ITOCHU Corp

8001: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Itochu Earnings: Lesser Commodity Boost but No Change in Our View; Fair Value Raised by 8%

Lorraine Tan

Feb 9, 2026

Itochu's December-quarter net profit of JPY 205 billion leaves cumulative nine-month net profit at JPY 705 billion, representing 78% of fiscal 2025 guidance of JPY 900 billion. Itochu leaves its profit guidance unchanged but raises its planned share buyback to JPY 170 billion from JPY 150 billion.

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ITOCHU Corp

Itochu Earnings: Lesser Commodity Boost but No Change in Our View; Fair Value Raised by 8%

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