August 7, 2026 09:54 AM GMT Bridgestone (5108) | Japan M Update F12/26 2Q Results: Price Mix and Volumes Both Positive AlphaSignals Earnings Reaction Unchanged Meaningful upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Key Takeaways 2Q results: Adj. OP of ¥158.7bn greatly exceeded our forecast and the consensus of ¥125.0bn. Although this includes unrealized inventory valuation gains, ...