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Revision of earnings forecasts6723Renesas Electronics CorporationElectrical Equipment and Precision Instruments

Notice Regarding Earnings Forecasts

For the cumulative third quarter of the fiscal year ending December 2026, for which no initial forecast had previously been disclosed, the Company has for the first time presented forecasts of Non-GAAP revenue of ¥1,200,113 million to ¥1,215,113 million, a gross profit margin of 58.2%, and an operating profit margin of 33.0%.

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Revised forecast

Fiscal year ending December 2026 · Third quarter (cumulative)
Net Sales—→—million
—

The bar length represents the relative magnitude of change, based on the item that changed the most in this document.

Reason for the revision

Because business conditions in the semiconductor industry can change significantly over a short period, making it difficult to calculate highly reliable figures accurately, the Company discloses forecasts in range format. In addition, to facilitate an understanding of recurring operating performance, it discloses figures on a Non-GAAP basis, adjusting for acquisition-related items and other nonrecurring gains and losses.

Previous-period resultsNon-GAAP revenue: ¥967,615 million; Non-GAAP gross profit margin: 57.1%; Non-GAAP operating profit margin: 28.8%
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesNot disclosed → 1,200,113~1,215,113
Fiscal Period CoveredFiscal year ending December 2026
Period CoveredThird quarter (cumulative)
Previous-period resultsNon-GAAP revenue: ¥967,615 million; Non-GAAP gross profit margin: 57.1%; Non-GAAP operating profit margin: 28.8%
Reason for the revisionBecause business conditions in the semiconductor industry can change significantly over a short period, making it difficult to calculate highly reliable figures accurately, the Company discloses forecasts in range format. In addition, to facilitate an understanding of recurring operating performance, it discloses figures on a Non-GAAP basis, adjusting for acquisition-related items and other nonrecurring gains and losses.
Consolidated / non-consolidatedConsolidated
Items this document does not state (7)
Operating profitOrdinary incomeProfit attributable to owners of the parentNet income per sharePublication date of previous forecastDetails 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.

Because business conditions in the semiconductor industry can change significantly over a short period, making it difficult to calculate reliable earnings forecasts accurately, the Company discloses forecasts for the cumulative period of the following quarter in range format. In addition, to show recurring operating performance, it discloses figures on a Non-GAAP basis, adjusting for acquisition-related items and other nonrecurring gains and losses.

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 Earnings Forecasts | Renesas Electronics Corporation (6723) timely disclosure | Komori