Revised forecast
Fiscal year ending October 2026 · Full yearPrevious forecast published 12 June 2026The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.
Demand for high-priced downstream products and optical equipment in the optical business exceeded expectations, demand for products for semiconductor lithography equipment in the electronics business continued to recover, and demand for products for optical communications equipment increased amid expanding data center investment. On the profit side, the effects of price revisions and an improved product mix are expected to contribute, while one-time costs associated with inventory consolidation are anticipated in the fourth quarter.
| Item | Details |
|---|---|
| Net Sales | 31,900 Millions of yen → 33,700 Millions of yen（+5.6%） |
| Operating profit | 1,800 Millions of yen → 2,100 Millions of yen（+16.7%） |
| Ordinary income | 2,200 Millions of yen → 2,500 Millions of yen（+13.6%） |
| Profit attributable to owners of the parent | 1,400 Millions of yen → 1,600 Millions of yen（+14.3%） |
| Net income per share | 58.79 yen → 67.19 yen |
| Fiscal Period Covered | Fiscal year ending October 2026 |
| Period Covered | Full year |
| Publication date of previous forecast | 12 June 2026 |
| Previous-period results | FY ended October 2025: Revenue ¥28,895 million, operating profit ¥1,794 million, ordinary profit ¥2,289 million, net income attributable to owners of the parent ¥1,730 million, earnings per share ¥71.04 |
| Reason for the revision | Demand for high-priced downstream products and optical equipment in the optical business exceeded expectations, demand for products for semiconductor lithography equipment in the electronics business continued to recover, and demand for products for optical communications equipment increased amid expanding data center investment. On the profit side, the effects of price revisions and an improved product mix are expected to contribute, while one-time costs associated with inventory consolidation are anticipated in the fourth quarter. |
| Dividend forecast revision | No change (whether the dividend forecast has been revised from the most recently announced forecast: No) |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (1)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.In the optical business, demand for high-priced products for digital cameras and other products exceeded expectations, while demand for products for semiconductor lithography equipment in the electronics business began to recover and demand for optical communications equipment increased amid expanding data center investment. On the profit side, the effects of price revisions and an improved product mix are expected to contribute, while the company anticipates one-time costs associated with inventory consolidation in the fourth quarter.