sales but softer profits, and Q1 earnings still include the impact of a ¥13.6 billion one-off gain. That raises reasonable questions about how much of the recent EPS strength is repeatable for a cyclical construction and real estate business. The share price is down about 6% over the past month, which indicates that the market is still treating margin pressure and earnings normalisation as meaningful risks.
Compare Toda’s improving margins and recent one off gain with how institutional analysts are framing the next few years. See the consensus price target analysis for Toda to check whether the street’s targets line up with the current share price reaction.Stay Ahead With Simply Wall St
If Toda’s mix of a low P/E, recent one off gains and questions around future earnings has your attention, register for free with Simply Wall St and add it to a Watchlist to track the share price against fair value and watch for a more attractive entry point. Once you own Toda or any other stock, use the Portfolio Command Center to cut through market noise and keep focus on the most important developments. For a longer term view, tap into shared insights and debates in the Community to see how other investors are thinking about similar risks and opportunities. This combination helps you spot potential catalysts and red flags early so you can stay ahead of the market.
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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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