The Tip Desk

Japan

Earnings Singles

Company-level reporting and outlook from Japan.

Kubota Lifts Full-Year Outlook as North American Demand Steadies

The tractor maker raised its operating-profit guide after two quarters of destocking ended in its largest overseas market.
Earnings · July 22, 2026 · 1 min read

Company Cohorts

Cross-company themes across exporters, trading houses and industry groups.

Japan's Trading Houses Split on Where the Commodity Cycle Goes Next

Five sogo shosha reported within eight days and disagreed, in their own guidance, about metallurgical coal and LNG.
Industry Earnings Roundup · July 24, 2026 · 1 min read

Season View

The broad read once enough of the reporting window has landed.

Japan's First-Quarter Season, Two-Thirds Reported

With most of the March-year cohort in, guidance raises are running ahead of last year — but concentrated in a narrow band of exporters.
Fiscal Year Wrap · July 25, 2026 · 1 min read

More Japan Coverage

NTT Data to Buy a German Cloud Integrator for €640 Million

The purchase extends a run of mid-sized European acquisitions by Japanese IT services groups.
Deals · July 20, 2026 · 1 min read