Worth reading
52Recurring
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
6
Year-on-year revenue growth (%)Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Financial results presentation2026年2月期 第3四半期8 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥94,483 million+5.9%
Operating profit¥23,532 million-8.1%
Ordinary income¥23,375 million-12.7%
Net income¥17,465 million-11.4%
Results for the three months of the current quarter
Net Sales
半導体関連装置24,893、分析装置769、FPD関連装置690、ライフサイエンス関連装置103、部品・修理他2,424
Full-year earnings forecast
Net Sales
¥128,190 million
Operating profit
¥30,345 million
Ordinary income
¥30,618 million
Profit attributable to owners of the parent
¥23,499 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
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 Sales73.7%
Semiconductor-related equipment74.4%
Analytical instruments53.1%
FPD-related equipment60.3%
Life science-related equipment29.5%
Parts, repairs and other92.4%
Operating profit77.6%
Ordinary income76.3%
親会社株主に帰属する四半期（当期）純利益74.3%
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
¥25,593 million
Revenue Volatility
¥2,226 million
Foreign Exchange Effects
¥-412 million
Personnel Expenses
¥-1,843 million
Research and development costs
¥-357 million
Amortization of goodwill
¥-1,415 million
Other SG&A expenses
¥-257 million
Current third quarter
¥23,532 million
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
生成AIの需要拡大、先端プロセス向け新規設備投資の増加、Q4以降のEFEMやウエハソータ等の受注・売上増加を見込む。数値前提はNot disclosed。New initiatives
- Flap WristをSEMICON Japanに出展（特許出願中）
- Nanoverse社のレーザースクライビング装置NVT 7700を初公開
- 新レーザーアブレーション装置Expert_LAの半導体先端プロセス向け受注拡大
Key KPIsA metric the company considers important as a management benchmark.
- Consolidated number of employees4,533 people
- 米国売上構成比24 %
- 台湾売上構成比28 %
- 中国売上構成比28 %
- エンドユーザー向け売上構成比33 %
- 装置メーカー向け売上構成比67 %
Segment results
Semiconductor-related equipment
Net Sales
¥79,544 million
Year on year against the same period last year103.8%
Analytical instruments
Net Sales
¥2,210 million
Year on year against the same period last year111.7%
FPD-related equipment
Net Sales
¥3,949 million
Year on year against the same period last year101.6%
Life science-related equipment
Net Sales
¥469 million
Year on year against the same period last year92.7%
Parts, repairs and other
Net Sales
¥8,310 million
Year on year against the same period last year133.3%
Orders received and order backlog
Semiconductor-related equipment
Orders received
¥43,258 million
Net Sales
¥24,893 million
Order backlog
¥45,192 million
Analytical instruments
Orders received
¥3,080 million
Net Sales
¥769 million
Order backlog
¥3,366 million
FPD-related equipment
Orders received
¥1,454 million
Net Sales
¥690 million
Order backlog
¥2,257 million
Number of employees
Consolidated4,533 people
As ofEnd of November 2025
Acquisition of treasury shares
¥50 100 million
Implementation date2025年7月末完了
| Item | Details |
|---|---|
| Document type | Financial results presentation |
| Fiscal Period Covered | 2026年2月期 第3四半期 |
| Net Sales | ¥94,483 million (YoY +5.9%) |
| Operating profit | ¥23,532 million (YoY -8.1%) |
| Ordinary income | ¥23,375 million (YoY -12.7%) |
| Net income | ¥17,465 million (YoY -11.4%) |
| Results for the three months of the current quarter | Net Sales 半導体関連装置24,893、分析装置769、FPD関連装置690、ライフサイエンス関連装置103、部品・修理他2,424 |
| Full-year earnings forecast | Net Sales ¥128,190 million / Operating profit ¥30,345 million / Ordinary income ¥30,618 million / Profit attributable to owners of the parent ¥23,499 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 |
| Progress against full-year forecast | Net Sales 73.7% / Semiconductor-related equipment 74.4% / Analytical instruments 53.1% / FPD-related equipment 60.3% / Life science-related equipment 29.5% / Parts, repairs and other 92.4% / Operating profit 77.6% / Ordinary income 76.3% / 親会社株主に帰属する四半期（当期）純利益 74.3% |
| Segment results | Semiconductor-related equipment Net Sales ¥79,544 million / Year on year against the same period last year 103.8% / Analytical instruments Net Sales ¥2,210 million / Year on year against the same period last year 111.7% / FPD-related equipment Net Sales ¥3,949 million / Year on year against the same period last year 101.6% / Life science-related equipment Net Sales ¥469 million / Year on year against the same period last year 92.7% / Parts, repairs and other Net Sales ¥8,310 million / Year on year against the same period last year 133.3% |
| Breakdown of Factors Affecting the Change | Operating profit Prior-year period ¥25,593 million / Revenue Volatility ¥2,226 million / Foreign Exchange Effects ¥-412 million / Personnel Expenses ¥-1,843 million / Research and development costs ¥-357 million / Amortization of goodwill ¥-1,415 million / Other SG&A expenses ¥-257 million / Current third quarter ¥23,532 million |
| Key KPIs | Indicator name Consolidated number of employees / Value 4,533 people / Year on year against the same period last year Not disclosed, Indicator name 米国売上構成比 / Value 24 % / Year on year against the same period last year Not disclosed, Indicator name 台湾売上構成比 / Value 28 % / Year on year against the same period last year Not disclosed, Indicator name 中国売上構成比 / Value 28 % / Year on year against the same period last year Not disclosed, Indicator name エンドユーザー向け売上構成比 / Value 33 % / Year on year against the same period last year Not disclosed, Indicator name 装置メーカー向け売上構成比 / Value 67 % / Year on year against the same period last year Not disclosed |
| Number of employees | Consolidated 4,533 people / As of End of November 2025 / Change during the period Not disclosed |
| Assumptions Underlying the Business Outlook | 生成AIの需要拡大、先端プロセス向け新規設備投資の増加、Q4以降のEFEMやウエハソータ等の受注・売上増加を見込む。数値前提はNot disclosed。 |
| Acquisition of treasury shares | Amount ¥50 100 million / Implementation date 2025年7月末完了 / Number of Shares Not disclosed / Period Not disclosed |
| Orders received and order backlog | Semiconductor-related equipment Orders received ¥43,258 million / Net Sales ¥24,893 million / Order backlog ¥45,192 million / Analytical instruments Orders received ¥3,080 million / Net Sales ¥769 million / Order backlog ¥3,366 million / FPD-related equipment Orders received ¥1,454 million / Net Sales ¥690 million / Order backlog ¥2,257 million |
| New initiatives | Flap WristをSEMICON Japanに出展（特許出願中）, Nanoverse社のレーザースクライビング装置NVT 7700を初公開, 新レーザーアブレーション装置Expert_LAの半導体先端プロセス向け受注拡大 |
Items this document does not state (14)
Gross Profit MarginOperating profit marginSelling, general and administrative expensesSelf-assessment against the planUnit price and quantity metricsNumber of stores and locationsRisk 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.売上高は半導体関連装置を中心に増加した。営業利益は、為替影響に加え、連結対象となった子会社にかかる人件費、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、親子会社間貸付金などにかかる為替変動による営業外損益が前年同期比で16億円減少したことが影響した。
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.