Komori
Eagle Industry (6486) · InitiativeRestatedLatest Revision of earnings forecasts (2026-08-06): "Advanced"

Building a Business Portfolio with Semiconductor Industry Businesses as a Growth Driver

First written in FY2024. 2 of 5 entries say "Advanced", first in 2026-05-13. Latest entry: 2026-08-06.

5entries
3years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2024SoftenedFY20252024: 120242025: 120252026: 32026
Same theme, other companies
Concentrating Management Resources on the Device BusinessA theme 7 companies write about · 1 as a headwind · 7 as a tailwind

5 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-06AdvancedRevision of earnings forecasts

    「Sales of our products increased against a backdrop of expanding demand for high-value-added memory for AI data centers and other applications, resulting in segment net sales of ¥5.869 billion, up 58.7% year on year, and operating income of ¥448 million, compared with an operating loss of ¥316 million in the same period of the previous fiscal year.」

    In the semiconductor business, positioned as a growth area, net sales increased 58.7% and operating income turned profitable.
  2. FY2026RestatedAnnual report

    「We will continue developing new products by leveraging our broad range of sealing products, expand sales to semiconductor manufacturing equipment manufacturers and major foundries, and seek to return the business to profitability.」

    The policy of expanding sales in the semiconductor business as a growth area and seeking a return to profitability remains in place, but the business posted an operating loss of ¥1.169 billion in the current fiscal year and has not yet returned to profitability.
  3. 2026-05-13AdvancedRevision of earnings forecasts

    「Semiconductor demand is on an upward trend, driven by the spread of generative AI. Excess distribution inventories of our products have been almost eliminated, and sales are expected to increase, supported by the planned launch of new products.」

    Excess distribution inventories of semiconductor products have been nearly eliminated, and the business has reached the stage where new product launches and higher sales are expected.
  4. FY2025SoftenedAnnual report

    「We will continue developing new products by leveraging our broad range of sealing products, expand sales to semiconductor manufacturing equipment manufacturers and major foundries, and seek to return the business to profitability from fiscal 2026 onward.」

    While the policy of making the semiconductor business a growth driver remains unchanged, the timing of a return to profitability is now indicated as fiscal 2026 onward following delays in inventory adjustments and operating losses.
  5. FY2024First statedAnnual report

    「We will focus primarily on the business serving the semiconductor industry as a future growth driver and work to build a business portfolio capable of generating stable earnings.」

    The policy of positioning the business serving the semiconductor industry as a future growth driver and aiming to build a stable-earnings business portfolio has been explicitly stated for the first time. The company also plans to expand production capacity by constructing facilities and increasing its workforce despite the downturn in the semiconductor market.
Moved together

"Foreign Exchange Rate Fluctuations Associated with Overseas Operations" moved the same way as this thread, in the same document, in 3 of its 5 moves.

332★123
  1. ★This thread
  2. 1Foreign Exchange Rate Fluctuations Associated with Overseas Operations3×
  3. 2Semiconductor Industry Investment Cutbacks3×
  4. 3Product Development for the Next-Generation Mobility and Energy Markets2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Eagle Industry yet. It last moved in the Revision of earnings forecasts of 2026-08-06: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Building a Business Portfolio with Semiconductor Industry Businesses as a Growth Driver | EAGLE INDUSTRY CO.,LTD. (6486) | Komori