$SONY · Sony Group Corp
Sony filed its Semi-annual Securities Report (6-K) for the six months ended September 30, 2026. Sales rose to ¥6,267.2B from ¥5,729.5B, operating income to ¥1,098.8B from ¥768.9B, and net income attributable to stockholders to ¥791.8B from ¥598.9B. Diluted EPS rose to ¥134.30 from ¥99.22 (basic EPS ¥134.89 vs ¥99.83). The Financial Services business (SFGI) was spun off effective October 1, 2025 and classified as a discontinued operation.
- Operating income rose ¥329.9B YoY to ¥1,098.8B, driven by G&NS, Pictures, and I&SS segments.
- G&NS operating income jumped ¥153.8B YoY to ¥422.1B, aided by U.S. tariff refunds and absence of Bungie impairment.
- Net income attributable to stockholders rose ¥221.3B YoY to ¥791.8B.
- Diluted EPS increased to ¥134.30 from ¥99.22 a year earlier (basic EPS ¥134.89 vs ¥99.83).
- Equity-method loss widened ¥17.4B to ¥20.8B, led by Sony Honda Mobility.
Extended-hours last trade $26.95, down 0.41% vs regular close, a muted reaction to strong results.
Sony delivered a broad-based earnings surge across gaming, pictures, and sensors, confirming momentum after the Financial Services spin-off.
Sony's Pictures and Music segments drove sales growth, reflecting continued strength in streaming and theatrical content.
No significant change from the Form 20-F risk factors; U.S. tariff policy and geopolitical conflicts flagged as ongoing uncertainties.