Revised forecast
Fiscal year ending December 2026 · Cumulative second quarter and full yearPrevious forecast published 5 February 2026The 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.
During the cumulative first quarter of the fiscal year, sales of imaging-related equipment and components for automotive applications, communication systems for web conferencing, and electronic components for semiconductor manufacturing equipment remained strong, with both net sales and profit exceeding the initial forecasts. From the second quarter onward, higher costs due to the prolonged situation in the Middle East are a concern, but capital investment to expand production capacity for advanced semiconductors is expected to remain firm.
| Item | Details |
|---|---|
| Net Sales | Cumulative second-quarter results 50,300 / Full year 103,400 → Cumulative second-quarter results 56,500 / Full year 110,000（Cumulative second-quarter results 12.3 / Full year 6.4） |
| Operating profit | Cumulative second-quarter results 3,260 / Full year 7,200 → Cumulative second-quarter results 3,655 / Full year 7,550（Cumulative second-quarter results 12.1 / Full year 4.9） |
| Ordinary income | Cumulative second-quarter results 3,260 / Full year 7,200 → Cumulative second-quarter results 3,720 / Full year 7,640（Cumulative second-quarter results 14.1 / Full year 6.1） |
| Profit attributable to owners of the parent | Cumulative second-quarter results 2,200 / Full year 4,950 → Cumulative second-quarter results 2,510 / Full year 5,250（Cumulative second-quarter results 14.1 / Full year 6.1） |
| Net income per share | Cumulative second-quarter results 104.44 / Full year 234.98 → Cumulative second-quarter results 119.16 / Full year 249.23 |
| Fiscal Period Covered | Fiscal year ending December 2026 |
| Period Covered | Cumulative second quarter and full year |
| Publication date of previous forecast | 5 February 2026 |
| Previous-period results | Second quarter Net sales ¥48,852 million, operating income ¥3,723 million, ordinary income ¥3,651 million, quarterly net income attributable to owners of the parent ¥2,555 million, quarterly net income per share ¥119.83 / Full year Net sales ¥103,142 million, operating income ¥7,010 million, ordinary income ¥7,156 million, net income attributable to owners of the parent ¥4,923 million, net income per share ¥232.32 |
| Reason for the revision | During the cumulative first quarter of the fiscal year, sales of imaging-related equipment and components for automotive applications, communication systems for web conferencing, and electronic components for semiconductor manufacturing equipment remained strong, with both net sales and profit exceeding the initial forecasts. From the second quarter onward, higher costs due to the prolonged situation in the Middle East are a concern, but capital investment to expand production capacity for advanced semiconductors is expected to remain firm. |
| Dividend forecast revision | No change (unchanged from the forecast figures announced on 5 February 2026) |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (1)
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.In the first quarter, sales of imaging-related equipment and components for automotive applications, communication systems for web conferencing, and electronic components for semiconductor manufacturing equipment were strong, resulting in net sales and profit exceeding the initial forecasts. From the second quarter onward, capital investment to expand production capacity for advanced semiconductors is expected to remain firm, although there are concerns about higher costs due to the prolonged situation in the Middle East.