Komori
Lasertec (6920) · FactRecovery in orders received and slight increase in order backlog

Expansion of Orders Received and Order Backlog for Semiconductor-Related Equipment

First written in FY2018. 6 of 11 entries say "Advanced", first in FY2019. Latest entry: FY2026.

11entries
9years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2019 – FY2022OtherFY2023 – FY20242018: 12019: 120192020: 120202021: 220212022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Increase in semiconductor manufacturing equipment orders and order backlogA theme 19 companies write about · 1 as a headwind · 20 as a tailwind

The whole theme swung hardest in 2023: 6 of 15 companies on the "Worse" side.

1 other company's latest entry also says "Other".

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.
Showing 14 of the 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  1. FY2026Recovery in orders received and slight increase in order backlogAnnual report

    「Semiconductor-related equipment 172,216 208.5 301,303 1.4」

    Orders received for semiconductor-related equipment recovered to ¥172,216 million, up 208.5% year on year, while the order backlog increased 1.4% to ¥301,303 million. Both orders received and the order backlog recovered from declines in the previous fiscal year.
  2. 2026-08-06AdvancedRevisions to earnings forecasts

    「The Group's order intake recovered to ¥237.504 billion from ¥105.226 billion in the previous fiscal year, but consolidated revenue was ¥230.485 billion, down 8.3% year on year, reflecting the impact of order intake in the previous fiscal year.」

    Order intake recovered to ¥237.504 billion, up 125.7% year on year, while order backlog increased 2.2% to ¥322.964 billion.
  3. FY2025WorsenedAnnual report

    「Semiconductor-related equipment 55,814 △76.3 297,178 △33.1」

    Orders received for semiconductor-related equipment decreased 76.3% year on year to ¥55,814 million, while the order backlog also decreased 33.1% to ¥297,178 million. The order backlog shifted from expansion through the previous fiscal year to a decline.
  4. FY2024Recovery in orders received and continued growth in order backlogAnnual report

    「Semiconductor-related equipment 235,617 50.0 444,329 13.8」

    Orders received for semiconductor-related equipment totaled ¥235,617 million, up 50.0% year on year, while the order backlog totaled ¥444,329 million, up 13.8%. Orders received shifted from a decline in the previous fiscal year to an increase.
  5. FY2023Decrease in orders received and increase in order backlogAnnual report

    「Semiconductor-related equipment 157,082 △48.8 390,463 7.2」

    Orders received for semiconductor-related equipment decreased 48.8% year on year to ¥157,082 million, while the order backlog increased 7.2% to ¥390,463 million.
  6. FY2022AdvancedAnnual report

    「Semiconductor-related equipment 307,090,764 196.5 364,110,978 173.8」

    Orders received for semiconductor-related equipment totaled ¥307,090.764 million, up 196.5% year on year, while the order backlog totaled ¥364,110.978 million, up 173.8%.
  7. FY2022-Q1AdvancedAnnual report

    「To meet this increase in demand, logic and memory device manufacturers have continued to invest aggressively and are accelerating the introduction of semiconductor manufacturing processes using state-of-the-art EUV (extreme ultraviolet) lithography. Our quarterly orders received reached ¥108,307 million, setting a new record high.」

    Quarterly orders received reached ¥108,307 million, setting a new record high. In addition to the existing expansion in orders on an annual basis, quarterly orders also reached a record level.
  8. FY2021AdvancedAnnual report

    「Semiconductor-related equipment 103,566,900 47.6 132,991,859 51.4」

    Orders received for semiconductor-related equipment totaled ¥103,566.900 million, up 47.6% year on year, while the order backlog totaled ¥132,991.859 million, up 51.4%.
  9. FY2020AdvancedAnnual report

    「Semiconductor-related equipment 70,157,214 87.9 87,826,801 68.8」

    Orders received for semiconductor-related equipment totaled ¥70,157.214 million, up 87.9% year on year, while the order backlog totaled ¥87,826.801 million, up 68.8%.
  10. FY2019AdvancedAnnual report

    「Semiconductor-related equipment 37,338,360 7.2 52,041,944 51.0」

    Orders received for semiconductor-related equipment totaled ¥37,338.360 million, up 7.2% year on year, while the order backlog totaled ¥52,041.944 million, up 51.0%.
  11. FY2018First statedAnnual report

    「Semiconductor-related equipment 34,826,726 81.3 34,466,273 127.7」

    Orders received for semiconductor-related equipment totaled ¥34,826.726 million, up 81.3% year on year, while the order backlog totaled ¥34,466.273 million, up 127.7%.
Moved together

"Expansion of the services business" moved the same way as this thread, in the same document, in 6 of its 11 moves.

655544★123456
  1. ★This thread
  2. 1Expansion of the services business6×
  3. 2Stable shareholder returns guided by a consolidated dividend payout ratio of 35%5×
  4. 3Research and development expenditure5×
  5. 4Expansion of Assets and Liabilities Driven by Increases in Work-in-Process and Customer Advances5×
  6. 5Phase-based management of the 9-year medium-term management plan4×
  7. 6Contribution to earnings from new EUVL products and the new wafer business in Phase III4×

★ 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 Lasertec yet. It last moved in the Revisions to 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.