JFE Holdings stock falls 1.06 percent as Chiba disruption deepens

JFE Holdings stock was trading at JPY 1,826.00 on the Tokyo Stock Exchange on September 28, 2026 at 3:30 p.m. JST, down 1.06 percent from the prior close. The immediate issue is operational: JFE Steel expects an estimated 600,000 metric ton production loss at its Chiba works after flooding and typhoon damage.

Chiba disruption reaches 600,000 tons

According to SteelOrbis on September 28, 2026, heavy rainfall in August and further flooding from Typhoon No. 25 are expected to reduce crude steel output by 600,000 metric tons. Restoration is continuing, while deliveries of certain products have been delayed.

The estimate remains subject to revision as repairs progress, and JFE Steel is assessing the effect on output and financial results. That makes the Chiba recovery schedule the key near-term variable for JFE Holdings stock.

First quarter profit nearly doubles

JFE Holdings reported fiscal Q1 2027 revenue of JPY 1.1612 trillion, up 4.1 percent from JPY 1.1153 trillion a year earlier, according to Beikabumap in figures published for the quarter ended June 30, 2026. Business profit increased 98.7 percent to JPY 32.3 billion from JPY 16.3 billion.

Net profit reached JPY 31.2 billion in fiscal Q1 2027, compared with JPY 7.1 billion a year earlier. The company also projects fiscal-year revenue of JPY 4.85 trillion and business profit of JPY 215 billion, representing growth of 6.8 percent and 58.8 percent, respectively, in the same published guidance.

Stock stays below yearly high

At JPY 1,826.00, the stock stood JPY 533.00 below its 52-week high of JPY 2,359.00 and JPY 291.00 above its 52-week low of JPY 1,535.00 on September 28, 2026. The market capitalization was JPY 1.2 trillion, with volume of 7,495,500 shares.

The next earnings milestone listed by JFE Holdings is the announcement of first quarter results on August 5, 2026, already reported in the current fiscal cycle. For investors, the next useful signal is whether Chiba output normalizes while the full-year profit guidance remains intact.

JPY 1,826.00 at 3:30 p.m. JST

JFE Holdings stock was last at JPY 1,826.00 on the Tokyo Stock Exchange on September 28, 2026 at 3:30 p.m. JST, with a daily change of -1.06 percent.