Komori
Revisions to earnings forecasts6890Ferrotec CorporationElectrical & Precision Instruments

Notice Regarding 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, with net sales set at ¥200.0 billion, operating income at ¥68.0 billion and net income attributable to owners of the parent at ¥48.0 billion. The revision reflects increased demand related to generative AI and AI data centers, as well as higher sales of high-margin products.

Worth reading
69In 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
20000
¥ million
Wording
Conditional
How definitive the wording is.

Revised forecast

Fiscal year ending December 2026 · Full yearPrevious forecast published 14 August 2026
Net Sales380,000→400,000million
+5.3%
Operating profit60,000→68,000million
+13.3%
Ordinary income55,000→66,000million
+20.0%
Profit attributable to owners of the parent36,000→48,000million
+33.3%
Net income per share683.66→912.67Yen/sen
+33.5%

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

This was due to increased demand for semiconductor materials products for semiconductor manufacturing equipment used in generative AI applications, vacuum seals and metal processing, and other products, as well as thermo modules for optical transceivers used in AI data centers, along with a strengthening trend in sales growth for high-margin products. The consolidated income tax forecast was also updated accordingly.

Previous-period resultsNet sales: ¥288,933 million; operating income: ¥27,561 million; ordinary income: ¥26,063 million; net income attributable to owners of the parent: ¥14,886 million; earnings per share: ¥317.88 (fiscal year ending March 2026)
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥380,000 million → ¥400,000 million(5.3%)
Operating profit¥60,000 million → ¥68,000 million(13.3%)
Ordinary income¥55,000 million → ¥66,000 million(20.0%)
Profit attributable to owners of the parent¥36,000 million → ¥48,000 million(33.3%)
Net income per share683.66 Yen/sen → 912.67 Yen/sen
Fiscal Period CoveredFiscal year ending December 2026
Period CoveredFull year
Publication date of previous forecast14 August 2026
Previous-period resultsNet sales: ¥288,933 million; operating income: ¥27,561 million; ordinary income: ¥26,063 million; net income attributable to owners of the parent: ¥14,886 million; earnings per share: ¥317.88 (fiscal year ending March 2026)
Reason for the revisionThis was due to increased demand for semiconductor materials products for semiconductor manufacturing equipment used in generative AI applications, vacuum seals and metal processing, and other products, as well as thermo modules for optical transceivers used in AI data centers, along with a strengthening trend in sales growth for high-margin products. The consolidated income tax forecast was also updated accordingly.
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.

This was due to increased demand for ceramics and quartz for semiconductor manufacturing equipment used in generative AI applications, vacuum seals and metal processing, and thermo modules for optical transceivers used in AI data centers, as well as a strengthening trend in sales growth for high-margin products. The consolidated income tax forecast was also updated accordingly.

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