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Revision of earnings forecasts6890Ferrotec CorporationElectrical Equipment and Precision Instruments

Notice Concerning Revisions to the Full-Year Consolidated Earnings Forecast for the Fiscal Year Ending December 2026

The full-year consolidated earnings forecast for the fiscal year ending December 2026 has been revised upward. Revenue has been raised from ¥350,000 million to ¥400,000 million, and operating income from ¥38,000 million to ¥60,000 million. Net income and earnings per share have also been increased.

Worth reading
65In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
50000
¥ million
Wording
Definitive
How definitive the wording is.

Revised forecast

Fiscal year ending December 2026 · Full yearPrevious forecast published At the time of the earnings announcement in May 2026
Net Sales350,000→400,000million
+14.3%
Operating profit38,000→60,000million
+57.9%
Ordinary income36,000→58,000million
+61.1%
Profit attributable to owners of the parent23,000→37,000million
+60.9%
Net income per share436.78→702.65yen and sen
+60.9%

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

Demand has increased for semiconductor materials, vacuum seals, metal processing and other products used in semiconductor manufacturing equipment related to generative AI, as well as for thermoelectric modules used in optical transceivers for AI data centers. Sales of highly profitable products have also increased.

Previous-period resultsNet Sales ¥288,933 million / Operating profit ¥27,561 million / Ordinary income ¥26,063 million / Profit attributable to owners of the parent ¥14,886 million / Net income per share ¥317.88
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥350,000 million → ¥400,000 million(14.3%)
Operating profit¥38,000 million → ¥60,000 million(57.9%)
Ordinary income¥36,000 million → ¥58,000 million(61.1%)
Profit attributable to owners of the parent¥23,000 million → ¥37,000 million(60.9%)
Net income per share436.78 yen and sen → 702.65 yen and sen
Fiscal Period CoveredFiscal year ending December 2026
Period CoveredFull year
Publication date of previous forecastAt the time of the earnings announcement in May 2026
Previous-period resultsNet Sales ¥288,933 million / Operating profit ¥27,561 million / Ordinary income ¥26,063 million / Profit attributable to owners of the parent ¥14,886 million / Net income per share ¥317.88
Reason for the revisionDemand has increased for semiconductor materials, vacuum seals, metal processing and other products used in semiconductor manufacturing equipment related to generative AI, as well as for thermoelectric modules used in optical transceivers for AI data centers. Sales of highly profitable products have also increased.
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.

Demand has increased for products used in semiconductor manufacturing equipment related to generative AI and for thermoelectric modules used in optical transceivers for AI data centers, while sales of highly profitable products have also increased.

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 Concerning Revisions to the Full-Year Consolidated Earnings Forecast for the Fiscal Year Ending December 2026 | Ferrotec Corporation (6890) timely disclosure | Komori