Komori
Revision of earnings forecasts6965HAMAMATSU PHOTONICS K.K.Electrical Equipment and Precision Instruments

Summary of Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending September 2026 (Japanese GAAP) (Consolidated)

The full-year consolidated earnings forecasts for the fiscal year ending September 2026 were revised upward for all four metrics: net sales, operating income, ordinary income, and net income attributable to owners of the parent. Although net sales increased in the interim period, operating income and interim net income attributable to owners of the parent were below the year-earlier levels.

Worth reading
78Important
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
16.3
% (operating income and ordinary income)
Wording
Conditional
How definitive the wording is.

Revised forecast

Fiscal year ending September 2026 · Full yearPrevious forecast published 7 November 2025
Net Sales222,000→232,000million
+4.5%
Operating profit17,200→20,000million
+16.3%
Ordinary income20,200→23,500million
+16.3%
Profit attributable to owners of the parent14,300→16,400million
+14.7%
Net income per share48.67→56.33yen and sen
+15.7%

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 the increase in sales and orders in the industrial equipment sector, mainly for semiconductor manufacturing and inspection equipment and nondestructive testing equipment, against a backdrop of increased investment in generative AI, as well as consideration of currency trends, despite the continuing effects of geopolitical risks and unstable international logistics.

Details and amount of extraordinary loss

Loss on disposal of fixed assets: ¥9 million; loss on reduction of fixed asset acquisition costs: ¥76 million; total extraordinary losses: ¥85 million

Dividend forecast revisionNo revision
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥222,000 million → ¥232,000 million(+4.5%)
Operating profit¥17,200 million → ¥20,000 million(+16.3%)
Ordinary income¥20,200 million → ¥23,500 million(+16.3%)
Profit attributable to owners of the parent¥14,300 million → ¥16,400 million(+14.7%)
Net income per share48.67 yen and sen → 56.33 yen and sen
Fiscal Period CoveredFiscal year ending September 2026
Period CoveredFull year
Publication date of previous forecast7 November 2025
Reason for the revisionThe revision reflects the increase in sales and orders in the industrial equipment sector, mainly for semiconductor manufacturing and inspection equipment and nondestructive testing equipment, against a backdrop of increased investment in generative AI, as well as consideration of currency trends, despite the continuing effects of geopolitical risks and unstable international logistics.
Details and amount of extraordinary lossLoss on disposal of fixed assets: ¥9 million; loss on reduction of fixed asset acquisition costs: ¥76 million; total extraordinary losses: ¥85 million
Dividend forecast revisionNo revision
Consolidated / non-consolidatedConsolidated
Items this document does not state (1)
Previous-period results

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.

The revision reflects the increase in sales and orders in the industrial equipment sector, mainly for semiconductor manufacturing and inspection equipment and nondestructive testing equipment, against a backdrop of increased investment in generative AI, as well as consideration of currency trends, despite the continuing effects of geopolitical risks centered on the Middle East, fluctuations in raw material and energy prices, and unstable international logistics.

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.
Summary of Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending September 2026 (Japanese GAAP) (Consolidated) | HAMAMATSU PHOTONICS K.K. (6965) timely disclosure | Komori