Revised forecast
Fiscal year ending December 2026 · Second quarter (cumulative), Full yearPrevious forecast published 12 February 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 in the electronics industry, particularly in generative AI-related fields, continues to expand, while demand and orders for high-quality products are increasing. The start-up of facilities is progressing smoothly, and the revised forecasts reflect the strengthening of the supply system through expanded production facilities, increased sales, and improved profitability from higher utilization rates. The assumed exchange rate has been changed from ¥150 to ¥145 per US dollar.
| Item | Details |
|---|---|
| Net Sales | Cumulative second-quarter results 20,600 / Full year 45,000 → Cumulative second-quarter results 23,100 / Full year 49,600（Cumulative second-quarter results 12.1 / Full year 10.2） |
| Operating profit | Cumulative second-quarter results 4,500 / Full year 10,000 → Cumulative second-quarter results 6,100 / Full year 13,000（Cumulative second-quarter results 35.6 / Full year 30） |
| Ordinary income | Cumulative second-quarter results 4,500 / Full year 10,000 → Cumulative second-quarter results 6,600 / Full year 13,000（Cumulative second-quarter results 46.7 / Full year 30） |
| Profit attributable to owners of the parent | Cumulative second-quarter results 3,300 / Full year 7,200 → Cumulative second-quarter results 4,900 / Full year 9,500（Cumulative second-quarter results 48.5 / Full year 31.9） |
| Net income per share | Cumulative second-quarter results 189.50 / Full year 413.47 → Cumulative second-quarter results 260.11 / Full year 504.29 |
| Fiscal Period Covered | Fiscal year ending December 2026 |
| Period Covered | Second quarter (cumulative), Full year |
| Publication date of previous forecast | 12 February 2026 |
| Previous-period results | Second-quarter results Net Sales 18,247 / Operating profit 4,187 / Ordinary income 3,838 / Profit attributable to owners of parent for the quarter 2,856 / Net income per share for the quarter 165.37 / Full-year results Net Sales 40,165 / Operating profit 8,728 / Ordinary income 8,136 / Profit attributable to owners of the parent 6,114 / Net income per share 353.86 |
| Reason for the revision | Demand in the electronics industry, particularly in generative AI-related fields, continues to expand, while demand and orders for high-quality products are increasing. The start-up of facilities is progressing smoothly, and the revised forecasts reflect the strengthening of the supply system through expanded production facilities, increased sales, and improved profitability from higher utilization rates. The assumed exchange rate has been changed from ¥150 to ¥145 per US dollar. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (2)
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.Demand in the electronics industry, particularly in generative AI-related fields, continues to expand, and orders for high-quality products are increasing. The expansion and start-up of production facilities are progressing smoothly, and increased sales from strengthening the supply system and improved profitability from higher utilization rates are expected. The assumed exchange rate has been changed from ¥150 to ¥145 per US dollar.