Komori
Revision of earnings forecasts7740Tamron Co.,Ltd.Electrical Equipment and Precision Instruments

Summary of Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending December 2025 [Japanese GAAP] (Consolidated)

The company reported its consolidated results for the interim period of the fiscal year ending December 2025 and revised its full-year forecast downward at the same time. Full-year net sales were reduced by ¥2 billion from the previous forecast, and operating income by ¥500 million.

Worth reading
63In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Deterioration
Direction inferred from the company’s description.
Scale
-2000
¥ million
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending December 2025 · Full year
Net Sales92,000→90,000million
-2.2%
Operating profit20,000→19,500million
-2.5%
Ordinary income20,000→19,700million
-1.5%
Profit attributable to owners of the parent14,800→14,540million
-1.8%
Net income per share89.77→89.99yen and sen
+0.2%

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

中間期は原価低減効果や販管費の抑制等により計画を上回って進捗した一方、第3四半期以降は米国の関税政策による影響の不透明さや海外経済の減速懸念が継続し、写真関連事業のOEMにおける一部受注機種の所要減を見込むため。監視&FA関連事業では販売増を見込む。

Details and amount of extraordinary loss

投資有価証券売却損 414百万円(中間期)

Dividend forecast revisionNo revision
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥92,000 million → ¥90,000 million(-2.2%)
Operating profit¥20,000 million → ¥19,500 million(-2.5%)
Ordinary income¥20,000 million → ¥19,700 million(-1.5%)
Profit attributable to owners of the parent¥14,800 million → ¥14,540 million(-1.8%)
Net income per share89.77 yen and sen → 89.99 yen and sen
Fiscal Period CoveredFiscal year ending December 2025
Period CoveredFull year
Reason for the revision中間期は原価低減効果や販管費の抑制等により計画を上回って進捗した一方、第3四半期以降は米国の関税政策による影響の不透明さや海外経済の減速懸念が継続し、写真関連事業のOEMにおける一部受注機種の所要減を見込むため。監視&FA関連事業では販売増を見込む。
Details and amount of extraordinary loss投資有価証券売却損 414百万円(中間期)
Dividend forecast revisionNo revision
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Publication date of previous forecastPrevious-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.

中間期は原価低減効果や販管費の抑制により計画を上回って進捗した一方、第3四半期以降は米国の関税政策による不透明さや海外経済の減速懸念が続き、写真関連事業のOEMで一部受注機種の所要減を見込むため。関税引き上げの利益影響は原価低減や必要な対応で吸収し、監視&FA関連事業では販売増を見込んでいる。

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 December 2025 [Japanese GAAP] (Consolidated) | Tamron Co.,Ltd. (7740) timely disclosure | Komori