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Revision of earnings forecasts6524KOHOKU KOGYO CO.,LTD.Electrical Equipment and Precision Instruments

Notice Regarding Revisions to Full-Year Earnings Forecast

The full-year consolidated earnings forecast for the fiscal year ending December 2026 has been revised upward for all four metrics: net sales, operating income, ordinary income and net income. The revision reflects strong conditions in the AI server market, increased orders and sales of new products related to submarine cables, and improved production efficiency.

Worth reading
81Important
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
31.3
% (change in ordinary profit)
Wording
Conditional
How definitive the wording is.

Revised forecast

Fiscal year ending December 2026 · Full yearPrevious forecast published 12 February 2026
Net Sales19,613→22,238million
+13.4%
Operating profit5,404→6,754million
+25.0%
Ordinary income5,247→6,888million
+31.3%
Profit attributable to owners of the parent3,536→4,618million
+30.6%
Net income per share136.51→178.29yen and sen
+30.6%

The 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.

Reason for the revision

The revision reflects actual results for the interim consolidated accounting period exceeding the assumptions made at the beginning of the fiscal year, as well as expectations for strong conditions in the capacitor market for AI servers in the second half, increased orders for long-distance submarine cable projects, higher sales of new products and other items accompanying the increased number of cores in submarine cables, and improved production efficiency. The exchange rate assumed for the second half is ¥160 to the US dollar.

Previous-period resultsNet sales: ¥17,454 million; operating income: ¥4,624 million; ordinary income: ¥4,547 million; net income attributable to owners of the parent: ¥2,992 million; earnings per share: ¥114.73
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥19,613 million → ¥22,238 million(+13.4%)
Operating profit¥5,404 million → ¥6,754 million(+25.0%)
Ordinary income¥5,247 million → ¥6,888 million(+31.3%)
Profit attributable to owners of the parent¥3,536 million → ¥4,618 million(+30.6%)
Net income per share136.51 yen and sen → 178.29 yen and sen
Fiscal Period CoveredFiscal year ending December 2026
Period CoveredFull year
Publication date of previous forecast12 February 2026
Previous-period resultsNet sales: ¥17,454 million; operating income: ¥4,624 million; ordinary income: ¥4,547 million; net income attributable to owners of the parent: ¥2,992 million; earnings per share: ¥114.73
Reason for the revisionThe revision reflects actual results for the interim consolidated accounting period exceeding the assumptions made at the beginning of the fiscal year, as well as expectations for strong conditions in the capacitor market for AI servers in the second half, increased orders for long-distance submarine cable projects, higher sales of new products and other items accompanying the increased number of cores in submarine cables, and improved production efficiency. The exchange rate assumed for the second half is ¥160 to the US dollar.
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Details and amount of extraordinary lossDividend forecast revision

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.

In addition to net sales and income for the lead terminal business and optical components and devices business during the interim consolidated accounting period exceeding the assumptions made at the beginning of the fiscal year, strong conditions are expected to continue in the second half in the capacitor market for AI servers, along with increased orders for long-distance submarine cable projects, higher sales of new products and other items accompanying the increased number of cores in submarine cables, and improved production efficiency.

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.
Notice Regarding Revisions to Full-Year Earnings Forecast | KOHOKU KOGYO CO.,LTD. (6524) timely disclosure | Komori