Worth reading
56In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
8.9
% (year-on-year change in revenue)Wording
Conditional
How definitive the wording is.Contents of this document
Financial results presentation2026年2月期 第2四半期9 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥65,602 million+8.9%
Operating profit¥16,214 million-5.4%
Ordinary income¥14,572 million-29.2%
Net income¥10,872 million-31.4%
Results for the three months of the current quarter製品別のQ2単独売上高として、半導体関連装置26,420百万円、分析装置780百万円、FPD関連装置2,257百万円、ライフサイエンス関連装置255百万円、部品・修理 他2,827百万円を記載
Full-year earnings forecast
Net Sales
¥128,190 million
Semiconductor-related equipment
¥106,893 million
Analytical instruments
¥4,163 million
FPD-related equipment
¥6,550 million
Life science-related equipment
¥1,590 million
Parts, repairs and other
¥8,992 million
Operating profit
¥30,345 million
Ordinary income
¥30,618 million
Profit attributable to owners of the parent
¥23,499 million
Progress against full-year forecast 通期の予想に対して、いまどこまで進んだかの割合です。
Net Sales51.2 %
Semiconductor-related equipment51.1 %
Analytical instruments34.6 %
FPD-related equipment49.8 %
Life science-related equipment23 %
Parts, repairs and other65.5 %
Operating profit53.5 %
Ordinary income47.6 %
Profit attributable to owners of the parent46.3 %
What the company explained in this material
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
Operating profit
Prior-year period
¥17,146 million
Revenue Volatility
¥3,407 million
Foreign Exchange Effects
¥-881 million
Personnel Expenses
¥-1,563 million
Research and development costs
¥-174 million
Amortization of goodwill
¥-1,416 million
Other SG&A expenses
¥-303 million
当第2四半期
¥16,214 million
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
台湾向けが牽引し、中国および米国の主要顧客の需要は底堅く推移する見通し。数値による前提はNot disclosedNew initiatives
- 分析装置についてグループ内の営業・販売・サポート体制を強化
- 中国量産工場でEFEM累計1,000台出荷を達成
Key KPIsA metric the company considers important as a management benchmark.
- EFEM累計出荷台数1,000 Units
- Consolidated number of employees4,394 peopleYear on year against the same period last yearFY'24 Q2の4,304名から増加
- 中国子会社EFEM生産人員数154 people
- Impact of U.S. tariffs特段の影響なし
Segment results
Semiconductor-related equipment
Net Sales
¥54,650 million
Year on year against the same period last year+6.5%
Analytical instruments
Net Sales
¥1,440 million
Year on year against the same period last year+5.7%
FPD-related equipment
Net Sales
¥3,259 million
Year on year against the same period last year-3.9%
Life science-related equipment
Net Sales
¥366 million
Year on year against the same period last year+9.5%
Parts, repairs and other
Net Sales
¥5,886 million
Year on year against the same period last year+53.8%
Orders received and order backlog
Semiconductor-related equipment
Orders received
¥45,192 million
Order backlog
¥24,699 million
Analytical instruments
Orders received
¥3,366 million
Order backlog
¥663 million
FPD-related equipment
Orders received
¥2,759 million
Order backlog
¥473 million
Number of stores and locations
国内5拠点、海外拠点あり。期中の出退店数はNot disclosedNumber of employees
Consolidated4,394 people
The Company258 people
Record dateEnd of August 2025
Change during the period連結4,367名（FY'25 Q1）から4,394名へ増加
Acquisition of treasury shares
Acquisition amount¥5 billion
Period2025年7月末完了
| Item | Details |
|---|---|
| Document type | Financial results presentation |
| Fiscal Period Covered | 2026年2月期 第2四半期 |
| Net Sales | ¥65,602 million (YoY +8.9%) |
| Operating profit | ¥16,214 million (YoY -5.4%) |
| Ordinary income | ¥14,572 million (YoY -29.2%) |
| Net income | ¥10,872 million (YoY -31.4%) |
