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Ibiden (4062) · InitiativeWorsenedLatest Earnings (2026-08-04): "Mitigated"

Expanding sales of specialty carbon products centered on new technologies and materials

First written in FY2018-Q2. 11 of 22 entries say "Restated". Latest entry: 2026-08-04.

22entries
10years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2020-Q1AdvancedFY2023 – FY20242017: 12018: 320182019: 420192020: 220202021: 220212022: 320222023: 320232024: 220242025: 120252026: 12026
Same theme, other companies
Expanding sales of specialty carbon products (FGM) through new technologies and materialsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-08-04MitigatedEarnings

    「Sales of special carbon products (FGM) increased in both revenue and operating profit from the same period of the previous fiscal year, as sales for semiconductor manufacturing equipment recovered gradually amid strong conditions in the semiconductor market.」

    The segment shifted from revenue and profit declines to growth as sales for semiconductor manufacturing equipment recovered.
  2. FY2026-H1WorsenedAnnual report

    「For specialty carbon products (FGM), both sales and operating income decreased from the same period of the previous year due to sluggish demand for power semiconductors affected by the slowdown in the EV market, as well as inventory adjustments by some customers in response to market changes.」

    Following the previous capture of demand for Si and SiC semiconductors, FGM saw revenue and earnings decline due to sluggish power semiconductor demand caused by the slowdown in the EV market and customer inventory adjustments.
  3. FY2025-H1Higher Revenue and Lower Operating ProfitAnnual report

    「Sales of specialty carbon products (FGM) increased from the same period of the previous year as orders remained generally steady, although operating income decreased due to inventory adjustments by some customers in response to market changes and higher depreciation resulting from capacity expansion investment, among other factors.」

    FGM generated higher revenue on strong orders, while operating income declined due to inventory adjustments by some customers and higher depreciation associated with capacity expansion investment.
  4. FY2024AdvancedAnnual report

    「For specialty carbon products (FGM), both sales and operating income increased from the previous consolidated fiscal year as sales of products for Si semiconductors remained steady and sales of products for SiC power semiconductors performed well.」

    For FGM, the company captured demand for products for SiC power semiconductors in addition to its established products for Si semiconductors, increasing sales and operating income for the full year.
  5. FY2024-Q1AdvancedAnnual report

    「For specialty carbon products (FGM), both sales and operating income increased from the same period of the previous year as products for Si semiconductors remained steady and demand for products for SiC power semiconductors grew.」

    For FGM, the company captured demand for products for SiC power semiconductors in addition to its established products for Si semiconductors, resulting in sales and operating income exceeding the same period of the previous year.
  6. FY2023AdvancedAnnual report

    「For specialty carbon products (FGM), centred on products for semiconductor manufacturing equipment, both sales and operating income increased from the previous consolidated fiscal year in response to growing demand.」

    For FGM for semiconductor manufacturing equipment, the company captured growing demand, increasing both sales and operating income on a full-year basis.
  7. FY2023-Q3RestatedAnnual report

    「For specialty carbon products (FGM), centred on products for semiconductor manufacturing equipment, both sales and operating income increased from the same period of the previous year in response to growing demand.」

    For FGM, centred on products for semiconductor manufacturing equipment, the company reconfirmed the increase in revenue and earnings against a backdrop of growing demand.
  8. FY2023-Q2RestatedAnnual report

    「For specialty carbon products (FGM), centred on products for semiconductor manufacturing equipment, both sales and operating income increased from the same period of the previous year in response to growing demand.」

    For FGM, centred on products for semiconductor manufacturing equipment, the company reconfirmed the increase in sales and operating income against a backdrop of growing semiconductor demand.
  9. FY2022AdvancedAnnual report

    「For specialty carbon products (FGM), centred on products for semiconductor manufacturing equipment, both sales and operating income increased from the previous consolidated fiscal year in response to growing global semiconductor demand.」

    Following the decline in revenue through the previous fiscal year caused by the semiconductor market adjustment and COVID-19, full-year sales and operating income increased, mainly for semiconductor manufacturing equipment.
  10. FY2022-Q3RestatedAnnual report

    「Sales of specialty carbon products (FGM) increased from the same period of the previous year in response to growing global semiconductor demand.」

    Following the previous quarter, the company reconfirmed the increase in specialty carbon product revenue against a backdrop of growing global semiconductor demand.
  11. FY2022-Q2AdvancedAnnual report

    「Sales of specialty carbon products (FGM) increased from the same period of the previous year in response to growing global semiconductor demand.」

    FGM revenue increased against a backdrop of growing global semiconductor demand, following the decline caused by the semiconductor market adjustment and COVID-19 through the previous fiscal year.
  12. FY2021-Q3RestatedAnnual report

    「Sales of specialty carbon products (FGM) decreased from the same period of the previous year due to slowdowns in the automotive and aerospace sectors caused by COVID-19.」

