Worth reading
37Immaterial
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
240.6
Year-on-year change in operating profit (%)Wording
Conditional
How definitive the wording is.Results for this period
First quarter1 June 2026 to 31 August 2026ConsolidatedJapanese GAAPNet Sales3,382¥ millionYear on year +35.0%Progress 24.5%
Operating profit518¥ millionYear on year +240.6%Progress 25.9%
Ordinary income556¥ millionYear on year +193.7%Progress 26.1%
Net income attributable to owners of the parent373¥ millionYear on year +244.8%Progress 25.2%
The width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit. The dotted outline is the full-year forecast and the band inside it is the result for this period. The progress rate is the result divided by the forecast.
Net income per share¥52.78
Financial position at period-end
Total assets21,747¥ million
of which net assets 19,042 ¥ millionEquity ratio 87.0%vs. prior year-end -0.8pt
塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.
Segment revenue
Component Products Business2,95486.5%+38.6%
Systems Products Business46113.5%+18.3%
Segment profit
Component Products Business60888.6%+132.0%
Systems Products Business7811.4%+342.9%
Regional sales
Japan2,010,90859.4%
Americas502,88614.9%
Europe245,7327.3%
Asia (excluding Japan)517,25415.3%
Other105,9273.1%
Outlook and shareholder returns
Full-year earnings forecast
Net Sales¥13,805 million (YoY +20.7%)
Operating profit¥2,000 million (YoY +69.6%)
Ordinary income¥2,130 million (YoY +63.3%)
Net income¥1,480 million (YoY +78.1%)
Revision to Earnings ForecastNot disclosed → Net Sales ¥13,805 million / Operating profit ¥2,000 million / Ordinary income ¥2,130 million / Net income ¥1,480 million
Annual Dividend Forecast¥42 → ¥50（+19.0%）
Factors Behind Changes in Business Performance
Expanding demand driven by active capital investment related to generative AI and AI data centers; increased sales of high-value-added products; improved supply capacity through a strengthened global production system; and cost reductions through ongoing operational efficiency improvements.
Disclosure regarding the going concern assumption
Not applicable.
Change in accounting policy
基準改正に伴う変更 Noそれ以外の変更 No見積りの変更 No修正再表示 No
Changes in the scope of consolidation0 additions and 0 exclusions (no material changes)
Impairment lossNo applicable matters
Depreciation and amortization¥110,888 thousand
Availability of Supplementary Financial Results MaterialsNo
Availability of Financial Results BriefingNo
Issued Shares at Period-End7,552,628
Treasury Shares at Period-End470,504
| Item | Details |
|---|---|
| Fiscal Period Classification | First quarter |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 June 2026 to 31 August 2026 |
| Net Sales | ¥3,382 million (YoY +35.0%) |
| Operating profit | ¥518 million (YoY +240.6%) |
| Ordinary income | ¥556 million (YoY +193.7%) |
| Profit attributable to owners of the parent | ¥373 million (YoY +244.8%) |
| Net income per share | ¥52.78 |
| Equity ratio | End of the current fiscal period 87 / End of previous period 87.8 |
| Total assets | ¥21,747 million |
| Net assets | ¥19,042 million |
| Full-year earnings forecast | Net Sales ¥13,805 million (YoY +20.7%) / Operating profit ¥2,000 million (YoY +69.6%) / Ordinary income ¥2,130 million (YoY +63.3%) / Net income ¥1,480 million (YoY +78.1%) |
| Revision to Earnings Forecast | Not disclosed → Net Sales ¥13,805 million / Operating profit ¥2,000 million / Ordinary income ¥2,130 million / Net income ¥1,480 million |
| Annual Dividend Forecast | ¥42 → ¥50（+19.0%） |
| Segment revenue | Component Products Business ¥2,954 million (YoY +38.6%) / Systems Products Business ¥461 million (YoY +18.3%) |
| Segment profit | Component Products Business ¥608 million (YoY +132.0%) / Systems Products Business ¥78 million (YoY +342.9%) |
| Regional sales | Japan ¥2,010,908 thousand / Americas ¥502,886 thousand / Europe ¥245,732 thousand / Asia (excluding Japan) ¥517,254 thousand / Other ¥105,927 thousand |
| Depreciation and amortization | ¥110,888 thousand |
| Impairment loss | No applicable matters |
| Disclosure regarding the going concern assumption | Not applicable. |
| Change in accounting policy | Changes due to revisions to standards No / Other changes No / Change in accounting estimate No / Restatement No |
| Changes in the scope of consolidation | 0 additions and 0 exclusions (no material changes) |
| Availability of Supplementary Financial Results Materials | No |
| Availability of Financial Results Briefing | No |
| Issued Shares at Period-End | 7,552,628 |
| Treasury Shares at Period-End | 470,504 |
| Factors Behind Changes in Business Performance | Expanding demand driven by active capital investment related to generative AI and AI data centers; increased sales of high-value-added products; improved supply capacity through a strengthened global production system; and cost reductions through ongoing operational efficiency improvements. |
Items this document does not state (10)
Operating MarginCash flows from operating activitiesCash flows from investing activitiesCash flows from financing activitiesCash and cash equivalents at end of periodPayout ratioShareholder Return PolicyOrders received and order backlogBreakdown of extraordinary income (loss)Material subsequent events
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 expanded against a backdrop of active capital investment related to generative AI and AI data centers, increasing sales of high-value-added products. The company also worked to improve supply capacity by strengthening its global production system and reduce costs through ongoing operational efficiency improvements.
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.