Results for this period
Third quarter1 January 2026–30 September 2026ConsolidatedJapanese GAAPThe width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit. The dotted outline is the full-year forecast and the band inside it is the result for this period. The progress rate is the result divided by the forecast.
塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.
Strong sales of equipment for smartphone camera modules and optical communications related to AI data centers, an increase in equipment units sold due to strong orders, and the recognition of equity in earnings of investments accounted for under the equity method due to strong component sales. Higher raw material and component prices, as well as higher costs resulting from a stronger Chinese yuan and weaker yen, also had an impact.
Not applicable.
| Item | Details |
|---|---|
| Fiscal Period Classification | Third quarter |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 January 2026–30 September 2026 |
| Net Sales | 27,095 Millions of yen (YoY +14.3%) |
| Operating profit | 2,975 Millions of yen (YoY +5.0%) |
| Ordinary income | 6,248 Millions of yen (YoY +141.5%) |
| Profit attributable to owners of the parent | 5,086 Millions of yen (YoY +146.3%) |
| Net income per share | ¥127.55 |
| Equity ratio | End of the current fiscal period 66.1 / End of previous period 66.6 |
| Total assets | 134,154 Millions of yen |
| Net assets | 88,873 Millions of yen |
| Full-year earnings forecast | Net Sales 38,200 Millions of yen (YoY +12.8%) / Operating profit 6,200 Millions of yen (YoY +85.9%) / Ordinary income 7,400 Millions of yen (YoY +131.1%) / Net income 5,600 Millions of yen (YoY +89.2%) |
| Revision to Earnings Forecast | No |
| Annual Dividend Forecast | 54 Yen → 56 Yen（+3.7%） |
| Segment revenue | Thin-film deposition equipment business: omitted because it is a single segment (Not disclosed) |
| Segment profit | Thin-film deposition equipment business: omitted because it is a single segment (Not disclosed) |
| Depreciation and amortization | 886,732 Thousands of yen |
| Breakdown of extraordinary income (loss) | Extraordinary income Gain on sale of fixed assets 18 Thousands of yen / Extraordinary loss Loss on disposal of non-current assets 24,370 Thousands of yen |
| Disclosure regarding the going concern assumption | Not applicable. |
| Change in accounting policy | Changes due to revisions to standards No / Other changes Yes / Change in accounting estimate No / Restatement No |
| Changes in the scope of consolidation | Added: 0 companies; excluded: 0 companies |
| Availability of Supplementary Financial Results Materials | Yes |
| Availability of Financial Results Briefing | Yes (for institutional investors and analysts, scheduled for 10 November 2026) |
| Issued Shares at Period-End | 44,358,000 shares |
| Treasury Shares at Period-End | 4,458,384 shares |
| Factors Behind Changes in Business Performance | Strong sales of equipment for smartphone camera modules and optical communications related to AI data centers, an increase in equipment units sold due to strong orders, and the recognition of equity in earnings of investments accounted for under the equity method due to strong component sales. Higher raw material and component prices, as well as higher costs resulting from a stronger Chinese yuan and weaker yen, also had an impact. |
Items this document does not state (11)
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.Sales were strong for equipment for smartphone camera modules in the optical business and for optical communications related to AI data centers. Contributing factors included an increase in equipment units sold due to strong orders and the recognition of equity in earnings of investments accounted for under the equity method due to strong component sales by Zhejiang Jingchi Optoelectronics Technology Co., Ltd. On the other hand, higher raw material and component prices, as well as higher costs resulting from a stronger Chinese yuan and weaker yen, had an impact.