    For specialty carbon products, revenue continues to decline against a backdrop of the semiconductor market adjustment and slowdowns in the automotive and aerospace sectors caused by COVID-19.
  13. FY2021-Q2RestatedAnnual report

    「Sales of specialty carbon products (FGM) decreased from the same period of the previous year due to the semiconductor market remaining in an adjustment phase, as well as slowdowns in the automotive and aerospace sectors caused by COVID-19.」

    FGM revenue continues to decline against a backdrop of the semiconductor market adjustment and slowdowns in the automotive and aerospace sectors caused by COVID-19.
  14. FY2021-Q1WorsenedAnnual report

    「Sales of specialty carbon products (FGM) decreased from the same period of the previous year due to the semiconductor market remaining in an adjustment phase, as well as slowdowns in the automotive and aerospace sectors caused by COVID-19.」

    For FGM, which had previously continued to generate higher revenue, sales declined as the semiconductor market adjustment coincided with slowdowns in the automotive and aerospace sectors caused by COVID-19.
  15. FY2020-Q2WorsenedAnnual report

    「Sales of specialty carbon products (FGM) decreased from the same period of the previous year as demand declined due to a slowdown in the semiconductor market stemming from US-China trade frictions.」

    FGM, which had previously continued to generate higher revenue, saw demand and sales decline as the semiconductor market slowed following the onset of US-China trade frictions.
  16. FY2020-Q1RestatedAnnual report

    「Sales of specialty carbon products (FGM) increased from the same period of the previous year as a result of efforts to expand sales, mainly through new technologies and materials, in addition to the continued steady performance of the semiconductor market.」

    Against a backdrop of the semiconductor market, the company continues to expand sales of FGM centred on new technologies and materials, resulting in higher revenue.
  17. FY2019RestatedAnnual report

    「Sales of specialty carbon products (FGM) increased from the same period of the previous year as a result of efforts to expand sales into new fields, in addition to steady growth in the semiconductor market.」

    Against a backdrop of the semiconductor market, the company reconfirmed its full-year results of higher FGM sales and revenue from expansion into new fields.
  18. FY2019-Q3RestatedAnnual report

    「Sales of specialty carbon products (FGM) increased from the same period of the previous year as a result of efforts to expand sales, mainly through new technologies and materials, in addition to steady growth in the semiconductor market.」

    Against a backdrop of semiconductor market growth, the company continues to expand sales of specialty carbon products centred on new technologies and materials, resulting in higher revenue.
  19. FY2019-Q2RestatedAnnual report

    「Sales of specialty carbon products (FGM) increased from the same period of the previous year as a result of efforts to expand sales, mainly through new technologies and materials, in addition to steady growth in the semiconductor market.」

    Against a backdrop of semiconductor market growth, the company continues to expand sales of specialty carbon products centred on new technologies and materials, resulting in higher revenue.
  20. FY2019-Q1RestatedAnnual report

    「Sales of specialty carbon products (FGM) increased from the same period of the previous year as a result of efforts to expand sales, mainly through new technologies and materials, in addition to steady growth in the semiconductor market.」

    Against a backdrop of semiconductor market growth, the company continues to expand sales of FGM centred on new technologies and materials, resulting in higher revenue.
  21. FY2018-Q3RestatedAnnual report

    「Sales of specialty carbon products (FGM) increased from the same period of the previous year as a result of efforts to expand sales, mainly through new technologies and materials, in addition to steady growth in the semiconductor market.」

    Against a backdrop of semiconductor market growth, the company continues to expand sales of specialty carbon products (FGM) centred on new technologies and materials, resulting in higher revenue.
  22. FY2018-Q2First statedAnnual report

    「Sales of specialty carbon products (FGM) increased from the same period of the previous year as a result of efforts to expand sales, mainly through new technologies and materials.」

    For specialty carbon products (FGM) in the Ceramics business, measures to expand sales centred on new technologies and materials were described separately for the first time, and the resulting increase in sales was also reported.
Moved together

"Capital Investment to Expand Production Capacity" moved the same way as this thread, in the same document, in 5 of its 22 moves.

543333★123456
  1. ★This thread
  2. 1Capital Investment to Expand Production Capacity5×
  3. 2Risks to Ceramic Demand from Automotive Demand, Emissions Regulations and Alternative Energy4×
  4. 3R&D for Next-Generation and Subsequent-Generation Products3×
  5. 4Establishing other businesses as the third source of revenue3×
  6. 5Expanding Market Share and Developing New Customers in the DPF Market for Heavy-Duty Vehicles in Emerging Markets3×
  7. 6Risk of Supply Chain Disruptions and Demand Slowdown Due to COVID-193×

★ 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
Ibiden's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Earnings of 2026-08-04: "Mitigated".
News
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Expanding sales of specialty carbon products centered on new technologies and materials | IBIDEN CO.,LTD. (4062) | Komori