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Kioxia Holdings (285A) · FactAdvanced

Improved earnings and financial position driven by a recovery in market conditions and the end of production adjustments

First written in FY2025. 2 of 5 entries say "Advanced", first in FY2026. Latest entry: 2026-07-31.

5entries
2years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025WorsenedFY2026-H12025: 220252026: 32026
Same theme, other companies
Operating Profit: Turnaround to Profitability and Continued ProfitabilityA theme 70 companies write about · 1 as a headwind · 74 as a tailwind

The whole theme swung hardest in 2026: 11 of 52 companies on the "Worse" side.

16 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 70 companies compared. The sentences above are computed from all 70.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-31AdvancedRevision of earnings forecasts

    「Revenue for the first quarter of the current consolidated cumulative period (1 April to 30 June 2026) was ¥1,767.1 billion, an increase of ¥1,424.3 billion year on year. This was attributable to a substantial rise in average selling prices resulting from strong demand from data center customers, particularly for generative AI applications, as well as increased shipment volumes on a memory-capacity basis and improved foreign exchange rates, among other factors.」

    Showed substantial revenue and profit growth, supported by market expansion, higher average selling prices and increased shipment volumes, as specific actual results for the Quarter. No new statement was made regarding the end of production adjustments.
  2. FY2026AdvancedAnnual report

    「Operating profit was ¥870.4 billion, an improvement of ¥418.6 billion from the previous fiscal year. This substantial improvement was mainly due to the effect of higher revenue and other factors.」

    After the deterioration reported for the interim period, the fiscal year ending March 2026 produced revenue of ¥2,337.6 billion, operating profit of ¥870.4 billion and profit attributable to owners of the parent of ¥554.5 billion.
  3. 2026-05-15Cited as achievedRevision of earnings forecasts

    「Operating profit was ¥870.4 billion, an improvement of ¥418.6 billion from the previous fiscal year. This substantial improvement was mainly due to the effect of higher revenue and other factors.」

    Showed a substantial year-on-year improvement in operating profit for the fiscal year ended March 2026, citing profit improvement resulting from market recovery and increased demand as an actual result.
  4. FY2026-H1WorsenedAnnual report

    「Operating profit was ¥130.8 billion, a deterioration of ¥161.1 billion year on year. This was mainly due to the effect of lower revenue.」

    Profit had improved in the previous year as market conditions recovered and production adjustments ended, but deteriorated during the six-month consolidated accounting period due to falling average selling prices and other factors.
  5. FY2025First statedAnnual report

    「Operating profit was ¥451.7 billion, an improvement of ¥704.4 billion from the previous fiscal year. This substantial improvement was attributable to the effect of higher revenue and, among other factors, the ¥188.2 billion impact of idle manufacturing costs arising from production adjustments in the previous fiscal year.」

    In the fiscal year ended March 2025, revenue was ¥1,706.5 billion, operating profit was ¥451.7 billion and profit attributable to owners of the parent was ¥272.3 billion, improving from a loss in the previous fiscal year.
Moved together

"Repayment of Interest-Bearing Debt and the Medium- to Long-Term Transition to a Net Cash Position" moved the same way as this thread, in the same document, in 2 of its 5 moves.

22★12
  1. ★This thread
  2. 1Repayment of Interest-Bearing Debt and the Medium- to Long-Term Transition to a Net Cash Position2×
  3. 2Risk that growth in the AI-related market will not translate into demand for flash memory2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Kioxia Holdings's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Revision of earnings forecasts of 2026-07-31: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Improved earnings and financial position driven by a recovery in market conditions and the end of production adjustments | Kioxia Holdings Corporation (285A) | Komori