| Results for the three months of the current quarter | 製品別のQ2単独売上高として、半導体関連装置26,420百万円、分析装置780百万円、FPD関連装置2,257百万円、ライフサイエンス関連装置255百万円、部品・修理 他2,827百万円を記載 |
| Full-year earnings forecast | Net Sales ¥128,190 million / Semiconductor-related equipment ¥106,893 million / Analytical instruments ¥4,163 million / FPD-related equipment ¥6,550 million / Life science-related equipment ¥1,590 million / Parts, repairs and other ¥8,992 million / Operating profit ¥30,345 million / Ordinary income ¥30,618 million / Profit attributable to owners of the parent ¥23,499 million |
| Progress against full-year forecast | Net Sales 51.2 % / Semiconductor-related equipment 51.1 % / Analytical instruments 34.6 % / FPD-related equipment 49.8 % / Life science-related equipment 23 % / Parts, repairs and other 65.5 % / Operating profit 53.5 % / Ordinary income 47.6 % / Profit attributable to owners of the parent 46.3 % |
| Segment results | Semiconductor-related equipment Net Sales ¥54,650 million / yoy_pct 6.5 / Analytical instruments Net Sales ¥1,440 million / yoy_pct 5.7 / FPD-related equipment Net Sales ¥3,259 million / yoy_pct -3.9 / Life science-related equipment Net Sales ¥366 million / yoy_pct 9.5 / Parts, repairs and other Net Sales ¥5,886 million / yoy_pct 53.8 |
| Breakdown of Factors Affecting the Change | Operating profit Prior-year period ¥17,146 million / Revenue Volatility ¥3,407 million / Foreign Exchange Effects ¥-881 million / Personnel Expenses ¥-1,563 million / Research and development costs ¥-174 million / Amortization of goodwill ¥-1,416 million / Other SG&A expenses ¥-303 million / 当第2四半期 ¥16,214 million |
| Key KPIs | Indicator name EFEM累計出荷台数 / Value 1,000 Units / Year on year against the same period last year Not disclosed, Indicator name Consolidated number of employees / Value 4,394 people / Year on year against the same period last year FY'24 Q2の4,304名から増加, Indicator name 中国子会社EFEM生産人員数 / Value 154 people / Year on year against the same period last year Not disclosed, Indicator name Impact of U.S. tariffs / Value 特段の影響なし / Year on year against the same period last year Not disclosed |
| Number of stores and locations | 国内5拠点、海外拠点あり。期中の出退店数はNot disclosed |
| Number of employees | Consolidated 4,394 people / The Company 258 people / Record date End of August 2025 / Change during the period 連結4,367名（FY'25 Q1）から4,394名へ増加 |
| Assumptions Underlying the Business Outlook | 台湾向けが牽引し、中国および米国の主要顧客の需要は底堅く推移する見通し。数値による前提はNot disclosed |
| Acquisition of treasury shares | Acquisition amount ¥5 billion / Number of Shares Not disclosed / Period 2025年7月末完了 |
| Orders received and order backlog | Semiconductor-related equipment Orders received ¥45,192 million / Order backlog ¥24,699 million / Analytical instruments Orders received ¥3,366 million / Order backlog ¥663 million / FPD-related equipment Orders received ¥2,759 million / Order backlog ¥473 million |
| New initiatives | 分析装置についてグループ内の営業・販売・サポート体制を強化, 中国量産工場でEFEM累計1,000台出荷を達成 |
Items this document does not state (13)
Gross Profit MarginOperating profit marginSelling, general and administrative expensesSelf-assessment against the planUnit price and quantity metricsRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioCapital expendituresMarket Size / ShareKey points of the Q&A
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.売上高は台湾主要顧客向けウエハソータの納入拡大など半導体関連装置が牽引した。営業利益は前期の円安による利幅拡大の反動、為替影響による原価率の下げ止まり、Nanoverse社に関連する人件費・研究開発費・のれん償却額などの販管費増加により減少した。経常利益は親子会社間貸付金等にかかる為替変動による営業外損益の計上が主因で、前年同期比51億円の減少要因となった。
How to read this page
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