DAIWA HOUSE INDUSTRY CO., LTD.
1925・Prime Market・Construction
Single-Family Houses Business
The Group's growth-driving segment handling custom-built and speculative single-family houses both domestically and overseas
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment revenue | ¥1,342,252 million | ¥1,144,505 million | ↑ |
| Segment operating income | ¥155,696 million | ¥69,826 million | ↑ |
| Segment assets | ¥1,557,169 million | ¥1,347,127 million | ↑ |
| Unamortized goodwill balance | ¥36,201 million | ¥38,980 million | ↓ |
| Depreciation and amortization | ¥13,154 million | ¥11,858 million | ↑ |
| Increase in tangible and intangible fixed assets | ¥23,667 million | ¥13,686 million | ↑ |
Business Details
Domestically, the segment develops custom-built and speculative houses centered on "Smart Made Housing.," which combines free design with standardized housing. The Rebuilt-ness Business (Renovation & Buy-Resale) also contributes to earnings. Overseas, the number of houses delivered increased in the United States due to the expansion of sales communities and the strengthening of sales measures. In FY2026 (ending March 2026), the segment achieved sharp increases in both revenue and profit, with revenue of ¥1,342,252 million (up 17.3% year on year) and operating income of ¥155,696 million (up 123.0% year on year).
Recent Overview
Revenue and profit expanded significantly due to increased units sold both domestically and overseas and a large-scale land sale
In FY2026 (ending March 2026), the Single-Family Houses Business achieved a sharp increase in both revenue and profit, with revenue of ¥1,342,252 million (up 17.3% year on year) and operating income of ¥155,696 million (up 123.0% year on year). Domestically, the number of units sold increased for both custom-built and speculative housing due to the expanded sales of "Smart Made Housing." and various sales campaigns. In February 2026, the company enhanced the functionality of "AI Plan Concierge ver.2." Overseas, the expansion of sales communities in the United States and a large-scale land sale at the end of October 2025 contributed to performance.
Key Products
Growth Drivers
- Increase in the number of domestic custom-built and speculative housing units sold through the expanded sales of "Smart Made Housing." and various sales campaigns
- Improved design efficiency and proposal capability through the enhanced functionality of AI Plan Concierge ver.2
- Year-on-year increase in cumulative orders and units delivered in the United States through the expansion of sales communities and strengthened sales measures
- Diversification of the stock earnings base through the Rebuilt-ness Business (Renovation & Buy-Resale)
- Temporary earnings contribution from asset utilization such as large-scale land sales
Risks
- Risk of sluggish sales due to persistently high U.S. mortgage interest rates
- Tariff risk on Canadian lumber (impact on lumber procurement costs of the three U.S. companies)
- Declining trend in the number of new housing starts in Japan (owner-occupied, rental, and condominiums for sale all down year on year)
- Risk of rising costs due to soaring prices of construction materials and labor
- Impact on material prices and construction delays from geopolitical risks such as the worsening situation in the Middle East
- Uncertainty in the U.S. economy (trade policy developments and stagflation risk)
Last updated: June 17, 2026